Managing search and SpotIQ settings

You can manage certain advanced settings for your organization from the Admin Console. This includes enabling, disabling, and configuring the following features: SpotIQ, column indexing, summaries, the new Liveboard experience, and the footer for downloaded answers and Liveboards.

Navigate to the Admin Console by clicking on the Admin tab from the top navigation bar. Select Search & SpotIQ from the side navigation bar that appears.

Admin Console - Search & SpotIQ settings

You can update the search, SpotIQ, Liveboard experience, and footer settings from this page.

Changing these settings results in a service interruption for all users for approximately 2 minutes. To minimize disruption, consider making your changes during a scheduled maintenance window.

Under Search settings, you can configure ThoughtSpot’s indexing behavior, and enable or disable summaries.

To learn more about ThoughtSpot’s default indexing behavior, refer to Manage suggestion indexing.

To manage search settings, follow these steps:

  1. Select the Edit button in the Search Settings section.

  2. Index columns: Click on the toggle to enable or disable ThoughtSpot’s indexing of columns in new connections. If you disable this feature, all columns from new connections are set to DONT_INDEX. Note that this change only applies to columns from new connections. You must manually set columns that already exist to INDEX or DONT_INDEX.

  3. Index frequency: Select a frequency for column indexing from the dropdown. The options are 8, 16, or 24 hours.

  4. Table summaries in adhoc search: Click on the toggle to enable or disable the display of summaries in adhoc search. This setting only affects the display of summaries for users on the new answer experience, not the classic experience.

    This setting does not affect the display of summaries in saved objects, such as saved answers, pinned tables, or metric tiles in Liveboards.
  5. Select Save changes. Alternatively, you can Reset to default. By default, ThoughtSpot indexes new columns at a frequency of 24 hours, and enables summaries.

SpotIQ settings

Under SpotIQ settings, you can enable or disable SpotIQ analyze.

To enable or disable SpotIQ Analyze or Monitor, follow these steps:

  1. Select the Edit button in the SpotIQ Settings section.

  2. Click on the toggle to enable or disable the feature.

  3. Select Save changes. Alternatively, you can Reset to default. By default, SpotIQ and Monitor are both enabled.

Liveboard experience settings

Under Liveboards experience, you can manage availability of the new Liveboard experience for all users.

You can turn the new Liveboard experience on or off globally, and specify the default Liveboard experience for all users. For example, you can turn the new Liveboard experience on globally, but keep the classic experience the default, allowing users to opt into the new experience.

To manage the new Liveboard experience, follow these steps:

  1. Select the Edit button in the Liveboards Experiences section.

  2. Enable or disable the new Liveboard experience.

  3. If you enable the new Liveboard experience, you can specify whether it should be on by default for all users, or if they should have to opt in.

    To display the new Liveboard experience to all users, enable the new Liveboard experience toggle, then enable the Make new Liveboard experience default toggle.

    To display the classic Liveboard experience to all users, but allow them to turn the new experience on for themselves in their profile, enable the new Liveboard experience toggle, then disable the Make new Liveboard experience default toggle.

The visualization footer feature is part of the new answer experience and the new Liveboard experience. The new answer experience is on by default, and the new Liveboard experience is off by default. If you are using the classic experiences, you cannot set a standard download footer. If you are using only the new answer experience and not the new Liveboard experience, you can only set a standard download footer for answers, not Liveboards.

Specify the footer that appears in all downloaded answers and Liveboards. Use this functionality to add a confidentiality disclaimer, for example. You can also allow your users to add their own footers to downloaded Liveboards.

Note that this standard footer does not apply to Liveboards downloaded with the Liveboard export API. Liveboards downloaded with the API use the footer specified by the footer_text API parameter.

To edit the standard footer, follow these steps:

  1. Select the Edit button in the Visualization section.

  2. Edit the text box next to Downloaded file instructions with the text you would like to appear in the footer, up to 700 characters.

    The default footer is Disclaimer: The information downloaded is confidential.

    To allow your users to add their own footers to downloaded Liveboards, remove all content from the text box.

  3. Select Save.

This footer replaces the Footer text option that appears when you download a Liveboard as a PDF. Instead, if you are on the new Liveboard experience, you see a note under the footer text box: Footer text was set by your admin. You cannot edit the footer text for a specific Liveboard; you can only edit it for all Liveboards from the Admin Console.

The footer text box is disabled

The placement and behavior of the footer differs, depending on the format in which you download an object.

Answer PNG or PDF

Text appears at the bottom of the page.

Answer CSV or XLSX

Text appears between the Data extracted information row and the Filter rows.

Liveboard PDF

Text appears at the bottom of every page in the PDF.