Real-time collaboration
Better together.
Last updated
Better together.
Last updated
In the upper right of the canvas is a list of everyone currently viewing the canvas (including anonymous users if your canvas is public):
Clicking on any person will put the canvas into 'follow mode', which keeps your view in-sync with the person you are following.
Real-time collaboration is at the heart of what makes the Count canvas unique. Many people can work together in the same document, contributing their skills and talents whether they are a business or data person.
Count is different from other data tools in that you collaborate, gather requirements, build mockups and have conversations in the same document where you write queries and build reports. This changes the way you work together to solve problems with data.
Traditionally you might gather requirements up front, develop a dashboard and ask the business for feedback. Now you can get everyone together, brainstorm possible solutions, diagram out your logic and ensure that whatever you develop - dashboard, notebook, narrative, slide deck - is exactly what the business needs to move forward.
By using the Count collaboration flow, you save yourself from wasting time and frustrating your business users by building the wrong thing - even if it's exactly what they asked for!
It's important to understand what real-time means in the context of the Count canvas, as there are important implications for user experience. A canvas has two states:
Everyone who visits the canvas at the same time shares a single session and all canvas features are enabled.
Each action is displayed simultaneously to all participants.
The mouse cursors of other users are displayed live.
Any changes are saved automatically.
When you are collaborating with your team, doing development work or exploring findings together, you want your canvas to be unlocked.
Everyone who visits the canvas at the same time has an independent session.
Viewers can still use control cells, but as they are in separate sessions they can select separate things and may disagree on the state of the canvas.
Most objects cannot be interacted with, except for commenting and editing control cells.
Changes to control cells are not saved, and are only visible to you.
The canvas control bar shows more limited options related to navigation and commenting.
Locking a canvas does not affect how your queries are executed - only caching can affect that.
When you are creating a static document or report that will be used by many people or needs to be uneditable, you want your canvas to be locked.
To make changes to a locked canvas or report without interrupting viewers, duplicate it and merge your changes.
In the canvas menu you'll see the option to Lock canvas or Unlock canvas. These options are also displayed in the canvas nav bar (if your permissions allow it).
