Under the My Workspace tab you will see the list of all workspaces that you had created (you are the workspace owner). You can click on any workspace to open the same. Under each workspace listed you will see a list of operations that you could execute on the workspace, shown as links. A brief about the operations:
Rename - Clicking on Rename icon, you could rename the workspace name and also modify the description
Copy - Clicking Copy icon, you could make another copy of the corresponding workspace. You need to provide a name and description. If you would like to copy the data apart from all the objects (tables and reports) inside check the option Copy with Data. If not just uncheck this option. In this case only the views will be copied with no data in it.
Delete - Clicking Delete icon, you can delete the workspace permanently from your account. Note that we currently do not support rollback (or trash) for this operation, hence exercise caution before deleting.
Share info - Clicking Share Info icon, you can see sharing information for this workspace.
Additionally, under each listed workspace, you can quickly view the details of the corresponding workspace like the number of shared users, a number of workspace owners and whether the workspace is public or not.
Use the Search box at the top to search for any workspace name that you would like to access quickly. This would be helpful if you have multiple workspaces.
Selecting the Shared Workspaces tab, you will see the list of all the workspaces that have been shared with you by other ManageEngine Analytics Plus users (your colleagues, friends etc.,). You can click on any of the workspaces listed to open the same. You would not be able to do any operations (similar to the ones discussed under My Workspaces section above) on the workspace as you are not the owner of it.
Whenever you share a workspace to any other user(s), they would find your workspace listed under their Shared to Me tab when they login into ManageEngine Analytics Plus.
You can modify the preferences of the workspace by clicking the Settings button in the side panel. The General tab looks as shown in the below snapshot.
This tab allows you to set/modify the following options:
Variables are placeholders that help workspace administrators/owners assign dynamic values for individual users of the workspace. These variables are specific to each workspace and cannot be used across workspaces. You can use variables in the Filter criteria section, while sharing reports and dashboards (Click here to learn more). We plan to extend it to features like user filters, formulas etc, in the future.
To create a variable,
Click the Settings tab on the side panel and then select the Variables option.
Click Create New Variable.
In the Create New Variable dialog that opens,
Enter a variable name in the Variable Name field. (For example, Regional manager)
Map Values to Users - Enter the value that needs to be mapped with the email addresses. You can type the email addresses or click the Add User icon to add contacts and groups.
You can add more values by clicking the + Add New Value link.
In this example above, we are mapping each region to the corresponding regional manager's email address. The value East is mapped to the email address of the manager who is responsible for the Eastern region and similarly the value, West is mapped to the email address of the manager responsible for the Western region.
Now, when the variable "Regional Managers" is used in the filter criteria section (at the time of report sharing), the regional managers will be able to view only the data of the corresponding region.
Default Value - You can set a default value for all the users whose email addresses are not mapped to specific values.
ManageEngine Analytics Plus provides users the option to customize color schemes using color palettes. A desired color palette can be configured universally across a workspace.
To select a color palette universally, open the corresponding workspace, and click Settings from the explorer bar.
You will have the following color pallettes to choose from:
- Solid Color is a collection of plain solid colors. The "ManageEngine Default" color palette will be selected and applied by default.
- Monochrome, as the name suggests, are shades of a single color. The categories are differentiated by the tones and tints of the same color applied across the different datasets in a chart.
- Gradient is a combination of two colors where there is a smooth transition between one color and the other.
Click here to learn more about selecting and applying color pallets to your charts.
Grid themes allow you to customize the look and feel of your tabular views such as pivots, summary and tabular views.
To select a grid theme,
- Open the corresponding workspace.
- Click Settings, and select Grid Themes in the workspace settings page.
- Select the tabular view (pivot, or summary view) for which you need to apply the theme. To illustrate, we have chosen a Pivot table in the screenshot below.
- You have the following options to customize your Pivot views:
- Theme Layout - You can choose the structure and appearance of your grid view from the available set of themes.
- Theme Color - Select a color that you wish to apply.
- Font - Select the font for the text in your Pivot.
- Zoom - You can alter the focus level to make the Pivot view easily readable. This will increase or decrease the size of your Pivot.
- Row spacing - You can alter the gap between the rows using the predefined options available.
- Selecting Apply this Setting to all existing Pivot views will apply the selected theme to all the Pivot tables in your workspace.
- If you wish to reset the theme to the default, click the Reset to System Default option.
- Click Save.
Similarly, you can apply Grid Themes to Summary and Tabular views by selecting the respective tabs in the grid themes section.
Alerts allows you to manage all the data alerts of the workspace from a single page.
To manage data alerts in a workspace:
- Open the Workspace Setting page.
- Click the Alerts tab. This will list all alerts created in this workspace.
- When you hover over an alert, a list of contextual options will appear. You can perform these operations using them.
- Run Now - Click Run to instantly run the data alert verification.
- View Alert History - Click this to view the alert triggered history.
- Info - Click this to view the Data Alert.
- Edit - Click Edit to edit the Data Alert.
- Delete - Click Delete to delete the Data Alert.