Chapter Member Anniversary

Thoughtspot

1. 1. Go to ThoughtSpot

2. 2. Click on Login using Single Sign On

   

Thoughtspot

1. 3. Click on Chapter Membership-Exploration Catalogue

   

2. 4. Navigate to Active Members Anniversary, then click on 'More' (3 Dots)

   Numerical figures have been blurred for data security purposes. You should see your chapter's numerical values present on your screen.

   

3. 5. Click on 'Copy and Edit' option.

   By selecting 'Copy and Edit' option in the 'More' menu, you will be able to further analyse or make changes to this report. Once you've made changes, you have the option to save the liveboard and access it later in the 'Answers' section of ThoughtSpot.

   

4. 6. Click on Column Header to adjust the values

   Personable Identifiable Information (Person ID, Name, Email Address) have been blurred for data security purposes. You should see your chapter's member details present on your screen.

   

5. 7. Click on 'Filter' option to change the filter options or numerical values

   Personable Identifiable Information (Person ID, Name, Email Address) have been blurred for data security purposes. You should see your chapter's member details present on your screen.

   

6. 8. You may adjust the numerical figures by selecting the 'Filter' option

   The liveboard is built to show the numerical values (1; 3; 5; 10; 15). In this example, I have changed the values to remove 3 and 15 to show the ability to change this filter to meet the needs of your milestone recognition. (For example, your chapter has been in existence for less than 15 years and thus, you would not have any member with a tenure of 15 or more years. Furthermore, perhaps, your chapter decides to only recognize 5 year milestones and thus, you can remove the 3 year value.)

   

7. 9. Click on 'Apply' to save your changes to the liveboard

   

8. 10. Click on More

   

9. 11. Rename to reflect the report's purpose (i.e. "My Chapter's Active Members Anniversary")

   

10. 12. Describe your report so you remember it's purpose later (i.e. PMI Chapter's Member Anniversary Report highlighting members who hold chapter membership for 1, 5 & 10 Years.)

    

11. 13. Click on Save answer

    

12. 14. Click on ANSWERS to find your modified liveboard aka Answer

    Click on ANSWERS on the top menu bar to access liveboards which you have modified as they will now be categorized as an 'Answer'.

    

13. 15. See Your Modified Liveboards here known as 'Answers'

    You can clearly see the Answer listed on screen, or answers shared with you by other users within your chapter.