Viewing Looks

We’ve already gone through finding the content you’re looking for in Centricity, as well as how to find and view dashboards. Now, let’s learn how to view and use saved Looks. When viewing Looks, you can click through them without affecting other users—again, as we went through here, unless you choose to edit something, make changes, then save them.

This page will help walk you through making those non-permanent changes to Looks, such as downloading a Look or further exploring the data used in a Look.

View or Explore from a Look

When viewing a list of Looks within a folder, you’ll see two options for what you can do with any given Look: either view that Look or Explore from it. Viewing a Look allows you to see its underlying data, whereas exploring a Look allows you to use it as a starting point for further exploration of the relevant data.

This document will focusing on viewing Looks, not exploring from them. Not to worry—we’ll get to Exploring Looks on another page.

What goes into a Look

Note: The example Look we use in this section uses sample data that we invented for the purpose of this document.

Now, let’s get to it. We’ll start with the title bar, highlighted in yellow below.

There are several components included in the title bar:

  • The title of the Look.

  • Information about how long the report took to run and how old the data is.

  • How long ago the data was queried.

  • The Run, Edit, and gear buttons

    • Click “Run” to refresh the Look if you’ve changed any filters or other settings and would like to see them reflected in the data.

    • Click “Edit” to permanently change the settings of the Look.

    • Click the gear icon to see other options for what you can do with the Look.

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Next, we’ll take a look at the Details panel on the right side of the screen, highlighted in yellow.

The Details panel contains information about the Look, including a description, a list of scheduled deliveries the Look is a part of, and which dashboards the Look is added to. It will also tell you who created the Look and who made the last update to it (in this case, our good friends Mike and Mike).

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Finally, and most importantly, we’ll break down the Look’s Central panel, once again highlighted in yellow.

There are three main sections of the Central panel:

1. Filters

  • Contains a list of filters applied to the report. If it was created with adjustable filters, you can temporarily change them to control what information the report investigates. When making changes to the filters, just remember to click “Run” so the Look can update with your desired data restrictions. Unless you click “Edit” and make, then save, changes, any adjustments you make to the Look will be non-permanent and won’t affect other users.

2. Visualization

  • The chart associated with the Look’s data, whether it’s a table, chart, or heatmap.

3. Data

  • Contains the underlying data of the Look. In this section, you can adjust the:

    • Sort order—click on a column header to sort the column’s data in ascending or descending order. Centricity will automatically rerun the query if necessary.

    • Row and column limits—after making a change here, make sure you click “Run” to update the query.

After making any changes to the Look while viewing it, you can always return to its original settings by clicking “Reset Look”.