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Last updated 1 year ago

Refresh: This option allows users to update the displayed data with the most recent information. By clicking the refresh button, any changes made to the underlying data source or any updates made by other users will be reflected in the current view, ensuring that the data is up to date. The time after refresh is displayed beside.

Toolbar :The toolbar plays a pivotal role in customizing snippets. It offers a diverse range of options for enhancing both the appearance and functionality of snippets. To initiate the formatting of a snippet, the Toolbar is clicked, providing access to a comprehensive set of features.

  1. Export : To save snippet data as an excel or pdf.

  2. Freeze : This function allows specific rows or columns or panes to remain visible while scrolling through large datasets, ensuring important header information is readily accessible.

  3. Grid Options

    • Grid Lines: Users can adjust the visibility of grid lines to enhance the visual appeal and readability of data presentations.

    • Column Headers and Row Headers: The toolbar provides options to toggle the visibility of column and row headers, allowing users to optimize the snippet layout based on their preferences and focus. These features collectively provide enhanced control and flexibility in tailoring the appearance and functionality of snippets to meet specific data analysis requirements.

    • Formula Bar : Access to the Formula Bar is also facilitated from this section. User can enter formula in the formula bar that opens below.

  4. Data Filtering: The toolbar empowers users to filter data based on specific conditions. This can be achieved by selecting options from a dropdown menu to refine data or by filtering for specific values, thus enabling focused and tailored data selection.

  5. Text and Cell Customization: Extensive formatting capabilities are available, allowing precise adjustments to text font, font size, cell type as Dollar , Percentage, decrease and increase percentage, and choose from the many Number formats available in the dropdown.

  6. Text Formatting : Bold/Italic/Underscore style, text color, background color, cell border, horizontal alignment, vertical Alignment, wrap text, indent, outdent.

  7. Cell Selection: The Cell Selection serves to display the currently selected cell within the snippet in the formula bar. This visual indicator helps users maintain awareness of their active cell while working on data, ensuring ease of navigation within the snippet.

Style: Existing styles can be applied or new ones can be created using the icon, enabling users to achieve the desired visual presentation for their data.

Snippet : Enables access to existing snippets. Allows creation of new snippets

View / Edit : View lets user view data as a report based on the snippet. Edit opens the Report Details tab to modify snippet details.

Publish: Gives the option to publish and publish as, publish implies saving the created snippet to public/ private tab, publish as implies renaming it.

Hide / Show Header : Hides or shows the header for an improves report view.