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darkknight
Expert ⭐️
March 16, 2021
New Idea

Horizon Analytics feedback

  • March 16, 2021
  • 38 replies
  • 792 views

Not sure the best way to give feedback on Horizon Analytics since I don’t believe it is technically still in Beta… so will start this thread to capture as I am kicking the tires on it.

 

  1. When I try to access Custom Colors in the new UI, I open an existing entry and the data never loads (this was done in an Incognito browser window, so it’s not cache)
  2. When drilling down into a report from a dashboard, the “Analyze Report” button should not
    appear
    for users that do not have access to Report Builder. 


    When a non-privileged user clicks that button, they get a “403 Access Denied/Forbidden” error.  This will result in numerous tickets sent to admin teams saying there is a problem or requesting access.  This should be disabled for all users that do not have access to Report Builder.
    Here are my current report builder settings: 
     

     

  3. The text that accompanies the refresh button on charts/graphs is misleading.  The example below indicates that the data was refreshed and that if you click on refresh you’ll get the latest data - but this particular graph pulls from a data table that only gets refreshed once per day.  The language here should be modified to remove the confusion.

  4. I have a chart that appears to have an unexpected item in the legend in the new UI, but it doesn’t have that in the old UI (hard to see bc of the custom colors, but there is a cream color there, the same color that matches the N/A value)
    NEW UI
    OLD UI
  5. Regarding the “You did some modifications to the dashboard. Do you want us to remember them”
    • It is more grammatically accurate to say “You made some modifications to the dashboard.” 
    • It does not respect the pinned navigator - the message gets cut off:
       
  1. Clearing a filter takes two steps now instead of one:
    New UI
     
    OLD UI
    1.  The date filter is a bit awkward in the new UI… you have to scroll to the right in order to add a second date for a custom Between statement… would be better to have the date fields stacked vertically without the need to scroll:
      NEW UI
      OLD UI

       

  1. When sharing dashboards, I am only able to pick a NXT-direct domain to share - what if the dashboard has SFDC reports on it?  We need to be able to share a link that is displayable via SFDC:

     

  2. Are there supposed to be two sharing options?

     

  3. When I share a dashboard via LINK, I get these errors when clicking through:

     
  4. Selecting the three dots on a report on the far right side of the window sometimes cuts off the options I can only see the full list when I expand the browser to Full Screen - this doesn’t happen all the time, only sporadically...

     

38 replies

darkknight
Expert ⭐️
March 18, 2021

@rakesh with regard to the fields that display in the Report List View, this should be stick.  

I will always want to have the “Used In” (and “Source Object”) in my List View, but right now when I select it ia the Settings gear, if I navigate away and come back it is gone so I have to manually select them again. 

This feels like a regression because in the current Report Builder, the “Used In” always appears by default.

 

Jeff Kirkpatrick
Gainsight Employee ⭐️
March 18, 2021

@rakesh with regard to the fields that display in the Report List View, this should be stick.  

I will always want to have the “Used In” (and “Source Object”) in my List View, but right now when I select it ia the Settings gear, if I navigate away and come back it is gone so I have to manually select them again. 

This feels like a regression because in the current Report Builder, the “Used In” always appears by default.

 



@darkknight , We are adding support for preserving user’s preferences on the listing page in the upcoming releases. This should be handled by it.
 

darkknight
Expert ⭐️
March 18, 2021



@darkknight , We are adding support for preserving user’s preferences on the listing page in the upcoming releases. This should be handled by it.
 

 

Thanks @asrivastav

Also does not appear I can delete a Report Builder folder even though the folder is empty and has no nested folders inside it:

 

Jeff Kirkpatrick
darkknight
Expert ⭐️
March 18, 2021

@asrivastav @rakesh 

For some reason when I click into a Report in Horizon Report Builder, it duplicates my Salesforce header.  This was done in an Incognito window to bypass cache: 

 

Jeff Kirkpatrick
Gainsight Employee ⭐️
March 18, 2021



@darkknight , We are adding support for preserving user’s preferences on the listing page in the upcoming releases. This should be handled by it.
 

 

Thanks @asrivastav

Also does not appear I can delete a Report Builder folder even though the folder is empty and has no nested folders inside it:

 

 

@darkknight , Could you please check the Trash folder if it contains reports linked to this folder? We do not unlink the reports from the folder when they are moved to trash, this was done to make sure that they are restored to the same location (similar to Recycle Bin behaviour) 

 

darkknight
Expert ⭐️
March 18, 2021

@rakesh @asrivastav I’m noticing odd behavior when zooming on a bar chart.  Sometimes when I Zoom in, the top or bottom record doesn’t show a bar - even though there is data present. I assume this may be because the Zoom caught the record right in the middle of the bar, but if the chart isn’t going to show a bar, it shouldn’t show the Company name - or if it is going to show the Company Name, it should show the bar:

FIRST ZOOM
SECOND ZOOM

 

Jeff Kirkpatrick
darkknight
Expert ⭐️
March 18, 2021

 

@darkknight , Could you please check the Trash folder if it contains reports linked to this folder? We do not unlink the reports from the folder when they are moved to trash, this was done to make sure that they are restored to the same location (similar to Recycle Bin behaviour) 

 

Ah yes the trash folder! Thank you (That is going to take some getting used to).  Any chance a “select all” option is coming to the Trash folder anytime soon?

Jeff Kirkpatrick
Gainsight Employee ⭐️
March 18, 2021

Ah yes the trash folder! Thank you (That is going to take some getting used to).  Any chance a “select all” option is coming to the Trash folder anytime soon?

@rakesh fyi :nerd:

darkknight
Expert ⭐️
March 19, 2021

@rakesh @asrivastav 

 

Can we please make the default Null color something darker?  The cream color doesn’t show up well against the white dashboards. 

Also, include a “No Value” label on the legend instead of no label at all:

 

Jeff Kirkpatrick
darkknight
Expert ⭐️
March 19, 2021

@rakesh @asrivastav  Legends should display in Alpha-Numeric order consistently by default.  Most of these reports in the screenshot below come from the same data designer table, yet the legends display in inconsistent orders in the Horizon UI.  Just makes the design appear haphazard

 

NEW UI.

But in the OLD UI, they display in a consistent order (albeit in reverse Alpha-Numeric):

OLD UI

 

Jeff Kirkpatrick