Hey guys this is Mike Tarallo with Qlik and in this video, I will give you a
a brief overview of our latest feature in Qlik Sense SaaS collaborative notes.
Collaborative notes allow users to add narratives and context to their
analytics by creating discussions with others actively around data.
Notes can contain snapshots from their analytics and text commentary
to capture that human perspective users can tag and invite others to the
discussion creating a collaborative canvas for both real-time and
offline communication for a deeper dive on this new feature.
Check out our Qlik help documentation and our companion videos
on the Qlik help YouTube channel let's take a look. Okay so before I get started with a
brief demo it's important to understand when using notes how it can be used so some use cases can include, for example keeping track of personal insights where an individual performs their own analysis and keeps notes of their findings in their own personal space possibly to
capture a point of interest or even remind them to follow up now another would be KPI monitoring for example something that I’m going to show you here where team members can collaborate capture their insights collectively create this discussion and involve
others and work together to produce desired outcomes and then another one simply
could be informative where a note can guide users with explanations of the metrics
and information is shown as you see here and possibly even answer frequently asked questions.
Okay so for this brief demonstration I’m just going to focus on the second use case
which was monitoring some KPIs and bringing in team members to collaborate
with meso in this particular visualization as I’m analyzing it let's say this
particular category piques my interest, I notice there is a significant value in
this category when compared to the others but also a lower number of products
so we have some high-value products in this particular category
and I want to bring in another team member to take a look at this with me.
So I go over to my notes section on top I choose the space that they're apart
of now if I wanted to create a personal note for myself that only I see I would
choose personal but in this case, here we're collaborating with other members who are
part of the space so we choose that space and then we create a new note and we
give that note a title and then we can start putting in our note but at the same time
I can right-click on the visualization and select add snapshot to note and what
this will do is now put a point in time view of that visualization directly
within that note. Now I could also put in some text or commentary and
at the same time, I can insert a tag or a mention I can do that here or I can just type
the at symbol and then select the individual so in this case, here I have an individual name
John Doe that I want to collaborate with and you can see he's part of the space
where other members are not in this case John Doe can view this note, but I want
John Doe to be able to provide additional insights and collaborate with me. So, I’ll go to the modify access and then i will select can edit for this particular note access for John Doe
okay so let's switch over to the user john doe so now i have a screen here and we can see that John Doe who also has access to this space has been notified and this notification
can be received via the web or email in this case here we can see Michael Tarallo mentioned you in a note and you have been invited to collaborate on collection distribution significant
value now within the space for that user they can actually select any one of these
notes or from the notification they can click this, and it'll bring them directly to
that note where they can start collaborating as well so now we can see the note and
the snapshot that was entered in by Mike and at this point john doe can then tag me if he wished
and start entering in his additional collaboration now if this was something that was
captured in real-time. What I'm going to do is just do a split-screen. Here you can see as
I start to type additional information in real-time is being displayed on my screen so these
are two separate sessions one's logged in as john doe the other one is logged in as Mike Tarallo
so you can see the individuals not only can collaborate offline but they can also collaborate
online in real-time. Okay guys that's all I have check out these other great resources to
learn more about Qlik and Qlik sense and also be sure to join me twice a month on my webinar series Do more with Qlik, where this week we are covering data hybrid delivery a Qlik cloud data service hope to see you there I’ll see you on the next video. Take care
