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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On this page
  • Data Browser in Doc
  • DOC
  • METRIC
  • DATA
  1. ANALYSIS
  2. The Data Docs

Explorations

PreviousThe Data DocsNextDocs Widgets

Last updated 6 months ago

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

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

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

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 Cube Builder

Instruction for Cube Builder at the following link:

📊
Table Builder