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  • Getting started with DoubleCloud
    • Overview
    • Get started
    • Use Visualization API
    • Generate Visualization AI-Insights
    • Embed charts in web or mobile
      • All instructions
      • Mange access to collections and workbooks
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  • Glossary

In this article:

  • Workbook
  • Charts
  • Secure embedding
  • Connections
  • Datasets
  • Dashboards
  • Access management
  1. Visualization
  2. Step-by-step instructions
  3. All instructions

Step-by-step instructions for DoubleCloud Visualization

  • Workbook
  • Charts
  • Secure embedding
  • Connections
  • Datasets
  • Dashboards
  • Access management

Workbook

  • Create a workbook
  • Delete a workbook

Charts

  • Create a chart
  • Add a hierarchy to a chart
  • Modify a chart
  • Manage parameters in charts
  • Export data from a chart
  • Configure a navigator

Secure embedding

  • Create an embedding key
  • Create an embedding entity
  • Create a signed link

Connections

  • Add the Visualization IP address to your database whitelist
  • Manage connections

Datasets

  • Create a dataset
  • Create a field from a data source
  • Describing a dataset via a source SQL query
  • Create a calculated field
  • Apply default filters to dataset fields
  • Manage dataset fields
  • Manage row-level access in datasets
  • Manage parameters in datasets
  • Delete a dataset

Dashboards

  • Create a dashboard
  • Manage dashboard settings
  • Manage tabs
  • Add a selector
  • Add widgets to your dashboard
  • Add links
  • Add dashboard description

Access management

  • Manage access to collections and workbooks
Previous
Embed charts in web or mobile
Next
Create a workbook