Sharing Insights – Desktop Specialist Study Guide
This domain accounts for 25% of the exam and covers assembling worksheets into dashboards and stories, adding interactivity, formatting, and sharing/exporting. The exam expects you to know what dashboards and stories are, the dashboard action types, device layouts, file types, and publishing targets.
Dashboards
A dashboard is a single canvas that combines multiple worksheets and objects so they display and interact together.
Dashboard objects (dragged onto the canvas): worksheets plus Text, Image, Web Page, Blank, and layout Containers (horizontal/vertical). Use images for logos, text for titles, and containers to group and align objects so they resize together for controlled, responsive layouts.
Device layouts let one dashboard have tailored arrangements for desktop, tablet, and phone.
Dashboard Actions (Interactivity)
| Action | Effect |
|---|---|
| Filter | A selection in one sheet filters other sheets |
| Highlight | Emphasizes matching marks across sheets (keeps all data visible) |
| URL | Opens a web page (optionally using field values) |
| Parameter / Set | Updates a parameter value or set membership |
"Click a bar to filter the rest" → filter action; "emphasize related marks without removing data" → highlight action; "open a product web page" → URL action.
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