Basic Liveboard usage

You can pin charts and tables to any Liveboard which you created, and those that have been shared with you with the Edit privilege. When you create a Liveboard, you can share it with other people with either the View or Edit privilege. You can collaborate with other users on a Liveboard by commenting and reacting to comments. Liveboards are interactive, allowing you to perform actions like filtering, excluding values, and drill down on the visualizations.

To create a Liveboard:

Instead of saving an Answer you can add it to a Liveboard. To add an Answer to a Liveboard:

You can download a Liveboard as a PDF file, without having to download each visualization separately. Downloading a Liveboard works just as it would when downloading an Answer: simply select the More menu and select Download as PDF.

For more details, see Download a Liveboard as PDF.

You can view the following details about a Liveboard:

View these details by selecting the More menu icon and selecting Show Liveboard details.

You can see who viewed or interacted with a Liveboard within the last 120 days. To the upper right of the Liveboard, next to the share and schedule icon, select the list of names and user icons. A modal appears, listing the user that created the Liveboard, and the users who recently viewed or interacted with it.

If you are using the new Liveboard experience, you must enter Edit mode to make changes to the Liveboard. This includes adding filters, adding tabs, and changing the layout. You do not need to enter edit mode to change the name of the Liveboard or Liveboard visualizations.

To enter edit mode, select the Edit button at the upper right of the Liveboard. If this button is grayed out, you do not have edit privileges for the Liveboard. To resolve this, contact your administrator or the creator of the Liveboard.

You may want to separate your Liveboard into multiple tabs, grouping certain visualizations together in each tab. For example, you may have a Sales Liveboard that contains top-level KPIs and more detailed charts. You can create a tab for the top-level KPIs for executives to view, and a tab for the more detailed charts that managers need to monitor. To add tabs, select the Edit button at the upper right of the Liveboard, and select + Add tab in the top menu.

To learn more about Liveboard tabs, refer to Liveboard tabs.

As you work with Liveboard visualizations, you may want to undo or redo an action. Use the in-product undo, redo, and reset buttons to reset or go back or forward 1 step each time you make a change in a search, saved Answer, or Liveboard visualization (for example, when you drill down, or sort). These buttons appear to the left of the Explore button in a Liveboard visualization. Note that the reset button is only available for saved Answers and visualizations; it resets the Answer to its last saved state.

You can enable version control on specific Liveboards. With version control enabled, every time you save the Liveboard, a new version is created and stored. You can browse the version history right in your Liveboard and restore any saved versions whenever you need to. Any user with edit access to a Liveboard, can use version control once it is enabled.

Other Liveboard actions include actions you normally perform on your search as well as actions that you can only perform on a Liveboard. You can see these options when you select the More menu icon in the upper-right corner of the Liveboard. Note that there are different options in the more menu for the Liveboard, depending on whether you are in view or edit mode.

You can see different options when you select the More menu icon in the upper-right corner of any Liveboard visualization. Note that there are different options in the more menu for the visualizations, depending on whether you are in view or edit mode.

If you make a change to a Liveboard in Edit mode, you must save your changes. Select the Save button in the top menu bar to make your changes permanent.