Introduction to Analysis Views

Achala
Achala

An Analysis View is a copy of an Analysis Table that can be modified using filters, transformations, and charting. 

Analysis Views are nested under the Analysis Table that they were created from, and if a filter is applied at the Analysis Table level, the filter will be applied to all Analysis Views for that Analysis Table. 

Data modifications that are applied to an Analysis View will not propagate up to the parent Analysis Table or to other Analysis Views. However, they will propagate to an Analysis Table that is created through the “By combining tables” option using the Analysis View or when an Analysis View is promoted to an Analysis Table. Please see [PROMOTING ANALYSIS VIEWS anchor link] for additional information.

Creating an Analysis View

Create a new Analysis View from an Analysis Table to apply transformations or visualization to the data 

 

  1. Navigate to the Analysis screen
  2. Under the Analysis Table, select New view
  3. Select the type of View that you want to create of the Analysis Table
  4. A new View will be created in the format selected for further customization
  5. To navigate out of the Analysis View, click Return to Analysis

 

Managing Analysis Views

Renaming an Analysis View

  1. Select the Analysis View that you want to edit
  2. Click into the text box in the top left corner of the View and edit the name of the View
  3. The new Analysis View name will automatically be saved

Changing an Analysis View type

If an Analysis View already exists, you can still change the View Type in the Analysis settings panel at any time. Analysis View Types include (but are not limited to) tables, bar charts, pie charts, heatmaps, and scatter plots.

 

  1. Navigate to the Analysis
  2. Select the View that you want to edit
  3. Select the edit icon in the top right corner of the displayed View
  4. Under “View Type” in the setting panel on the right, select the type of view you want to change to from the dropdown menu
  5. The Analysis View will automatically save

Adding transformations to an Analysis View

Analysis Views can be manipulated through the application of transformations. Transformations can be used for many functions, including filtering and sorting columns and performing mathematical, statistical, and logical operations on your data. For more information about available transformations, please see [LINK: USING TRANSFORMATIONS AND FILTERS IN ANALYSIS]

 

Copying and downloading Analysis View data

Data can be copied or exported as a .csv from either an Analysis View or Analysis Table.

 

Instructions for Analysis Views:

  1. Select the Analysis View that you want to copy or download
  2. Select the “...” button in the top right corner of the table to show additional options
  3. Select “Copy to clipboard” to copy up to the first 1,000 rows
  4. Select “Download as CSV” to download a CSV file of the Analysis View

 

Promoting an Analysis View to an Analysis Table

An Analysis View can be promoted to an Analysis Table. The Analysis Table will continue to reflect changes made to the Analysis View from which it was promoted.

 

  1. Navigate to the Analysis
  2. Select the View that you want to promote
  3. Select the “...” icon in the top right corner of the View
  4. Choose “Promote view to table”

 

Promoting graphical View types (such as heatmaps or scatter plot types) promotes the underlying data table from which the graph was generated. This data table is visible in the editing mode of the Analysis view.

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