Presight
  • 👋INTRODUCTION
    • What is Presight?
    • Core Concepts
      • Metrics
      • Events
      • Segments
        • Source Columns
        • Custom Segments
    • The Presight Workspace
      • Workspace Overview
      • The Data Docs
      • Data Library (Datahub)
    • ➡️DATA IN
      • Connect
        • Data Warehouse
        • Data Connectors
          • API Connector
          • Google Sheets Connection
          • CSV Import
          • Dimensional Dates (Dimdates table)
          • QuickBooks Online
          • HubSpot Connector
      • Sync
      • Tables & Columns
        • Browse & Edit
        • Primary Key
      • Governance
    • ⚙️MODEL
      • Data Relationships
        • Table Relationships
        • Hierarchy
      • Metrics
        • Create Metrics
        • Ownership & Permission
        • Deletion
      • Events
        • Creating Events
      • Custom Tables
        • Table Builder
          • Filter a Dataset
          • Simple Data Enrichment
          • Advanced Enrichment - Segmentation
        • Custom SQL Query
      • Segments & Custom Segments
        • Dimensions from Data Sources
        • Create a New Dimension
      • Formulas
        • Metric Formulas
        • Data Transformation Formulas
    • 📊ANALYSIS
      • The Data Docs
        • Explorations
          • Docs Widgets
        • Reports
        • Dashboards
        • Layout & Beautify
        • Organize
        • Collaboration
      • Data Widgets
        • Charts
          • Query Syntax
          • Data in a Chart
          • Interacting with a Chart
            • Breakdown
            • Chart Filter
            • Time Change
            • Chart Menu
            • View Constituent Records
            • Version views in Chart
          • Chart Configuration
        • Metric Table
          • Creating a Table
          • Interact with a Table
            • Adding Metrics
            • Adding Sections and Organizing metric list
            • Table Filter
            • Table Summaries
            • Quick Chart Creation from Table
            • Timeline Navigation
          • Table Menu
          • Table Breakdown
          • Breakdown Options
          • Interact with Table Metrics
          • [Advanced] Automatic Variance Calculation
        • Records Table
          • Accessing Data Records on-demand
      • Breakdowns & Filters
        • [Advanced] Dimension Path
      • Event Analytics
        • Event Funnel
        • Cohort
        • Event Path
      • Segmentations
        • Metric Segments
        • Filtered Segments
      • Ask AI (Beta)
        • Ask Presight
        • Presight AI in your Chat Tools
    • 📈PLANNING
      • Creating Versions
      • Interacting with Versions
      • Interacting with Future Data
      • Forecasting a Metric
    • 🏛️GOVERNANCE
      • Overview
      • Table Restriction
      • Metric Permission & Sharing
      • Doc Sharing
    • ⬇️DATA OUT
      • Export Data
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    1. ANALYSIS

    Creating a new Doc

    Last updated 7 months ago

    At Presight homepage, your workspace will be hosted in a Doc. You can create documents, dashboards, reports in a Doc. Your Docs and Docs shared with you by your team are also displayed at the homepage. To create a new Doc, you can click on + New doc

    Or you can create a new Doc by clicking on the + icon at the top right when you are opening an existing doc:

    A blank working space will appear for you to start creating contents. You can type the Doc name on top and all your changes will be automatically saved.

    📊
    Creating a New doc
    Starting creating contents