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How to...? - Personal templates

Short training clips to help you use and build your own personal templates

How to create custom exploration templates?

Custom exploration templates

You can quickly and easily create custom exploration templates for yourself.

1- Create a new template.

2- Select the insights that interest you.

3- Adjust the insight to the desired size.

4- Adjust the local parameters and filters.

5- Save your custom template.


What actions can be performed on the exploration templates?

Personal exploration templates- actions:

You can perform several actions on each exploration template you have built for yourself:

1- Share it with your colleagues (users or users group).

2- Save the changes you made.

3- Delete the exploration template.

4- Keep a default filter which the exploration template will go up with.

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