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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 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
Building Visualizations to the IBCS Standard in Pyramid 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 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 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…
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How to build alerts based on a data point within a visual. From Tips & Tricks - Vol 1/21
Sneak: Alerts from Presentation Visual 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 interactions between content items from different models?
Sneak: How to create interactions between content items that are querying different data models. Tips & Tricks created by the Pyramid Customer Success Team This How To has been create based on the…
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Tips & Tricks February 23 - Model Mapping
Sneak: How to create interactions between content items that are querying different data models. Tips & Tricks created by the Pyramid Customer Success Team The Tips&Tricks Series is produced by the…
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Tips & Tricks November 22 - Discover - Present
Sneak: Copy Content from Report to Spreadsheet + Using Filters to increase performance Tips & Tricks created by the Pyramid Customer Success Team The Tips&Tricks Series is produced by the Customer…
How To's and Knowledge Base Articles for the Present Module