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Move / Edit Visualizations, View ID Picker for Apptio BI

  • 1.  Move / Edit Visualizations, View ID Picker for Apptio BI

    Posted Tue September 13, 2022 12:03 PM

    Hello everyone, as we move further into September I want to provide a handful of release updates for you.

    Move / Copy Visualizations between Reports / Tabs

    The first is focused around delivering increased flexibility and connection between your reports and tabbed reports, and allows you to copy or move visualizations between reports and report pages that you own. Specifically, you can either move or copy a visualization to a different page in the same report, move or copy a visualization to a different report, or move / copy a visualization to a new report. 

    To do this, select the Options (3 dots) menu at the upper-right corner of the visualization you would like to Move or Copy. You can then select either Copy or Move. In the dialog box that appears, select whether you would like to select an existing or create a new report, or select an existing / create a new tab for the visualization.

    View Picker for CLDY Visualizations and Insights

    This release was designed to help our users have more control over ensuring their Insights are configured to the appropriate set of data they care about.

    With a View Picker, using Cloudability data sources, users can select a particular view for a visualization and any associated insight. When creating or editing a visualization, users can select which view they want to apply. When viewing a report, the view selector on the report level will supersede the selected view for any individual visualizations, but the selected view applies to any Insight associated with that visualization. 

    To use this feature, users will be prompted to select the desired view when creating and editing a visualization and Insight using Cloudability data - located on the left-hand side of your screen.


    #ApptioBI


  • 2.  RE: Move / Edit Visualizations, View ID Picker for Apptio BI

    Posted Wed September 14, 2022 09:17 AM
    Edited by Guillermo Cuadrado Tue November 05, 2024 05:34 PM

    Hello, @Connor Kinkead.

     

    1. Copying visualizations works much better, thank you very much!

    2. Selecting a View to filter with Cloudability data.
      We don't have CLDY, but I know enough to understand what you mean. It's a step towards having dynamic filtering.
     
    ​Good progress!

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    Regards, Guillermo
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