ADD TO NEW VIEW
Create a new view that’s dependent upon this dataset.
Just name your view and click the orange Next button at the bottom-right of the New View window.
Then, configure your view, and you’re done!
Your view is now accessible from the Views Library.
ADD TO NEW MAP
Create a new map that’s dependent upon this dataset.
Just name your map and click the orange Next button at the bottom-right of the New Map window.
The new map auto-saves to your Maps Library. When you open your map, the locations from this dataset will already be visible as pins on the map.
From there, you’ll customize your map according to your needs. Create territories, add shapes, style your pins, add Mapline data, and more.
ADD TO EXISTING MAP
Add data to an existing map in seconds.
Select the map you need from the list. If you need to add your data to multiple maps, feel free to select them all at once.
If you have lots of maps saved to your Maps Library, use the Search at the top of the window to find the correct map even faster.
Once you’ve selected the desired map(s), click the orange OK button at the bottom of the window.
Your data is now tied to the map(s) you specified! To access it, visit your Maps Library or use the dependencies shortcut right in your dataset.
Pro Tip: Do not de-select a map from this list unless you’re certain you want to permanently delete the dataset from that map. If you do happen to accidentally delete a dataset from the map, it can easily be restored. However, certain configurations, such as map styling and Mapline data, will need to be re-applied after restoring the dataset.
ADD TO NEW CHART
Create a new chart that’s dependent upon this dataset.
Name your chart, then select which kind of chart you need. Choose from the following:
- Vertical bar
- Horizontal bar
- Pie
- Donut
- Line
- Area
- 100 percent area
- Scatter
When you’re finished, click the orange Done button at the bottom of the window.
Your new chart is now accessible via the Charts Library. If you want to navigate there right away, try this.
ADD TO NEW REPORT
Create a new report that’s dependent upon this dataset.
Name your report, and then click the orange Done button at the bottom of the window.
Your new report is now accessible via the Reports Library. If you’d like to navigate there right away, check out the shortcut below.
VISUALIZATION SHORTCUT
Once you have visualizations that depend on this dataset, they appear under the Dependencies icon. This way, you can always reference which visualizations are tied to your data.
The Dependencies icon is also a shortcut. Navigate from your dataset directly to any visualization tied to this dataset, without having to click into your Libraries.
Now that’s pretty sweet!
