All Features & Functionality

Guides for specific functionality

Commenting
Lexio was built to give you real-time updates about your top metrics. Commenting gives you the opportunity to collaborate on a moment in time and add non-da...
Fri, Jul 23, 2021 at 1:12 PM
Story Views and Bookmarking
Story Views and Exploration To get the most out of your stories in Lexio, adjust the Time settings and Filters within a story to learn about different v...
Tue, May 26, 2020 at 9:21 AM
Recommendation Engine (What to read next)
How is Lexio suggesting stories in the "What to Read Next" section on the right-hand side? Lexio always will show 6 options on the ‘what to rea...
Tue, Jan 19, 2021 at 9:14 PM
Applying Filters to Your Stories
This guide will walk through the steps for adding filters to your stories. When adding a filter to your story, the data being used in the story will be redu...
Thu, May 7, 2020 at 9:26 AM
Explore Your Data
Located to the right of the main story, the Explore by section offers more detail explaining performance based on various dimensions of your data.   ...
Tue, May 26, 2020 at 9:29 AM
Calculated Fields
What is a calculated field? Calculated fields in Lexio allow users to create new metrics from measures and dimensions that already exists in their data s...
Mon, Jul 19, 2021 at 9:42 PM
Sharing Your Lexio Stories
Share your Lexio insights quickly and efficiently with members of your organization by using the sharing feature. In addition to sharing with other members ...
Tue, May 26, 2020 at 9:22 AM
Tables in Lexio
Lexio provides the ability to see data in its raw form, via data tables. For example, for Salesforce stories, you will see the number of deals/opportuni...
Tue, May 26, 2020 at 9:31 AM
Driver Analysis - the "Why" Behind Your Performance
Driver analysis gets a user closer to understanding the 'why' behind their data. Lexio proactively surfaces what a user needs to know in order to ...
Tue, Jul 27, 2021 at 7:48 PM
Lexio behavior for empty or null values (Salesforce)
This article will explain how Lexio deals with empty cells in CSVs or empty values in Salesforce columns. When reading Salesforce stories, this article will...
Wed, Apr 28, 2021 at 8:36 AM