Tellius
Tellius 5.5
Tellius 5.5
  • 🚩Getting Started
    • 👋Say Hello to Tellius
      • Glossary
      • Tellius 101
      • Navigating around Tellius
    • ⚡Quick Start Guides
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
    • ✅Best Practices
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
      • Predict
      • Data
    • ⬇️Initial Setup
      • Tellius architecture
      • System requirements
      • Installation steps for Tellius
      • Customizing Tellius
    • Universal Search
    • 🏠Tellius Home Page
    • ❓FAQs
      • Kaiya Conversational AI
      • Data Preparation FAQs
      • Environment FAQs
      • Search FAQs
      • Vizpads FAQs
      • Data Caching FAQs
      • Embedding FAQs
      • Insights FAQs
  • Kaiya
    • ♟️Understanding AI Agents & Agentic Flows
      • Glossary
      • Composer
      • 🗝️Triggering an agentic workflow
      • The art of possible
    • 🤹Kaiya conversational AI
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
      • 📒Kaiya Learnings
      • Kaiya Terms of Service
      • Best practices
  • 🔍Search
    • 👋Get familiar with our Search interface
    • 🤔Understanding Tellius Search
    • 📍Search Guide
    • 🚀Executing a search query
      • Selecting a Business View
      • Typing a search query
      • Constructing effective search queries
      • Marketshare queries
    • 🔑Analyzing search results
      • Understanding search results
      • Search Inspector
      • Time taken to execute a query
      • Interacting with the resulting chart
    • 📊Know your charts in Tellius
      • Understanding Tellius charts
      • Variations of a chart type
      • Building charts from Configuration pane
      • List of chart-specific fields
      • Adding columns to fields in Configuration pane
      • Absolute and percentage change aggregations
      • Requirements of charts
      • Switching to another chart
      • Formatting charts
      • Advanced Analytics
      • Cumulative line chart
    • 🧑‍🏫Help Tellius learn
    • 🕵️‍♂️Search history
    • 🎙️Voice-driven search
    • 🔴Live Query mode
  • 📈Vizpads (Explore)
    • 🙋Meet Vizpads!
    • 👋Get familiar with our Vizpads
    • #️⃣Measures, dimensions, date columns
    • ✨Creating Vizpads
    • 🌐Applying global filters
      • Filters in multi-BV Vizpads
      • Filters using common columns
    • 📌Applying local filters
    • 📅Date picker in filters
      • Customizing the calendar view
    • ✅Control filters
      • Multi-select list
      • Single-select list
      • Range slider
      • Dropdown list
    • 👁️Actions in View mode
      • Interacting with the charts
      • Exporting tables
    • 📝Actions in Edit mode
      • 🗨️Viz-level actions
      • Copy to Clipboard
    • 🔧Anomaly management for line charts
      • Instance level
      • Vizpad level
      • Chart level
    • ⏳Time taken to load a chart
      • Instance level
      • Vizpad level
      • Chart level
    • ♟️Working with sample datasets
    • 🔁Swapping Business View of charts
      • Swapping only the current Vizpad
      • Swapping multiple objects
      • Configuring the time of swap
    • 🤖Explainable AI charts
  • 💡Insights (Discover)
    • 👋Get familiar with our Insights
    • ❓Understanding the types of Insights
    • 🕵️‍♂️Discovery Insights
      • Impact Calculation for Top Contributors
    • ➕How to create new Insights
      • 🔛Creating Discovery Insight
      • 🔑Creating Key Driver Insights
      • 〰️Creating Trend Insights
      • 👯Creating Comparison Insights
    • 🧮The art of selecting columns for Insights
      • ➡️How to include/exclude columns?
  • 🔢Data
    • 👋Get familiar with our Data module
    • 🥂Connect
    • 🪹Create new datasource
      • Connecting to Oracle database
      • Connecting to MySQL database
      • Connecting to MS SQL database
      • Connecting to Postgres SQL database
      • Connecting to Teradata
      • Connecting to Redshift
        • Access S3 Data with Redshift Spectrum
      • Connecting to Hive
      • Connecting to Azure Blob Storage
      • Connecting to Spark SQL
      • Connecting to generic JDBC
      • Connecting to Salesforce
      • Connecting to Google cloud SQL
        • Connecting to a PostgreSQL cloud SQL instance
        • Connecting to an MSSQL cloud SQL instance
        • Connecting to a MySQL Cloud SQL Instance
      • Connecting to Amazon S3
      • Connecting to Google BigQuery
        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
        • Integrating Snowflake with Azure AD via OAuth
        • Integrating Snowflake with Okta via OAuth
        • Azure PrivateLink
        • AWS PrivateLink
        • Best practices
      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
      • Connecting to an AlloyDB Cluster
      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • 🚧Understanding partitioning your data
    • ⏳Time-to-Live (TTL) and Caching
    • 🌷Refreshing a datasource
    • 🪺Managing your datasets
      • Swapping datasources
    • 🐣Preparing your datasets
      • 🤾Actions that can be done on a dataset
      • Data Pipeline
      • SQL code snippets
      • ✍️Writeback window
      • 🧩Editing Prepare → Data
      • Handling null or mismatched values
      • Metadata view
      • List of icons and their actions
        • Functions
        • SQL Transform
        • Python Transform
        • Standard Aggregation
        • Creating Hierarchies
      • Dataset Scripting
      • Fusioning your datasets
      • Scheduling refresh for datasets
    • 🐥Preparing your Business Views
      • 🌟Create a new Business View
      • Creating calculated columns
      • Creating dynamic parameters
      • Scheduling refresh for Business Views
      • Setting up custom calendars
      • Custom Calendars for Live Connections
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
    • User roles and permissions
    • Refresh pipeline
  • Feed
    • 📩What is a Feed in Tellius?
    • ❗Alerts on the detection of anomalies
    • 📥Actions done on a tracking Feed
    • 🖲️Track a new metric
  • Assistant
    • 💁Introducing Tellius Assistant
    • 🎤Voice-based Assistant
    • 💬Interacting with Assistant
    • ↖️Selecting Business View
  • Embedding Tellius
    • What you should know before embedding
    • Embedding URL
      • 📊Embedding Vizpads
        • Apply and delete filters
        • Vizpad-related actionTypes
        • Edit, save, and share a Vizpad
        • Keep, remove, drill sections
        • Adding a Viz to a Vizpad
        • Row-level policy filters
      • 💡Embedding Insights
        • Creating and Viewing Insights
      • 🔎Embedding Search
        • Search query execution
      • Embedding Assistant
      • 🪄Embedding Kaiya
      • Embedding Feed
  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • ✨What's New
    • Release 5.5
    • Release 5.4
      • Patches 5.4.0.1 to 5.4.0.4
      • Patch 5.4.0.5
      • Patch 5.4.1
      • Patches 5.4.1.1 and 5.4.1.2
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
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  • Vizpad-level actions
  • Viz-level actions

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  1. Vizpads (Explore)

Actions in View mode

Get to know the actions that can be performed on Vizpads in View mode

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Last updated 3 days ago

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Vizpad-level actions

Users without edit permissions will be restricted only to the View mode. The following operations can be performed in View mode:

  1. Anomalies - Show/hide anomalies

  2. Favorite - Mark/Unmark the Vizpad as favorite

  3. Query execution time - Show/hide query execution time

  4. Resolution - Change the global resolution of the charts in the Vizpad. If chart A is prepared for yearly resolution and chart B is prepared for weekly resolution, then clicking on this icon and choosing Monthly resolution will change charts A and B to have monthly resolution.

  1. Notification - Sends a snapshot of the Vizpad as an email to the specified user at the specified time.

  2. Export - Download the Vizpad in PDF or PPT format.

Please note that any changes made in View mode are strictly for temporary viewing. The changes are not permanent, and they will not be saved to the original Vizpad. To retain any changes, they must be made in the Edit mode.

To revert the Vizpad to its original state and undo all the changes, click on Reset Vizpad near the colored circles representing the Business View(s) used in the Vizpad.

Viz-level actions

Hover over any chart to view more details in tooltips. Hover over any individual Vizpad in its top right corner to view the following options:

  1. Business View color

  • The circle of color represents the Business View associated with the Viz. If a Viz has data from multiple Business Views, then multiple colored circles can be found. Hover over any circle and the associated Business View will be displayed as a tooltip.

  • The legend for the colored circles can be found in the top right corner of the Vizpad near the eye 👁️ icon. Click on the 👁️ icon if you want to show/hide the circles of color across the Vizpad.

  1. View Chart/View Data

  • Click on this icon to switch between the visual chart representation and its underlying table data.

  • Alternatively, click on the three-dot menu and select "Detailed View". This will present the chart data in a tabular format.

  1. Switch Chart

  • Click on this icon and the available chart types will be displayed. The charts that are incompatible will be greyed out automatically.

  • The existing chart will be converted to the selected chart type, where all current values and filters will remain applied.

  1. Resize

Click on this icon to enlarge the chart or contract to its default size.

  1. Filter

  • The option "Use aggregated column from object" allows you to filter using data aggregated at a higher level. This is beneficial when analyzing broader trends or patterns.

  1. Export

  • Click on the export icon to download the current chart.

  • Select the preferred format (JPG, PNG, PDF, CSV or PPT) in which the chart needs to be downloaded.

  1. Three-dot menu

b. Embed URL - Click on Embed URL to get a URL that directly links to that particular chart from your dashboard. This URL, when opened in a different browser tab or embedded into another web page, displays the chart as a standalone element.

Click on Copy to copy the URL or click on Open to open in an adjacent tab.

Benefits of using Embed URL

  • To share specific Viz without granting access to the entire dashboard.

  • For sharing data with stakeholders or team members who only need to see a specific part of your Vizpad, making it easier to communicate specific data points or insights.

  • To integrate the Viz into web pages, blogs, or your company's intranet.

  • The embedded Viz will update automatically to the most current data if connected to real-time data.

To apply filters, click on the funnel icon. For more details on applying filters, check out .

For downloading tables, check out page.

a. Copy to Clipboard: Saves the chart or table to your clipboard, including all associated settings. You can then navigate to any other tab or Vizpad (in Edit mode) and paste it there. For more details, check out page.

c. Time taken - The time taken to load the chart by Tellius and other external engines will be displayed. Click on Query time details to view the complete breakdown. For more details, check out .

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👁️
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this
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Set of options in the top right corner
Resolution options
Reset Vizpad
Viz-level captions
Three-dot menu in View mode
Embed URL
Query time details window
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