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Help & Documentation
Collaboration and Sharing
Adding Context to Metrics
Release 5.5
Articles tagged:
Release 5.5
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Topics
1. Collaborate with Others
6
1.1 Collaborative Items
1.2 Expert Analysis Overview
1.3 Adding Links and Formatting to Text
1.4 Sharing a Chart or Report
1.5 Following Discussions and/or Users
1.6 Unfollowing Discussions, Users or Groups of Tiles
2. Annotations
2
2.1 Adding Annotations to Elements
2.2 Managing Future Annotations
3. Events
9
3.1 Understanding Events
3.2 Creating an Event Calendar
3.3 Associate an Event Calendar with Individual Metric
3.4 Source Events Manually Using CSV or Data Entry
3.5 Source Events Automatically
3.6 Creating a New Event from the Chart Viewer
3.7 Creating Future Events
3.8 Hide and Un-Hide Events
3.9 Deleting Events
4. Targets
6
4.1 Targets Overview
4.2 Create and Populate a Manually Sourced Target
4.3 Populate a Target from a CSV File
4.4 Create a Target Sourced from a Metric
4.5 Create a Target Derived from Another Target
4.6 Generate Period to Date (XTD) Target Variance
5. Metric Overlays
2
5.1 Overview of Metric Overlays
5.2 Change default colors for Charting objects
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