7.7 Manage favorites

Saving your charts or pivot tables as favorites makes it easy to find them later. You can also choose to share them with other users as an interpretation or display them on the dashboard.

You view the details and interpretations of your favorites in the Pivot Table , Data Visualizer , Event Visualizer , Event Reports apps. Use the Favorites menu to manage your favorites.

7.7.1 Open a favorite

  1. Click Favorites > Open .

  2. Enter the name of a favorite in the search field, or click Prev and Next to display favorites.

  3. Click the name of the favorite you want to open.

7.7.2 Save a favorite

  1. Click Favorites > Save as .

  2. Enter a Name and a Description for your favorite.

  3. Click Save .

7.7.3 Rename a favorite

  1. Click Favorites > Rename .

  2. Enter the new name for your favorite.

  3. Click Update .

7.7.4 Write an interpretation for a favorite

An interpretation is a link to a resource with a description of the data at a given period. This information is visible in the Dashboard app. To create an interpretation, you first need to create a favorite. If you’ve shared your favorite with other people, the interpretation you write is visible to those people.

  1. Click Favorites > Write interpretation .

  2. In the text field, type a comment, question or interpretation. You can see this information in the Dashboard app.

  3. Search for a user group that you want to share your favorite with, then click the + icon.

  4. Change sharing settings for the user groups you want to modify.

    • Can edit and view : Everyone can view and edit the object.

    • Can view only : Everyone can view the object.

    • None : The public won’t have access to the object. This setting is only applicable to Public access .

  5. Click Share .

7.7.6 Delete a favorite

  1. Click Favorites > Delete .

  2. Click OK .

7.7.7 View interpretations based on relative periods

To view interpretations for relative periods, such as a year ago:

  1. Open a favorite with interpretations.

  2. Click >>> in the top right of the workspace.

  3. Click an interpretation. Your chart displays the data and the date based on when the interpretation was created.To view other interpretations, click them.