1. Finding Content in Liven Insights
In Liven Insights, content is organized as either:
Look: A saved snapshot of data from a specific query.
Dashboard: A collection of visualized query results arranged on tiles.
To navigate, use the left navigation panel. To open or hide it, click the Main menu icon. Content can also be accessed directly from your homepage by searching or navigating.
2. Using the Left Navigation Panel
The left navigation panel allows you to access saved content. Options in this panel vary depending on your permissions and may include:
Reader: Opens the Look & Dashboards section for searching.
Explore: Opens the Explore panel to search, select, and view Explores.
Home (All Folders): Displays your homepage, prebuilt folders, and dashboards.
Overview: Takes you to the default homepage.
Recently Viewed: Lists your most recently accessed Looks and dashboards.
Favorites: Shows Looks or dashboards you've marked as favorites.
Boards: Lists boards you've created or added.
Folders: Displays accessible folders, including:
All folders: The top-level directory with links to additional folders.
Personal folder: Your private storage.
Default folder: A folder you can set as your main access point.
People: Contains folders for other users that you can access.
3. Navigating Content in Folders
In Liven Insights, content is stored in folders, which can hold Looks, dashboards, or subfolders. Only folders you have access to are visible. Within each folder, dashboards and Looks are organized under their respective headings. Available information and actions include:
Checkbox: Select to move, delete, or copy an item. Selecting activates buttons for relevant actions.
Tile, Description, and Metadata: Provides a visual preview, description (if added), view count, and creator information.
Favorite Icon: Click to add or remove a Look or dashboard from your favorites.
Three-dot Menu: Accesses options for configuring and delivering data.
Additional Options for Looks:
Last Updated: Displays the last edit date.
Explore From Here: Opens a link to explore further from the Look.
4. Sorting Content Lists
You can sort content lists in several ways:
Sort by: Use the drop-down menu in headers to select a sort option.
Order Icons: Change sort order (ascending or descending) using arrow icons in section headers.
Name Column: Click the Name column header to sort content by name. Click multiple times to toggle between ascending and descending order.
5. Using List and Grid Views
Folders display thumbnails of dashboards and Looks as previews (without showing actual data). You can switch between two views:
List View (default): Shows items in a detailed list.
Grid View: Displays items as thumbnails. Hover over a thumbnail to view:
Description and metadata
Checkbox for selection
On Dashboard Icon (for Looks)
Favorites Icon
Three-dot Options Menu
Click the Grid View icon to switch to grid view, and the List View icon to switch back.
6. Navigating to Content on Boards
Boards allow you to organize existing dashboards and Looks without altering their folder locations.
Viewing a Board
To view board content, you must have at least View access. If you have Manage Access or Edit permissions, you can modify the board by adding or removing content.
Finding a Board
You can locate boards in multiple ways:
Search: Use the search bar to find boards by name.
Left Navigation Panel: Under Boards, find boards you've created or added.
Browse All Boards: Click Create or find a board, then Browse all boards. A window lists all accessible boards.
You can filter boards by creator or added status, and sort them by name, creator, creation date, or popularity.
Viewing Content on a Board
Boards are organized into sections that users with Manage Access can arrange. When accessing a board, you'll see any Looks or dashboards that have been added, depending on:
Your access level for the board
Your access levels for the folders where the Looks and dashboards are stored
To view the information section of a board, click the Board Information icon. This section includes:
About this Board: Shows the number of people who have added the board.
Description: Contributors can add a description with text and Markdown links.
Created: Displays who created the board and the creation date.
Contributors: Lists board contributors, including the creator and those who made edits.
7. Searching for Saved Content
Instead of browsing folders, you can use keywords to search for saved content.
Search Steps
Click the Search icon in the top navigation bar.
Enter your search term.
A list of accessible folders, boards, Looks, dashboards, and other content appears.
Select a result to view the content.
8. Viewing Content on Your Homepage
To navigate to your homepage, select Home from the left navigation panel. You can set your homepage to a shared folder or another folder within your organization.
This structure provides an organized approach to accessing and managing your content within Liven Insights.