If you enable the Notes feature, Costpoint Analytics users can attach their own notes to charts, tables, or lists. They can also take a snapshot of the analytics and save it along with the note to provide context. Other users with access to the analytics can display those notes, use the snapshot to view the analytics as they appeared when the note was saved, and add their comments to the notes, including their own snapshot of the data.
The snapshot option for notes is similar in some ways to the bookmark feature. However, while the bookmark is intended to provide a way to save a view that you want to return to on a regular basis, the snapshot provides a quick way to capture a view temporarily to enhance a specific discussion of the data and then be discarded.
To implement the Notes feature, complete the following steps:
Run QlikView Management Console.
Click the System tab and the Setup subtab.
In the left pane, expand QlikView Servers, and select the Costpoint Analytics server.
In the right pane, click the Documents tab.
Select Allow Server Annotations.
Click Apply.
If you enable the Session Collaboration feature, users connected to the Costpoint Analytics server and using the AJAX client can invite others to share their Costpoint Analytics session for collaboration purposes. Any of those sharing the session can interact with the analytics, and all others in the session immediately see the results of that interaction on their laptop or mobile device. Those invited to share a session must have access to the Costpoint Analytics server but need not be licensed to use Costpoint Analytics.
You enable collaboration for each set of analytics individually. For example, you could enable it for Costpoint Analytics – Project and Costpoint Analytics – Employee but not for the Summary Dashboard.
Note: The Session Collaboration feature is not available to those using the Internet Explorer plugin client.
To implement the Session Collaboration feature, complete the following steps:
Run QlikView Management Console.
Click the System tab and the Setup subtab.
In the left pane, expand QlikView Servers, and select the Costpoint Analytics server.
In the right pane, click the Documents tab.
Select Allow Session Collaboration.
Click Apply.
At the top of the QlikView Management Console, click the Documents tab and the User Documents subtab.
In the left pane, select the first set of analytics for which you want to enable collaboration.
In the right pane, click the Server tab and the Availability subtab.
Select Session Collaboration.
Click Apply.
To enable collaboration for more sets of analytics, select each one and repeat steps 10 – 11.