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Create and Customize Liveboards in Insights
Create and Customize Liveboards in Insights
Create and Customize Liveboards in Insights

About the Course

Description: You’ve built some Answers—now it’s time to put them to work. In this course, you’ll learn how to bring your insights together into one clean, shareable package using Liveboards. We’ll guide you through creating, customizing, and sharing a Liveboard that actually makes sense to your team (and doesn’t require a decoder ring to read).

Prerequisites: Search and Answers in Insights, Customize Your Reports in Insights
Estimated Time: 35 minutes

Learning Objectives:

  • Create a new Liveboard and add existing Answers

  • Customize layout, filters, and KPIs to tell a clear story

  • Share Liveboards with teammates to keep everyone in the loop

  • Build confidence to explore and experiment on your own

Course Categories

Advanced
Certification
Insights
Course Progress
Not started
Enroll
Course Outline
  1. Intro to Liveboards
    1. Course Overview
    2. What is a Liveboard?
    3. Navigating the Liveboards homepage
    4. Refresher: Liveboards vs. Answers
  2. Create Liveboards
    1. Building a Liveboard Video
    2. Creating a Liveboard from the Liveboards tab
    3. Create a Liveboard From the Answers Workspace
    4. Canopy Liveboard Templates
  3. Working with Liveboards
    1. Working with Liveboards
    2. Use Liveboard Templates Video
    3. Make a Copy
    4. Using Tabs
    5. Moving Answers to a Different Tab
    6. Adding Notes in a Liveboard
  4. View and Filter Liveboards
    1. Using Explore Mode
    2. Apply filters to your Liveboard
    3. Apply filters to specific visualizations or tabs
    4. Create a Personalized Liveboard View
    5. Edit or Delete Filters
    6. Linking Filters Across Different Data Sources
  5. Sharing Insights
    1. Sharing Answers & Liveboards
    2. Scheduling Shared Liveboards
    3. Download a PDF of a Liveboard
    4. Present Mode
  6. KPI's
    1. Understanding Why Your KPIs Change with Change Analysis
    2. Run a KPI Change Analysis
    3. Create Alerts
    4. Create Scheduled Alerts
    5. Create Threshold Alerts
    6. Create Anomaly Alerts
    7. Edit or Delete Alerts
  7. Course Challenge
    1. Challenge Overview
    2. Step One: Create a Liveboard
    3. Step Two: Share your Liveboard
  8. Course Quiz
    1. Liveboards Quiz
  9. Course Survey
    1. Quick Course Feedback
  10. Next Steps
    1. Keep the Momentum Going: Explore on Your Own
    2. Helpful Resources
course
Create and Customize Liveboards in Insights
Create and Customize Liveboards in Insights
Course Progress
Not started
Enroll

About the Course

Description: You’ve built some Answers—now it’s time to put them to work. In this course, you’ll learn how to bring your insights together into one clean, shareable package using Liveboards. We’ll guide you through creating, customizing, and sharing a Liveboard that actually makes sense to your team (and doesn’t require a decoder ring to read).

Prerequisites: Search and Answers in Insights, Customize Your Reports in Insights
Estimated Time: 35 minutes

Learning Objectives:

  • Create a new Liveboard and add existing Answers

  • Customize layout, filters, and KPIs to tell a clear story

  • Share Liveboards with teammates to keep everyone in the loop

  • Build confidence to explore and experiment on your own

Course Outline
  1. Intro to Liveboards
    1. Course Overview
    2. What is a Liveboard?
    3. Navigating the Liveboards homepage
    4. Refresher: Liveboards vs. Answers
  2. Create Liveboards
    1. Building a Liveboard Video
    2. Creating a Liveboard from the Liveboards tab
    3. Create a Liveboard From the Answers Workspace
    4. Canopy Liveboard Templates
  3. Working with Liveboards
    1. Working with Liveboards
    2. Use Liveboard Templates Video
    3. Make a Copy
    4. Using Tabs
    5. Moving Answers to a Different Tab
    6. Adding Notes in a Liveboard
  4. View and Filter Liveboards
    1. Using Explore Mode
    2. Apply filters to your Liveboard
    3. Apply filters to specific visualizations or tabs
    4. Create a Personalized Liveboard View
    5. Edit or Delete Filters
    6. Linking Filters Across Different Data Sources
  5. Sharing Insights
    1. Sharing Answers & Liveboards
    2. Scheduling Shared Liveboards
    3. Download a PDF of a Liveboard
    4. Present Mode
  6. KPI's
    1. Understanding Why Your KPIs Change with Change Analysis
    2. Run a KPI Change Analysis
    3. Create Alerts
    4. Create Scheduled Alerts
    5. Create Threshold Alerts
    6. Create Anomaly Alerts
    7. Edit or Delete Alerts
  7. Course Challenge
    1. Challenge Overview
    2. Step One: Create a Liveboard
    3. Step Two: Share your Liveboard
  8. Course Quiz
    1. Liveboards Quiz
  9. Course Survey
    1. Quick Course Feedback
  10. Next Steps
    1. Keep the Momentum Going: Explore on Your Own
    2. Helpful Resources

Course Categories

Advanced
Certification
Insights