Toucan 3.0
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  • Welcome
    • 👋Welcome to Toucan
    • ⚙️Technical resources
      • ⚙️Toucan stack
      • Setup mode
        • Toucan SaaS mode
      • ⚙️Security
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • 📊Getting Started : Embedded Analytics
    • 🤓Advanced tutorials
      • Embedding a story with user attributes
        • Dynamic filter with user attributes
        • Dynamic Tables
        • Dynamic Database
        • Dynamic Host
      • Using the HTTP API connector in advanced use cases
      • Using advanced syntax for SQL queries
      • Merging filters with our tool
      • Deep customization chart (CSS)
        • Homepage customization
        • Chart customization
        • Dashboard customization
  • Data Management
    • 🧮Overview of Data In Toucan
    • 📡Datasources in Toucan
      • 🔌Managing Connectors
        • 🔌Creating, editing and deleting a connector
        • 🔌Set up OAuth2 credentials for your platform
        • 🔌Setting up a connector
          • 🔌Generic Connectors
            • 🔌Setting up an HTTP API connector
            • 🔌Setting up an ODBC Connector
          • 🔌Database and data warehouse Connectors
            • 🔌Setting up an AWS Redshift Connector
            • 🔌Setting up a Snowflake Connector
            • 🔌Setting up a PostgreSQL Connector
            • 🔌Setting up a Google Big Query Connector
            • 🔌Setting up an AWS Athena connector
            • 🔌Setting up a MySQL connector
            • 🔌Setting up a MongoDB connector
            • 🔌Setting up a Microsoft SQL Server connector
            • 🔌Setting up an Azure SQL connector
            • 🔌Setting a Databricks Connector
            • 🔌Setting up a ElasticSearch Connector
            • 🔌Setting up a Clickhouse Connector
          • 🔌Online services connectors
            • 🔌Setting up a Sharepoint Connector
            • 🔌Setting up a Google Sheets Connector
            • 🔌Setting up a Salesforce Connector
            • 🔌Setting up a Hubspot Connector
          • 🔌Setting up an AWS S3 connector
      • 📁Managing Files
        • 📁Adding, editing and deleting local files
        • 📂Using advanced file settings
        • 📁Adding and combining remote files in Toucan
    • 🔢Datasets in Toucan
      • 🔢Stored and Live Datasets
      • 💿Managing datasets
        • 🔢Creating datasets
        • 🔢Editing, Duplicating and Deleting a dataset
        • 🔢Refreshing and Publishing Datasets
        • 📈Optimize data performance
        • 🗂️Adding indexes to stored datasets
        • 👩‍💻Code mode and single mode
      • 🛑Setting permissions on dataset
      • 🗃️Maintaining Data
        • 🗃️Tagging datasets
        • 🗃️Identifying datasets dependencies
        • 🗃️Set validation rules
    • 🧑‍🍳Preparing data
      • Overview of YouPrep™
        • 🎹Column header
          • Rename column
          • Duplicate column
          • Fill null values
          • Replace values
          • Sort values
          • Convert columns data types
        • Add
          • Add text column
          • Add formula column
          • Add conditional column
        • Filter
          • Delete columns
          • Keep columns
          • Filter rows
          • Top N rows
          • ArgMax
          • ArgMin
        • Aggregate
          • Group by
          • Add total rows
          • Hierarchical rollup
          • Get unique groups/values
        • Compute
          • Compute evolution
          • Cumulated sum
          • Percentage of total
          • Rank
          • Moving average
          • Compute statistics
          • Absolute value
        • Text
          • Concatenate
          • Split column
          • Extract substring
          • To lowercase
          • To uppercase
          • Compare text columns
          • Trim spaces
          • Replace text
        • Date
          • Convert text to date
          • Convert date to text
          • Extract date information
          • Add missing dates
          • Compute duration
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrep™ Native SQL
      • Hybrid pipeline
    • ➿Managing variables in Toucan
      • ➿Variables hub
      • ♈Use variables in YouPrep™
      • ➿Easy reference to variables
    • 🧞Using advanced data concepts
      • 🧞Data personnalisation with user attributes
        • Connector setup with a user attribute
        • Database selection with a user attribute
        • YouPrep data filtering with a user attribute
        • Filter data in SQL with a user attribute
      • 🧞Advanced syntax for variables
      • 🧞Data cache
  • Visualizations and Layouts
    • 📺Apps
      • 📺Managing Apps
        • ➕Creating Apps
        • 📄Duplicating Apps
        • 🖨️Publishing Apps
        • 🚮Deleting Apps
        • ✍️Editing within an App
      • 🖌️Customizing Apps
        • Customizing chart color elements
        • Customizing the app's font
        • Adding Assets
        • Adding Glossary
        • Setting up, Managing and testing custom visibilities
        • Customizing the "no data error" message
        • Creating a dynamic background based on an Filter's column
      • 🏠Home
        • Creating the Home
        • Creating Tiles
          • Tile Dynamic Value
          • Tile Leaderboard
          • Tile Line
          • Tile Scorecard
          • Tile Bullet
          • Tile Heatmap
          • Tile PDF
          • Tile Video
          • Tile Image
          • Tile Text
          • Tile HTML
          • Tile Separator
      • ✨Stories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • 📽️Filters
        • Managing Filters
          • Creating, reusing and editing Filters
          • Applying Filters
          • Unpinning and deleting Filters
        • Type of Filters
          • Dropdown
          • Checkboxes
          • Buttons
          • Date Range
          • Hierarchical
          • Slider
        • Templating from Filters' values
        • Dependant Filters
      • 📈PDF Report
      • 🎡Datawall
      • 🏗️Dashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • 🌟MyFavorites
    • 📊Creating Visualizations
      • 🤩Viz Gallery
        • Barchart
        • Barlinechart
        • Bubblechart
        • Bulletchart
        • Circularchart
        • Funnelchart
        • Gantt chart
        • Heatmap
        • HTML
        • Leaderboard
        • Leaderboard Centered Average
        • Linechart
        • Mapchart
          • Configure a drill
        • Mediachart
        • Radarchart
        • Tablechart
        • Timeline
        • Versuschart
        • Waterfallchart
        • Score Card
        • Stacked Barchart
      • 🧠Common Chart Configuration
      • 💅Customizing chart colors
      • 🧞‍♂️Advanced chart configuration
        • Templating from chart's dataset
        • Add units, precisions and sentiments
        • Adding Tutorials
        • Add sparklines
        • Navigate with stories
        • Group informations in your stories
        • Multiple charts in one story
        • Manage dates
        • Customize tiles' sources
        • Add stars to tiles' title
        • Manage data order in your tiles
        • Navigate with tiles
    • 👩‍💻Embedding
      • 🔐Authentication
      • 🖇️Integration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • ⚙️Embed SDK
        • Embed SDK Authentication
      • ❓FAQ
    • 🙋Self-Service
      • Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • ⏰Creating alerts
    • 📧Managing notifications
    • ➕Enriching a story with descriptions
    • 💌Sharing content
    • 💬Adding comments to stories
  • Administration
    • Page
    • ⚙️Instance Management
      • ⚙️Managing operations in SaaS
      • ⚙️Customizing your instance (whitelabel)
    • 👥Managing Users
      • 👥Users
      • 👥Managing user groups
      • 👥Managing user properties
      • 👥Setting up permissions and visibilities
    • 🌐Managing languages in Toucan (internationalisation)
    • 📈Monitoring Engagement with User Analytics
      • 🎛️How to Filter your User Analytics?
      • 🖥️Understanding your User Analytics Dashboards
  • Additional Ressources
    • 📚External documentation
    • 🚁Support for App-builders
    • 🆕Latest releases
      • 🎁2025 Releases
      • 🎁2024 Releases
      • 🎁2023 Releases
    • 🔧Troubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
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On this page
  • Layout part
  • Configuration part
  • Toolbar part

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  1. Visualizations and Layouts
  2. Apps
  3. Managing Apps

Editing within an App

Last updated 1 year ago

Was this helpful?

Our visualisations are always built through the Home or the Stories.

Whenever you create or edit one of these Layouts, you'll always have the same editing experience.

It's composed on 3 main parts:

Layout part

This is the main space in your edition. You can see the framework of your Layout, each element is composed of and configure them, in-situ like Narratives or that opens the configuration tab like for Charts.

For more information, dive in:

Configuration part

This is the left sidebar. It includes 2 tabs:

  • Datasets: In which you can select datasets that you will use for this layout.

  • Configuration: In which you can configure your charts, filters and KPI

Focus on Visualisations' configuration

Let's focus on the configuration of Charts, Tiles and HKPIs.

They are the heart of your data storytelling and are represented by:

  • Dimensions (observation axes of indicators): In Toucan, dimensions are often filled in "label", "x axis" but also "groups", "packs", etc...

  • Measures (numerical attributes): In Toucan, measures are often filled in "value", "y axis" but also "variation", "additional values", etc...

And that's what we introduce in our experience, the possibility to simply aggregate data when you configure your visualisation, in order to keep relatively high-level that can serves several questions, several stories.

Aggregations that you can apply to create a metric depends on the type of you data's column.

For integer and float

  • sum: returns the addition of the values in the column

  • average: returns the addition of the values in the column and divided by the number of rows

  • minimum: returns the smallest value in the column

  • maximum: returns the highest value in the column

  • first: returns the first value in the column (based on the order of rows)

  • last: returns the last value in the column (based on the order of rows)

  • count: returns the number of rows

  • count distinct: returns the number of times we have a unique value in a column

For the other types

  • count

  • count distinct

These measures are computed by aggregating the column chosen within the value field grouped by the column chosen within the label field

Info

If you're configuring other options that are considered as dimensions (groups, packs, etc...), those columns will be also used to aggregate your values.

Toolbar part

Finally, the toolbar will allow you to manage your edition. It's composed of, from left to right:

  • Clear changes: Resets your entire layout to last saved version. Useful when you perform changes on a Layout and don't want to save.

  • "Saved as draft": Layouts are saved at each changes, so even when you close your tab, you will retrieve all your work! On hover, you can see when was the last time we save your changes in the draft.

  • Finish Later: Allows you to leave edition without pushing your changes for other App Builders. When you'll be back on the edition of this Layout, your last changes will still be there.

  • Save changes: Saves you work and share this for all App Builders in the staging version.

Information

And, most of the time, you don't want to just describe your datasets (or then do a ) but you want to give a meaning to your data by aggregating or compute statistics over your data.

In order to share your app to all your end-users, you need to publish in production. More information .

📺
📺
✍️
The Home
Stories
Filters
Tablechart
here
Edition experience
Zoom on main dimension and measure