To enable conversations in Present, open your presentation in runtime. The conversation tools allow users to chat about reports in threaded conversations. You can start a new conversation in both Discover and Present.
Present conversations may created at the panel, member, or cell level:
- Report level conversation: a conversation based on the given presentation slide.
- Member level conversation: a conversation based on a given member in the visual.
- Cell level conversation: a conversation based on a given cell (data point) in the visual.
A conversation may be panel-specific or global:
- Report specific conversation: the conversation is linked to the specified member or cell in the given visual in the given presentation only. When creating a panel level conversation, it is panel-specific by default. To create a report specific conversation, select 'Report specific comment' from the New Conversation panel.
- Global conversation: the conversation is linked to the specified member or cell across the data model. The conversation can be opened from any visual containing the given member or cell, in both Discover and Present. To create a global conversation, deselect 'Report specific comment' from the New Conversation panel.
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Comments and Annotations
Use the conversation tools to add comments and annotations to data discoveries and presentations.
Enable Conversations
There are three ways to enable conversations in Present. Note that conversations can only be enabled when your presentation is launched in runtime.
- Right click on a member or cell and select Start New Conversation to open the New Conversation dialog
- Toggle the conversations icon
in a visual's panels to show or hide that visual's conversations. Right click on a cell to start a conversation or open an existing one. - Right click on the report slide and select Show Conversations open the Conversations panel
- Open the Presentation Menu and toggle Conversations on to open the Conversations panel
Start a Conversation
Right click on a member or cell in a visualization, and from the context menu click Start New Conversation.
Alternatively, open the Conversations panel in one of the ways listed above. From the Conversations panel and you can start a new conversation. You can also filter by conversation type to show or hide:
- Global conversations
- Conversations started in Discover
- Conversations started in Present
Click here for details about filling out the New Conversation dialog.
Voice Messages and Attachments
You can record a voice message and attach files and images and send them in the conversation thread.
To record a message, click the microphone icon. Click here for more information.
To attach a file, click the paperclip icon, then find and select the required file from its folder location. The file will be loaded above the text box, and will be sent when you click Send.
Manage Present Conversations
Because conversations are applied to the given assets, a conversation that was started in Present can also be opened in Discover. For instance, a global cell level conversation started in Present will be accessible everywhere that cell appears (in any visual containing that cell) in both Discover and Present. To learn about managing conversations from Discover, click here.
Open an Existing Conversation in Present
To open an existing conversation, launch the presentation in runtime. Open the Presentation Menu and toggle Conversations to on. From the Conversations panel, filter by conversation level and type:
- Global conversations
- Discover specific conversations
- Present specific conversations
Click on a conversation to open it.
Conversations Panel
The conversation level of conversations listed in the panel are denoted by their icon:
Report level conversation
Member level conversation
Cell level conversation
Conversations in the panel are also color coded according to conversation type:
- A red bar represents report-specific conversations
- A green bar represents discover-specific conversations
- A yellow bar represents global conversations
Leave a Conversation
To remove yourself as a participant from a conversation, open the conversation click the its context menu ( three ellipses), and click Leave Conversation.
Conversations Feed
You can access your conversations from the Conversations Feed. Click here to learn more.