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      Insights Canvas

      This article will walk the reader through how to create a presentation in ClearQuery

      Insights Canvas is a built-in presentation tool which allows users to quickly incorporate analytical findings into a presentation.

      To get started creating your presentation, click on the paint palette icon (🎨) within the Navigation menu. Similar to creating a Dashboard, this feature loads into the Insights Canvas Home Page where the user can create new presentations, as-well-as manage all presentations that have been created previously. (the user can also view the charts tab from this page)

      To create a new Insights Canvas, click the "New Insights Canvas" button in the top right of the screen and complete the following information:

      • Name - Provide a name for the presentation.
      • Owners - Provide ownership to other users. This permission allows other users the ability to view, modify, and / or delete the object.
      • Click "Create".

      Select the Canvas that was created and you will see the following:

      Much like with datasets and dashboards, the user can select the star icon (⭐️) next to the name of the Insights Canvas to set a particular presentation as the default. Remember after doing this the user will have to click on "Insights Canvas" link to the left of the dropdown to navigate back to the Insights Canvas Homepage.

      Insights Canvas Menu Bar:

      The menu bar consists of four (4) main tools:

      Start: Begins the presentation

      + Add Slide: This is how users build out the presentation.

      To start building the presentation follow the steps below:

      1. Select "+ Add Slide" - A prompt requesting the user to select a chart will appear.
      2. Select the appropriate chart for that slide and click "Add".
      3. Repeat this process as many times as necessary to build out the presentation.

       

      Once the slide is created, the user can add a title and descriptive text:

      • To add a title, click the blue pen icon at the top center of the slide.
      • To add descriptive text, click on "Description..."
        • Note: when in the text box, a menu will appear allowing the user to change font type, orientation, etc... see image below:

      Within the chart itself, ClearQuery provides the user with several pieces of information and settings for the user to manipulate the chart:

      Note: item 4 - if the user shrinks the chart, the user is effectively minimizing it and can bring the chart back by selecting the two arrows pointing inward within the text box menu located on the far-right.

      Note 2: To create a Title Slide, the user can shrink (minimize) a chart and use the now blank slide for an introduction slide.

       

      Deck Options: allows the users to customize the overall presentation.

      • Theme - change the background across the presentation.
      • Branding - toggle on / off the ClearQuery Branding.
      • Export to PDF
      • Print

       

      Slide Options:

      • Remove Slide - delete the current slide.
      • Move Slide Forward - shift the current slide one position forward in the presentation.
      • Move Slide Back - shift the current slide one position backward in the presentation.

      If you have additional questions regarding this topic, please reach out to your Account Manager or contact ClearQuery Support (support@clearquery.io).