In Liven Insights, you can save your work as a "Look" to preserve filters, visualizations, fields, sorting, and other settings. Looks, along with dashboards, can be organized in folders and edited as needed.
Saving Looks from an Explore
To save a Look directly from an Explore:
In the top-right corner, open the Explore actions gear menu.
Select Save.
Choose As a Look to open the Save Look menu.
Enter a title in the Title field.
Optionally, add a description in the Description field.
Use the Folder drop-down menu to select where to save the Look (only accessible folders are displayed).
Expand folders to find subfolders, or filter by folder titles.
Save your Look:
Save to stay on the Explore page.
Save & View Look to save and view it immediately.
Select the X to close without saving.
Navigating to Folders to Access Looks
To find your saved Looks, expand the folder list in the Folders section of the left navigation panel.
Moving and Copying Looks
After saving a Look, you can move or copy it to other accessible folders.
Copying Looks
There are two ways to copy a Look:
From the gear menu on the Look’s page
From a folder
Copying a Look from the Look Page Gear Menu
On the Look page, open the Explore actions gear menu.
Select Save and then Save As... to open the Save Look menu.
Adjust the title, description, and folder as needed.
Save the copied Look:
Save to stay on the original Look page.
Save & View Look to view the copied Look.
Select the X to return to the original Look without saving the copy.
Copying Looks from a Folder
To move or copy a Look (or multiple Looks) from a folder, use the options provided in the folder interface to select, move, or copy Looks to other folders you have access to.
Moving Looks
Looks can only be moved from a folder, individually or in bulk, to any accessible folder. Use the folder interface to select and move Looks as needed.
Editing Looks
After creating a Look, you can edit the query, update the title, or set it to automatically run when loaded.
Editing a Look’s Source Query
On the Look page, select Edit to open the Edit Look menu.
Adjust fields, filters, visualization, and sorting as needed. Use the field picker and Filters panel to modify the query.
Select Run to update the data and preview changes.
Select Save to apply changes, or Cancel to exit without saving.
Renaming a Look
You can rename a Look either from its page or from a folder.
Renaming from a Look’s Page
On the Look page, select Edit to open the Edit Look menu.
Change the title in the Title field.
Select Save.
Renaming from a Folder
In folder view, select the Look's three-dot menu icon.
Select Rename to open the Rename Look pop-up.
Update the Name field as needed.
Select OK to save, or Cancel to exit without saving.
Disabling Automatic Run on Load from a Folder
To disable a Look’s automatic Run on Load setting from a folder:
In folder view, select the Look’s three-dot menu icon.
Choose Edit Settings to open the Look Settings pop-up.
Toggle the Run on Load switch to disable it.
Select Save.
You can re-enable Run on Load by following the same steps.
Editing a Look’s Description
To add or edit a Look’s description from its page:
On the Look page, click Edit in the Description section of the Details panel.
Enter or update the description in the text box.
Select Save to confirm, or Cancel to discard changes.
Deleting Looks
You can delete Looks individually or in bulk from folders or delete a single Look directly from its page.
To delete a Look from its page:
Open the Explore actions gear menu.
Select Move to trash.
Confirm deletion by selecting OK in the pop-up.
Note: If a deleted Look is used as a source in a dashboard tile, the tile will display an Element not found error.
This guide provides all essential steps to save, manage, and edit Looks in Liven Insights.