Inserting Content - Dashboards

Use the Seeq icon in the toolbar at the top of the screen to insert Seeq content, or click on + Insert Content to get started. This can be done by searching for a specific worksheet or by pasting a URL from Seeq. Multiple worksheets can be inserted at the same time.

Inserting content from a Worksheet

Select an analysis...

First navigate to and select the Analysis of interest. Note all filtering and search functions available on the home page can be applied (Public Items, My Items, etc.). Pinned workbooks are also available through this interface. 

An Analysis can be selected by clicking on it, then the next pop-up will automatically appear.

Select a worksheet...

Find and select the worksheet within the Analysis that will be inserted into the Organizer Topic. Double click or single click and then click "Select." Multiple worksheets can be selected or unselected with single clicks, or the select/unselect all button in the top right. Then click “Next”.

Inserting Content from a Link

Copy the URL from the Seeq worksheet to be inserted into the Organizer Topic and paste into the lower portion of the pop-up. The box where the URL is pasted will turn green if it is a valid Seeq link. Invalid links will not be inserted.

Set Content Properties

All content in Dashboards are interactive (hover over to see values on trends, sort and filter tables).

Size and shape are established by adjusting each piece of content and are not configured in this modal. Drag the lower right corner of each piece of content to adjust size and shape after inserting.

Date Range:  Select a date range to apply to the image. Default is Inherit From Worksheet, but more than one date range can be configured to enable a document to have the same trend with varying dates, or a combination of trends and tables with different date references.

Asset Selection: Select an asset selection to apply to the content. Default is Inherit From Worksheet, but an Asset Selector can be configured to enable content to be updated to display data from a different asset than what is displayed in the original worksheet.

Summarization: Visual summarization can be applied to show fewer samples than displayed on the original analysis. Read more about signal summarization here.

Certainty: If a calculated result may change, Seeq defaults to display that as a dashed line or a hollow capsule. If you don’t want viewers to see this indicator that the result may change, you can opt to Hide uncertainty Indicators when inserting content. Read more about data certainty and uncertainty here.

The above properties can also be updated for more than one piece of content at a time as described in Modifying Seeq Content.

Content defaults to display a title that is the same as the worksheet it came from, but this can be hidden.

After inserting content, use the three dot menu in the upper right corner to made modifications or remove the content.

Inserting Text

It can be helpful for dashboard viewers to have more information about the data they are viewing. Titles or additional text can add relevant information. Either can be inserted with the icons in the toolbar.

Using the Header button will default to insert at the top of the dashboard with Heading 1 formatting while the text button will insert a text box at the end of the dashboard with Paragraph formatting. Both Text and Header icons insert a text box that can be modified using the floating toolbar associated with each text box.

Images and external links can be added through these text boxes.