Toolbar
The Toolbar provides quick access to essential commands and configuration panels for managing, customizing, anbd analyzing data. You can adjust layout, apply filters, build calculations and control your workflow settings. Each tool is designed to help you work efficiently and tailor the view to meet your reporting needs.
What to do in the Toolbar
- Manage layout and fields: Organize, add, and adjust the arrangement of data and fields in the view.
- Filter and analyze data: Apply filters, use calculations, and update settings to focus your analysis.
- Save and share views: Save your work or share views for collaboration or reporting.
- Refresh and optimize data: Refresh your data, use sample mode, or defer refreshes to speed up design and analysis.
Toolbar options
| Option | Description |
|---|---|
| Layout | Show or hide sections of the View Organizer. |
| Save Changes | Save your view or create a copy using Save As. |
| Filtering | Define filters to narrow the data displayed in your view. |
| Sharing | Share your view manages access permissions. |
| Calculation | Create or edit calculated columns and pivots directly in the view. |
| Dimensions and Measures | Add, remove, or rearrange data fields for customized analysis. |
| Properties | Changes appearance, formatting, and action settings. See Generic view properties. |
| View Type | Switch the display format between a worksheet, charts, pies, doughnuts, funnels, maps, tree maps, word clouds, KPIs, gauges, and sparklines. |
| Refresh Data | Update the view with the latest data from the source system. |
| Toggle Sample Mode | Enable or disable sample data mode to improve design speed with large datasets. |
| Defer Refresh Data | Delay automatic data refreshes, letting you make multiple changes before updating the view. |