Now that you’ve learned how to view and use dashboards, this support page will show you how to view and use saved Looks.
Don’t worry! You can view and click on Looks as much as you want. The only thing that would affect anyone else is if you clicked Edit and made changes.
- Opening a pre-defined Look
- Opening a Saved Look
- Making Sense of a Look
- Copying Values from a Look
- Drilling into a Look
Opening a pre-defined Look
To open a pre-defined or shared Look:
- Click the Analytics menu.
- Click in the report section on the name to open the Look.
Opening a Saved Look
To open a saved Look created by a group member or yourself:
- Click the Analytics menu.
- Click on Explore Data or on a pre-defined Look or Dashboard.
- Click on the 4 tiles in the right upper corner.
- Select the space
- Personal: Looks you created
- Group: Looks you or one of your group members shared with the group.
- Shared: Looks pre-defined by Seven Senders.
- Click the Look name to open the Look.
Making Sense of a Look
When you view a Look you’ll see the following items:
- The title of the Look.
- Last data load of the Look.
- To see more details such as the filters that have been applied and the underlying datra, clock on the gear and Explore from here...
- The number of rows the underlying raw data has and when the last data was loaded. The data is taken from cache.
- A list of filters that have been applied to the report, if any. If the Look was created with adjustable filters, you can temporarily change them to limit the report to the information that you’re interested in. Just remember to hit the Run button in the upper right after making any changes. Unless you click
Editand make the change in Edit mode, changes to the filters are temporary and do not affect anyone else.
- The chart associated with the Look’s data.
- The underlying numbers of the Look’s data. You can also adjust the report’s:
- Sort order. Click on a column heading (or several using the shift key) to sort the values in the column. Analytics will adjust the results and automatically rerun the query if necessary.
- Row and column limits. After making any changes to the limits, be sure to hit the Run button in the upper right to run the query with the new limits.
- Unless you click
Editand make the change in Edit mode, changes to the sorting or limits are temporary and do not affect anyone else.
- If the field has a description defined, hovering over the table column header will display the description.
If you make any changes while viewing a Look, such as changing filters, sorting a column, or changing row limits, you can return to the Look’s original settings by clicking Reset Look.
As you gain familiarity with Analyics you’ll begin to use saved Looks as a launchpad for further exploration. You can start with one set of data and then begin exploring the answers to related questions by changing the filters, changing the visualization, sorting the data differently, or making other changes. You can learn about these exciting possibilities in our exploring data tutorial.
Copying Values from a Look
Analytics lets you copy all the data from a table column with a single click. To do so, hover over a column label, click the gear icon, and then choose Copy Values:
This data can then be easily pasted into a document or a tool like Excel.
Drilling into a Look
You are able to drill into a value on your report.
For example, you could click on the amount of shipments with Long-running Order past 6 months:
Analytics then displays a Details window about those shipments with Long-running Order past 6 months fulfilled on the 21th of June 2018.
For data sets where the row limit is reached in the Details window, Analytics provides a link for downloading the complete set of results. Click the link to download the data, using the same options as shown on this page.
You now know how to view and understand existing Looks. If you’d like to learn how to create your own reports, check out our Exploring Data in Analytics page.
Otherwise, in the next section you can learn how to share information that you find in Analytics.