Analysis Overview
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    Analysis Overview

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    Article Summary

    Article Overview

    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.

    What is an Analysis

    (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.

    Creating an Analysis

    (See Figure 2 to Figure 7)

    To create an analysis, perform the following steps:

    Figure 2: Navigating to EasySend Analytics

    1. Click Measure (1).
    2. Click EasySend Analytics (2).

            Result:

            The EasySend Analytics main screen appears:

    Figure 3: Edit mode Button

    1. Click the Edit mode button (3).

            Result:

            The authoring screen appears:

    Figure 4: New analysis Button

    1. Click the New analysis button (4).

            Result:

            A screen containing your datasets appears:

    Figure 5: Datasets

    1. Click the desired dataset.

            Result:

            A screen with dataset information appears:

    Figure 6: USE IN ANALYSIS Button

    1. Click the USE IN ANALYSIS button (5).

            Result:

            The analysis screen appears.

    Figure 7: Analysis Screen

    NOTE
    You can also create an analysis by clicking Datasets and then using one of two options:
    • Clicking the desired dataset
    • Clicking the three dots and then Create analysis

    Analysis Screen Description

    Figure 8 and Table 1 describe the analysis screen.

    Figure 8: Analysis Screen Description

    Table 1: Analysis Screen Description

    Number

    Icon

    Name

    Description

    1

    Visualize

    Displays the visualization options:

    • Dataset dropdown
    • Dataset add
    • Fields list
    • Visual types

    2

    Filter

    Enables to add a new filter to the visual

    3

    -

    Fields list

    • Enables to search fields
    • Enables to add fields to the visual

    4


    Settings

    • Enables to set a sheet layout:
      • Tiled
      • Free-form
      • Classis
    • Enables to set refresh options:
      • Reload visuals each time sheets are switched
      • Do not reload visuals each time sheets are switched

    5

    -

    Visual types

    • Enables to select a visual to add to the analysis
    • Enables to switch between existing visuals
    NOTE
    The Visual types section will appear only after clicking the AutoGraph or an existing visual


    6

    -

    Add

    Enables to add a:

    • Visual
    • Text field
    • Insight (not covered in this article)
    • Title
    • Description
    NOTE
    • Once a title is added the Add title option changes to Delete title
    • Once a description is added the Add description option changes to Delete description
    • Calculated field (not covered in this article)
    • Text field (not covered in this article)

    7

    -

    Undo/Redo

    Enables to undo or redo any changes

    8

    -

    Dataset dropdown

    • Enables to switch between multiple datasets
    • Enables to search for datasets

    9

    Dataset add

    Opens the Datasets in this analysis window

    10


    -

    Field Wells

    Enables to add fields to a visual

    11

    -

    Sheet 1 dropdown

    Enables to rename or delete the default sheet

    12

    Add sheet

    Enables to add additional sheets to the analysis

    13

    -

    AUTOSAVE ON

    Enables to switch between two states:

    • AUTOSAVE ON
    • AUTOSAVE OFF

    14

    Save as

    Enables to create a copy of the analysis

    NOTE

    The analysis will be saved to your list of analyses

    15


    Export

    • Enables to export your analysis in two different ways:
      • Print
      • Generate PDF
    • Displays the Downloads list

    16

    Share

    Enables to publish the analysis as a dashboard

    17

    View

    Enables to set/unset a fit to window view

    18

    -

    Visualization area

    The main work area

    Analysis Screen Sheets

    (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

    Settings Options

    (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.
    NOTE
    On mobile devices, the dashboard adjusts to a single column in portrait mode or displays exactly as designed in landscape mode.


    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.
    NOTE

    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.

    NOTE
    On mobile devices, dashboard displays are published with no changes to the layout. Once designed in this layout, switching to another dashboard layout may cause some visual elements to shift and will need adjusting.


    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.
    NOTE
    On mobile devices, the dashboard adjusts to a single column in portrait mode or displays exactly as designed in landscape mode.


    Figure 13: Classic Layout.


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