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In my most recent blog entry, we went over an overview of the new UI for Qlik Cloud. Today we’ll start a series of blog entries which will dive deeper into the individual sections of the new UI starting with Insights. Insights is the first selection inside of the waffle menu comprised of five different sections: Home, Favorites, Collections, Browse and Alerts.
Starting from top to bottom, we’ll dive into the ‘Home’ select. Home is usually the first screen that users will see after signing into their tenant. Here users will find their apps and data sets along with any monitored charts they may have selected. In this home section, users can also select to ‘create page’ which will allow them to further customize a page for their home screen.
Continuing down the list, we’ll arrive at the ‘Favorites’ section. The Favorites section is comprised of the apps and charts that a user has selected as a favorite. To add the favorite tag to an app or a chart, users simply hover over the content you’d like to favorite and select the star.
After selecting the star, your content will appear in the Favorites section along with any other content that has been favorited.
The third section of Insights is ‘Collections’. Collections allow users to categorize their content and assign them to different collections for easier access and organization. To assign a piece of content to a collection, click the three dots on the content to bring up the menu then select ‘Add to collection’.
From there, a list of your collections will appear, simply select the collection you’d like to associate the piece of content with and it will appear in that collection.
Collections are a great way for users to organize their tenant when they have many apps and pieces of content they are working on.
The fourth section of Insights is called Browse. The ‘Browse’ sections allows users to view the various pieces of content they have loaded into their tenant. In this section, users can filter their content by name, space, types, and owner.
Furthermore, users can access the ‘All filters’ selection which will provide an extended selection of filters to narrow down their search even further.
Browse can be a great way for users to find the exact piece of content they are looking for without having to search through their entire catalog.
The fifth and final section of Insights is the ‘Alerts’ section. In this section users will find the various alerts that have been set up in their tenant. In this section, users can view and manage their alerts through a few selections and can be accessed by pressing the three dots at the end of each alert. Selecting any of these options will provide specific information on each metric of the alert while also allowing for the editing of this alert.
An alert can be set up inside of an app, connected to a visualization. To begin, find the visualization you’d like to connect to the alert, select the three dots in the top right-hand corner of the alert and select ‘Alerts’ in the menu that appears. From here, you’ll find the alerts already tied to this visualization or can select the option to create a new alert. Once you select ‘Create alert’ you’ll be taken to a menu allowing you to establish the various parts of the alert, ‘Details & Data’, ‘Conditions’, and ‘Distribution’.
After establishing these sections, your new alert will appear in the ‘Alerts’ section.
Alerts are a great way for users to stay up to date on their data, getting messages, emails and notifications on the parameters they set so they can stay knowledgeable about the content important to them.
Thank you for taking the time to read this blog entry, I hope that you learned something about the new Qlik Cloud and the new UI. Next time we’ll cover the Analytics section of Qlik Cloud.