Tellius
  • 🚩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
      • Setting up LLM for Kaiya
    • 🤹Kaiya conversational AI
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
      • 📒Kaiya Learnings
      • Kaiya Terms of Service
  • 🔍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
    • 📝Actions in Edit mode
      • 🗨️Viz-level actions
    • 🔧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
      • 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
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
    • User roles and permissions
  • Feed
    • 📩What is a Feed in Tellius?
    • ❗Alerts on the detection of anomalies
    • 📥Viewing and deleting metrics
    • 🖲️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 5.4
      • Patches 5.4.0.1 to 5.4.0.4
      • Patch 5.4.0.5
      • Patch 5.4.1
    • 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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  1. Vizpads (Explore)

Get familiar with our Vizpads

Get to know the integral components that make up Vizpads interface

PreviousMeet Vizpads!NextMeasures, dimensions, date columns

Last updated 1 year ago

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In Tellius, Vizpads can be accessed by clicking on the Explore tab on the left pane. All the existing Vizpads that were created by you or shared with you can be found here. Let's break down the components of the following interface.

  1. Search

Use this search bar to find any required Vizpad by its name.

  1. Filter dropdown

Choose if you want to view only the Vizpads created by you or shared with you or all the existing Vizpads or Vizpads marked favorite.

  1. Sorting dropdown

Select the order in which you want the Vizpads to be displayed. Sort by last created, last modified, title, Viz count, Business View, Owner, and Favorite.

  • Last Created: Sorts Vizpads based on the most recent creation date, showing the newest ones first.

  • Last Modified: Displays Vizpads in order of their most recent modification, with the latest updates at the top.

  • Title: Organizes Vizpads alphabetically by their title names.

  • Viz Count: Arranges Vizpads based on the number of charts (Viz) they contain, from lowest to highest.

  • Business View: Sorts Vizpads according to the Business View they are associated with.

  • Owner: Displays Vizpads in an order based on the creator's name.

  • Favorite: Places Vizpads marked as favorites at the forefront, prioritizing your most preferred Vizpads.

  1. View

Grid view - Every Vizpad will be displayed as an individual grid. List view - The Vizpads will be displayed in a list format.

  1. Create new Vizpad

Click on the plus icon to create a new Vizpad, and you will be redirected to a new canvas.

  1. Vizpad

Each Vizpad is displayed with its name, the date it was last updated, the number of Viz (charts), and the creator’s name. Hovering over a Vizpad reveals additional details such as creation time and the full extended name.

  1. Favorite

Mark a Vizpad as a favorite for quick access by clicking on the ribbon icon.

  1. Three-dot menu

a. Edit - To edit the Vizpad (subject to permissions)

b. Clone - To duplicate the Vizpad

c. Share - To share the Vizpad with relevant permissions. The following window will be displayed where you can search for the required username, email, or user group, and provide view or edit permissions.

When shared in edit mode, the Vizpad will be available to edit, whereas the associated Business View, datasources, and datasets will be shared in read-only mode.

d. Refresh - Refreshing the Vizpad to its latest update. The list of refreshes already scheduled will be displayed.

Click on the plus icon to schedule a new refresh. The following window appears. Provide the following details:

  • The name of the refresh to be scheduled

  • Frequency at which you want to refresh the Vizpad (monthly, weekly, hourly, daily)

  • Relevant start date and time zone

  • The recipient's email address with cc and bcc (if any)

  • The subject and body of the email to be received

e. Notifications - Set up notifications for the particular Vizpad. The list of notifications already set up will be displayed.

Click on the plus icon to schedule a new notification. The following window appears. Provide the following details:

  • The name of the notification

  • Frequency at which you want to receive the email notification (monthly, weekly, hourly, daily, immediate)

  • Relevant start date and time zone

  • The recipient's email address with cc and bcc (if any)

  • The subject and body of the email to be received

f. Delete - To delete a specific Vizpad, follow the prompt in the window and provide the correct response.

g. Move - To move the Vizpad to a specific Projects folder. The following window appears where you can provide the Project name to be moved.

  1. Pagination

Navigate through the existing Vizpads using the pagination.

📈
👋
Explore (Vizpads)
Types of sorting
Sharing a Vizpad with permissions
Scheduled refresh
Scheduling notifications
Notifications window
Scheduling notifications
Deleting a Vizpad
Moving a Vizpad