Liven Insights User Guide - Viewing Looks

Viewing Looks in Liven Insights

Now that you've learned how to view and use dashboards, this tutorial will show you how to view and use saved Looks.

You can view and interact with Looks as much as you want without impacting other Liven Insights users. The only way to impact anyone else is if you select the Edit button and make changes (visit the Saving and editing Looks documentation page to learn more). Once you've mastered viewing Looks, learn more about exploring data and creating visualisations.

Finding and viewing Looks

Looks and dashboards can be organised in several ways:

• In folders (for example, you can have folders named Marketing, Q4 Sales Review, and so on):
• You can navigate your company's folders by expanding the list of folders in the Folders section of the left navigation panel.
• On boards:
• You can navigate your company's boards by expanding the list of boards in the Boards section of the left navigation panel.
• On your Liven Insights homepage.

You can open a Look by selecting the Look's name or thumbnail icon, depending on whether content is organised in grid view or list view.

The Look page

Note: For Looks that have the Run on Load option disabled, the data will not load automatically. Select the Run button to load the data. You can learn more on the

A Look's page consists of the following elements:

1. The title of the Look and the name of the folder in which it is saved.
• You can select the heart icon next to the Look's title to add the Look to your Favorites folder.
2. Information about how many rows are in the Look, how long the report took to run, and how old the data is.
3. How long ago the data was queried (to display the date and time, hover over the relative time information).
4. The time zone of the data you're viewing, if your admin has enabled user-specific time zones.
5. The Explore actions gear menu.
6. The Details panel that displays information about the Look.

The remaining items can be expanded or hidden as desired:

7. The Filters section displays a list of filters that have been applied to the Look, if any. If the Look was created with adjustable filters, you can temporarily change them to limit the Look to only display the information that you're interested in. Just remember to rerun the query using Run button in the upper right after making any changes.
• Unless you select Edit and make the change in edit mode, changes to the filters are temporary and do not impact other Liven Insights users.
8. The Visualisation section that displays the Look's data.
9. The tooltip that displays additional details about each data point, which you can reveal by hovering over a point on the visualisation.
10. The Data table that displays the underlying data of the Look. In the Data table, you can adjust the following Look elements:
• Field sort order. Select a column heading (or several using the Shift key) to sort the values in the column. Liven Insights will adjust the results and automatically rerun the query if necessary.
• Row and column limits. After making changes to the limits, be sure to select the Run button in the upper right to run the query with the new limits.
11. Unless you select Edit and make the change in edit mode, changes to the sorting or limits are temporary and do not affect anyone else.

If you make any changes while viewing a Look, such as changing filters, sorting a column, or changing row limits, you can return to the Look's original settings by selecting Reset Look.

As you gain familiarity with Liven Insights, you can also select the Explore from Here option to use the Look as a starting point for further data exploration. You can start with one set of data and then begin exploring the answers to related questions by changing the filters, changing the visualisation, sorting the data differently, or by making other changes.

The Look Explore actions gear menu

The Explore actions gear menu on a Look's page lets users use or customise their Look in several ways. Depending on user permissions, the options can include the following:

• Save — Select this option to:
• Save a Look as a query tile or Look-Linked tile to a new dashboard.
• Save a Look as a query tile or Look-Linked tile to an existing dashboard.
• Save a copy of the Look in another folder.
• Download — Select this option to download the contents of a Look in one of several format options.
• Add to a board — Select this option to add a Look to an existing board.
• Send — Select this option to send a Look as a one-off delivery.
• Schedule — Select this option to set a recurring delivery for a Look.
• Share — Select this option to obtain a link that you can copy and paste to share with other users.
• Get embed URL — Select this option to generate either a private embed URL or a signed embed URL, which you can use to embed the Look into an iframe.
• Edit settings — Select this option to enable or disable the Run on Load options. Only the Run on Load option is enabled by default.
• Merge results — Select this option to merge the result of a Look's query with the results from other queries.
• Clear cache and refresh — Select this option to override any data caching policies and force new results to be generated from the database.
• Move to trash — Select this option to delete a Look.

The Details panel

The Details panel on the right side of the Look page lets users quickly access additional details about a Look. Users can also use the Details panel to customise and use their Look in several ways, depending on their permissions, including:

1. Expanding or collapsing the Details panel by selecting the circle-arrow icon.
2. Viewing or editing a Look's description in the Description field.
3. Viewing the schedule activity of a Look in the Scheduled section, including creating or editing existing schedules you have created for a Look.
4. Viewing a list of dashboards in the On dashboards section that the Look has been added to as a Look-linked tile, or adding the Look as a query tile or Look-Linked tile to a new or an existing dashboard. You can view a dashboard by selecting the name of a dashboard from the dashboard list.
5. Viewing the history of updates to a Look's settings by users.

Choosing time zones

Liven Insights provides a drop-down menu for time zone selection.

Select the current time zone displayed in the upper right of the Look page to choose a new time zone.

The time zone setting affects the data returned when filtering for "today", "yesterday", and so on. You can learn more on the Using time zone settings documentation page.

Navigation shortcuts

When exploring a Look, you can navigate to other items saved within the same folder. To quickly navigate to saved content within the same folder:

1. Select the folder name displayed within the Look.
2. Select an option displayed in the drop-down menu. You can choose to navigate to the Look's folder, or to any dashboards or Looks that are saved in the same folder.