Workspaces and Views

Workspace Overview

Understanding Workspaces

Think of a workspace as your personalized dashboard where you can organize and view the information that matters most to you. Here's how they are structured:
Workspaces are customizable dashboards that you build to suit your needs. You can create as many workspaces as you want—perhaps one for daily operations, another for reporting, and another for planning.
Each workspace contains multiple pages, letting you organize related information together without cluttering a single screen.
Within each page, you can add up to 8 panels and arrange them in different layouts to fit your workflow.
Each panel displays a view—a pre-configured way of presenting your data, such as charts, tables, or reports.

The components to a workspace include:

Table of Contents - Shows you all the pages in your workspace as well as which views are incorporated in the workspace. You can use the scroll bar to move through the list. This is automatically created.
Workspace Title - Shown across the top, this is the title for the entire workspace.
Display Mode - Arrange Mode, which is available only for tablets, is used to expand the margins between workspaces for easier navigation. It allows you to resize and rearrange the views on the workspace. When in Edit Mode, PC users can use the mouse to resize and rearrange the views on the workspace. When a double line shows around the view, you can resize it. When the 4-way arrow displays around a view, you can rearrange it by dragging and dropping. When in Arrange or Edit Mode, the screen does not auto refresh unless filters are changed or you request a refresh. When in Present Mode, you cannot modify the workspace; you can only rearrange or resize. In this mode, the page will auto refresh within the interval you have designated as determined in the Workspace Settings. Views and workspace layouts are expanded to fill the entire page in present mode.
Present Mode: Starting in version 25.4, Present Mode offers a clean, modern interface while keeping all the functionality available in Edit Mode. The right-side panel (with Interact, Add, and Manage options) is hidden to give you more screen space, and the Run, Filter, Send, Save, and Close options at the top are also unavailable in this mode.

The appearance of the three-dot menu includes the following options.

Turn on Present Mode to avoid a timeout. Timeout in Arrange or Edit Mode is 30 minutes; however, this can be modified for the entire company.
Pages/Navigation - See the number of pages in your workspace. Using the arrow, navigate through the pages. Each page can have a different number of views and a distinct layout.
Selection Menu - Shows how many views are selected, or whether all the views on the current page or of the entire workspace are selected. Click on a view to select it. Notice the gray dots around the view once it is selected. To multi-select, press the Ctrl key while clicking. This is particularly helpful when you want to update the filters on multiple views at the same time. You can click the Selection Menu to reset (which de-selects the selected views) or select all the views on the page or in the workspace at once.

The selection menu is also available on the Filters list (see Filters).

Time Stamp and Performance Summary - Shows when the data was last refreshed. Hovering over it, you see all the views on the workspace with their latest refresh time.

Running and Refreshing Workspace Views

By default, when a workspace is opened, the List, Chart and Metric views in the workspace are not populated with data. The title and sub-titles of such views are displayed along with graphical placeholders which illustrate the view type:

This enables you to filter data to be displayed in the workspace before “running” it. See Filters for details.

To retrieve and display the data for all the List, Chart and Metric views on a page, click the Run Page button.

To retrieve and display the data for a single view, click the Refresh option on its View Options menu.

Setting a Workspace to “Auto-Run”

If required, a workspace can be set to “auto-run”, i.e. retrieve and display view data automatically when it is opened. This is set using the Workspace Settings window, which is accessed from the Manage Menu.

If a workspace is set to “auto-run”, the Interact menu will include a Refresh button instead of a Run button.

Note: While the default setting for all workspace is not to auto-run, if required this can be changed during installation so that all workspaces instead auto-run by default. Refer to the Hubble Desktop and Web Initial Deployment guide for details.

Interact Menu

The Interact menu is on the right side of the workspace.

The options available here are the following:

Discussions - Conversation connected to the data being shown. See Discussions.
Alerts - Data-driven exceptions connected to the data. See Alerts.
Distributions - Manage approval workflows within Hubble . See Distributions.

Filters

Use filters to narrow down the search criteria in the selected views. The filters available to Viewer users are those that have been designated by the Designer or Power user.

Select the Filters option to view the filters list.

When you have multiple views selected and go to Filters, by default you see the filters common to the selected views. The number to the right of the filters shows you the number of views that share that common filter.
Common filters must have the same name.
Use the Change Selection menu to select all the views on the current page or in the entire workspace. The list of filters will change accordingly.
You can search in filters by the description of the values or the value code.
You can use ranges (by using a colon) and multiple values (by using a comma).
After adding a value, hit enter.
You can have drop-down lists from which to choose a value if the
report designer set up the filter this way.
Blue dots next to a filter means that it has been changed.
Optionally you can show/hide the read-only filters.
There is not a Query By Example (QBE) line.

Viewing the Filters from all the Views on a Workspace

By default, only those views common to the selected views on the current workspace page are shown in the Filters list. To list all filters in the workspace or on the current page, common or not, either select the Workspace option from the view selection menu at the bottom of the workspace:

Then open the Filters list again.

Or, select the Workspace option from the Change Selection menu on the Filters list.

All the available, modifiable filters for all the views in the workspace will be displayed. Each filter will be in one of the following states:

Clear: No value is set for this filter in any view in the workspace.
Displaying a particular value or values: All views in the workspace with that filter have the same value applied to them.
[Multiple values]: Different views have difference values set for that particular filter.

Setting and Clearing and the Value for a Filter in all Views in a Workspace

When all the views in a workspace are selected (see above), setting the value for a filter in any state and clicking Apply will set the filter to that value for all the views on the workspace that have that filter.

When all the views in a workspace are selected, clicking cross icon button for that filter will clear that filter of all values for ll the views on the workspace that have that filter.

Limitations on RIO Filters

As well as “normal” filters, RIO (Reusable Inquiry Object) filters can be made available on Hubble reports (refer to the Power and Designer User Guide for details). The following limitations apply:

Currently, if a RIO enabled filter is set to update right away and applied, the filters section will not show as modified (no reset button and no “blue dot” to signify modification of the default filters). Any other modification of a filter (including selecting a value for a RIO filter and not checking the update box) will result in a reset button and “blue dot” being shown, which will not be possible to remove until filters are reset. This will be the case even if you change just the RIO filter and then update it later, meaning that the filters are set back to the default. The “blue dot” and reset button will remain until you reset the filters, even though the reset will keep them the same if RIO filter is changed only.
If you choose an option for a RIO filter and choose not to update (i.e. you uncheck the box), that workspace only will change the value. If you then decide to update after applying by checking the box only, this will not update RIO. You will need to re-select the same option/value then check the box and click Apply again to save new value into RIO for that filter.
If you refresh the workspace that contains a view with a recently updated RIO selector, that view may not reflect the change if the standard refresh time has not been reached yet. The only way this can be updated in this case is to close and create another workspace to re-add the view or logout and login again then after opening the workspace, click on refresh to reload the page. Any filters that have been modified without saving back to RIO will not update if a RIO change is made from another instance of the view/report from a different workspace or Designer. The reset button will need to be selected/clicked to pick up this change.
Relative selectors are not updated when a web selector is changed.

Add Menu

The Add Menu is on the right side of the workspace.

From this menu, you can quickly add a view, text or image to the current workspace.

Manage Menu

The Manage Menu is on the lower right side of the workspace.

The following options are available from this menu:

Pages - You can have unlimited pages in a workspace. From here you can add a title to a page, remove a page and rearrange the pages. To rename, click on the current name and change it as desired. To rearrange the pages, click on the page number and drag it up or down. To remove a page, click on the X icon.
Layout - Once views have been added to a page within the workspace, you can change the layout of the page. From there you can resize and rearrange the panels within the page.
Settings - Opens the Workspace Settings window. Using this you can add a workspace title and description, set the auto-refresh interval that is used when in Present Mode, and set views in the workspace to “auto-run” when you open it (see Running and Refreshing Workspace Views).

You can also add tags to your workspace, and enable (or disable) column header formatting in its reports.

Tip: Best Practices for Workspaces:

If an item requires action, set up an alert for it.
Use the table of contents to navigate through your workspace.
Unless you are creating workspaces with images, limit the number of views to 5 or 6 views per workspace.
Always add titles and descriptions where you can. These are searchable.
Tags are searchable, so use these as much as you can.