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Saved analyses and dashboards

The mode bar at the top of the explorer has two modes: Analyses, the editor with its saved analyses, and Dashboards, grids of saved analyses. Each mode shows how many items it holds.

At a glance​

Analyses (3)Dashboards (1)Sales review ▾✎ Edit layoutSaveExcelPDF▣This quarter ▾applies to the analyses that have a period fieldAdd an analysis… ▾Pipeline by stage✎ ‹ › ⤢ 2 ⤡ m ✕QualifiedProposalNegotiationKPI✎ ‹ › ⤢ 1 ⤡ m ✕192 000Sum of AmountBy country✎ ‹ › ⤢ 1 ⤡ m ✕Won deals by country✎ ‹ › ⤢ 4 ⤡ m ✕▾ France165 000Negotiation120 000▾ Belgium27 000Dashboards modegrids of saved analysesOne periodoverrides the tiles' periodsA tileone analysis in its own viewEdit layout, exporttiles; Excel and PDFTile toolspencil opens the analysis

Saved analyses​

In Analyses mode, the picker lists the saved analyses of the model, grouped by audience, the user's own ones flagged mine. New analysis starts an empty one.

ButtonEffect
SaveSaves the current analysis — rows, measures, filters, period, view, calculated fields.
Save asSaves a copy under a new name, always private to start with.
DeleteShown to the owner of the analysis and to superusers.
Excel, PDFExport — see below.

The save window asks for:

FieldUse
NameThe name in the picker.
DescriptionFree text.
AudienceA group for the picker: finance, sales, it…
Visible to everyoneOff: private to its owner. On: shared — every user who has access to the model sees it.

Saving a shared analysis changes it for everyone; the window says so. Save as makes a personal copy instead.

Dashboards​

In Dashboards mode, a dashboard is a grid of tiles, four columns wide, each running one saved analysis in its own view — table, pivot, chart, KPI or detail.

  • The period at the top applies to every tile whose analysis has a period field; the others keep theirs.
  • Edit layout shows the tile tools: move left or right, width (1 to 4 columns), height (s, m, l), remove. Add an analysis… adds a tile.
  • The pencil of a tile opens its analysis in the editor; a drill from a tile does the same, with the clicked values as filters.
  • Save, Save as, Delete work as for analyses. A tile whose analysis was deleted says so.

Export​

Excel and PDF export the current analysis, or the whole dashboard (one section per tile):

ExcelPDF
LayoutOne sheet per section, bold headers and subtotals, period and filters as a note.A synthesis: a cover with the application, the period, the date, the author and the version, then the sections one after the other, in the install's PDF branding.
A pivotFlattened, with its subtotals.A table with bold group rows.
A chartIts data table.The chart drawn — bars (grouped, stacked or horizontal), line, pie or donut — in print colours, with a legend, compact axis ticks and the values on the bars.
KPIA row of totals.Cards.
DetailIts rows.A table.

Numbers in the PDF follow the reader's language (1 234,5 / 1,234.5). The same document is produced when a Nomaflow job renders the analysis on a schedule — see Steps → Report. Each section holds up to 3,000 rows. The pivot view also has its own Excel button, which exports the pivot as shown. PDF branding is set in Settings → App.

Analyses shipped with an app​

An app can ship ready-made analyses and dashboards with its model. They appear as shared items when the app is installed, and are updated with new versions of the app — until someone saves changes to them, after which the local version is kept. A shipped item that a user deleted is not installed again.

What's next​