Base Data Visualization Workbooks

Analytics Visualization comes with a catalog of sample data visualization (DV) workbooks. The catalog can be viewed at Catalog > Shared Folders > Base DV Workbooks. The workbooks include:

• Getting Started: Information about the administrative tasks that must be performed before the pre-built workbooks can be return results.
• Asset: Data visualization workbooks based on asset data, such as work orders and activities.
• Common: Data visualization workbooks based on shared data, such as To Dos.
• Customer: Data visualization workbooks based on customer data, such as billing and financial transactions.
• Meter: Data visualization workbooks based on meter data, such as device events and usage exceptions.
• Operations: Information about how the Analytics Visualization application is used, such as which workbooks are being accessed.

Note: To view the workbook catalog on a mobile device, you must use the desktop site view. Consult your device's help for instructions on how to enable this view. For example, if you are using the Safari browser on an Apple device, go to any website and click the aA icon that appears before the address bar. From the options that display, choose Request Desktop Website.

To customize a base DV workbook:

If you want to customize any of the sample workbooks, you must first create a copy of a workbook and store it in a different folder. This is because any customizations made to the workbooks in the Base DV Workbooks folder will be lost when the application is patched or upgraded.

1. Navigate to the Base DV Workbooks folder, open the workbook you want to customize, and click Save As.
2. In the Save Workbook dialog, edit the Location section to move the workbook to a new folder, and click Save.