The Data Docs

Quick Start Guide

Step 1: Navigating Docs

Before creating a Doc, explore existing ones within your Presight workspace, shared by your teammates. You might find valuable insights from them already!

Accessing Docs

• Left-Side Directory: Use the sidebar to navigate through your Docs.

• Search Function: Utilize the search bar to find Docs by title or recently viewed.

• Doc List: Find all your docs in the list in the Homepage or in the Doc page.

Doc list on home page or under the Doc tab

Step 2: Creating a New Doc

1. Initiate a New Doc

   • Click on the “+ New Doc” button located at the top of the doc directory.

2. Name Your Doc

   • An untitled Doc will open. Click on the title area to rename it according to your project's focus.

Step 3: Adding Content to Docs

Presight Docs support a variety of content types to enhance your document:

1. Data Widgets

   • Add charts, tables, do analysis straight from the doc

   • For more on supported widgets, visit this page Docs Widgets

2. Rich Text Editing

   • Write and format text to provide explanations, insights, or instructions.

3. Media Integration

   • Insert images, GIFs, or links to pages to enrich your document.

Step 4: Organizing Doc Content

Flexible Layout

• Sections and Blocks

  • Organize content into sections using headings and dividers.

  • Widgets can be moved up or down to rearrange the Doc structure.

  • Drag the widgets side ways to create columnar content

Drag and drop widgets to create a clear structure to your doc

• Arranging Widgets

  • Resize Widgets

    • Click and drag the edges of a widgets to adjust its size within the Doc.

Collaboration Features

• Comments

  • Highlight text or select a wisget to leave comments.

  • Mention team members to notify them directly.

• Control Access:

  • Set permissions to determine who can view or edit the Doc.

Data Refresh

• Widgets embedded in Docs are live and will update as new data comes in.

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Best Practices

• Tell a Story:

  • Use a combination of text and visuals to guide readers through your data insights.

• Keep It Organized:

  • Use headings, lists, and dividers to make the Doc easy to navigate.

• Encourage Collaboration:

  • Invite team members to contribute, comment, and provide feedback.

Create New Docs

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

Creating a 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.

Starting creating contents

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Formatting Text

Heading or text line in a Doc can be formatted by fonts, sizes, colors and other formatting functions that Presight provides. The Format Menu will appear when you select any words in the Heading or text line.

Format Menu

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Interact with your Doc

Changing Docs

You can Rename, Duplicate or Delete a Doc by clicking on the icon at the right.

Rename/Duplicate and Delete a Doc

Supporting your Docs

You can find Supporting Icons for your Doc at the top right of your document.

1 Your account name

2 Time Filters - you can setup a certain time range for your doc by choosing the Common Views (default time range) or Custom View (specific time range).

3 Data Filters - you can apply filters from more than one dimensions to all widgets in your doc.

4 Simulation log - you can track your simulation actions and impacts coming from them

More details for Simulation at:

Interacting with Future Data

5 Notifications - about comments and shares from your team to you.

6 Share - you can allow others to comment, read or edit your Doc.

More details for Doc Sharing at:

Doc Sharing

7 Create a New Doc - New Doc will appear when you click on the icon.

8 More

• Revert to previous version - view the latest version within xx hours.

• Make Full Width - extend the do view.

• Dashboard Mode - make your doc become a monitoring dashboard with automatic moving forward table and chart time. Your doc time range will always include the current time point.

• Duplicate - duplicate your doc.

• Delete - delete your doc.

Changing Doc Cover

You can change the Cover Picture of your Docs by clicking on Change Cover at the top right of your Docs. You can type Keywork to find relevant pictures with your Docs' contents.

Changing Doc Cover

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Data Browser in Doc

There is always a left-side panel with all helpful information sticked to a doc to help user quickly search and identify metrics and dimensions they need to create a report or perform analysis.

The left-side panel is at the left of a doc, appearing automatically when you open a new doc:

Main tabs in the sidebar:

• Doc

• Metric

• Data

Doc List

Like the left-side panel from the Home page, tab DOC provides a list of documents created by you and shared to you. Clicking on the Doc name here can help you to move around each doc without going back to the homepage or the doc list outside.

Metric List

Tab METRIC plays as a "Mini Data Hub", where you can search for metrics, check and change metrics' information.

• Mouse over a metric's formula to see the details:

• Click on ... to edit metric information: name, permission, description and to delete if you are the metric owner:

• Click on + to add a metric to the doc:

Data Browse

Tab DATA also plays as a "Mini Data Hub" for Dimension. Here you can search for tables, dimensions, check and change dimensions' information, and and create new table with Cube Builder.

• Click on ... to edit dimension information: name, description and to delete if it is deletable:

Click on icon + at tab DATA to open a Table Builder

Instruction for Table Builder at the following link:

Table Builder