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To create a new view, go to the collection of icons in the upper-right hand side of the page and click on the "+" page icon. Text will appear when you hover over the icon, confirming that selecting this option allows you to create a new view.
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A new window will pop up, allowing you to create your default view. You cannot change the name of the default view. For any additional views you create, you can name them anything you want. For now, just click ok and proceed to the next step.
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You cannot change the name of the default view |
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width | 200pxview. We've named our view "Avantalytics Example View" and we can see a couple of drop down menu items. The one that is selected by default is the "Create New" option, which allows you to create a view from scratch. We'll talk about the other options in a moment, so for now, just click "OK."
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What you now see is a blank, default view, ready to be customized with insight panels. The blue dashed lines show you where you “drop” your panel. When you click and drag a panel and get close to a designated area, a "Drop Here" prompt will appear. Releasing the mouse when you see this will snap your panel to the grid and the panel will begin to load. You can practice this with the State Sales Heat Map, located under the Sales Insight section.
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Once you've dragged your State Sales Heat Map to your view and allowed it to lock and load, you should get something that looks like the below image. Feel free to play around with adding different insight panels. If you want to get rid of any, each panel has an "X" located in the upper right hand corner. Clicking this will delete the panel.
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title | State Sales Heat Map Loaded onto Default View |
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You can repeat this same drag-and-drop with another insight panel anywhere adjacent to the existing panel - in this instance to the right and below the State Sales Heat Map. There is a blue band on the top of every insight panel You can re-arrange and swap panels around once they’re on your view simply by clicking anywhere on that blue band and dragging them around.
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Views don't automatically save. If you want to save a view so that it loads next time you log in, you must click the "Save View" located on the upper right hand corner of the view. Image Removed |
Now, anytime you login, the display you just created will automatically load with the latest sales figuresYou can either click the "Click To Add Insights" text, located within the dashed blue lines, or you can click the "+" icon, to add a new insight panel to your view.
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Clicking the "+" brings up an accordion-style list of all of the categories of insight panels. Clicking on any of the names expands the accordion. We've clicked on "Sales Insights" and the list of individual insight panels comes up. Clicking on any panel name gives you a preview and a short description of the insight panel, making it quicker and easier to assemble your views with the exact types of views you want. Let's try adding the State Sales Heat Map now. We add the panel to the view by either double clicking "State Sales Heat Map" or by clicking the "Add Insight" button, located beneath the preview of the State Sales Heat Map.
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Once your panel is loaded onto the view, it is not fully saved. The arrow points out the slight green-gray tinge on the outside of the panel. This is your visual clue that the panel has not been permanently saved to the view. In other words, if we were to refresh now, the panel would not load, and you would have to re-add the panel. Simply clicking the save icon outlined in red in the upper right will save the panel to the view. The green shadow will be replaced with a light green shadow when this is complete.
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To drag a panel around, all you need to do is click and hold the header and drag it to the other side of the screen. When multiple panels are already loaded, you can drag them around in any order on the page. Clicking the "Save" icon locks the new orientation in place.
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You can repeat this same process with other insight panels until you have built your desired view. Now, anytime you login and select your view that you just created, it will load with the latest sales figures and data automatically. If you want to change the view, drag around, add and delete the panels you'd like, and press "Save View" again to commit the changes. Once the default view is created, you can repeat this whole process to make as many more , custom named views as you like using the exact same process described here!
If you need to make multiple views that are mostly the same (example: a view for each retailer), you can clone an existing view simply by selecting "Copy From" in the "Create New View" drop down menu. All existing views will come up, and you can make your selection from them. Alternatively, you can also clone views that other users made by clicking the "Copy From Shared:" drop down menu. This will pull up all the views that your coworkers have created and made sharable, and the view will have the name of the user who created the view associated with it.
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