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Help & Documentation
Collaboration and Sharing
Pushing Information to Users
Linked to Pre-filtering for BI Tools
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Topics
1. Sharing Elements
3
1.1 The Share function
1.2 Sharing elements with Users not registered in Metric Insights
1.3 Create Smart Folders from Datasets
2. Bursting
14
2.1 Create New Burst
2.2 Burst Distribution
2.3 Burst Exclude List (Blacklist)
2.4 Burst from the Report or Metric Viewers
2.5 Setup Bursting from the Favorites Editor
2.6 Create a Burst from a Folder
2.7 Request Email with Errors Encountered When Generating Bursts
2.8 Burst Tracking
2.9 Deliver a Burst via SMS
2.10 Deliver a Burst to FTP, Shared Drive, SharePoint Site
2.11 Attachment Rules
2.12 Configure the Multithreading in Email Sending Process
2.13 Handling the Bursting Errors
2.14 Manipulating Bursts
3. Understanding Folders
2
3.1 Understanding Folders
3.2 Migrating Shared Favorites to Folders
4. Preparing Slideshows or PowerPoint Presentations
4
4.1 PowerPoint Presentation
4.2 Define a Slideshow
4.3 Utilize Custom PowerPoint Template for Bursts and Favorites
4.4 Configure Inserting Element Images in PowerPoint Attachments for Bursts/Favorites
5. Sharing Favorites - replaced by Folders in 5.1
0
6. Slack Integration
3
6.1 Access content via a Slack App
6.2 Managing Slack App settings
6.3 Bursting to a Slack Channel
7. Searching
1
7.1 Utilizing Intelligent Global Search
8. Feedback
2
8.1 Create a Feedback Prompt
8.2 Understanding Engagement and Feedback on Elements
9. Global Filters
1
9.1 Overview of Global Filters (Sticky Filters)
Generate Manual PDF
Other Resources
Getting Started
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows
Getting Data
Connecting to Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services
Creating Content
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Portal Pages
Alerting
Alerting
Collaboration and Sharing
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations
System Administration
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes