Working with Tabs & Lenses
A workspace is organized into tabs across the top, and each tab is powered by a lens — a saved configuration of charts, tables, filters, and columns. Lenses give you different ways to look at the same scoped data: one tab for direct exposures, another for indirect, another for a specific risk type. This article covers managing tabs and building reusable lenses from the views you create.
The tab menu
Open a tab's menu to manage it. The options are:
- Rename — give the tab a clearer name.
- Apply Lens — apply an existing saved lens's configuration to this tab.
- Duplicate — copy the tab, optionally saving it as a reusable lens (see below).
- Restore Filters — reset the tab's filters to its lens defaults.
- Remove — delete the tab.
The + beside the tabs creates a fresh tab.
Build a reusable lens from a filtered view
The easiest way to create a lens is to shape a view you like, then save it. For example, to make a Direct Exposures lens:
Step 1: On an existing tab, apply the filters you want — for instance, Proximity = Direct.
Step 2: Open the tab menu and choose Duplicate.
Step 3: In the Duplicate Tab dialog, set:
- Tab Name — for example, Direct Exposures.
- Save as a lens — makes the configuration reusable on other tabs and reveals an optional Description field.
- Include current filters as permanent filters — bakes the current filters into the new lens or tab.
Step 4: Click Duplicate. The new lens tab is created, and a Lens created successfully confirmation appears.
Repeat the same steps with different filters to build out a set of lenses — for example, a Direct Exposures tab and an Indirect Exposures tab. Once a lens is saved, you can apply it to any other tab with Apply Lens.
Key terms
- Tab — a view within a workspace, powered by a lens.
- Lens — a saved, reusable configuration of charts, tables, filters, and columns. Baseline options include No Lens and All Exposures.
- Permanent filters — filters baked into a lens or tab so they always apply.