Count
count.co
  • Getting Started
    • What is Count?
    • Count FAQ
    • Intro to your workspace
    • Example canvases
    • Getting started guides
      • Set up your workspace and projects
        • 1. Review workspace settings
        • 2. Create and organise your projects
      • Canvas orientation
      • Your first ad hoc analysis
        • 1. Examples and templates
        • 2. Build your first queries
        • 3. Create visuals
        • 4. Caching, local cells and scheduling
        • 5. Collaborating with a stakeholder
      • Your first report
        • 1. Examples and templates
        • 2. Filters and control cells
        • 3. Sharing your report
        • 4. Alerts
  • Connect your data
    • Database connection overview
      • Athena
      • Azure Synapse
      • BigQuery
      • Databricks
      • Microsoft SQL Server
      • MySQL
      • PostgreSQL
      • Redshift
      • Snowflake
    • Refresh database schema
    • Upload CSV files
    • dbt integration
      • ☁️dbt Cloud integration
      • 👩‍💻dbt Core integration
  • Import & Export
    • Import from other tools
      • Import Miro files
      • Import SQL files
      • Import Google Sheets
      • Import Jupyter notebooks
    • Export code and results
      • Export compiled SQL and Jinja-SQL
      • Export CSV files
      • Export images and PDF files
  • THE CANVAS
    • Navigating the canvas
      • Canvas tool bar
      • Data sidebar
      • Customizing the canvas
    • Canvas objects
      • Cells
      • Text and markdown
      • Shapes and tools
      • Sticky notes
      • Frames
      • Images
      • Embeds
      • Stamps
      • Grouping objects
      • Object order and alignment
      • Locking objects
      • Scaling objects
      • Shared styles
    • Overviews
    • Templates
    • Count AI
    • Alerts and subscriptions
      • Slack integration
    • Keyboard shortcuts
  • Querying data
    • Cells overview
      • Dynamic query compilation engine
    • SQL cells
      • Referencing other cells
      • Jinja templating
      • SQL formatting
    • Python cells
    • Visual and low-code cells
      • Calculations in visuals and low-code cells
      • Joins in visuals and low-code cells
    • Control cells
      • Single and multiple selects
      • Date controls
      • Text, number, and boolean controls
      • Custom control cells
    • Local DuckDB cells
      • DuckDB on the server
    • Query caching and scheduling
    • Manage queries and results
    • Troubleshooting
  • Visualizing data
    • Visualization overview
    • Templated visuals
    • Custom visuals
      • Marks
      • Facet
      • Subplots
      • Style
      • Filters
    • Formatting a visual
      • Axes
        • Secondary Axis
      • Colors and labels
      • Legends
      • Tooltips
    • Column summaries
    • Dynamic text
    • Every Visual Under the Sun
  • Presenting and Reporting
    • Reports and Slides
  • Count Metrics
    • Intro to Count Metrics
    • Build and edit a catalog
    • Views
      • Creating views
      • Customizing views
    • Datasets
      • Creating datasets
    • Save changes to the catalog
      • Catalog validation
      • Version control
    • Exposing catalogs to the workspace
    • Caching in Count Metrics
    • Using the catalog
      • Explore from cell
  • Sharing and Permissions
    • Real-time collaboration
    • Comments
    • Sharing permissions
    • Shared links
    • Embedding canvases
  • History and Versions
    • Version control
    • Duplicating and merging
    • Data snapshots
  • Settings and administration
    • Workspace settings
      • Workspace members
      • Groups
      • Tags
      • Billing
      • Single sign-on (SSO)
        • Okta
        • Entra ID
        • JumpCloud
        • Google
        • Generic OIDC
      • Brand
    • Connection settings
    • Project settings
    • User settings
    • Roles and permissions
  • Quick guides
    • Interactive control guides
      • Date ranges
      • Date groupings
      • Search
      • Select All
  • Resources
    • Join the Slack community
  • Blog
  • Security overview
  • Terms of use
  • Pricing FAQ
Powered by GitBook
On this page
  • Adding content
  • Controlling overview display
  1. THE CANVAS

Overviews

Make canvases easier for visitors to understand and get started with.

PreviousShared stylesNextTemplates

Last updated 2 months ago

A canvas overview is a rich text areas found in the left-hand sidebar. They can be used to present information that is most usefully visible everywhere in the canvas viewpoint. e.g. explanatory notes, introductions, canvas development todos etc.

Adding content

You can begin typing normal paragraph text, or type / to select from standard rich-text components like heading, blockquotes, and preformatted code.

Creating a control component will allow you to select a control cell on the canvas which will then be usable in the overview.

Prefixing a @allows you to create mentions:

  • Selecting a frame/cell will create a link using the object's title. Clicking this will frame the object in the viewport

  • Selecting a workspace user will create them as a tag

If the overview is empty, you will have four options to automatically create overview content:

  • Global Filters - Creates aliased versions of all current control cells within the canvas. Note, these are coupled with the in-canvas representations, and will cease to function if those are deleted

  • Canvas Guide - Uses the Count AI LLM to generate a short text summary of the current canvas contents for further customisation. This will address the canvas as a whole, and also highlight the interpreted function of individual frames and cells

  • Table of contents - Generates a nested list of frames and cells, with each represented as a clickable link that will zoom the viewport to the target

  • To-do list - A basic todo list template

Controlling overview display

At the bottom of the overview are two toggles for visibility.

When Canvas visibility is on, a non-empty overview will be visible on page load. When it is off display will default to the data tab.

When Report visiblity is on, a non-empty overview will be visible in report view. When it is off overviews will not be shown.

The same is available here as is found in text cells.

Markdown syntax