Users now have the ability to save the grid setting of their insight using Insight Layouts. With this change a user can save multiple layouts per Insight, name them, and recall them at any time across all their devices. Users can build Insight Layouts specific to the Summary View and Detail View of the Insights Panel.
Settings that are saved using the Insight Layout:
- Column header groupings in the drag-and-drop portion of the insights panel
- Ascending or descending sort order on a column
- Values entered in search box under column headers
- Values entered in global search to the top right of the insight panel
Users can manage and navigate the Layouts using the three buttons to the right of the drop down: Save, Add, and Delete.
Adding Insight Layouts
Once all settings have been set for the desired Layout, users can save grid settings using the ‘+’ button to add a new Insight Layout. A modal will prompt to name the Layout. Select the ‘Add’ button to save. Note: A new Layout cannot be created while another Layout is selected.
Editing Insight Layouts
To edit an Insight Layout, select the appropriate Layout from the drop down list. Make any necessary changes to the grid setting, then select the Save button located to the right of the drop down list. A toast message to the top right of the screen will notify that the save was successful.
Deleting Insight Layouts
To delete an Insight Layout, select the Layout from the drop down list. The delete button labeled ‘x’ will be available for selecting. Select the button, then follow the prompt to verify the delete.
Selecting/Removing Insight Layouts
Select the down arrow on the drop down for a full list of saved Layout. To remove an Insight Layout, click the ‘x’ button to the right of the drop down arrow.
Layouts saved on a shared insight will reflect across all instances of the Insight.