# The Data Docs

## **Quick Start Guide**

### **Step 1: Navigating Docs**

{% hint style="success" %}
Before creating a Doc, explore existing ones within your Presight workspace, shared by your teammates. You might find valuable insights from them already!
{% endhint %}

#### **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.

<div data-full-width="true"><figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FWG7hPXpAMnFjyy2h5L5c%2Fimage.png?alt=media&#x26;token=34627e93-7f08-4028-bd44-a17212a60594" alt=""><figcaption><p>Doc list on home page or under the Doc tab</p></figcaption></figure></div>

### **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](https://presight.gitbook.io/presight-v1.0/analysis/the-data-docs/explorations/docs-widgets "mention")
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

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FEdjaVucu1URiY38A0O1v%2Fimage.png?alt=media&#x26;token=1d002404-c04b-4cf3-a085-ef6a91619a59" alt=""><figcaption><p>Drag and drop widgets to create a clear structure to your doc</p></figcaption></figure>

* **Arranging Widgets**
  * **Resize Widgets**
    * Click and drag the edges of a widgets to adjust its size within the Doc.&#x20;

#### **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.

***

## **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`**

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2Fb3geArfb8xAL292ENimy%2Fimage.png?alt=media&#x26;token=5113f56e-d0e8-4ec0-9ab9-8c785049c567" alt=""><figcaption><p>Creating a New doc</p></figcaption></figure>

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

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FPNsoYTDKz0FCStUMoZos%2Fimage.png?alt=media&#x26;token=678d8e3f-3ba3-43c7-8679-346df9cea1d9" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FauKwlFbiCpVk86PQSwxp%2Fimage.png?alt=media&#x26;token=b5fda720-7730-44d4-a9ab-d0d347d27e39" alt=""><figcaption><p>Starting creating contents</p></figcaption></figure>

***

## Formatting Text

Heading or text line in a Doc can be formatted by fonts, sizes, colors and other formatting functions that Presight provides. The <mark style="color:blue;">**Format Menu**</mark> will appear when you select any words in the Heading or text line.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FXuQQyV6SELlj75WzhX8U%2Fimage.png?alt=media&#x26;token=ded9e37e-a21e-455a-bb56-72cbf3d21440" alt=""><figcaption><p>Format Menu</p></figcaption></figure>

***

## Interact with your Doc

### Changing Docs

You can <mark style="color:blue;">**Rename**</mark>, <mark style="color:blue;">**Duplicate**</mark> or <mark style="color:red;">**Delete**</mark> a Doc by clicking on the ![](https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FPovOdGFSHAQb5cSa80Js%2Fimage.png?alt=media\&token=bce662fe-db8b-49d1-ba4f-39aa87afe337)icon at the right.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2F1I41NAMXSwuNEE3mPBkz%2Fimage.png?alt=media&#x26;token=bf45b6bb-ffe9-4cd5-803e-b16fe49b9a27" alt=""><figcaption><p>Rename/Duplicate and Delete a Doc</p></figcaption></figure>

### Supporting your Docs

You can find <mark style="color:blue;">**Supporting Icons**</mark> for your Doc at the top right of your document.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FFmY1TOOuKl5w7LDkheQh%2Fimage.png?alt=media&#x26;token=d1309d6a-ed07-4675-9b17-f50af2f6c1f3" alt=""><figcaption></figcaption></figure>

<mark style="color:blue;">**1  Your account name**</mark>

<mark style="color:blue;">**2**</mark>  <mark style="color:blue;">**Time Filters**</mark> - you can setup a certain time range for your doc by choosing the **Common Views** (default time range) or **Custom View** (specific time range).

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FY7wSHLKhrG0KKwkUk9G4%2Fimage.png?alt=media&#x26;token=5fb5e1b2-b70f-405f-b565-8df8a61545f3" alt="" width="352"><figcaption></figcaption></figure>

<mark style="color:blue;">**3**</mark>  <mark style="color:blue;">**Data Filters**</mark> - you can apply filters from more than one dimensions to all widgets in your doc.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2Fi8QkPt4P81yLKRC6bki1%2Fimage.png?alt=media&#x26;token=1a1b9017-22cc-4f72-8b9c-01e26c7ca41c" alt="" width="352"><figcaption></figcaption></figure>

<mark style="color:blue;">**4  Simulation log**</mark> - you can track your simulation actions and impacts coming from them

{% hint style="info" %}
More details for <mark style="color:blue;">**Simulation**</mark> at:
{% endhint %}

{% content-ref url="../planning/interacting-with-future-data" %}
[interacting-with-future-data](https://presight.gitbook.io/presight-v1.0/planning/interacting-with-future-data)
{% endcontent-ref %}

<mark style="color:blue;">**5  Notifications**</mark> - about comments and shares from your team to you.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FrK2xfyeLRTB8Q0ax7FsT%2Fimage.png?alt=media&#x26;token=895f88fa-89e4-4109-8271-82ec5d8e7369" alt="" width="286"><figcaption></figcaption></figure>

<mark style="color:blue;">**6  Share**</mark> - you can allow others to comment, read or edit your Doc.

{% hint style="info" %}
More details for <mark style="color:blue;">**Doc Sharing**</mark> at:
{% endhint %}

{% content-ref url="../governance/doc-sharing" %}
[doc-sharing](https://presight.gitbook.io/presight-v1.0/governance/doc-sharing)
{% endcontent-ref %}

<mark style="color:blue;">**7  Create a New Doc**</mark> - New Doc will appear when you click on the icon.

<mark style="color:blue;">**8  More**</mark>&#x20;

* **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.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2F9qn45ActiiqaqaUF2pmx%2Fimage.png?alt=media&#x26;token=c770f642-2126-462a-bbc2-5e6fcd355b04" alt="" width="282"><figcaption></figcaption></figure>

### 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 <mark style="color:blue;">**Keywork**</mark> to find relevant pictures with your Docs' contents.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2Fj6s8fr7M6jDEbQyWy1Aj%2Fimage.png?alt=media&#x26;token=6d7659b3-9747-43de-a2fd-ae9744b0897b" alt="" width="375"><figcaption><p>Changing Doc Cover</p></figcaption></figure>

***

## 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:

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FS7rFJ3hr7RnPB7cEr57U%2Fimage.png?alt=media&#x26;token=f7245120-e0e2-4a02-9703-ca954b22731c" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2Ft5fJgUi8tGzlQB5riYTF%2Fimage.png?alt=media&#x26;token=541bc6a9-2faa-4374-88c2-6cfab0da0ffb" alt=""><figcaption></figcaption></figure>

### Metric List

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

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FoCGrnKFlrVjT0B4qWYAO%2Fimage.png?alt=media&#x26;token=77e10416-fb93-452e-b814-3440414bd671" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FTJWTQot7fyTyhvVpO7NH%2Fimage.png?alt=media&#x26;token=15ec0cfd-4c81-44be-8b4b-207f71fe2001" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2F9sLHKgCUVHwAfj9ywYi0%2Fimage.png?alt=media&#x26;token=df83c2d4-ef0c-4573-be8d-fa2da2be05ea" alt=""><figcaption></figcaption></figure>

* Click on **`+`** to add a metric to the doc:

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2F5uqwKejyJY5IinXk0bnP%2Fadd%20a%20metric.gif?alt=media&#x26;token=43dc7317-9925-48d2-a93c-f43033022c6a" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FXBFPbwYRz94gKkmwH7Fw%2Fimage.png?alt=media&#x26;token=ff2783f6-7db3-4689-aa3a-80e563feca05" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2F2mPy7i2zvMLf29Jyd1NF%2Fimage.png?alt=media&#x26;token=56bc8918-c282-4f78-a60e-167d043c38d8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FGiyqGBuZicw3hsSxfXS4%2Fimage.png?alt=media&#x26;token=cf95e8cf-ff08-47e5-ab3b-7e4ad72cba73" alt=""><figcaption></figcaption></figure>

Instruction for Table Builder at the following link:

{% content-ref url="../model/custom-tables/table-builder" %}
[table-builder](https://presight.gitbook.io/presight-v1.0/model/custom-tables/table-builder)
{% endcontent-ref %}