Starting a conversation

You start a conversation in an analysis by posting a comment. The replies to the comment will be added to the conversation thread.

About this task

The posted comment contains your text message but it also captures the current state of the analysis. The state includes, for example, on which position the comment is made, what is filtered and what is marked in the current view of the visualizations. This means that you, before posting the comment, can adjust the view to point to data of certain interest, and your co-workers will, when opening the conversation later on, return to the context in which the post was made.

The comment is associated with the visualization in which it was posted. If you move the visualization to another position, the conversation thread will follow.

Procedure

In case the collaboration mode is not activated, click Collaboration on the menu bar.
On the opened toolbar, click Start conversation, .

Tip: Alternatively, you can replace both the steps above by right-clicking a visualization and selecting Start conversation.

A comment text box opens on the active visualization.

You can, if you want, move the comment by dragging the green anchor symbol to another position, within or outside the visualization.
Type your message in the text box.

Tip: Filter to, and mark data of interest to draw attention to what you want to discuss in the analysis. The analysis state will be captured when posting the comment.
Click Post.
The conversation is started and is now available to others for exchanging information. A reply can be added beneath the initial comment.

Moreover, in the visualization title, the number showing how many conversations are associated with the visualization increases by 1.