Toolbar
The Toolbar provides quick access to essential commands and configuration panels for managing, customizing, and analyzing data. You can adjust layout, apply filters, build calculations and control your workflow settings. Each tool is designed to help you work efficiently and tailor the view to meet your reporting needs.
What to do in the Toolbar
- Manage layout and fields: Organize, add, and adjust the arrangement of data and fields in the view.
- Filter and analyze data: Apply filters, use calculations, and update settings to focus your analysis.
- Save and share views: Save your work or share views for collaboration or reporting.
- Refresh and optimize data: Refresh your data, use sample mode, or defer refreshes to speed up design and analysis.
Toolbar options
| Option | Description |
|---|---|
| Nectari Copilot | Get insights, recommendations, or make changes with Nectari Copilot. |
| Layout | Show or hide sections of the View Organizer. |
| Save Changes | Save your view using Save As. |
| Filtering | Define filters to narrow the data displayed in your view. |
| Sharing | Share your view and manage access permissions. |
| Calculation | Create or edit calculated columns and pivots directly in the view. |
| Dimensions and Measures | Add, remove, or rearrange data fields for customized analysis. |
| Properties | Changes appearance, formatting, and action settings. See Generic view properties. |
| View Type | Switch the display format between a worksheet, charts, pies, doughnuts, funnels, maps, tree maps, word clouds, KPIs, gauges, and sparklines. |
| Refresh Data | Update the view with the latest data from the source system. |
| Toggle Sample Mode | Enable or disable sample data mode to improve design speed with large datasets. |
| Defer Refresh Data | Delay automatic data refreshes, letting you make multiple changes before updating the view. |
View Information
The Information option displays technical and contextual details about the view you are currently working with. This includes load time, the data model used, the view name, the owner of the view, and its publish settings. It is especially useful for troubleshooting, validating the source of your data, or confirming that you are working with the correct published version of a view.
When selected, a panel appears at the bottom of the screen showing:
- Load time – How long it took for the view to load.
- Data Model – The name and ID of the underlying data model.
- View – The name and ID of the current view.
- Owner – The user who owns or created the view.
- Publish for – The visibility or audience the view is published to (e.g., PUBLIC or specific roles/groups).
You may use this information to confirm validation requirements, ensure the correct data model is used, or provide details to support when reporting an issue.