Sheets

In ViewZen Analytics, Sheets within a dashboard are synonymous with dashboard pages. Each sheet represents a distinct page within the dashboard, allowing users to organize and display different sets of visualizations or data insights on separate pages for better navigation and clarity.

Sheet Component

Sheet component consists of the following elements

• Sheet List - Displays all sheets within the dashboard. The "X" button next to a sheet name allows for its deletion.

• Sheets - Sheets are arranged in a tabbed format at the bottom of the dashboard page, with the currently active sheet highlighted in blue.

• Left and Right Navigation Arrows – Used to navigate between sheets by moving left or right from the currently active sheet.

Sheets in Dashboard

Xplorer

The Xplorer Sheet is a system generated sheet which is present in all dashboards that are created in ViewZen Analytics. It is designed for private Exploratory Data Analysis (EDA) and is visible only to the dashboard designer (users with permission to create dashboards). This sheet remains hidden from viewers and other collaborators with whom the dashboard is shared.

The Xplorer Sheet allows dashboard designers to explore live dashboards and experiment with new visualizations in a private workspace, ensuring that ongoing changes do not alter the view of the end users using those live dashboards. Once satisfied with the results, designers can move the visualizations to other dashboard sheets, making them available to all users who have access to the dashboard.

AI Visuals

The AI Visuals sheet is a system-generated sheet available in all dashboards created in ViewZen Analytics. It is designed for ZENA, our built-in chatbot, which helps users generate visuals based on their prompts. All visuals created by ZENA are automatically stored in the AI Visuals sheet, from where users can review them and place them into other sheets at their discretion.

The Xplorer and AI Visuals sheets do not need to be explicitly created, as they are system-generated by default. Currently, only Xplorer and AI Visuals sheets are automatically generated per dashboard. Xplorer and AI Visuals sheets cannot be renamed.

Other Sheets

Designers and users with Edit access to a shared dashboard can create an unlimited number of sheets in a dashboard. Each sheet can contain many visual components that help convey a cohesive data story or analysis.

• Add New Sheet - A new sheet can be added to the dashboard using the "+" symbol located at the end of the tabbed sheets.

• Rename a Sheet - Sheets (except Xplorer sheet) can be renamed by double clicking on it or from the "Sheet Settings".

• Delete a Sheet - Sheets (except Xplorer sheet) can be deleted by clicking on the three dots (vertical) and selecting the "Delete Sheet" option. A confirmation prompt is displayed to the user before deleting a sheet.

To prevent accidental deletion, a sheet cannot be deleted if it contains visual components. All visual components must be removed before the sheet can be deleted.

• Clone a Sheet - Any sheet (including Xplorer sheet) can be cloned by clicking on the three dots (vertical) and selecting the "Clone Sheet" option.

Sheet Settings

Sheet settings (except for Xplorer sheet) enable dashboard designers to configure properties at the sheet level. These properties primarily influence the appearance and layout of the components placed on the sheet.

The following properties can currently be configured for a sheet:

1. Appearance - The Appearance property allows dashboard designers to customize the visual presentation of a sheet. The following can be configured at the sheet level

   1. Background Color

   2. Text Color

   3. Padding

   4. Shadow

   5. Border Radius

   Click on the Appearance property to learn about the available configuration options.

2. General Settings - The General Settings allow you to rename a sheet. The Sheet Link is a unique URL that identifies the sheet.

3. Sheet Settings - Sheet settings allow you to control the

   1. Grid Gap - This represents the minimum spacing between visual components.

   2. Overlap Visuals - When enabled, visuals can be layered on top of one another. This property enables visual components to be placed on top of each other within a dashboard. When enabled, multiple components can share the same space without being restricted by layout constraints.

4. Components Layer - Components Layer settings can only be seen when Overlap Visuals is enabled. When two visuals are overlapped, there is a component which gets overalapped and another component which overlaps, components layer helps us to define

5. Mobile View Ordering - This property allows you to control the order of components when viewed on smaller devices. If certain visual components are not meant to be displayed on these devices, they can be disabled.

Sheet Settings

Sheet Filters

These filters are applied universally to all components within a dashboard sheet. They are particularly useful when the dashboard sheet is designed to present information within a specific context, such as booked orders or receivables. In such cases, certain data must be filtered across all visual components in the sheet to ensure that the displayed information is relevant and meaningful.

To learn how to create a filter and to learn more about conditions in filter, Refer to Create Filter