Library

Everything your team works with, in one place – right next to the Qlik app. Requirements, KPI handbooks, finished reports and the charts that worked well last time: the Library keeps them per Workspace and per Conversation, so the right people find them – and ancoreMind can use them.

ancoreMind · full view

Library · Alpenglow Outdoor

Name ▾Search …Show: All

KPI handbook.pdfDocument

Margin % · KPIQlik object

Sales by region · Bar chartQlik object

Quarterly sales.pdfReport

ancoreMindQlik Consultant

Ask ancoreMind …→

On this page you learn:

• what the Library keeps and how it is organized,
• how to add, find and organize files,
• how to archive and delete them.

How it works

Reuse Qlik objects and sheetsSave charts, tables, KPIs and whole sheets and insert them into any other app – also on another Qlik platform.Keep reportsSave a generated PDF, PowerPoint or Excel file, and everybody in the Conversation can open it.Feed the Knowledge baseDocuments you upload become Knowledge that ancoreMind uses in its answers – with the source named.Find by meaningSearch for "How do we define active customers?" and find the passage, not just the file name.

Saved once, ready for every app: a KPI and a bar chart in the Workspace folder of the Library.

Open the Library with Search the Library ⌕ in the header, or with Library in the menu ☰ or on the left of the full view. In the compact chat it opens in place of the chat, ready to search; ‹ Chat or ⌕ takes you back.

Drag from the Library

Saved Qlik objects, sheets, master items and bookmarks come back by drag and drop – from the Library in the compact chat, where the sheet stays visible next to it, also straight from the search results. In the full view, dragging onto the sheet is not possible. With the keyboard, select the kind icon of a row and press Enter.

Drag	Onto	What happens
A Qlik object – chart, table, KPI	A free place on the sheet	It is inserted there – ancoreMind checks master items, variables and fields first. See Objects and sheets.
A Qlik sheet	The sheet list – or the open sheet	It comes back as a new sheet, or below the objects of the open sheet. See Save and restore whole sheets.
Master items and variables	A free place on the sheet	They go into the app – not onto the sheet. See Save and insert master items.
Bookmarks	A free place on the sheet	They go into the app with their selected values.
A style template	A chart on the sheet	The chart gets the look. See Style templates.

Every file belongs to a Workspace – and optionally to one of its Conversations. Who can see a file follows from that: the members of the Workspace, or only the people in the Conversation.

Details

How the Library is organized

Area	What you find there
Workspace	Workspace folders and files – files of the Workspace as a whole, in folders you create.
Conversations	Files organized by conversation – one folder per Conversation with the attachments and results of that Conversation.

Each Workspace and each Conversation also has two folders of its own: Style Templates and Qlik Objects. Style templates and saved Qlik objects land there by themselves. These folders are kept by ancoreMind: they cannot be renamed, moved or deleted. The status line shows how much space the files use.

Each file shows who created it – Created by you, Created by another member or Created by ancoreMind.

Add files

• Upload in the toolbar, or drag files from your computer onto the Library. The dialog shows who will see the files and offers Add to Knowledge base.
• Attach one file in the message box – the file lands in the folder of the Conversation.
• Save to Library on a file ancoreMind generated, for example a report.
• Save ▾ › Save to Library… in the bar of Select Qlik objects saves what you selected – charts, whole sheets, master items, variables and bookmarks. See Objects and sheets.
• Save as style template… keeps the look of a chart you selected on the sheet, ready to apply to other charts. See Style templates.

After an upload, every file passes a security check (malware scan). Documents you add to the Knowledge base – Add to Knowledge base, off by default – are then read and indexed – you see Queued, Extracting text and Updating search until the file shows In Knowledge base, usually after a few seconds.

Find files

One field finds everything: Search or ask… searches files, saved Qlik objects and sheets, master items, bookmarks, style templates, rules, Knowledge and conversations – and passages in your documents by meaning, not only by exact words.

• pivot this app
• sheets by Anna this week
• How do we define active customers?

• Words become filters. A time (today, this week, last month), a person (by me, by Anna), a kind (sheets, KPI, templates, PDFs, rules – also Qlik chart types like pivot), an app (this app or an app's name) or a place (this conversation) turns into a chip under the field. ✕ on a chip removes it.
• Filter chooses the same by clicking – app or space (Find app or space…), area, kind, time, person, title or content only, and Include archive – then Done.
• The results are grouped – rules, conversations, Qlik objects, sheets, master items, bookmarks, style templates, Knowledge, documents and more. Show all opens a group. Select a file to see it in its folder, a rule to open it in the Rulebook, a conversation to open it.
• Ask ancoreMind: at the top of the results sends what you typed to ancoreMind in the current conversation.
• Without a search, the Library shows its folders. Sort them by Name, Modified, Created, Size or Type.

Organize files

Select a file to see its actions:

Action	What it does
Download	Saves the file on your computer.
Rename	Changes the name.
Description and tags…	Describes the file and adds tags – search finds a tag with #tag.
Insert into this app / Restore as a new sheet	Brings a saved Qlik object, master items, variables, bookmarks or a sheet into the app you have open.
Apply to selected objects	Gives the objects you selected on the sheet the look of a style template.
Import into Rulebook…	Adds the rules of an exported rules file.
Move…	Moves the file to another folder, Workspace or Conversation. The file keeps its history and owner.
Copy…	Creates a copy in another place. You become the owner of the copy.
Add to Knowledge base / Remove from Knowledge base	Decides whether ancoreMind uses the document as Knowledge.
Archive… / Restore	Hides the file without deleting it, or brings it back.
Delete permanently…	Deletes the file for good.

To work with several files at once, select them with their checkboxes and use Move…, Copy… or Archive…. Folder creates a new folder in the current place; an empty folder offers Remove empty folder.

Move…, Copy… and Save to Library… open the same dialog: search with Find a place or folder, pick a Workspace, a Conversation (This conversation is listed first) or a folder, create a New folder if you need one, and select Move here, Copy here or Save here. The dialog tells you when the new place changes who can see the file – for example 1 more person will see it.

Archive and delete

• Archive… hides a file. In the full view, turn on Archived in the toolbar to see archived files, and use Restore to bring one back.
• Delete permanently… removes the file at once – you do not have to archive it first. The confirmation names the file and what happens. It cannot be undone. In the conversations where the file was used, a note shows that it was deleted.

Only the owner of a file and the Owner and Admins of the Workspace can rename, move, archive or permanently delete a file. If an action is not available to you, the menu shows it as not allowed.