Docs Widgets
Last updated
Last updated
Presight offers a range of widgets to help you visualize and organize your data effectively. These widgets are versatile tools that can be added to your workspace to communicate insights, organize content, or create interactive dashboards. Below is a detailed guide to each widget, its use case, and how to add it using the / command.
Use Case: Enables you to ask questions in plain language about your data and receive quick answers or visualizations. It's perfect for ad hoc analysis and exploring data without predefined queries.
How to Generate:
Use the /ask command in the workspace.
Type your question in natural language (e.g., /ask What was the total revenue for July 2024?).
The widget will generate a response, either as a chart, table, or direct answer, depending on the data.
Read more about Ask AI
Use Case: Displays data visually through various chart types (e.g., bar, line, pie, etc.). Ideal for highlighting trends, comparisons, or summaries at a glance.
How to Generate:
Use the /chart command.
Specify the metric and the time context you want (e.g., /chart Sales by Region Last Month).
Customize further with filters, metrics, and breakdowns using the Chart Configuration (Setting icon on every widgets)
Use Case: Provides a structured and detailed view of your data in tabular timeseries format. Best for presenting aggregated data, trends, summaries, or comparisons across multiple fields.
How to Generate:
Use the /table command.
Add existing metrics to the table or create new ones Create Metrics
Apply filters or breakdown as needed.
Use Case: Displays the detailed, granular records behind any aggregated data. Ideal for drill-down analysis and reviewing individual data points.
How to Generate:
Use the /records table command.
Define the dataset (e.g., /records table Customers).
Combine with filters for precise results.
Use Case: Organizes and labels sections of your dashboard or workspace. Useful for separating content into clear and readable sections.
How to Generate:
Use the /heading command.
Enter your desired text (e.g., /heading Sales Performance Q2 2024).
Use Case: Highlights key insights, notes, or action points in a visually distinct format. Ideal for drawing attention to critical information.
How to Generate:
Use the /callout command.
Add your message (e.g., /callout Note: Revenue exceeded targets by 20% in Q2).
Use Case: Separates content visually to improve readability and organization of your workspace. Ideal for structuring dashboards or reports.
How to Generate:
Use the /divider command.
A horizontal line will be added to separate content.
Use Case: Uploads and embeds images in your workspace, such as charts, infographics, or branding elements.
How to Generate:
Use the /image command.
Upload your image file.
Use Case: Embeds clickable links to external resources, reports, or dashboards. Useful for directing users to additional content or reference material.
How to Generate:
Use the /link command.
Provide the URL and label (e.g., /link www.example.com See full report here).
Configure the link to be displayed as content card, hyperlinked text, or as an inline mention.
Widgets can be combined to create rich, interactive dashboards and reports.
Each widget is customizable after being added—click on the widget to adjust its settings, filters, or data source.
Widgets can be copy and paste to enable you to quickly adjust details and create a full and rich report in seconds.
