Saving and editing Looks

While exploring, you can save your work by saving a Look. This saves all of your choices for filters, visualizations, fields, sorting, etc. Both Looks and dashboards can be organized in folders and later edited as needed.

Saving Looks from an Explore

To save a Look from an Explore:

  1. In the upper right of the Explore, click the gear menu.

  2. Choose Save as a Look.

  3. In Title, enter a new title. If you will be saving over an existing Look, leave this blank.

  4. In Description, you can enter a description of the Look. If you will be saving over an existing Look, leave this blank.

  5. In Folder, check whether the current folder is the desired destination.

  6. If you want to save to a different folder, navigate to the folder where you want to save your Look. You can:

    • In Folder, click any parent folders to navigate there.

    • On the left side, click the name of a top-level folder to navigate to it.

    • On the right side, click the name of a subfolder you would like to use or navigate to one of its subfolders.

    • If there are many subfolders, you can type the subfolder name into Filter by title to have the list filtered to just that subfolder.

      The Folder field shows the name and location of the selected folder and the right side displays the contents of the selected folder. If you choose a folder in which you are not allowed to save the Look, an alert is shown in the pop-up box footer.

  7. If you want to save over an existing Look, scroll down or use the Filter by title field to find and click the desired Look.

    The Look’s title and description (if any) appear in the Title and Description fields.

  8. Save your Look.

    • To save and return to the Explore page, click Save.

    • To save and view your Look, click Save & View Look.

Navigating to folders to see your Looks

You can navigate to your company’s folders by going to Centricity’s Browse menu. The basics of navigating through these folders is described in more detail on our Viewing Looks documentation page.

Editing Looks

After creating a Look, you can edit its underlying query, change its name, and decide if it should automatically run when loaded. If you have permission to do so, you can give access to the Look through publicly accessible URLs, described in more detail on the Sharing Centricity content publicly page.

Editing a Look’s source query

You can edit a saved Look’s fields, filters, visualizations, sorting, and so on by following these steps:

  1. In the saved Look, click Edit.

  2. On the Edit Look page, make any changes you want to the Look’s fields, filters, visualization, and so forth.

  3. After you make the desired changes, click the Run button to update the Look.

  4. When the Look is finished running, the Save button will become enabled. Click Save to save your changes.

Renaming a Look

To rename an existing Look:

  1. Click the Look’s three-dot menu icon.

  2. Select Rename.

  3. Change the title as desired.

  4. Click OK.

Turning off Automatic Run on Load

You can prevent a Look from automatically loading its data when a user opens it by adjusting the Run on Load option. This can be useful if you want to give the user a chance to select their filters before the query runs. If you do choose to prevent the Look from running automatically, the user will be prompted to click Run before seeing any results from the Look. Before doing so, the user will be able to adjust filters as desired.

To change the Run on Load option:

  1. Click the Look’s three-dot menu icon.

  2. Select Edit Settings.

  3. Click the Run on Load switch.

  4. Click Save.

Editing a Look’s description

A Look’s descriptions appears below the Look’s name in folders set to list view, or when you hover over the Look’s thumbnail in a folder set to grid view.

If your admin has set your homepage to a pre-built Centricity homepage, the description is also displayed when you hover over the Look’s thumbnail on your homepage.

You can edit a Look’s description directly from the Look itself:

  1. Open the Look and click the description’s Edit link.

  2. Edit the text for the description.

  3. Click Save.

Deleting a Look

You can delete a Look in one of two ways:

  • You can delete multiple Looks at a time from folders, as described on the Organizing and managing content in folders documentation page.

  • You can delete a single Look directly from the Look’s gear menu at the upper right of the screen:

    • Click OK in the confirmation box to delete the Look. If you delete a Look that is the source for a dashboard tile, the dashboard’s Look-linked tile is replaced with a new query tile that uses the same query and visualization settings as the original Look.



More questions about Centricity? Check out our website or talk to our Support Team.