Adding Sheets

A sheet is a set of visuals that are viewed together in a single page. When you create an analysis, you place visuals in the workspace on a sheet. You can add sheets and make them work separately or together in your analysis. The top sheet, also called the default sheet, is the one on the far left. This sheet displays on top in an analysis or dashboard. Each analysis can contain up to 20 sheets.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
To add a new sheet:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
    Dashboards tab - New dashboard
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit.
  4. To add a new sheet, click the , the Add button, to the right of the sheet tabs.
    Note: You can also add a new sheet from the analysis menu, by choosing Insert and Add Sheet.
    Dashboards tab - New dashboard
  5. To change the default settings of a sheet, select one of these options available in the menu:
    • To rename a sheet, choose the name of the sheet and start typing. You can also choose Rename from the sheet menu.
    • To duplicate a sheet, choose the name of the sheet, then choose Duplicate from the sheet menu. You can only duplicate a sheet if Autosave is turned on.
    • To delete a sheet, choose the name of the sheet, then choose Delete from the sheet menu.
    • To change the order of the sheets, choose the name of the sheet and drag it to a new position.
    • To copy a visual to a new sheet, choose Duplicate visual to from the on-visual menu. Then choose the target sheet. Filters exist only on the sheet that you create them on. To duplicate filters, recreate them on the target sheet.