Analysis Overview

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

3. Click the Edit mode button (3).

        Result:

        The authoring screen appears:

Figure 4: New analysis Button

4. Click the New analysis button (4).

        Result:

        A screen containing your datasets appears:

Figure 5: Datasets

5. Click the desired dataset.

        Result:

        A screen with dataset information appears:

Figure 6: USE IN ANALYSIS Button

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

        Result:

        The analysis screen appears.

Figure 7: Analysis Screen

Analysis Screen Description

Figure 8 and Table 1 describe the analysis screen.

Figure 8: Analysis Screen Description

Table 1: Analysis Screen Description

No.	Section	Name	Icon	Description
1	Tabs bar	Back		Navigates back to the landing page
		File	-	Enables to perform the following actions: Add/remove the analysis to/from favorites Publish the analysis as a dashboard Save the analysis View analysis permissions Rename the analysis Print the analysis Export the analysis to a PDF View a list of exported analyses  Set autosave on/off
		Edit	-	Enables to perform the following actions:  Undo Redo View and manage themes (not covered in this article) View and manage analysis settings (not covered in this article)
		Data	-	Enables to perform the following actions:  View and manage datasets in the analysis Add a new dataset Add a calculated field  Manage parameters (not covered in this article)
		Insert	-	Enables to add to the analysis a new:  Sheet Visual Text field  Insight (not covered in this article)  Calculated field Filter Parameter (not covered in this article)
		Sheets	-	Enables to perform the following actions:  Add a new sheet Duplicate a sheet Rename a sheet Add/delete a sheet title Add/delete a sheet description Manage sheet layout settings
		Objects	-	Enables to perform the following actions:  Format the properties of a visual  Manage field wells  Add/delete a visual title Add/delete a visual description Manage data labels Manage a legend Manage tooltips Export the visual to CSV
		Search	-	Enables to search for analysis actions
2	-	Analysis name	-	Displays the name of the analysis Enables to edit the name of the analysis Add/remove the analysis to/from favorites
3	Elements bar	Undo		Cancels a performed action
		Redo		Restores a change that was undone
		Datasets		Display the dataset and its fields Enables to manage datasets and different data fields
		Visualize		Display the Visuals section Enables to add visuals and data to the analysis
		Filter		Enables to manage filters
		Parameters		Not covered in this article
		Insights		Not covered in this article
		Properties		Enables to manage the properties of a visual
		Add		Enables to add to the analysis a: Visual Text Custom content
4	Sheets	Sheet 1	-	A sheet is a page that displays a set of visualizations, it is filled with charts, graphs, and tables NOTE Using the dropdown, a sheet can be duplicated or renamed
		Add Sheet		Enables to add additional sheets to the analysis
5	-	Work area	-	The main work area
6	-	AUTOSAVE ON	-	Enables to switch between two states: AUTOSAVE ON AUTOSAVE OFF
7	-	FIT TO WIDTH	-	Enables to adjust the display of the analysis screen: Fit to width Actual size
8	-	Publish	-	Enables to publish the analysis as a dashboard

Analysis Screen Elements

(See Figure 9)

When creating a new analysis, the analysis screen appears with the following default elements in the work area:

• Dataset + dataset fields (the dataset that was selected after clicking the New analysis button) 
• Visuals
• Sheet 1 + AutoGraph visual
• Properties 

Figure 9: Analysis Screen Default Elements

NOTE

To display/hide the elements click their icons in the elements bar.

Sheet Layout Settings

(See Figure 10 to Figure 14)

Before starting to work, it is recommended to select the sheet layout  by clicking Sheets (1) and Layout Settings (2). 

Figure 10: Sheets and Layout Settings

the Settings section displays the Sheet Layout options (3). 

Figure 11: Settings and Sheet Layout

The layout options are:

• Tiled - visuals snap to grid with standard spacing and alignment. Dashboards are displayed as designed, with options to fit to screen or view at the actual size.

Figure 12: 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.

Figure 13: 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 14: Classic Layout