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Configurable Objects in Quick Insight Panels

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Level 4

5/28/24

Description - Allow analysts to apply a "Configurable Object" to multiple panels in a workspace report (such as Quick Insights, next/previous etc) that will allow a report to become a template that other stakeholders can easily use on the fly.  

 

This will allow users to just define their page or dimensional item of interest one time and that would then change all panels that are using this "configurable object".  

 

Why is this feature important to you - speed and adoption of reporting templates.  Ease of use for newer users.  

How would you like the feature to work -

 

Allow analysts to apply a "Configurable Object" to multiple panels in a workspace report (such as Quick Insights, next/previous etc) that will allow a report to become a template that other stakeholders can easily use on the fly.  

 

This will allow users to just define their page or dimensional item of interest one time and that would then change all panels that are using this "configurable object".  

2024-05-28_13-49-58.jpg

 

Current Behaviour -

 

you need to define your dimensional item (ex: page) manually per panel in the report.  

2 Comments

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Community Advisor

5/28/24

I agree more options to replicate and keep segments consistent across panels would be a good thing, but you should know that you can at least drag and drop your segments (including drop down segment) to other panels (if you get a timeout issue, let me know... I worked with support when that broke a while ago).

 

The other thing I do is get my segment dropdowns all configured on my first panel, then I duplicate the panel and remove all the visualizations... yes, there are some extra steps involved in both of these, but at least they might help in the interim while we wait and see if this feature gets picked up (finger crossed).

 

I would also love something like report scoped segments, or nested panels, where you can have a set of segments that will apply to the entire report, or apply to all nested panels (so you don't need it on each panel individually)