Creating Custom Lenses (Admin)
Admin capability: the lens builder is an administrative feature and requires catalog-manager permissions (EDIT_CATALOG). If you don't see it, ask your administrator.
A lens is a reusable configuration that controls what a tab shows — its charts, tables, filters, columns, and highlights. Beyond the quick Save as a lens option in a workspace, the admin lens builder gives you full control to define a lens from scratch and make it available across your organization's workspaces. For the in-workspace approach, see Working with Tabs & Lenses.
Open the lens builder
Step 1: Go to the admin Lenses management area.
Step 2: Select Create Lens.
Configure the lens
Build the lens by setting each element:
- Charts — choose which charts appear at the top of the lens and what data each one displays.
- Filters — apply permanent filters that scope the data this lens shows within any workspace.
- Columns — choose which columns appear in the lens's tables.
- Highlights — highlight particular cells based on the values they contain.
- Groups — group rows in supplier tables by particular column fields.
- Tables — choose which tables appear at the bottom of the lens.
Apply your new lens
Navigate to a workspace, click the + beside the existing tabs (or use Apply Lens from a tab menu), and select your new custom lens from the list.
Key terms
- Lens — a reusable saved configuration of charts, tables, filters, columns, highlights, and groups.
- Permanent filter — a filter baked into a lens so it always applies wherever the lens is used.
EDIT_CATALOG— the permission required to manage lenses.