A Look is a stand-alone data visualization that is saved within your folders, separate from dashboards. It captures all the specific details of your analysis, including filters, visualizations, fields, and sorting preferences. Creating a Look is beneficial for several reasons:
- When you need to reference the same data visualization in multiple dashboards with consistent filters.
- When you wish to schedule a single data visualization for automatic delivery to select recipients.
- When you want to use it as a foundation to copy and create similar visualizations.
Saving your data visualization as a Look
After creating a data visualization or leveraging a Quick Start template, access the three-dot menu and choose Save > As a Look. This action allows you to name and describe your Look, as well as select a save location in your folders.
Note: Directly saving a visualization to a dashboard, rather than as a Look, means it will only exist in the dashboard and can't be found in your folders. Any modifications to a dashboard visualization only impacts itself.
Editing your Look
To modify an existing Look, find it in your folders and open it. Select Edit in the top right corner to tweak the data, filters, or visualization style.
To save your changes, select Save in the upper-right area of the top blue toolbar. You'll be notified of any dashboards that might be affected when you save edits to a Look.
Alternatively, you can also select the cog icon and choose an option from the Save menu to save this version to a dashboard or as a new Look.
Adding a saved Look to a dashboard
Looks can be added to dashboards as individual tiles and can be featured across various dashboards. Editing a Look will update all dashboard tiles linked to it.
To add a Look to a dashboard:
- Locate the Look in your folders.
- Go to the cog in the top right corner and select Save > To an existing dashboard. You have the option to save to a new dashboard as well.
- Choose the desired dashboard from your folders. The Look will then be integrated into your dashboard as a new tile.