Embed Experience

Basic users experience all Pyramid's core functionality for all their Pyramid content embedded in third-party web applications. Pyramid allows you to perform interactive query functions directly from the right-click context menu for queries. The various query functions allow you to change the way a query resolves a data set result and its related visual. Embedded users also have access to built-in presentation menus and panel tools for presentations.

Context Menus

Right-click the cells, columns, headers, legends, or segments of a visual to access its interactive query functions. The pop-up menu differs depending on whether a member or value is selected:

Functions

  • Drill Down, Drill Up, and Drill to Level - Drill functions allow users to move between different levels of a user hierarchy.
  • Expand and Collapse - Expand and Collapse allows users to hide and show multiple levels of the hierarchy in a grid visualization.
  • Dice, Add, and Swap - Dicing allow users to 'drill across' from a chosen element into another hierarchy. The Add and Swap menus offer variations of Dice, to inject and replace hierarchies.
  • Member and Data Point Selection - Selection tools allow users to easily and intuitively select elements and data points for analysis directly from visualizations.
  • Quick Sort - Sorting allows the user to choose the order in which data and items are presented in a visualization. You can also open the Quick Sort Wizard from the Quick Sort menu or root.
  • Quick Filter - Filtering allows the user to numerically filter data and items in queries.
  • Pivot - Pivot allows the user to rotate selections between drop zones in your query design.

Extended Operations

  • Copy - Copy the data point or data in a grid to the clipboard so it can be pasted into a spreadsheet or document.
  • Actions - Launch actions that have been configured.
  • Chat - Launch the Chatbot and interact with your Embedded Visual.

Content Details

  • Rate item - Provide a rating out of five for the content item.
  • OData - Copy a URL or snippet to your clipboard that allows results to be read into another client's technology.

Print

You can use the right-click menu to print a whole slide in an embedded presentation to PDF or Excel only, or to select and print individual visuals to Excel, CSV, PNG, or PDF.

Presentation Menu

Access the presentation menu from the hamburger menu in the upper left-hand corner of the slide when viewing the presentation at runtime.

  • Re-Run Queries: re-run the queries in the visuals.
  • Undo: undo the previous action.
  • Redo: redo the previous action.
  • Reset: undo all changes to reset the presentation - be sure to reset before exporting, as interactions at runtime will be reflected in the exported presentation.
  • Multi-Highlight Mode: enable cross-highlighting of visuals by multiple member elements or data points.
  • Print: open the Print & Export dialog.
  • Help: go to the user help.

Note: Bookmarks may also be available in the Presentation Menu where users log on using their named account. This will only be operational when using the Named Embedding license option.

Panel Tools

Note: The preceding shows the panel tools (purple highlight) for a Map visual. For this visualization type, the configurable Lasso and Zoom tools (blue highlight) are typically available.

Core Panel Tools

  • Smart Insights: Click the crystal ball to produce an AI-driven analysis of the current visual, with the output returned in natural language.
  • Chatbot: Click the pyramid icon to open the Chatbot and interact with visualizations in an intuitive way using natural language.

Lasso and Zoom Tools

Configurable Lasso Tools

For Maps, Columns, Bars, and Scatter Plots:

  • Zoom Lasso: (Not available for Scatter Plots.) Draw a shape on your canvas to grab multiple items at once, zoom in on those items, and perform your configured Action (typically, this is Select).
  • Select Lasso: Draw a shape on your canvas to grab multiple items at once and then perform your configured Action.
Set Configuration

Unlike the other panel tools, both of the Zoom Tools allow you to select configurations before you use them. The configuration panel is opened by right-clicking the panel tool button (orange arrow below) and selecting Actions and Shapes that you want to use from the menu therein:

Actions

When you grab contiguous items using one of the lassos, you can perform one of the following Lasso Actions on them all:

  • Select: Select the items inside your lassoed area. Once selected, you can access actions that are applicable to your selections on the right-click context menu.
  • Focus: Filter the data points to keep those that are inside your selected area. This makes your view less "noisy."
  • Interact: Interact as soon as the selection is made; for example, cross-filter the target visuals without clicking Interaction on the context menu.
  • Classify: Classify your selected data points as being "in" a group and any other data points (those that are not selected) as being "out" of that same group.
  • Focus and Interact: Filter the data points to keep those that are inside your selected area and run the Interact action right away.
Shapes

When you select contiguous items using one of the lassos, you can choose to use one of the following Lasso Shapes:

  • Rectangle: When you drag your lasso across the items, you draw a rectangle shape. Everything inside the rectangle is selected.
  • Circle: When you drag your lasso across the items, you draw a circle starting at the circle's center and moving outwards. Everything inside the circle is selected.
  • FreeForm: Draw a shape "free hand" that selects your data points. You do not need to draw a "closed loop," you simply click and, holding your mouse button, draw the shape or line. Your action finishes when you release your mouse button. Anything that the line intersects and any area that would be filled if you joined your first and last points, as indicated by the shaded area, is selected.

Lasso Tools

For visuals that use visualization types other than Maps, Columns, Bars, and Scatter Plots:

  • Auto Lasso Tool: Use the dynamic lasso selection tool if cross-filters for your visuals have been configured. The affected visuals will be filtered by the selected data points.
  • Lasso Selection Tool: Use this tool to select multiple data points and then interact with them.

Full Screen

  • Full-Screen: Click the full-screen icon to full-screen the specified visual.

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