Help for Insight Studio
Kofax Insight Studio
User interface
Main menu
Documents Tree
Documents Tree context menu
Document usage
Toolbar
Project settings
Dashboard
Manage themes
Data load
File processor
Global personal
Insight project settings
Report
Other
Mask sensitive data
Use custom colors
Main panel
Property panel
Dimension manager
Info panel
Global search
Insight Help
Guide
Data sources
Use OData Feed as data source
Define data sources
MongoDB and Hadoop ODBC database types
SAP BW database type
Define tables from data source
Customize connection strings
Multiple connection strings
Connection key
Define Time zone settings
Records
Create records
Select the Main table
Use an Excel file as a source
New records - join data sources
New records - add as another root (UNION)
New records - define or map record fields
Define record fields
Simple aggregations/transformations to data
Time settings for a DateTime field
Define record fields manually
Rename record fields
Create and use derived fields
Create a derived field for an R function (sample)
Additional record configurations
The SQL tab
Time options for saved records
Metrics
Define metrics
Standard metric
Define a standard metric
Add a child table
Define advanced data relations
Map fields
Define record fields manually
Set the purpose
Simple aggregations/transformations to data
Filtering
Processing type
Create metric pre-aggregated tables for overwrite metrics
Time options for saved metrics
Test metric
Derived metric
Define a derived metric
Process metric based on process
Define a process metric
Filtering process data
MDX metrics
OLAP Date Format
Time filter in MDX metrics
Metric groups
Regression metric
Define a regression metric
Regression analysis
Translation Tables
Set up a translation table
Use a translation table
Views
Reports
Basic reports
Advanced reports
Distribution record
Create a sample advanced report
Cache reports
Grid extractors
File processor
Configure the FTP downloader
Schedule an FTP download
View FTP logs
View or modify FTP downloader settings
File parsing
Create a template
Add fields with parsed file name values
Parsed file
File structure
Header and footer
Records
Configure Database Mapping tab
Create a batch
View parsing logs
Configure file parsing templates
Run Manual Job
Execution plans
Create an execution plan
Load historic data
Delete data
Define a custom query
Processes
Records for process definition
Data load of the process
Define a process
Define autogenerated process
Add multiple dates to a process
Update an existing process
R integration (R Functions and R Models)
R Models
R Functions
Data load module
Run execution plan
Load data
Delete data
Parameters
Constants
Accelerators
Create an accelerator
Logging
Test Project
Start recording a Test Session
Manage Test Cases
Test Groups
Run tests
Test Sessions
Run test sessions via command prompt
Insight geo maps
Software prerequisites
Insight geo data
Import Insight geo data
Geo data layers
Remove geo data
Add custom shapefiles
Customize data
Expression editor
Functions for OData-based records
Actions with elements
Expand and collapse a token
Manage the cursor
Add functions and expression objects
List of expression objects
Custom calendars
SQL functions
WHERE_IN and WHERE_NOT_IN operands
Filters
Variables
Drag tokens
Use the right-click commands
Remote services
Localize dashboards and set default locale
Add languages to a project
Set the "localizable" property for translation tables
Generate database localization tables
Resource _<Language Code> table
ResourcesReferences table
DoNotTranslate table
Set default locale
Global calendar for components
Import or export a Studio project
Export a Studio project
Export a project as separate files
Export project APIs
Import a Studio project from a ZIP archive
Import a Studio project from a specified directory with separate files
Dashboard Designer
User interface
Property Panel
Component types
Wizards
Data wizard
Time wizard
Display wizard
Bullet
Actions wizard
Key concepts
Alerts
Themes, styles and custom formatting
Edit styles in Studio
Preview, Viewer and design mode
Localization
Components
Chart types and requirements
Bar chart
Horizontal bar chart
Dial gauge (needle chart)
Line chart
Bubble chart
Linear gauge chart
Map chart
Map layers
Data wizard
Configure shapes definition
Pin layers
Data wizard
Time wizard
Display wizard
Action wizard
Add chart layer
Group pins
Time wizard
Display wizard
Action wizard
Filter data
Legends in maps
Map component example
Prepare Insight documents
Create a map component
Stacked bar chart
Scatter chart
Spark line chart
Chart with range
Pie chart
Candle stick chart
Tree map chart
Area chart
Traffic light chart
Pareto chart
Process control chart
Trellis chart
Polar column chart
Inverted spline, area
Donut semi circle chart
Combination chart with pie
Extended chart with multiple axes
Funnel chart
Pyramid chart
Box plot chart
Waterfall chart
Create a demo chart
Grids - metric and record
Metric grid
Record grid
Add translation table fields to the record grid
Display time interval in metric and record grids
Alerts Grid and Alert Messages Grid
Alerts
Create a metric alert
Create a record alert
Create a process alert
Alerts access rights
Create Alert Messages Grid
Marker grid
Set up a Marker grid
Additional grid properties and features
Freeze columns in a grid
Enable or disable URL links and HTML encoding in grids
Add a translation table as a series to a metric grid
Add multiple levels for column headers in grids
Process components
Swimlane chart
Swimlane timing properties
Track cost per a swimlane path
Conditional coloring of transitions
Process chart
Dimensional breakdown in process charts
Bottlenecks instance
Process time interval options
Process step chart
Process grid
Process trellis chart
Behavior-based analytics
Swimlane groups
Create and use swimlane groups
Process filter definition
Create a process filter definition
Use bound processes for filtering
Filter a component by swimlane groups and process filter definition
Filter a component by a component with a behavior-based drill down
Use process instances as filters
Set up a process filter
Display metric values on process charts
Filters
Set up filter components
Use All/Clear option for item selection
Filter groups
Use time filters
Filters and drivers
Use an Aggregation driver
Use charts as filters
Save default parameter value in a View
Use parameter filter for what-if scenarios
Filter components by a grid key field
Filter parameters
Use parameters to color cells in a grid
Save user parameters
Apply multiselection scope to the components of group
Image
Text
Retrieve specific record data
Add pre-configured project version, project name, or Insight version to the dashboard
Display Client offset
Buttons
Views and View holders
Use View holders
Create a slide show for a View
Menu
Add actions to menu items
Configure menu items
Define menu appearance
Use Quick search box
Actionable components
Assign multiple actions
Define the style of a dialog box
Export a chart to Excel
Start data load from the Viewer
Change password
Launch the Viewer Help
Open a URL in a new dialog box
Web service calls
Search panel
Set up a search panel
Use the search panel
Record form
Set up record form
Use a regression metric (sample workflow)
Create a UI line
Upload an Excel file to a View
Subscribe to a report
Change the Viewer language
Share dashboards
Design for different screen resolutions
Design View layouts for mobile dashboards
Use themes in mobile design
Advanced analytics
Sub-aggregations
Reference lines (for charts)
Custom help
Add custom help to a Viewer component
Add custom help for action components
Advanced features and properties
Use cache
Group items in categorized charts
Show "Others" in the Viewer
Use relative URLs
Apply custom colors to charts
Customize file name
Kofax Insight Viewer
Access the Viewer
Log in via the Login panel
Log in using HTTP request
Send filter values through URL strings
Context menu for a component
Actions (for process components)
Process configuration (for process components)
Settings (for maps)
Statistics (for scatter charts)
Scale (for process components)
Process filter (for process components)
Process filter definition (for process components)
Trellis (for trellis charts)
Pivot
Grouping (for non-process charts)
Grouping (for swimlanes)
Create marker
Zoom in/Zoom out
Export
Sort by
Chart type
Reload data
Info
Logging
Select first N
Clear select
Context menu for the Viewer
Drill down on a chart
Map component
Layer settings
Drill down on the map
Slide show
Touch screen actions
Gesture definition
Gesture function
Glossary
›
Kofax Insight Viewer
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Context menu for a component
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Reload data
Reload data
Use this option to refresh the component.
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