Analytics Hub is the home page for your Workiva Carbon visualizations. Open it from the workspace navigation to find what you've built, get back to what you've been working on, or start something new.
If your workspace used Report Visuals, you'll find the same visualizations in Analytics Hub.
Requirements
- Any BI role: BI Viewer, BI Builder, or BI Administrator. See Roles and permissions for visualizations (Carbon).
- Workiva Carbon enabled in the workspace.
Browse your visualizations
Analytics Hub has three tabs:
- Library: Every visualization you have access to.
- Recent: The visualizations you've opened, most recently opened first.
- Pinned: The visualizations you've pinned for quick access.
If you've opened a visualization before, Analytics Hub opens to Recent. Otherwise, it opens to Library.
Each card shows a visualization's name, when it was last modified and by whom, its type, and its data source, along with a preview. To see your visualizations as a list instead, click Table view at the right end of the toolbar. Click Grid view to switch back to cards.
To open a visualization, click its card.
Sort and filter visualizations
Library, Recent, and Pinned share the same toolbar. Use it to change what you see:
- Search by name: Click the search icon, then enter part of a visualization's name.
- Data source: Show visualizations built from one or more Carbon views, such as Carbon Emissions Summary.
- Type: Show one or more visualization types, such as Line or Pivot table.
- Created by: Show visualizations created by specific people.
- Sort by: Sort by Name, Created at, or Last modified, then choose an Order. Dates sort Newest first or Oldest first, and names sort A-Z or Z-A.
By default, Library sorts by Last modified, Recent by Last opened, and Pinned by Name.
Pin a visualization
Pin the visualizations you return to most, so they're one click away on Pinned. Click Pin on a visualization's card, or click More actions and select Pin. To unpin it, click Unpin in either place.
Pinning is personal. It doesn't change who can see a visualization, and no one else sees what you've pinned.
Note: You can pin up to 50 visualizations. To pin another, unpin one first.
Manage a visualization
Click More actions on a visualization's card to see what you can do with it:
- Permissions: Manage who can open and edit the visualization.
- Pin or Unpin: Add it to or remove it from Pinned.
- Delete: Delete the visualization.
Only a visualization's owner can delete it. Owners and BI Administrators can manage its permissions. If an option isn't available to you, the menu shows why.
Fix visualizations with retiring fields
When a field in a Carbon view is being retired, each visualization that uses it shows an alert on its card, such as 1 field retiring. Open the visualization and replace each retiring field with a current one. To swap a field without losing its position or settings, you can change a field after you add it.
To see only the visualizations that need attention, turn on Show visuals with alerts.
Create a visualization
To start a new visualization, click Create visual. The Visualization Editor opens to an empty canvas. To learn how to build one, see Create and edit visualizations (Carbon).
Note: Creating visualizations requires the BI Builder or BI Administrator role.
Things to know
- What you can see and do: Your BI role determines whether you can create and edit visualizations, and the permissions on each visualization determine which ones you can open.
- Links to visualizations you can't access: If you open a link to a visualization you don't have access to, you'll see You don't have access to this page. Admins can click Open permissions to give themselves access.