Step-by-step instructions for DoubleCloud Visualization

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