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Inject Free Text into a Present Action
Purpose Use this pattern when a dashboard user needs to type free text, such as a note or instruction, and pass it into an action. The flow uses a global free-text parameter, a custom model column,…
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Tip & Trick Pre-Query Slicers
Pre-query Slicers allow users to set the slicer selections for specified slicers and parameters upon opening the Discovery report, before the query is loaded.…
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Tip of the Day - How to create a switch list in a report
How to switch between two sets measures list in a report If you want to display different sets of measures in a Report, you can do so by creating a variable list in Discover.…
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How to use Dynamic Text (Hebrew)
Using Dynamic Text in a Presentation in a few steps This video shows the multiple types of usages for Dynamic Text in Present סרטון שמציג את השימושים השונים של טקסט דינמי בתוך דשבורד.
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Dashboard 101 (Hebrew) יצירת דשבורד באופן יעיל
Creating a Dashboard in a few simple steps. Please find attached a video describing how to create dashboards efficiently with Present. It covers design logic, content interaction & slicers. .…
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How to use KPIs and Gauges in a Dynamic Way
How to use KPIs and Gauges in a Dynamic Way The Use Case Working with a customer, I recently ran into an interesting use case that required dynamic band values in a KPI and a gauge view.…
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Tip of the Day - How to build a slicer that reflects hierarchies
How to build a slicer that reflects hierarchies In today's tip, we are looking at a special use case around slicers. How to adapt them to reflect a hierachy that is used in the report.…
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Tip of the Day - How to integrate content to Salesforce
How to integrate content from Pyramid into Salesforce Create Content in Pyramid In this document we are showing how you can embed a present object from Pyramid into Salesforce,…
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Tip of the Day - Visual Tool Tips
Create custom graphic tool tips that display a given data discovery or presentation when hovering over a specified measure in a selected visualization. The report displayed in the tool tip is…
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How to add and work with Bookmarks
How to add and work with Bookmarks For frequent users of reports with many slicers, choosing pre-saved filter combinations for your area of interest can be a significant time saver.…
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How to build visualization according to the IBCS Standard
How to build visualizations according to the IBCS Standard Based on Ideas from our Customers we added a new set of visualizations to Pyramid visualization library that allow users to build Reporting…
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How to: Add Link Backs from a Presentation
How to: Add Link Backs from a Presentation into Pyramid When sending out a Presentation to your users, it is very helpful to provide them a way to link back into the Application for further analysis.…
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How to bring up a second filter/slicer when selections are made in the first one?
In a recent Question on the Q&A Section from @Rory Sinclair we got asked: How to build the report so that choosing a particular selection in a slicer in a present brings up a secondary slicer based…
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How to create interactions between content items that are querying different data models. From Tips & Tricks February 23
Sneak: How to create interactions between content items that are querying different data models. The Tips&Tricks Series is produced by the Customer Success Team.…
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How to use Filters in Present to Improve Performance. From Tips & Tricks November 22
Sneak: How to use Filters in Present to Improve Performance The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple…
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How to use the Mini Tab Layout. From Tips & Tricks October 22
Sneak: How to use the Mini Tab Layout The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced…
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How to create a Matrix Table Layout. From Tips & Tricks September 22
Sneak: How to create a Matrix Table Layout The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more…
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How to define Swap/Add/Dice Dimensions in Presentation. From Tips & Tricks July 22
Sneak: How to define Swap/Add/Dice Dimensions The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more…
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How to use the interaction picker. From Tips & Tricks July 22
Sneak: How to use the Interaction Picker The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more…
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How to copy and paste between slided. From Tips & Tricks Vol 1/22
Sneak: How to Copy&Past Slices between slides The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more…
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How to build a scrollable Panel in Present. From Tips / Tricks Vol 4/21
Sneak: How to build a Scrollable panel layout The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more…
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How to Chromecast Pyramid. FromTips & Tricks - Vol 2/21
Sneak: How to Chromecast Pyramid The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use…
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How to create dynamic text with Markup Functions. From Tips & Tricks - Vol 2/21
Sneak: Dynamic Text with Markup Functions The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more…
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How to add smart insights in your dashboard. From Tips & Tricks - Vol 1/21
Sneak: Change color and line style + Presentation Alerts + Uniform Look + Smart Insights The Tips&Tricks Series is produced by the Customer Success Team.…
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How to create a uniform look for panels in your dashboard. From Tips & Tricks - Vol 1/21
Sneak: Uniform Look for Panels The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use…
How To's and Knowledge Base Articles for the Present Module