Create an analysis
You can create an analysis for each dataset and customize how you want to present the engagement data in the visualization.
To create an analysis:
Select the Analyses tab.
A list of existing analyses displays.
Select New analysis.
Select the applicable dataset for the analysis. Available datasets include:
- cv (CaseView)
- cvmlp (management letter points)
- hi (history)
- metadata (engagement properties)
- sh (document)
- ts (issues)
- Dataset names are appended with the firm's short name (e.g. trialbalance-testfirm-001).
- The entityrls dataset contains entity level security information and should not be used as the dataset for an analysis or shared with others.
Select Create analysis.
Customize the analysis.
To learn more, see Working with Analyses and the related subtopics.
If you want to collaborate on the analysis with other Sherlock Builder users in your firm, select Share () | Share analysis.
The Share analysis dialog displays.
Enter each user's email and select Share.