Editing your lens

Access the Lens configuration by going to Profile > Manage lenses and then "Configure Lens" under the correct lens.

Datasets, free texts and weighting

You can

• Add and remove datasets in the lens in the lenses analysis
• Add and remove free texts from datasets in the lenses analysis
• Change the weighting of the datasets in your lens

Dates

This allows your lens to use a single date for each dataset to be used for trending/score change in the analysis tools. You can also choose a default date resolution to be shown that's most relevant for your data (Can be changed in the analysis tools as needed)

If your datasets have multiple dates, you can pick which is used. You can add multiple dates if that's applicable for views. (Eg one view will use response date, another will use flight date)

Filters

You can view all the filters you've created, sorted into shared (Multiple datasets have data for a filter) to individual (A filter only applies to one dataset) You can re-order, edit and delete any of your filters

Adding a new filter or editing one you need to select the type of filter

• Basic filter - For a majority of data
• Number filter - For numeric data that should be grouped
• Date filter - For dates
• Free Text filter - For data with many options, or unique IDs

Then you can select the column from each dataset that should be used when applying this filter. A filter could apply across all the lenses datasets, or just one. Filter names are how it appears everywhere in the portal

There's extra optional customisation you can add depending on the filter option

Basic filter extra options

• “All” Filter Option - Useful for filters where you want to select all except a few options
• Sort Order - Improves usability
• Case Handling - Important if your data has different cases eg "USA" and "usa"
• Ignore Values - Important to remove unneeded options from the filter
• Value Mapping - Useful to update older names

Number filter extra options

Rather than showing all numbers individually, the filter can group numbers for you

Date filter extra options

For a date filter you can pick the default time period used

Scores

For each score in the lens you'll need to decide

• Score range: What the total score the lens will use eg 1-5 or 0-100
• Score per dataset: Which numeric score if applicable for each dataset to use
  • Score column: Which score column in case a dataset has several
  • Score Calculation Method: How the score is calculated individually, before it contibutes to the total score
• Score name: Used everywhere in the portal

Views (WIP, not available yet)

Theme editing

You can edit your lens themes in the themes editor like your datasets. Use the "Manage themes" or navgate there in the themes editor.

The functionality is the same except te filters will now include options per dataset or free text, as well as the lens filters which support shared filters, or filters unique to one or more datasets.