Hi and welcome to Count. This tutorial is designed for users who aren't writing SQL or Python, but still play an important role in viewing, sharing, and exploring data. We'll walk through what's possible at each level of access, starting with the most restrictive and moving to the most hands on. By the end of this tutorial, you'll understand what you can do as a viewer and as an explorer so that no matter your role, you'll know how to make the most of count. As a viewer, when you first log into the workspace, the home screen will look something like this. The home tab shows every file you've recently accessed. The learn tab provides product information, tutorials, best practice guides, and documentation. The share tab lists all canvases that have been shared directly with you. Under projects, you can see any projects that you have access to. As a guest you may not see any projects unless specifically shared with you. Lastly there are tags. If a canvas has been tagged as in progress or one off analysis for example it will appear in that respective section when you click that tag. I've set myself up with presentation only access. So when I click one of these canvases, I will enter the presentation view directly. From here, I can interact with the full presentation. I can use filters applied to the dashboard. I can hover over any visualizations to see tooltips. You can pin tooltips by clicking. This is very helpful if you want to copy any of the values in the tooltip. If an overview panel exists it'll be on the left of your screen. The overview can include headings for the report, helpful notes or contact, control cells or filters which have been brought in for ease of use. Control cells here function exactly like they do in the main canvas, but they can be centralized here just for convenience. This is especially useful if a control cell impacts multiple frames or tabs. If there are multiple tabs, they appear along the top. I have just one tab in this example. You can add comments anywhere in the presentation. Just click on the comment icon and type your note. You can at mention other users to tag them and it will send them an alert by email. The commenting is a great way to ask questions or to give feedback directly on visuals. Zooming can be done via the toolbar drop down up here or it can be done by holding in command and using the scroll on your mouse wheel. Right click allows you to drag the canvas around when you're zoomed in. Hiding the overview gives more space and showing it again is as simple as clicking show overview. The help button in the top right corner gives you in app support if you need it. Using the count menu in the top left corner, you can export the report as a PDF or as an image. You can toggle all and off comments, which is really useful if you have lots of comments and you want to hide them temporarily while you're sharing the report. You can subscribe to notifications on the report, and you can set up your navigation preferences. Let's see what it looks like if I have the ability to access canvases as well as presentations. So with this type of view, when I click into my presentation, I'm brought into the presentation view by default, but now I have this new button here, back to canvas. Clicking on back to canvas will bring you into the full canvas of that presentation. Inside the canvas, you can still pan using the right click. You can also use the sand tool. You can still zoom with the mouse wheel. You can still add comments anywhere in Canvas you like, and you can, of course, interact with the overview. One thing that's nice about being in Canvas is you'll also be able to see multiple cursors if other users are in the Canvas. Let me show you what that looks like. So now I have an additional user in my Canvas, and this cursor over here is actually their cursor as it moves live in the Canvas. Anything that they're doing, I can watch it from my session. And one thing that's really nice is if you have multiple users in the Canvas, you can actually follow the key presenter. So if you click on the drop down here and select the user you want to follow, you will now be following that user as they move around the canvas. If you want to stop following the other user, all you have to do is click your drop down, and now we're free in this canvas to do what we want. If you have lots of users in a canvas and you have lots of cursors moving around and maybe you don't want to see all of them, then you can toggle off multiplayer cursors in the review option. So in a nutshell, this is what a guest can do. You can view presentations. You can interact with filters, add comments, and follow activities in real time without editing content. Let's move on to members with edit access. Members can see the same presentation views and canvases, but now we have whiteboarding and limited editing capabilities. Clicking on new canvas will allow you to create your own canvases, and you can also browse the template. Let's go back into our presentation canvas and see how it looks with our editor access. You can now see connected data sources and edit the overview panel. Using a forward slash in the overview panel will bring up the list of options for adding content quickly. You now also have access to the whiteboarding features. You can use post it notes for collaborative annotations. You can adjust their color, their opacity, and their font. You can draw shapes and use this fill control to adjust its color and its outline. We have a pencil tool that you can use for freehand drawing. For straight lines, you can use the line tool, which if you hold in shift allows you to do forty five degree angle snapping. You can also define arrows for the start and end of the line and adjust its color. If you want to link items logically, we have a connector. This is great because it will snap to the outside of your objects even if those objects are text or images that you've drawn freehand. Similar to the line tool, the connectors can be adjusted for their start and end arrows. Some additional white molding tools include the emoji stamp, You can upload images and you can embed links to internal or external resources. Text boxes can include links or emojis. Let's add one to this dashboard here. To add a link to somewhere else in your Canvas, right click on the object you want to link to and select copy as copy link, and then select the text box where you want that link to apply. Select the create link, and paste in your Canvas link. This text box now contains a hyperlink out to that object in Canvas. So when I click on it, it will navigate me over to the object that I linked to. You can also add an emoji to your text box using control command and space will bring up the emoji menu. Grouping objects in frames gives you the ability to hide, lock, or organize collaborative work. Frames can separate whiteboarding areas from finalized dashboards keeping your workspace tidy. Let's create a frame now around this work we've just done. Once frames are established, you can give them meaningful names, toggle visibility, and lock them to prevent accidental edits. From within the Canvas view, you can resolve comments and you can delete them. Viewing resolved comments is as simple as clicking on the comment menu in the bottom, and you can come into resolved here. You can choose to unresolved them if you want them to reappear, or you can choose to delete them. Finally, when you're in a canvas which has got interactive features like filters, if there are multiple users interacting with those filters, there's a chance that you might impact each other as you adjust the values in those filters. To create an isolated session where only you have access to adjust the filters in your session, you can lock the canvas by clicking on the icon in the top here and selecting lock canvas. This doesn't prevent other users from entering the canvas or interacting with the report, but it just means that you are now in your own private session. And so other users changing the filters won't update what you're doing. So anyone else who are changing the filters in their own sessions won't impact what you're doing. But, also, it means that you won't be able to see the multiple cursors. You'll notice in a locked session that the toolbar along the bottom has reduced in functionality, and I'm now only able to view and interact with the filters. Unlocking the session will give me that full capability again to create my whiteboarding features and go back into editing. As an explorer, you have full interaction with data and whiteboarding objects. From the workspace, explorers can add new canvases, browse templates, and open explore sessions. There are three main ways to explore data. The first method is to open an explore session from the project level. This opens a separate visualization session. You can drag and drop fields into axes. Adjusting the color on a field that you're using for coloring a chart is as simple as going into the display menu on the three dot. From here, you can choose whether your color range is discrete or continuous. You can adjust the scale type. You can choose the color palette you want to use. You can toggle legends on and off, and you can choose whether to include that detail in the tooltip. Hovering my mouse over the chart shows a tooltip with hovering my mouse over the chart brings up the tooltip where I can see the detail of every attribute contained in this visualization. If I don't want to see one of the attributes in this tooltip, I can just click on the three dots next to that attribute and toggle it off for that tool tip. So now I don't have events per user appearing on my tool tip while it's still being used to color the chart. Reversing the scale is as simple as switching this toggle. You can also adjust the number of steps in the scale if you want to only apply two or three values, so for a rag status for example. Creating a custom scale is as simple as clicking on these squares and choosing your own colors. You can specify their opacity and their color using hex codes. For discrete color palettes, you can select from one of the predefined palettes here. You can also customize them by clicking on each of these individual colors. Clicking and dragging allows you to change the order of the color palette. You can also include your own override if you want to match specific colors to specific category values. If you have hidden the legend and you want to unhide it you can do it from inside the three dot menu of the column that the legend belongs to. You can also hide the legend by right clicking on it directly. This is where you can also adjust the position of the legend so I can move it up to the top of my visualization, for example. To adjust the template that you're using, you can click on the type icon here and this will open up our full list of templates. If you can't see exactly what you're looking for, it's highly likely that you can create it using our custom menu. To do this, navigate to custom. Let's say instead of a bar chart, I wanted to have a line chart with the area colors in underneath and with each quarter called out with a single point along the line. So to do this, I'm going to use the marks. I have one mark for my bar. I'm not going to use this conditional coloring anymore. The first thing that I want to do is create an area. So to change the type of the mark you click the drop down and select the type. This will change the parent type of this chart, so I could choose area for an area, I could choose line if I just wanted a line, circle will create a scatter. Let's go back to area. Now I'm going to create the line on top of the area. So when you want to add a new mark, think of it like multiple layers one on top of the other. You can either add a completely new mark using this plus button, which will give you an empty layer to work with, or in this case it will be faster if we duplicate the mark. So to do that, you click on the duplicate mark. I'm going to change this area into a line. So I now have a line sitting on top of an area, and I'm going to change the color just so that it stands out a bit more. Now I want to add my individual points for each quarter. So to do that, I'm going to duplicate my mark again and I'll choose circle. And so using layers in this way I'm able to really build up quite complex visualizations. This is a fairly simple example but you can imagine that there are lots of different things you can do using multiple marks in a visual. Once you've finished exploring the data, you can choose to either just return to the project home page and this will be discarded, or you can save it as a canvas or you can save it as a canvas where it can be expanded further into a report or shared with a wider audience. Let's give our canvas a memorable name, and it's best practice to also name yourselves so you can find them easily later. Inside the canvas, explorers see all viewer tools plus low code tables and visualization icons. Low code tables and visuals are great for interacting with data in the catalogues. To create a low code table, click on the low code table icon, place it where you want it in the canvas, and then you can select from your catalog on the right here whichever fields you want to see in your table. Similarly, you can create visualizations using the visual icon down here. And just like in the explore session, you can select whatever fields you want and what template you want, or you can build something from the custom menu from scratch. You can also create visuals off of other cells. So if you want to prepare your data by aggregating it up a layer from your catalog like I've done here, You can then chain a visual off of this using the add cell. Select visual, and now you can choose the type you want. So I would like a hierarchy here. I'll change the color, and I'd like to hide the legends. Let's give this visual a sensible name. Where you have visuals that are sitting directly on the catalog like this one, you can also open up an explore session from that cell. This is really great if you have a published dashboard or report and you just want to quickly do some ad hoc data exploration without impacting the rest of the report. As you can see, we're back in the same explore interface that we were in from the project window, and I'm now able to apply whatever I want to this visual. So maybe I want to add an additional line showing the number of events per user, for example. Because my two values are on very different ranges, you can see that my line is all the way down here and my bars are at a much higher level. I want to add a second axis to bring it into the visible range. So to do that, I'm going to click on the three dots next to my y axis. I'm gonna head into display, and I'm going to choose secondary axis. I've answered the question I had and that I wanted to know, and I'm happy to discard this work and go back to what I was doing. So to discard it, you just have to click back to Canvas. You, of course, are also able to save it as a separate Canvas. But when we return back to our main Canvas without saving as a separate, you'll notice that the original visualization has not been altered. Let's use templates to build a really quick report using some of these visualizations. You can find templates in the templates menu here, and in our built in templates you'll be able to find everything you need to build polished reports super fast. I'm going to pick quite a simple one here. To view a template before you use it, click on preview. This will allow you to zoom in and really double check that it is fit for the purpose that you need, and then click on use template to insert it into the canvas. And now you can manipulate it however you want. For these report templates, they have visual frames in them already. This is great. To add a visual to the template, you just pick up the visual from your canvas and drag it over the empty visual frame. It will automatically snap to fit that size. The last thing I wanted to show you is how to use a control cell in the canvas. Control cells add filters such as date pickers, multi or single select, sliders, and toggles, and they're great for filtering the visuals and the tables in your canvas. I'm going to use a multiple select, place it in the canvas, give it a good memorable name because you'll be wanting to reference it later, And now you can pick which data you want to be available in the select. So I want this to go to my catalog, and I'll connect it up to my work basis table and the industry column. So now I've set up my control cell with the values that I want my users to be able to select. I'm ready to connect it to my visuals so it can actually enforce that filter. There's two ways to connect a control cell to a visual. The first way is to do it manually. So to connect control cell to a visual manually, we come into the filter here. We'll select the field that we want the control cell to filter, which is this workspace industry, and place it in the filters. And then choose connect control. And from here, you can pick your control from the drop down. Now you can see that this is hooked up and my control cell is filtering. And if I select all values, my original visualization should return. The other way you can do it, and this is particularly useful if you have a lot of visualizations and you want to filter them all and applying the filter manually is a lengthy process. Then you click on the control cell and you add an automatic reference. Once you've set up the cell view and column select in this multi select, clicking automatic reference will automatically generate the right reference. So in this case, it's pulled through the workspaces in industry view, and it's automatically reached out to all of my visualizations in the canvas. If you want to narrow it down to specific frames, you can do that using this toggle here, and then you can just select the frame you want it to act on. In this case, because my visualization here is sitting on top of a table, I would like this to also be impacted by my automatic reference so I'm going to create a data frame. This frame won't be visible to my end users. I'm going to hide it, but for my automatic reference this means I can now add this additional frame to my list. So now when I select a single value, you can see that I've selected a single value in my second visual. And what's nice here is that anything that's not in those frames, such as this visual over here, is not impacted. Once you've created an automatic reference or global filter, you'll see they appear by default in visuals inside the frames they apply to. Automatic references are paler than the true references. Removing an automatic reference from any visual will delete the automatic reference across the whole canvas. For these true references, you can just remove them, and they will impact only that reference. Once you've created a control cell or a filter in the canvas, you can include it inside the frames that your end users will have access to, or you can go into the overview and you can add it into your overview. So let's create an overview for this canvas. To include a control in the overview, hit forward slash, and then you can pick from this list of options. And once you choose control, you'll then be able to click the drop down and select your control. If you're going to include control cells in the overview, I recommend that you give them a true title because then your users will have the context in the overview here. To see what your report looks like to presentation viewers, click present, and now we're inside our report. You're able to check the formatting and make sure there's nothing you need to change, like overlapping titles here. And you can also interact with the overview panel and make sure that that's working as you'd expect it. You'll notice that in presentation mode, only objects within frames is visible. So if you want to include this additional object, let's create a new frame. And now in present, you'll see we have these two tabs. The first one is impacted by the filter, and the second one is not. You now have a complete walk through from guest to viewer to explorer covering viewing, commenting, whiteboarding, local visualizations, data exploration, and canvas management.