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Customizing and Publishing a Data Lens Page

What is Data Lens?

Data Lens is a dynamic, interactive, visual filtering experience, backed by data science that enables users to more easily understand the insights behind your data.

Accessing a Data Lens Page

Once a Data Lens page is created, you can begin customizing!

 Customize Mode

All users can customize and save a version of an existing Data Lens page. When you are on a Data Lens page, click the "customize" button in the bottom left corner to enter customize mode.

If you are a roled user on the site, then you'll have the ability to create and then customize a new Data Lens page for a dataset. When you first create a new Data Lens page, from the Visualize panel of the source dataset, then you'll enter customize mode.

You’ll see the “Customizing” mode indicated in the bottom left of the screen. You can start editing the page right away.

There are several ways that you can edit your Data Lens page in Customize Mode including:

Removing a Card

When you first arrive on a new Data Lens page you are presented with cards - visual representations of the columns in your dataset pre-selected by our system. This initial layout is intended to provide a starting point that you can curate and refine. You may decide to present visualizations other than those that have been pre-selected. If that is the case, you can simply remove the card.

Once in customize mode, options will appear in the upper right hand corner of each card. This includes an "X" and a gear icon.

To remove a card, click the "X". The remaining cards will shift to fill the empty space after each card is removed.

Adding a Card

While in customize mode, three containers will appear at the bottom of the page above the tabular view. Below each container defined with a white dotted outline you will see the “Add card here” button.

Selecting, the "Add card here" button will open the Card Menu. Here, you’ll be directed to choose a column from the dropdown list. Click on the down facing arrow to expand the list. This list contains all of the columns in your dataset. The columns that already have a card created are greyed out and unable to be selected.

Choose a column from the dropdown list. Once a column is selected, you are presented with card type options. Your options include a visual card - such as a chart - and a search card. Columns containing location data do not have the option to create a search card. Only one card can be created from each column, so we recommend choosing the card type that will be enable viewers to interact with your data most effectively.

After selecting the desired column, a preview of the chart will display with the default card type icon highlighted in blue. To change how the column is visualized, simply select another card type and it will re-populate for previewing.

After you have selected the desired card type, select "Add card" and the card will be added in the container you selected.

Customizing the Card Layout

While in customize mode, you have the ability to reorder and resize the cards on the page. Your cursor will be represented as a hand as you roll over any card.

To move a card, select within a card and drag it to your desired location. As you move the card around, the neighboring cards will start to shift. Once you have the card in the desired spot, simply let go and the card will fill in the shaded space. Currently the table card is fixed at the bottom of the data lens.

You may notice that each container has different settings for how it displays cards as they are added. The top container displays cards in rows of 1 or 2, the middle container allows rows of 1, 2, or 3 cards, the last, up to 4 cards per row.

When a card is expanded on a Data Lens page, you are not able to enter customize mode. Simply, minimize the card and then enter customize mode. Once you have completed your intended changes, save them to exit customize mode, re-expand the card and press the “Save” button one last time.

Saving Your Customizations

Once you have made changes to your Data Lens page in customize mode, make sure to click on the “Save” or "Save As" button in the Customize Bar.

The first time that you save a new Data Lens page a “Save As” dialog box will pop up where you can add your Data Lens page title and description.

When a Data Lens page is built on a public dataset, Publishers and Administrators have the ability to change the visibility of the Data Lens page in the public catalog. By default, new Data Lens pages are hidden from the public catalog. Administrators will also have the ability to mark data lens pages as Official.

Editing a Page Title

After initially setting the title and description of the Data Lens page, these entries are editable in customize mode. You’ll see a blue box around the title along with a blue pencil icon indicating that you can edit the title. Click inside the blue box to change the title of the Data Lens Page.

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Making your Data Lens Page Public

Data Lens pages inherit their permissions from the source dataset. If the source dataset is private, the Data Lens page will be private. If the source dataset is public, the Data Lens page will be public.

Publishers and Administrators can set the public catalog visibility for a public Data Lens page at the top of the page, via the "Manage" button in the Info Pane.

To change the public Data Lens page visibility, select the blue manage button and set the desired catalog visibility.

Note: If you have View Moderation enabled on your domain, this experience will be different.

Designating an Official Data Lens Page

Marking a Data Lens page "Official" allows site publishers and administrators to indicate which pages are authoritative so that users can quickly understand the quality of the view.

Data Lens pages are by default not designated as official.  Administrators and publishers can explicitly mark Data Lens pages as official by clicking the "Manage" button and checking the box next to "Official View".

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