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
Powered by GitBook
On this page
  • Create Widgets
  • Supported Widgets
  • Chart
  • Table
  • Records Table
  • Document editing tools
  • Interacting with Widgets in a doc
  • Creating new line
  • Moving Widgets in a Doc
  • Removing Widgets and text line
  1. ANALYSIS

Data Widgets

PreviousCollaborationNextCharts

Last updated 5 months ago

Create Widgets

You need to type / for commands the following Widgets:

You can use Navigation keys and Enter key to choose the widget you want. You can also ty


Supported Widgets

In Presight's Docs, you can create many kinds of documents combining Text, Chart, Table in one workspace with the help of Presight's Supported Widgets:

  • Chart

  • Table

  • Records Table

  • Document editing tools: Heading, Call-out, Divider, Image

And AI Generated Widgets:

  • Segment

  • Ask

Instructions for Segment and Ask in the following links:

Chart

The Chart Widget allows you to display a set of performance metrics over a specific period of time. Presight can display data in various formats, such as line charts, bar charts, or area charts, depending on the user's preference.

Table

The Table Widget is a versatile tool that allows you to display a set of performance metrics in a structured and organized format. Each row in the table represents a specific metric, and each column represents a different period of time (e.g. month, quarter, year).

Records Table

Records Table displays records or data. Each row in the table represents a single record, and each column represents a specific attribute or field of that record.

Document editing tools

Heading

Headings are used to break up the content of a document into different sections and provide an organizational structure to the content. You can create and format headings by using Heading.

Call-out

Call-outs are used to highlight a particular point or draw attention to a specific piece of information in a document. You can create a call-out by selecting Call-out and type any contents:

Divider

Dividers are used to separate different sections of a document or draw attention to a particular point. You can insert a divider by selecting the location where you want the divider to appear and then choosing Divider.

Image

You can upload images into your docs to demonstrate more for your reports or presentation:


Interacting with Widgets in a doc

You can freely edit your Doc by organizing all Widgets, adding more text or content to have better presentation and display.

Creating new line

You can create new lines in a Docs by clicking on +

Moving Widgets in a Doc

Removing Widgets and text line

You can move Widget or text lines up and down or side by side using the icon to drag and drop.

You can delete a Widget or text line by clicking on icon and choose Delete.

📊
Segmentation
Widget list
Bar Chart
Table
Records Table
Heading examples
A Call-out
A Divider
Button +