Angles Professional from insightsoftware

Adding Users
Add a New UserAfter you add a new user to AnglesProf, you need to add licenses to the user appropriate to their roles. This article describes how to add a user and assign a license.Add a New UserConnect to AnglesProf as an admin user.Select Manage Users from the main work area. The User Management work area opens.Select Create User. A User Details work area opens.Enter the user's First Name, La...
Conditional Formatting
Conditional FormattingFormat your visuals by adding color and text formats based on the conditions you define. The Conditional Formatting sidebar allows you to set formatting based on conditions to apply to your data.Define Conditional Formatting for Table VisualsSelect a table visual in a dashboard or in the Visual Gallery.Select the conditional formatting icon () in the sidebar menu. The Con...
Create Custom Metrics
Create Custom MetricsAngles Professional provides a Custom Metrics Editor to help you create and test custom metrics for a data source.To define custom metrics for a data source, you must have:Read permission for the data source and the Edit Calculation privilege, or Write permission for the data source.The Custom Metrics Editor is shown below. For every source added, the custom metric Volume, ...
Create Derived Fields
Create Derived Fields Angles Professional provides a Derived Field Editor to help you create and test derived fields for a data source.To define derived fields for a data source, you must have:Read permission for the data source and the Edit Calculations privilege, or Write permission for the data source.The Derived Field Editor is depicted below.The numbered regions are:Derived Field Label: Ma...
Scheduled Dashboard Reports
Schedule ReportsYou can generate scheduled dashboard reports and send them to your users. Select users from the list of users available to you in AnglesProf, or add an email address for a non-AnglesProf user to the scheduled report for delivery. Send reports in PDF, PNG, Data (XLSX) > Raw Data or Data (XLSX) > Visual Data formats.Log messages related to dashboard report scheduling are stored i...
Create Business Views from CSVs
Create Business Views from CSVs IntroductionA basic text file with commas used to divide the contents is called a CSV (comma-separated values) file. Spreadsheets and databases are the most usual places to find CSV files. Programs that are not often able to interchange data can transport data by using a CSV file.Steps to use a CSV file as a business viewSelect Manage Business Views page via the ...
First Page
Back
For an optimal Community experience, Please view on Desktop