The following article describes what an analysis is, how to create it, and the structure of the analysis screen. The article also details what sheets are and the settings options.
(See Figure 1)
An analysis is the prime workspace for creating data visualizations, which are graphical representations of your data. Each analysis contains a collection of visualizations that you arrange and customize.
Figure 1: What is an Analysis?
Data visualization, also known as visual, is a graphical representation of data. There are many types of visualizations, including diagrams, charts, graphs, and tables.
(See Figure 2 to Figure 7)
To create an analysis, perform the following steps:
Figure 2: Navigating to EasySend Analytics
- Click Measure (1).
- Click EasySend Analytics (2).
The EasySend Analytics main screen appears:
Figure 3: Edit mode Button
- Click the Edit mode button (3).
The authoring screen appears:
Figure 4: New analysis Button
- Click the New analysis button (4).
A screen containing your datasets appears:
Figure 5: Datasets
- Click the desired dataset.
A screen with dataset information appears:
Figure 6: USE IN ANALYSIS Button
- Click the USE IN ANALYSIS button (5).
The analysis screen appears.
Figure 7: Analysis Screen
- Clicking the desired dataset
- Clicking the three dots and then Create analysis
Figure 8 and Table 1 describe the analysis screen.
Figure 8: Analysis Screen Description
Table 1: Analysis Screen Description
Displays the visualization options:
Enables to add a new filter to the visual
The Visual types section will appear only after clicking the AutoGraph or an existing visual
Enables to add a:
Enables to undo or redo any changes
Opens the Datasets in this analysis window
Enables to add fields to a visual
Sheet 1 dropdown
Enables to rename or delete the default sheet
Enables to add additional sheets to the analysis
Enables to switch between two states:
Enables to create a copy of the analysis
The analysis will be saved to your list of analyses
Enables to publish the analysis as a dashboard
Enables to set/unset a fit to window view
The main work area
(See Figure 9)
The analysis screen first appears with one sheet (1) by default.
A sheet is a page that displays a set of visualizations and insights. A sheet is filled with charts, graphs, and tables. You can add more sheets and make them work separately or together in your analysis.
Figure 9: Sheet and AutoGraph
(See Figure 10 to Figure 13)
Using the settings screen, you can select the layout of the sheet you are currently working on and toggle between refresh options.
Figure 10: Settings
The layout options are:
- Tiled - visuals snap to grid with standard spacing and alignment. Dashboards are displayed as designed, with options to fit to the screen or view at the actual size.
Figure 11: Tiled Layout
- Free-form - visuals can be placed anywhere (including overlap) with precise coordinates. Dashboards are displayed as designed, with options to fit the screen or view at the actual size.
The Free-form sheet layout must be selected when embedding EasySend’s custom backgrounds while creating custom visual content. For additional information see the Visual Types article.
Figure 12: Free-form Layout
- Classic - visuals snap to grid with standard spacing and alignment. Dashboards will hide data or change the formatting to fit smaller screen sizes.
Figure 13: Classic Layout.