Creating a vision from the portal
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Prerequisites
- Editing permission on the portal.
- Analysis panel previously registered.
Presentation
The system allows for the creation of views directly within a portal, facilitating the preview of the analysis directly where it will be displayed.
This feature ensures that the views are aligned with the portal's objective, displaying only the information relevant to that environment.
See how to create views directly in a portal:
Create a vision from the portal
1. Access the portal where you want to create the view and enable editing.
2. Click the Element button.
3. Select the Analytics component.
4. Click the Create view button.
5. In the Analysis field, under the data view, select the analysis pane that contains the query that will bring the data into the view.
6. Define the name of the view.
7. In the Chart type field, define how the data will be displayed in the view.
8. Make any remaining necessary settings in the view and click the Save and Exit button .
• The dimension and measurement options available in the editor vary depending on the menu in which the query was performed, as each screen offers different recording and analysis options.
• The fields available for editing in the data view (columns/rows/axis, measurements, filters, and legend) vary depending on the type of chart selected.
• Access the View Editor Overview article to learn more about the editor and the possibilities for modifying the analysis.
• For more details on creating analytics dashboards, click here.
• To learn more about the portals and how to edit them, click here.
Conclusion
Done! Now you know how to create a view directly in a portal.