This guide shows you how to create your first pinboard.
Creating your first pinboard, step by step
Select the app that you want to fetch charts from. You can find your apps using the Streams on the left-hand side, or in the tiles in the center of the screen.
In this guide, we’ll use the Streams route. In the example below, we’ve expanded the PinIt stream to show all underlying apps.
Clicking on an app will show us a description of that app and information on when it was last reloaded.
We can get an overview all visualizations in the app by clicking on Get charts. The top of the screen shows an overview of all sheets in the app (that are accessible to you). The center of the screen shows tiles of the objects in the selected sheet.
Clicking on a tile shows a preview of the object. You can use the left and right keyboard arrow (or the arrows in the preview) to cycle through all the objects in the sheet.
By clicking Pin to pinboard, the currently selected visualization can be added to a pinboard. Pinboards that were created earlier will be shown, as well as the option to add a New pinboard. In the image below, we have not yet created any pinboards, we’ll do that in the next step.
By clicking New pinboard, we can add a new pinboard. Enter a name for the pinboard and click Save. The name of a pinboard can be no more than 15 characters.
After clicking Save, the pinboard is created. You will see a notification in the lower-right corner and will notice that the name of the new pinboard is now also shown in the header. You can navigate to the new pinboard by clicking on its name in the header.
In a real scenario, we would add multiple visualizations from across different applications and sheets. In this guide, for the sake of simplicity, we will work with a single visualization. Click on the name of the pinboard to open it.
By default, the pinboard is in read-only mode. To change the layout, click on the Edit button in the top-right corner. This shows the Edit panel.
We can now pick up and resize objects on the pinboard.
Using the Images pane, we can add images from content libraries, or directly link to web images.
We can also add text using the Text pane.
Using the App properties pane, we can set the default selections for each individual application that we are loading visualizations from. In the example below, we’ve set the Consumer Sales application to always show data filtered according to the California bookmark.
Once we’re satisfied with our first pinboard, we click the Done button. In the lower-right corner you will see a notification that your pinboard has been saved,
Other fun things to try
When the data in a visualization requires further analysis, you can go directly to the underlying application (and sheet) by clicking on the arrow in the top-right corner of the visualization.
By clicking Get URL in the Edit panel, a direct link to the pinboard is copied to the clipboard. Use this link as (one of the) starting page(s) in your browser to get direct access to your data.
The Theme dropdown lets you apply a different theme to your pinboard. To create your own Qlik Sense themes, you can use SenseTheme (also from Bitmetric).
By clicking Share, you can share your pinboard with other users in your environment who also use PinIt. These users will see the data filtered according to their access rules.