Performing Common Tasks When Working with Views

When you create a new report (analysis), Xactly Analytics automatically creates a
compound layout and assembles a title and table view as part of the layout. These
views, along with others that you optionally add, display information on the dashboards.
The views available in an analysis appear in the Views pane on the Results tab. This
section describes several common tasks that you can perform when working with
views, including creating, editing, duplicating, and deleting views, among other tasks.

How to …

Create a View

When you create a report, Xactly Analytics creates a title view and a table view, by
default, to display the data. You can define additional views and position the views in
the compound layout, as required.

1. Click the Results tab. The Results page appears.

2. Click the button, and choose a view using the drop-down menu. The view
appears in the workspace.
Alternatively, choose Best Visualization from the drop-down menu to have Xactly
Analytics select the most appropriate view based on the data in your report.
Choose Recommended Visualization for to see a ranked list of view types based
on your data.

note: If you select a view that is incompatible with the results, then no results are
displayed. Similarly, do not use a pie graph with data that includes negative values
(you can filter negative values or use a different view in this case).

The Screen Shot 2016-08-17 at 4.53.26 PMbutton appears in both the Views pane toolbar and the Results toolbar.

• If you click the button in the Views pane toolbar, the new view is added to the
list of available views, but is not automatically added to the current compound
view.
Configure the view, as required, and click the Screen Shot 2016-08-17 at 4.53.31 PM  button. The view
appears in the Views pane.
• If you click the button in the Results toolbar, the view is automatically added to
the current compound view.

3. Click the Screen Shot 2016-08-17 at 10.20.53 AMbutton to save the report (and embedded views).
Alternatively, click the Screen Shot 2016-08-17 at 4.16.11 PM button (Save As) to save and assign a new name to the
report. The Save As dialog appears.

Add a View to a Compound Layout

1. Click the Results tab. The Results page appears.

2. Select the compound layout to which you want to add the view by clicking the
corresponding tab, if necessary.

3. In the Views pane, select the view and click the Screen Shot 2016-08-18 at 10.10.53 AM button. The view is added to
the compound layout.

Edit a View

1. Click the Results tab. The Results page appears.

2. In the Views pane, select a view and click the Screen Shot 2016-08-17 at 1.15.47 PMbutton. The view appears in the
workspace.
Alternatively, click theScreen Shot 2016-08-17 at 1.15.47 PM button in the Results toolbar.

3. Modify the view, as required.

4. Click the Screen Shot 2016-08-17 at 4.53.31 PM button.

5. Click theScreen Shot 2016-08-17 at 10.20.53 AM button to save the report (and embedded views).
Alternatively, click theScreen Shot 2016-08-17 at 4.16.11 PM button (Save As) to save and assign a new name to the
report. The Save As dialog appears.

 

Duplicate a View

You can duplicate a view to create a copy of it. Duplicating a view is useful when you
want to make changes to it while preserving the original view, or when you want create
a new view based on an existing view.

1. Click the Results tab.

2. In the Views pane, select a view and click the Screen Shot 2016-08-17 at 4.53.43 PM button (Duplicate View). The
view appears in the workspace.

3. Modify the view, as required.

4. Click theScreen Shot 2016-08-17 at 4.53.31 PM button.
The duplicated view appears with a numeral (such as 2 or 3) appended to it.

 

Rearrange a View in a Compound Layout

1. Click the Results tab.

2. In the Compound Layout pane, position the cursor just inside the top edge of the
view you want to rearrange. The cursor changes to show that you can move the
view.

3. Click the left mouse button, and drag and drop the view to the new location.
A blue bar appears in locations where you can reposition the view.

 

Rename a View

1. Click the Results tab.

2. In the Views pane, select the view that you want to rename, and click the Screen Shot 2016-08-17 at 4.53.51 PMbutton
(Rename View). The Rename View dialog appears.

3. In the View Name field, type the new name for the view.

4. Click the OK button.

 

Preview a View

You can preview a view to see how it will appear on a dashboard.

1. Click the Results tab.

2. In the Views pane, select the view and click the Screen Shot 2016-08-17 at 1.15.47 PMbutton. The view appears in
the workspace.

3. Click the button. The dashboard preview appears in a new window.

 

 

Changing the Print Options

1. Click the Results tab.

2. Click the Screen Shot 2016-08-17 at 4.16.37 PMbutton in the Results toolbar. The Print Options dialog appears.

Screen Shot 2016-08-17 at 4.53.59 PM

Print Options Dialog

3. Configure the print options, as required.

4. Click the OK button.

 

 

Print a View

1. Click the Results tab.

2. In the Views pane, select a view and click the Screen Shot 2016-08-17 at 1.15.47 PM button. The view appears in the
workspace.

3. Click the Screen Shot 2016-08-17 at 4.16.43 PM button, and choose either Printable PDF or Printable HTML using the
drop-down menu.
A new window appears displaying the PDF or HTML report.

note: Adobe Reader 6.0 or higher is required to print using Adobe PDF.

4. Choose File > Print on the browser menu.
Alternatively, for PDFs, use the options available in the Adobe PDF window to save
or print the file.

5. Click the Screen Shot 2016-08-17 at 4.53.31 PM button.

 

Save a View

• Click the Screen Shot 2016-08-17 at 10.20.53 AMbutton to save the report (and embedded views).
Alternatively, click the Screen Shot 2016-08-17 at 4.16.11 PM button (Save As) to save and assign a new name to the
report. The Save As dialog appears.

a. In the Folders pane, choose a personal or shared folder in which to save the
report.

When you save a report in one of your personal folders, only you can access it.
When you save it in a shared folder, users with permission to access that folder
can access it too.
Your top-level personal folder is called My Folder. Every user with a unique user
name has a folder called My Folder. This is designed to hold the reports that
you run most often, and other content that you access frequently.

b. In the Name field, type a name for the report.
c. (Optional) In the Description field, type a description for the report.
d. Click OK button.

 

Remove a View

You can remove a view from either a compound layout or an analysis. Removing a
view from a compound layout removes it only from the compound layout, and not
from the analysis. Removing a view from an analysis removes the view from the analysis
and from any compound layout to which it has been added.

1. Click the Results tab.

2. To remove a view from a compound view, click the Screen Shot 2016-08-17 at 1.15.53 PMbutton (Remove View from
Compound Layout) in the task bar for the specific view (in the Compound Layout
area).
The view is removed from the compound layout (but not from the analysis).

3. To remove a view from the analysis, select the view that you want to delete in the
Views pane, and click the Screen Shot 2016-08-17 at 1.15.53 PM button (Remove View from Analysis).
The view is removed from the analysis and from any compound layout to which it
has been added.