In the upper right, canvas properties control things like reporting options, query caching and sharing.
Count canvas is a shared real-time data whiteboard. Each person currently viewing the canvas will have a corresponding bubble here.
Real-time collaboration is at the heart of what makes the Count canvas unique. You can have hundreds of people working together in the same document, contributing their skills and talents whether they are a business or data person.
This video showing peer analytics highlights how to use the realtime collab features of the canvas
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 - locked and unlocked.
- When unlocked, 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. For example when refreshing query results, building a new visualization, or placing a sticky everyone will see the same thing at the same time and agree on the state of the canvas.
- When locked, everyone who visits the canvas at the same time has an independent session and most features are disabled. This is typically used for static documents and reports. Viewers can still use control cells like data pickers, but as they are in separate sessions they can select separate things and may disagree on the state of the canvas.
When you are collaborating with your team, doing development work or exploring findings together, you want your canvas to be unlocked.
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.
By default, all canvases are unlocked.