Data Widgets

Create Widgets

You need to type / for commands the following Widgets:

Widget list

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:

Segmentation

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.

Bar Chart

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).

Table

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.

Records Table

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.

Heading examples

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:

A Call-out

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.

A 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 +

Button +

Moving Widgets in a Doc

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

Removing Widgets and text line

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

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