IF YOU REGISTER FOR A FREE TRIAL OF THE SERVICE, THE APPLICABLE PROVISIONS OF THIS AGREEMENT ALSO GOVERN YOUR USE OF THOSE SERVICES

Terms of Service

These Terms of Service ("Terms") are between you ("you" or "Customer") and Knowi, Inc. ("Knowi," "we," "us," or "our"). Please read them carefully. They form a contract between you and Knowi that governs your access to and use of the Knowi Services. You may use the Services only if you have the power to form a contract with Knowi and are not barred under any applicable laws from doing so. Your use of or registration for any of the Services will constitute your agreement to be bound by these Terms. If you do not agree to be bound by these Terms, you must not use the Services. If you are using the Services on behalf of an organization, unless that organization has a separate paid contract in effect with us, you are agreeing to these Terms for that organization, and representing to Knowi that you have the authority to bind that organization to these Terms (in which event, "you" and "you" will refer to the organization). If you are using the Services on behalf of an organization that has a separate paid contract in effect with us, the terms of that contract will govern your use of the Services.

These Terms may be modified from time to time. The date of the most recent revisions will appear on this page, so please check back often. Your use of or continued access to the Services after any changes constitutes your acceptance of those changes, whether or not you have reviewed them. If you do not agree to changes to the Terms, you must stop using the Services and cancel your user account.

For ease of reference, these Terms are broken into the following sections:

Definitions
Availability of the Services
Your Responsibilities relating to Use of the Services
Fees and Payment
Cancellation of Services
Confidentiality
Ownership
No Warranty
Indemnification
Limitation of Liability
Suspension and Termination of your Use of the Services
General Provisions

Definitions

"Account"

means an online account created by you or on your behalf within the Services.

"Administrator"

means a User you identify as having administrative rights including, without limitation, the permission to add licenses, cancel licenses and define the scope of the Services.

"Affiliate"

means, with respect to a party, any entity which directly or indirectly controls, is controlled by, or is under common control with such party (where "control" means ownership or control, directly or indirectly, of more than 50% of the voting interests of the subject entity).

"Content"

means data, text, audio, video, images or other content.

"Documentation"

means written or online user documentation that describe the functionality, operation, and use of the Services, and that Knowi provides or makes generally available to customers of the Services.

"Services"

refers, collectively, to the hosted storage solution we provide for online storage, sharing and processing of Content, the Software, the Website, and Documentation.

"Software"

means the software used, provided or made available by Knowi for use in connection with the Services. Software includes the Knowi Data Connector Software which is that portion of the Software that is installed on Customer's local server, desktop, mobile or other device (for example, mobile apps, desktop apps, and group apps) and enables a User to submit data to Knowi.

"User"

means an individual who accesses the Services and Software.

"Website"

means any websites owned or operated by Knowi, including those located at and www.knowi.com.
Availability of the Services
- Services.
  
  We will make the Services available for your use on a non-exclusive basis and in strict compliance with these Terms and all applicable laws. Your use includes allowing Users to transmit, store, share, retrieve, and process Content through the Services solely through an Account registered to you and in accordance with the orders you place with Knowi. In the event that your Users exceed the quantity or User type for which you paid, you agree to pay for your additional Users at Knowi's then-current pricing.
- Software Provided for Use with the Services.
  
  Subject to your continued compliance with these Terms, we grant you the nonexclusive, nontransferable, worldwide, personal license to install and use the Knowi Data Connector for the sole purpose of submitting data into Knowi Service.
- Support for the Services.
  
  Knowi will provide the level of support you select in your order from those we make available.
- Updates to the Services.
  
  We reserve the right, in our sole discretion, to change, update, and enhance the Services at any time including to add functionality or features to, or remove them from, the Services. We may also suspend the Services or stop providing the Services all together.
- Free Trials.
  
  If you register on our website or via a Service Order for a Free Trial, we will make the Service available to you under the Free Trial until the earlier of (a) the end of the Free Trial period for which you registered to use the Service, or (b) the start date of any Full Knowi Service subscription ordered by you for such Service, or (c) termination by us in our sole discretion. Additional Free Trial terms and conditions may appear on the Free Trial registration web page. Any such additional terms and conditions are incorporated into this Agreement by reference and are legally binding. We reserve the right, in our absolute discretion, to determine your eligibility for a Free Trial, and, subject to applicable laws, to withdraw or to modify a Free Trial at any time without prior notice and with no liability, to the greatest extent permitted under law. ANY DATA YOU ENTER INTO THE SERVICE, AND ANY CONFIGURATION CHANGES MADE TO THE SERVICE BY OR FOR YOU, DURING YOUR FREE TRIAL WILL BE PERMANENTLY LOST UNLESS YOU PURCHASE A SUBSCRIPTION TO THE SAME SERVICE AS THOSE COVERED BY THE FREE TRIAL OR EXPORT SUCH DATA, BEFORE THE END OF THE FREE TRIAL PERIOD. IF YOUR SUBSCRIPTION DOES NOT INCLUDE FEATURES AVAILABLE IN THE FREE TRIAL, YOU MUST EXPORT YOUR DATA BEFORE THE END OF THE TRIAL PERIOD OR YOUR DATA WILL BE PERMANENTLY LOST. Please review the applicable Documentation for the Service during the Free Trial period so that you become familiar with the functionality and features of the Service before you make your purchase.
Your Responsibilities relating to Use of the Services.
- Passwords and Account.
  
  To obtain access to certain Services, you will be required to obtain an Account with Knowi by completing a registration form and designating a user ID and password. Until you apply for and are approved for an Account, your access to the Services will be limited to those areas of the Services, if any, that Knowi makes available to the general public. You agree and represent that all registration information you provide is accurate, complete, and current, and that you will update it promptly when that information changes. Knowi may withdraw Account approval at any time in its sole discretion, with or without cause. You are responsible for safeguarding the confidentiality of your User ID and passwords, and for all activities that take place with your Account. Knowi will not be liable for any loss or damage arising from any unauthorized use of your Account.
- Notices from Knowi.
  
  You acknowledge that once you have registered with us, we may send you communications or data regarding the Services using electronic means. These may include, but are not limited to (i) notices about your use of the Services, including any notices concerning violations of use, (ii) updates to the Services, (iii) promotional information and materials regarding Knowi's products and services, and information the law requires us to provide. We give you the opportunity to opt-out of receiving certain of these communications from us by following the opt-out instructions provided in the message. However, even if you opt-out, you understand that we may continue to provide you with required information by e-mail at the address you specified when you signed up for the Services or via access to a website that we identify. Notices we e-mail to you will be deemed given and received when the e-mail is sent. If you don't agree to receive required notices via e-mail, you must stop using the Services. If you provide Knowi with legal notices, you must transmit it to us via email to [email protected]. Any such notice, in either case, must specifically reference that it is a notice given under these Terms.
- Notices from You regarding Unauthorized Use.
  
  You agree to notify us promptly in writing when you become aware of any unauthorized use of an Account, the Content or the Services, including if you suspect there has been any loss, theft or other security breach of your password or user ID. If there is an unauthorized use by a third party which obtained access to the Services through you or your Users, whether directly or indirectly, you agree to take all steps necessary to terminate the unauthorized use. You also agree to provide Knowi with any cooperation and assistance related to that unauthorized use which we reasonably request.
- Content.
  
  Knowi does not monitor any data transmitted or processed hrough, or stored in, the Services. You agree that you:
  - are responsible for the accuracy and quality of all Content that is transmitted or processed through, or stored in, your Account;
  - will ensure that the Content (including its storage and transmission) complies with these Terms, and applicable laws and regulations;
  - will promptly handle and resolve any notices and claims from a third party claiming that any Content violates that party's rights, including regarding take-down notices pursuant to the Digital Millennium Copyright Act;
  - will maintain appropriate security, protection and backup copies of the Content, which may include (A) the use of encryption technology to protect the Content from unauthorized access and (B) routine archiving of the Content. Knowi will have no liability of any kind as a result of any deletion, loss, correction, or destruction of Content or damage to or failure to store or encrypt any Content.
- Use Restrictions.
  
  You are responsible for Users' compliance with these Terms and for the quality, accuracy and legality of the Content. You will not, and will ensure that your Users do not
  - use the Services in any manner or for any purpose other than as expressly permitted by these Terms including, without limitation, allowing Power Users to use the logins of your Business Partner Users;
  - sell, rent, resell, lease, or sublicense the Services to any third party;
  - modify, tamper with or otherwise create derivative works of the Services;
  - reverse engineer, disassemble or decompile the Services, or attempt to derive source code from the Services;
  - remove, obscure or alter any proprietary right notice related to the Services;
  - use the Services to send unsolicited or unauthorized junk mail, spam, chain letters, pyramid schemes or any other form of duplicative or unsolicited messages;
  - store or transmit Content: (A) containing unlawful, defamatory, threatening, pornographic, abusive, or libelous material, (B) containing any material that encourages conduct that could constitute a criminal offense, or (C) that violates the intellectual property rights or rights to the publicity or privacy of others;
  - use the Services to store or transmit viruses, worms, time bombs, Trojan horses or other harmful or malicious code, files, scripts, agents or programs;
  - interfere with or disrupt servers or networks connected to the Services or the access by other Knowi client to the servers or networks, or violate the regulations, policies or procedures of those networks;
  - access or attempt to access Knowi's other accounts, computer systems or networks not covered by these Terms, through password mining or any other means; or
  - access or use the Services in a way intended to avoid incurring fees, exceeding usage limits and the like.
- Third Party Services and Content.
  
  All transactions using the Services are between the transacting parties only. The Services may contain features and functionalities linking or providing you with certain functionality and access to third party content, including Web sites, directories, servers, networks, systems, information and databases, applications, software, programs, products or services, and the Internet as a whole. You acknowledge that Knowi is not responsible for such content or services. We may also provide some content to you as part of the Services. However, Knowi is neither an agent of any transacting party nor a direct party in any such transaction. Any of those activities, and any terms associated with those activities, are solely between you and the applicable third-party. Similarly, we are not responsible for any third party content you access with the Services, and you irrevocably waive any claim against Knowi with respect to such sites and third-party content. Knowi has no liability, obligation or responsibility for any such correspondence, purchase or promotion between Customer and any such third-party. You are solely responsible for making whatever investigation you feel is necessary or appropriate before proceeding with any transaction with any of these third parties and your dealings with any third party related to the Services, whether online or offline, including the delivery of and payment for goods and services. In the event you have any problems resulting from your use of a third party service, or suffer data loss or other losses as a result of problems with any of your other service providers or any third-party services, we are not responsible unless the problem was the direct result of our breaches.
Fees and Payment
- Fees.
  
  You agree to pay, using a valid credit card (or other form of payment which we may accept from time to time), the charges and fees (such as recurring monthly or annual fees) set forth in Schedule A, Taxes (as defined below), and other charges and fees incurred in order to access the Services. You will pay Fees in the currency we quoted for your account (and we reserve the right to change the quoted currency at any time). We will automatically charge your credit card or other account at the start of the billing period and at the start of each renewal period. Except as specifically set forth in this section, all Services are prepaid for the period selected (monthly, annually or otherwise) and are non-refundable. This includes accounts that are renewed.
- Fees for Upgrade.
  
  If you upgrade or expand consumption of the Services , additional fees may be due at Knowi's then-current pricing. If additional fees are due, those fees will be immediately charged to your credit card or other account and will apply for the entire month in which the Services Upgrade occurred. If you have paid for an annual period, Services Upgrades will be coterminous with the affected Services period.
- Fee Increases.
  
  We will notify you in advance, either through a posting on this Website or by email to the address you have most recently provided to us, if we increase Fees or institute new charges or fees. Any increase in Fees will take effect at the beginning of the next renewal subscription term for the Services. For example, if you pay monthly, your use of the Services will be charged at the new price when Services are renewed in the month that follows the notice. If you don't agree to these changes, you must cancel and stop using the Services.
- Invoicing and Payment Terms.
  
  You agree to keep all information in your billing account current. You may change your payment method or modify your billing account information at any time by using the means provided on the Website. Your notice to us will not affect charges we submit to your billing account before we reasonably could act on your request. In the event that we invoice you, then all fees will be due and payable upon receipt. We reserve the right to charge, and you agree to pay, a late fee on past due amounts. The late fee will be equal to the lesser of 1.5% of the unpaid amount each month or the maximum amount allowed by applicable law. We may use a third party to collect past due amounts. You must pay for all reasonable costs we incur to collect any past due amounts, including reasonable attorneys' fees and other legal fees and costs. In addition, we may suspend your access to the Services, or cancel the Services, if your account is past due.
- Taxes.
  
  Fees are exclusive of Taxes and you will pay or reimburse Knowi for all Taxes arising out of these Terms, whether assessed at the time of your purchase or are thereafter determined to have been due. For purposes of these Terms, "Taxes" means any sales, use and other taxes (other than taxes on Knowi's income), export and import fees, customs duties and similar charges applicable to the transactions contemplated by these Terms that are imposed by any government or other authority. You agree to promptly provide Knowi with legally sufficient tax exemption certificates for each taxing jurisdiction for which you claim exemption.
Cancellation of Services

To cancel the Services, you must provide us with at least 30 days' notice and follow the process we specify on the Website. If you cancel, the Services will end at the end of your current Services period following the 30 days' notice. If you fail to cancel as required, we will automatically renew the Service for the same term and will charge your payment information on file with us commencing on the first day of the renewal term.
Confidentiality
- Description of Confidential Information.
  
  In connection with each party's rights and obligations under these Terms, each party (as the "disclosing party") may disclose to the other party (as the "recipient") certain of its confidential or proprietary information ("Confidential Information"). In the case of Knowi, the Services, these Terms and any other proprietary or confidential information we provide to you constitute Knowi Confidential Information. In the case of Customer, Content provided to Knowi by Customer constitutes Customer Confidential Information.
- Protection of Confidential Information.
  
  Each party as recipient agrees: (i) to exercise at least the same degree of care to safeguard Confidential Information of the disclosing party as the recipient exercises to safeguard the confidentiality of its own confidential information, but not less than reasonable care; (ii) to use the disclosing party's Confidential Information only in connection with exercising its rights and performing its obligations under these Terms; and (iii) to not disclose or disseminate the disclosing party's Confidential Information to any third party and that the only employees and contractors who will have access to the disclosing party's Confidential Information will be those with a need to know who have agreed to abide by the obligations set forth in this Section pursuant to a written confidentiality agreement.
- Protection of Content.
  
  We agree to maintain appropriate administrative, physical, and technical safeguards to protect the security, confidentiality, and integrity of the Content. The third party data center providers utilized by Knowi in the provision of the Services will maintain at a minimum SSAE 16 audit certification or its equivalent. Except as requested by you in connection with customer support, we will not (i) modify Content, (ii) disclose Content except pursuant to the requirements of a governmental agency, by operation of law, to investigate occurrences that may involve violations of system or network security, or as you expressly permit in writing, or (iii) access Content except to provide the Services or to address other service or technical problems.
- >Exceptions to Confidentiality.
  
  Information will not be deemed Confidential Information of either of us under these Terms if such information: (i) is or becomes rightfully known to the recipient without any obligation of confidentiality or breach of these Terms; (ii) becomes publicly known or otherwise ceases to be secret or confidential, except through a breach of these Terms by the recipient of such Confidential Information; or (iii) is independently developed by the recipient of such Confidential Information without breach of these Terms. Confidential Information will remain the property of the disclosing party.
Ownership
- Ownership by Customer.
  
  As between Customer and Knowi, Customer or its licensors own all right, title and interest in and to the Content. Customer hereby grants Knowi the right to transmit, use, modify, adapt, reproduce, display or disclose the Content solely (i) to provide the Services to Customer or any User, (ii) to comply with any request of a governmental or regulatory body (including subpoenas or court orders) or as otherwise required by law, (iii) for statistical use (provided that such data is not personally identifiable), and (iii) as necessary to monitor and improve the Services. Customer represents and warrants that Customer has all rights in the Content necessary to grant these rights and use the Services, and that the transmission, storage, retrieval, and processing of the Content do not violate any law or these Terms.
- Ownership by Knowi.
  
  As between Knowi and Customer, Knowi or its licensors own and reserve all right, title and interest in and to the Services and all hardware, software and other items used to provide the Services. No title to or ownership of any proprietary rights related to the Services is transferred to Customer or any User pursuant to these Terms or any transaction contemplated by these Terms. Knowi reserves all rights not explicitly granted to Customer. Knowi is free to use any comments, suggestions, recommendations, and other feedback you provide with respect to the Services for any purpose, without obligation.
No Warranty

KNOWI PROVIDES THE SERVICES "AS IS," "WITH ALL FAULTS," AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, KNOWI MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE. KNOWI SPECIFICALLY DISCLAIMS, WITHOUT LIMITATION, ANY WARRANTY THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE OR FREE OF HARMFUL COMPONENTS, THAT THE CONTENT WILL BE SECURE OR NOT OTHERWISE LOST OR DAMAGED, OR ANY IMPLIED WARRANTY OF MERCHANTABILITY, SATISFACTORY QUALITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT, AND ANY WARRANTY ARISING OUT OF ANY COURSE OF PERFORMANCE, COURSE OF DEALING OR USAGE OF TRADE. SOME JURISDICTIONS DO NOT ALLOW THE FOREGOING EXCLUSIONS. IN SUCH AN EVENT SUCH EXCLUSION WILL NOT APPLY SOLELY TO THE EXTENT PROHIBITED BY APPLICABLE LAW.
Indemnification

To the maximum extent permitted by applicable law, you agree to defend, indemnify, and hold harmless Knowi, its officers, directors, employees, and agents, against any cost, loss, damage, or other liability arising from any third party demand or claim that any Content provided by you, or your use of the Services, in breach of these Terms: (a) infringes a registered patent, registered trademark, or copyright of a third party, or misappropriates a trade secret (to the extent that such misappropriation is not the result of Knowi's actions) or (b) violates applicable law or these Terms. Knowi will provide you with notification of any such claim or demand that is subject to your indemnification obligation.
Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT (a) WILL THE LIABILITY OF KNOWI, ITS AFFILIATES, OFFICERS, EMPLOYEES, OR AGENTS FOR ANY AND ALL CLAIMS RELATING TO THE SERVICES EXCEED THE GREATER OF $100.00 OR THE TOTAL AMOUNT OF FEES THAT YOU PAID US DURING THE PREVIOUS THREE MONTH PERIOD AND (b) WILL KNOWI, ITS AFFILIATES, OFFICERS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, COVER OR CONSEQUENTIAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOST PROFITS, REVENUE, GOODWILL, USE OR CONTENT) HOWEVER CAUSED, UNDER ANY THEORY OF LIABILITY, INCLUDING, WITHOUT LIMITATION, CONTRACT, TORT, WARRANTY, NEGLIGENCE OR OTHERWISE, EVEN IF KNOWI HAS BEEN ADVISED AS TO THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU. YOU MAY ALSO HAVE OTHER RIGHTS THAT VARY FROM STATE TO STATE.
Suspension and Termination of your Use of the Services
- General.
  
  Knowi reserves the right to temporarily suspend or terminate your access to the Services at any time in Knowi's sole discretion, with or without cause, and with or without notice, without incurring liability of any kind. For example, we may suspend or terminate your access to or use of the Services for: (i) the actual or suspected violation of these Terms; (ii) the use of the Services in a manner that may cause Knowi to have legal liability or disrupt others' use of the Services; (iii) the suspicion or detection of any malicious code, virus or other harmful code in your Account; (iv) downtime, whether scheduled or recurring; (e) your use of excessive storage capacity or bandwidth; or (v) unplanned technical problems and outages. If, in our determination, the suspension might be indefinite or we have elected to terminate your access to the Services, we will use commercially reasonable efforts to notify you through the Services. You acknowledge that if your access to the Services is suspended or terminated, you may no longer have access to the Content that is stored with the Services.
- Termination for Lack of Activity.
  
  In addition to our other rights of termination, if your Account is not currently subject to a paid subscription plan with us, we may terminate your Account if: (i) you do not engage in any activity in the Account within 30 days after registering for the Services, or (ii) you do not engage in any activity in an Account for 120 consecutive days. In the event of such termination, any of your Content may be lost.
- Post-Termination Obligations.
  
  Upon termination of these Terms for any reason, all of your rights to use or access the Services will cease. You agree, within five days of such termination, to destroy all copies of the Software, the Documentation, and any Confidential Information of Knowi, including any Documentation in written or electronic form and any Software stored on your servers or other systems. In addition, if requested by Knowi, you will promptly provide to Knowi a written certification signed by an authorized representative certifying that all copies of the Software and any written or electronic documentation and Confidential Information of Knowi have been destroyed. For 30 days following the expiration of the Termination of these Terms or the applicable subscription term for which you have paid, and subject to your prior written request, we will grant you with limited access to the Services solely for purposes of your retrieval of the Content. After that 30-day period, Knowi has no further obligation to maintain the Content and will delete the Content unless legally prohibited.
- Survival.
  
  The terms of any sections that by their nature are intended to extend beyond termination will survive termination of these Terms for any reason.
General Provisions
- Governing Law.
  
  These Terms will be construed and enforced in all respects in accordance with the laws of the State of California, without reference to its choice of law rules. Any dispute between the parties will be brought in a court in Alameda County and each party irrevocably waives any claim that such court does not have personal jurisdiction over the party. All use of the Services is expressly governed by any applicable export and import laws, and Customer must comply with all such laws. Claims arising out or related to these terms must be filed within one year of the date on which the claim arose unless local law requires a longer time to file claims. If a claim is not filed accordingly, then it is permanently barred.
- Government Users.
  
  If you are a U.S. government entity, you acknowledge that any Software and Documentation are provided as "Commercial Items" as defined at 48 C.F.R. 2.101, and are being licensed to U.S. government end users as commercial computer software subject to the restricted rights described in 48 C.F.R. 2.101 and 12.212.
- Independent Contractors; Third Party Beneficiaries.
  
  You and we are independent contractors, and nothing in these Terms creates a partnership, employment relationship or agency. There are no third-party beneficiaries of these Terms. Knowi may subcontract portions of the Services provided that Knowi shall remain responsible for all such obligations under these Terms.
- Waiver.
  
  Our failure to enforce any of these Terms will not be considered a waiver of the right to enforce them. Our rights under these Terms will survive any termination.
- Assignment.
  
  You may not assign these Terms or your rights and obligations under them, in whole or in part, to any third party without our prior written consent, and any attempt by you to do so will be invalid.
- Severability.
  
  Should any part of these Terms be held invalid or unenforceable, that portion will be construed consistent with applicable law and the remaining portions will remain in full force and effect.
- Force Majeure.
  
  Neither party will be liable to the other for any delay or failure to perform its obligations under these Terms (excluding payment obligations) if the delay or failure arises from any cause or causes beyond that party's reasonable control.
- Public Announcement.
  
  Knowi reserves the right to release a press announcement regarding the parties' relationship, and to include Customer's name on Knowi's customer lists on Knowi's web site and in any other marketing materials.
- Entire Agreement and Changes.
  
  These Terms, including fees for Services on the Website, constitutes the entire agreement, and supersedes any and all prior agreements, between the parties with regard to the subject matter hereof. Knowi reserves the right to modify or replace these Terms at any time in its sole discretion. Knowi will indicate at the top of these Terms the date these Terms were last updated. Any changes will be effective upon posting the revised version of these Terms on the Services (or such later effective date as may be indicated at the top of the revised Terms). Customer's continued access or use of any portion of the Services constitutes Customer's acceptance of such changes. If Customer doesn't agree to any of the changes, Customer must cancel and stop using the Services.
- Privacy.
  
  In order to operate and provide the Services, Knowi collect certain information about Customer. As part of the Services, Knowi may also automatically upload information about Customer's computer or other device, Customer's use of the Services, and the Services performance. Knowi will use and protect that information as described in the privacy policy located on the Website ("Privacy Policy"). Customer further acknowledges and agrees that Knowi may access or disclose information about Customer, including the content of Customer communications, in order to: (i) comply with the law or respond to lawful requests or legal process; (ii) protect the rights or property of Knowi or Knowi's customers, including the enforcement of Knowi's agreements or policies governing Customer's use of the Services; or (iii) act on a good faith belief that such access or disclosure is necessary to protect the personal safety of Knowi employees, customers, or the public.
- DMCA.
  
  We respect the intellectual property of others, and reserve the right to delete or disable Content that appears to violate these terms or applicable law. The Digital Millennium Copyright Act of 1998 (the "DMCA") provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under U.S. copyright law. If you believe in good faith that Content infringes your copyright, you (or your agent) may send us a notice requesting that the Content be removed or access to it blocked. Federal law requires that your notification include the following information: (i) a physical or electronic signature of a person authorized to act on behalf of the owner of an exclusive right that is allegedly infringed; (ii) identification of the copyrighted work claimed to have been infringed or, if multiple copyrighted works at a single online site are covered by a single notification, a representative list of such works at that site; (iii) identification of the material that is claimed to be infringing or to be the subject of infringing activity and that is to be removed or access to which is to be disabled and information reasonably sufficient to permit us to locate the material; (iv) information reasonably sufficient to permit us to contact you, such as an address, telephone number, and, if available, an electronic mail; (v) a statement that you have a good faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law; and (vi) a statement that the information in the notification is accurate, and under penalty of perjury, that you are authorized to act on behalf of the owner of an exclusive right that is allegedly infringed.

The notification must be sent to [email protected]

We provide the above contact information for purposes of the DMCA only and reserve the right to respond only to correspondence that is relevant to this purpose.

What information do we collect?

We collect information from you when you register on our site, products and services, place an order, subscribe to our newsletter or fill out a form. When ordering or registering on our site, as appropriate, you may be asked to enter your name, e-mail address or credit card information. You may, however, visit our site anonymously.

What do we use your information for?

Any of the information we collect from you may be used to personalize your experience, to improve our service offerings or to improve customer service, or to process transactions or to send periodic emails if indicated as such or transactional emails pertaining your order.

Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.

How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information when you place an order or enter, submit, or access your personal information. We offer the use of a secure server. All supplied data and sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to keep the information confidential.

After a transaction, your credit card information will not be stored on our servers.

Do we use cookies?

Yes (Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information

We use cookies to understand and save your preferences for future visits and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

California Online Privacy Protection Act Compliance

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

Childrens Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Online Privacy Policy Only

This online privacy policy applies only to information collected through our website, products and services and not to information collected offline.

Terms and Conditions

Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website, products and services.

Your Consent

By using our site, products and services you consent to our privacy policy.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.

Contacting Us

If there are any questions regarding this privacy policy you may contact us by emailing us at [email protected]

Widgets & Datasets

A Dataset is a logical grouping of data (typically the results of a query).

A Widget is a visualization on a dataset. One or more widgets can point to the same dataset.

A dataset and widget is automatically created by Knowi for a query.

Creation

A Widget is the visualization of a dataset. Visualizations help make sense of the dataset and draw actionable insights. One or more Widgets/Widget types can point to the same dataset.

Widgets can be accessed on the left side panel.

Create Widget

This opens up a Widget side menu with a list of existing Widgets that you can drag and drop on the Dashboard.

Widget side menu settings:

Search for Widgets by name.
Filter widgets based on your Widgets and shared Widgets.
Create new Widgets.
Access the Widget Management page.
Refresh the Widget list.
Add/manage Widget categories. Widgets can be categorized for easy access and usage. Create a new Widget category and drag and drop the required widgets into the category. This Widget folder can be shared, copied, renamed, subcategorized, and deleted.

Creating a new Widget:

Widgets can be created in several ways:

Via the Widget left side menu.
After creating and running a new Query.
Using our Push Data API.
From the Widget Management page.
Via the Agent.
Via the Widget Menu.

Steps to create a Widget:

Go to Widgets on the left side menu.
Click the + button.
Enter a Widget Name and choose a Dataset.
Click Create Widget.
Add the Widget to the Dashboard by clicking Add to Dashboard.

Create Widget Via the Widget Menu

Create Visualization after Running a Query:

Go to Queries on the left side menu.
Click New Query+.
Enter the details and create and run the Query. On the dataset management page, click Create Visualization.
Click Save.
Enter the Widget Name.
Add the Widget to a Dashboard.
Click Go to Dashboard to view the new Widget.

Create Visualization after Running a Query

From the Widget Management Page:

Go to the Widgets side menu, click on the gear icon.
Click New Widget.
Enter a Widget Name, choose a Dataset.
Click Create Widget.
The Widget can be seen in the Widget list now.

Create Widget From the Widget Management Page

Widgets can also be cloned from other widgets with its own filters and data manipulation.

Query, Dataset, and Widget Mapping

To see a visual mapping of how widgets are related to datasets and their associated queries, click on More Settings ->�Data Diagram�on the widget settings.

You can preview visualizations, edit the query directly from the diagram, and zoom into any derived datasets.

Data Management

The diagrams are also accessible on the query listing page.

Query Diagnostics

The Query Diagnostics feature provides users with a comprehensive view of the status and performance of queries directly from within the widget. This feature is designed to streamline the process of managing queries without the need to navigate away from the dashboard.

Accessing Query Diagnostics

To access the Query Diagnostics, follow these steps:

Navigate to the Widget Menu: In the widget containing your query, click on the menu icon to reveal additional options.
Select "Query Diagnostics": From the dropdown, choose the "Query Diagnostics" option.

Locating Query Diagnostics

Features and Functionality

Upon selecting "Query Diagnostics," a modal will appear displaying the following details:

Query Type Indication: If the query is non-direct, this will be clearly indicated in the modal.
Date: The timestamp of the execution of the query.
Level: The status of the query (e.g., Running, Completed, Failed).
Duration: How long the query took to execute.
Records: How many records were returned.
Refresh: Refreshes the Query Diagnostics modal with the most recent query execution information. It does not run the query.
Edit Query: Redirects the user to the edit query page.
Run Again: For non-direct queries, users can also execute the query directly from the Query Diagnostics modal by clicking the Run Again button.�

Query Diagnostics

Permissions and Access

Users with appropriate permissions can view the diagnostics and, if authorized, execute the query. If a query is shared as "View Only," users will be able to see the log and status but will not have the ability to edit or run the query.

Widget Settings

Widget settings can be accessed from the options menu of a widget in a dashboard.

Settings

Widget Settings

Field	Interpretation
Visualization Type	Visualization Type
Visualization title	Name for this Widget
Category	List of categories to associate the widget to. Categories list dropdown can be found within the widget listing menu. To add a new category, type it in. To add multiple, hit enter after each.
Ignore Fields	Ignore one or more fields from the visualization
Max Records	Maximum Number of records to run the analysis on. Leave it empty to profile all data for this dataset
Live Data	Check the box and specify a frequency for in-dashboard widget auto update (when displayed on a TV screen for example)
Description	"If set, display a popover description via an info icon on the widget which also supports HTML format, hence, providing you with further abilities like adding hyperlinks, changing text color, changing font style, and much more"
Footnote	A footnote to display at the bottom of the widget
Select Widgets	Select up to 3 widgets (Available only in InstantSights Visualization)

Widget Configuration

Field	Interpretation
Field containing Size/Count	Size mapping of the text field
Field containing text	Select the field that contains the text to analyze
Minimal angle	Control the text angle display
Max angle	Control the text angle display
Plot Data/Y-Axis	Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields. Pie and donut charts will automatically sum the rows in your dataset by the selected grouping and value fields. The user must manually transform their data to aggregate by avg, min, max, etc. with C9QL or in the analyze tab.
Y-Axis Categories	Categories displayed vertically for a grid heatmap
Sub Categories	Sub Categories for each parent category
Minimum color	Color name range minimum
Middle Color	Mid range color
Max Color	Color name range maximum
Quick Picker X-Axis	Quickly change value of X-axis from widget top
Quick Picker Y-Axis	Quickly change value of Y-axis from widget top
Max Y-Axis Items	Max number of items to display on Y-axis
Max X-Axis Items	Max number of items to display on X-axis
Enable Y-Axis Scroll	To avoid overcrowding
Enable X-axis Scroll	To avoid overcrowding
Baseline Value	Custom baseline value
Median	Median of the box
Lower quartile	Lower quartile
Upper quartile	Upper quartile
Low whisker	Low whisker
High whisker	High whisker
Theoretical mean	Theoretical mean
Invert Axes	To invert the axes
Grouping/Legend	Legend/series field if a column contains the fields.
X-Axis	X-axis field if applicable.
X-Axis Ordering	Optional X-axis data ordering if applicable.
X-Axis Type	Set to date/time for a time series chart.
Show Total	When checked, the total sum across the entire series will be displayed at the end
Bubble Size Field	Denotes the size of the bubble
Intermediate sum	When this property is set, the points act as a summary column for the values added or subtracted since the last intermediate sum
Y-Axis Max	Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval	Optional Y-axis tick interval to set the Y-axis labels.
Target Line	An optional value for the target line only applies to the primary Y-axis. A Target Line legend is added when a target value is added.
Historical/Current Value	Set the field with historical/current values
Y-Axis Min	Set the Y-axis minimum values
Projections	Set the field with projected values
Lower boundary	Lower boundary field name
Upper boundary	Higher boundary field name
X-Axis Sub Groups (Beta)	To create multiple X-axis sub groups
Y-Axis Logarithmic Scale Axis	For log scale, enter logarithmic
Y-Axis Values in Reverse Order	Check to reverse the axis so that the highest number is closest to the origin
Enable Stacking	Enable stacking for bar chart
Anomaly Algorithm	Anomaly forecasting algorithm
Anomaly Deviation	Mean absolute percentage threshold setting
Max Value	Goal value
Min Value	Start value
Start Color	Enter color name or code
Color - Mid Point	Enter color for the mid point of the gauge
End Color	Color stop at the end of the scale
First Range Value	Numeric stop value for the first range
Second Range Value	Numeric stop value for the second range
Third Range Value	Numeric stop value for the last range
First Range Color	Color stop value for the first range
Second Range Color	Color stop value for the second range
Third Range Color	Color stop value for the third range
Center Latitude	Map center latitude
Center Longitude	Map center longitude
Zoom Level	Map zoom level
Marker Pin Text	To display the text on the marker when clicked
Map Type	Type of map
Tile Provider	Geo tile provider for look and feel options
Point Styles	Display points as cluster groups, simple pins, or heatmap
Count Field	If you have lat/long points with a weighted number field
Marker Color Field	Customize marker color, where the field selected contains the marker color to display
Radius	The radius of influence for each data point
Max Opacity	Ranges from 0 to 1 to control the look and feel of the heatmap
Min Opacity	Ranges from 0 to 1 to control the look and feel of the heatmap
Blur Factor	To control the gradient
Primary Region	Set a region displaying on the map
Tooltip	Tooltip display mode
Border Resolution	The resolution of borders
Metric to Track	Field to show
Previous Value	Last value to compare to
Percent Change	Percentage change calculation
Original Value	Show/hide original value
Threshold Value	Enter threshold value to check against
Color - Below/Equals Threshold	Defaults to red
Color - Above Threshold	Defaults to green
Metric Field	Field to set threshold against
From	Choose the field that represents from
To	Choose the field that represents to
Counts/Values	Choose the field that represents the counts
Ordering of nodes	To set nodes
Step change angle	Control the angle display step
Font	To specify the font
Font size	To specify the font size
Days on Screen	Set the days on screen
Start Time	Set the start time
End Time	Set the end time
Group Field	Group field
Event Type	Label on the left hand side to group by items
Text code	Enter text or HTML code
Web page link	Enter webpages URL link here. It also allows the user to pass the URL from the dataset. Type the field name into the Web page link surrounded with two sets of curly brackets. For example: {{URL_field}}
Image URL	Add image URL
X coordinate	Represents X coordinate
Y coordinate	Represents Y coordinate
Point Size	Defaults to 1
Point Color	Defaults to red
Bottom Left Zero Position	Defaults to top left
Scale Coordinates	Can be integer or decimal
Group By	Select a field to group points by
Hover Fields	Fields to show when hovering on points
Edges type	Select which edges type to display
Integration type	Determines how forces are applied on the particles
Max X-Axis Items	Max number of items to display on the X-Axis
Enable X-axis Scroll	(Controls scrollbar visibility) Enable X-Axix scroll to avoid overcrowding. Use the Max X-Axis items in conjunction with this property
Y-Axis Soft Max	If the series data maximum is less than this, the axis will stay at this maximum, but if the series data maximum is higher, the axis will flex to show the data.

Display & Formatting

Field	Interpretation
Title Font Color	Set the title font color of the widget
Title Font Size	The default title font size is 14px.
Font size	To set the size of the font
Font color	To set the color of the font
Label font size	To set the label font size
Label font color	To set the label font color
Vertical	Change orientation to vertical
Align content horizontally	Align content horizontally
Align content vertically	Align content vertically
Hide field names	Do not display field names
Strong field names	Use bold fonts for field names
Up caret color	Defaults to green
Down caret color	Defaults to red
Grid line thickness	Grid line thickness value
Cell Padding	Padding of cell content
Data Format	Data formatting for one or more fields. Read more
Display Theme	Select a theme for chart types
Colors	To set and add color for chart
Legend Alias	Change legend display text
Background Color	Change background of widget
Legend Ordering	Legend ordering method, if applicable.
Percent Stack Type	To display stacking as a percent
Display "Total"	To show total
Legend Show/Hide	Display legend when enabled
Legend font size	Font size of the legend
Reverse Legends	To reverse the order of the legend items
Fit To Widget Width	To make columns shrink to fit widget width to eliminate horizontal scroll
Footer Font Size	To set the font size of the footer
Footer Row Height	To set the row height of the footer
Text Wrap	Allow cells text to break on multiple lines
Single Row Representation	collapse all nested rows to single row
Y-Axis Grid Line width	Defaults to 1; set to 0 to hide grid lines
Enable Reverse Stacking	To reverse stacking
Data labels around marker	Allow data labels to follow marker's shape
Vertices radius	Default to 10
Edges width	Set edges line width
Vertices color	Set color name for vertices color
Edges color	Set color name for edges color
Data Labels Position	Set data labels position relatively to vertices
Column (bar) width	Set the width for columns or bars in pixels
Display Start / End Value (Gauge/Goal widget)	This shows 'Display Start Value & Display End Value' to show the minimum and maximum value of the gauge on the widget. The color of the gauge can change depending on the value of the data shown.

Data Format

Data Format allows users to format one or more data fields. Choose the field(s) from the dropdown. A pop-up appears with the below options:

Number Formatting - Allows formatting for data fields of data type number/integer. Users can further specify the number of digits to be displayed after the decimal and whether to use a thousand separator.
Currency Formatting - Allows formatting for data fields of type currency. In addition, users can specify the decimal places, currency symbol, color for negative values (red by default), and a thousand separator.
Custom Formatting - Users can add custom formatting for the fields. Read this for formatting help.
Date Formatting - Allows formatting for data fields of date. In addition, users can specify the date format within the options in the dropdown.
Percentage Formatting - Allows formatting for data fields of data type number/integer in percentage format. Users can specify the number of digits displayed after the decimal and whether to multiply by 100.
HTML Formatting - Allows formatting for data fields using HTML tags.
Array Formatting - Allows formatting for data fields of the data type array. Users also have the option of removing and/or bracket and quote.

Column and Header Settings

Field	Interpretation
Header Background Color	Set the header background color; default to dark blue
Header Font Color	Set the header font color; default to black
Header Font Size	Set the header font size
Header Height	To adjust the height of the header
Minimum Column Width	To set the minimum grid width
Column Ordering	column ordering
Column Sort Order	Sorting order of column headers
Hide Last Header Row	To hide the last header row
Total Column	Additional column with summary for each row
Hide Column	To hide the column from the grid
Reset Column Width	Reset each column width to default

Row Settings

Field	Interpretation
Color of Odd Rows	Default to white
Rows Font Color	Set the font color of rows
Rows Font Size	Set the font size of rows
Rows Background Color	Default to white
Total Row	Footer row with summary for each column
Auto Collapse Rows	Shows all rows initially collapsed
Color of Even Rows	Default to white
Row Height	The height of each row in the grid

Aggregation and Grouping

Field	Interpretation
Aggregation	Aggregation for group
Grouping	Grouping by some parameters
Aggregation on top	Check to show aggregation on top

Widget Labels

Field	Interpretation
Label - Display as Percent	Convert display label values to percentage
Label - Display value	Display the series name and associated values
Display Y-Axis Title	Display Y-axis title; enabled by default
Y-Axis Label Display	Hide/show Y-axis labels
Y-Axis Title Text	Title for Y-axis
X-Axis Title	Title for X-axis
X-Axis Label Display	Hide/show X-axis labels
X-Axis Label Rotation	Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter	Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
Hover Date Formatter	Override the default Hover date format. Only applicable for chart types with Date/time X axis. Example: YYYY-MM-DD h:m:s would be displayed as 2021-10-01 01:10:15. See formats here
X-Axis labels format as data units	Bytes, KB, MB, GB, etc.
Stack Label Display	Set false to turn off column total data label
Stack Label Font Size	Stack label font size
Data Label Display	Check to display value labels. Default is false
Data Label Font Size	Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter	For formatting help, click here
Y-Axis Labels Formatter	For formatting help, click here
Data Label Decimal Places	Number of decimal places in data label
Symbol After Data Label	Symbol to display after data label
Data Label Padding	Set padding around data labels
Data Label Allow Overlap	To allow data labels to overlap
Data Labels X Offset	The X position offset of the label relative to the point in pixels
Hover Label Format	For formatting help, click here
Data Labels Y Offset	The Y position offset of the label relative to the point in pixels
Hover Decimal Places	Number of decimal places to show on tooltip
Data Label Formatter Field	Allows to set different formats for each row. The format is present inside of the data as a column.

Secondary Chart Configuration

Field	Interpretation
Secondary Y-Axis	Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type	Chart type for the secondary chart
Secondary chart grouping	Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks	Align primary and secondary chart axis tick marks
Secondary Chart Send to Back	Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values	Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max	Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis	For log scale, enter logarithmic
Secondary Y-Axis Min	Set the Y-axis min values for the secondary Y-axis

Secondary Chart Display

Field	Interpretation
Secondary Y-Axis Title Display	Display secondary Y-axis; enabled by default
Secondary Y-Axis Label Display	Show/Hide the secondary Y-axis values
Secondary Data Label Display	Display secondary value labels; default is false
Secondary Y-Axis Title Text	Title for secondary Y-axis
Secondary Data Label Formatter	For formatting help, click here
Secondary Y-Axis Labels Formatter	For formatting help, click here
Secondary Y-Axis Symbol Before Data Label	Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label	Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places	Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset	The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order	Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset	The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format	Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)

Widget Menu

Field	Interpretation
Show Title	Show Title on Widget
Analyze	Show Analyze menu
Alerts	Show Alert icon
Filters	Show Filter icon
Drilldowns	Show Drilldowns menu
Query	Show Query menu
Data/Export	Show Data/Export menu
Data Diagram	Show Data Diagram
Share	Show Share menu
Refresh	Show Refresh menu
Maximize	Show Maximize menu
Remove from Dashboard	Show Remove from Dashboard menu
InstantSights	Show InstantSights

Repeatable Panels

Repeatable Panels allows you to create a new widget for every unique entry in the selected group field.

To create Repeatable Panels, toggle the Repeatable Panels under Widget settings.

Repeatable Widgets

In the Group Field dropdown, choose the fields on which you wish to create widgets.

Repeatable Widgets

Note:

Repeatable Widgets are created for unique Group Fields only
Only the repeated widgets are displayed and not the parent widget
A maximum of 20 Repeatable Widgets can be created
Repeatable Widgets are applicable for Group Fields of Text data type only

Choose the Widget Width and Height from the dropdown. The values range from 3 to 24, with 12 taking up half the Dashboard space. This applies to all the repeatable Widgets.

Repeatable Widgets

Users can pass the {RepeatableGroup} tag in the visualization title to replace it with the Group Field value in every repeatable widget's title.

Repeatable Widgets

Click Save.

Go back to the Dashboard to see your changes. You can see that Repeatable Widgets are created based on unique records in the group field. In this case, it is based on unique state names.

Repeatable Widgets

The Repeatable Widgets are replaced in the same position as the parent, and the rest are adjusted accordingly. All changes are reflected across all Repeatable Widgets.

All the repeated Widgets are editable; users can query/visualize/transform/drilldown on them individually.

Toggle off the Repeatable Widgets switch to come back to the original state.

Repeatable Widgets

Advanced Configuration

Field	Interpretation
Animation	Animation of chart, ON by default
Time Series Navigator	Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar	To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts	Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal	Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode	When in boost mode, GPU translations are faster than regular JS translations
Scroll Limit	Scroll paging; default is 1000 records
Internal Sparkline Charts	Allows you to create charts within cells to see trends
Enable Pivot Configuration	Displays the configure button for pivot tables for non-viewer roles
Reset Pivot Structure	Clear all rows, columns, values, and filters
Change Dataset	Change to a different dataset
On Click Event Handler	Define custom javascript behavior when a point is clicked

Other

Field	Interpretation
Custom Tile Provider	Custom tile provider URL
Custom WMS	Custom layers URL
Custom Map Layers	Layers names
GeoJSON URL	Optional GeoJSON for additional layering
GeoJSON Code	Optional GeoJSON for additional layering
Custom Javascript Handler	Optional Javascript for additional handling

Search Bar on Settings Area

Now you can search any field on the search bar related to the settings area of your visualizations. The search bar will allow you to focus on that particular field you are searching for and you can configure the value of that field directly.

For example, If you want to set/change the font size, font color, or header height then you can type any field in the search bar and it will suggest and fetch the related fields on your settings area panel.

Widget Field Customization

Users can add data values from the dataset to widget titles, descriptions, and footnotes. The custom tokens follow the same syntax used in custom HTML.

For example, To add data value to the widget footnote: 1. Navigate to the widget settings.

In the Footnote field, type the custom token in the format: {{fieldName:rowIndex}}
Click Save.
You can now see the changes in the widget footnote.

Filters

Basic filtering can be used to set filtering on the data.
Cloud9QL can be used to further manipulate the data in advanced ways. See Cloud9QL documentation for more details.

Knowi widget filters have the same functionality as their dashboard counterparts with the added benefit of also being able to incorporate Knowi's highly flexible cloud9QL function to further manipulate the data contained in a particular widget.

Refer to the following for more details: Dashboard Filters Cloud9QL

Cloud9QL Widget Filtering

Widget Filter Settings

Widget Filter settings allow users to configure the widget filters. Navigate to the gear icon in the widget filters to access the widget filter settings.

Click the settings icon.

Filter	Interpretation
Cascading Suggestions	Suggestions for filters will be in the order of filters enabled. For example, if there are three filters for Country, State and County, enabling this will display states for the country selected, and counties will be based on the Country and State selected.
Widget Field Filters	Filters on the widget fields, after any widget-level data processing.
What fields should a user be able to filter on?	Allows users to control the fields on which the filters are allowed

Widget Data Filtering - Enabling this filter allows the filter to be applied to the widget data. By default, the filter is applied to the dataset data.

Note - The Widget Field Filters need to be set to Yes for this toggle to show up.

Ad hoc Analysis

Data associated to a widget can be analyzed using a drag & drop interface. See Ad Hoc Analysis section for more details.

Drilldowns

Drilldowns enable powerful point and click drilldowns from one widget into another widget. Data from the parent widget can be used as keys into the drilldown widget to filter the data specifically for the point selected.

Filter

Cloning

Cloning copies an existing widget with out without original data. Typically used in the following cases:

To create a new widget with the same settings as the existing data, but pointing to a new dataset.
To create a separate view of the same data.
To create a separate view of the different data by changing the dataset.

Filters and Cloud9QL can be applied to the new widget to further manipulate the cloned widget.

Sharing

Share - Internal Users and Groups

A Widget can be shared with multiple internal users and groups within your organization. From the widget settings menu, 'Share' icon, check users and/or groups to share the Widget to.

User Groups can set in the Team settings in the User Settings menu.

You can also set one of following to user or group to define access:

View Only: The user will only be able to view and interact with the widget and will not be able to save, modify widget or widget settings.
Edit: Ability to edit the widget.
Admin: Ability to edit widget, plus being able to set Global filters and change widget level Cloud9QL.

Share - Public

A Widget can be shared in isolation (not as part of a dashboard) by selecting the 'Share' icon. This will generate a public URL for a widget.

Note: This makes the widget publicly accessible, without requiring a login. Do not use this option for sensitive data.

The widget shared in isolation will have no dashboard filters applied, so please always check how widget looks via url before sharing widget link to someone.

In addition, the embed code can also be used to embed the widget into your own portal/HTML pages.

To turn off a unique public URL, click on 'Disable Share URL'.

To add filter parameters to the share URL, pass in contentFilters parameter to the URL, where the value is in encoded JSON form.

Example: URL Parameter example: contentFilters=[{"fieldName":"opened","values":[1000],"operator":">"}]

Full URL, with the parameter and encoded JSON:
https://www.knowi.com/w/3cKltxiizxNFgxjRvanZwY2WZoiikPo5ip3EqS13cii1KdQie?contentFilters=%5B%7B%22fieldName%22%3A%22opened%22%2C%22values%22%3A%5B1000%5D%2C%22operator%22%3A%22%3E%22%7D%5D

Sharing Widget Analytics

In additional to sharing widget, it is possible to share widget with analytics mode expanded. Use same widget sharing URL by appending ?analytics=true.

See Self Service Analytics for more info.

Embedding

We provide a number of options for embedding, depending on the level of access required. See embed docs

Downloading Widgets

Downloading widgets is available only for widgets of type charts. For example, pie, area, or donut charts. The download formats are PNG, JPEG, PDF, and SVG vector. You can also print the chart using the Print Chart option.

To download a chart:

Navigate to the widget
Click on the hamburger menu
Choose the download option or the printer if choosing to print.

The chart is available locally on your machine.

Data Management

Data Management allows the user to configure additional settings for a given dataset. It can be accessed via the query listing screen by clicking the Data Management icon to the right of each query, or via a widget by navigating to More Settings > Data Diagram then selecting the gear icon of the widget (blue box).

Data Types

Allows you to view/edit the data type of existing fields in the dataset.

NLP

NLP Indexer

Defaults to ON. Turning it off will exclude the dataset from Search-based Analytics/NLP queries. Note that it may take a few minutes for the change to take effect.

Synonyms

Synonyms are useful for adding context awareness to your Search-based Analytics/NLP queries. For example, if you have a field in your dataset named customer, you can add a synonym "tag" to this field such as "shopper", "buyer", "clent", etc. So, when you type in a question like "total sent by client", it will recognize the term "client" as equivalent to the field "customer". Multiple synonyms can be added for each field.

Visualization Templates

Visualization templates allow the user to build pre-configured widgets that are produced when creating a widget from the dataset when specific metrics and dimensions are selected. This will show the same visualization with your predefined settings for similar questions you ask the data in NLP or transformations you make in the analyze mode.

Example: For the prompt Show me sent, bounced weekly by customer We can create a template where sent is displayed as a bar chart with bounced as a secondary line chart. Now for similar questions, like total sent, bounced by customer for Facebook weekly, the same chart template will be shown.

Visualization templates can be managed from the Visualization Templates panel on the dataset page.

Filter

Indexes

Allows you to specify one or more index fields for commonly used filter attributes. Useful for larger datasets to help speed up results. For example, if the field date is a commonly used filter, setting this as an index will help speed up results when you filter by date.

Data

Displays the raw dataset in tabular format. Date/Time of the last data upload/update for this dataset is listed at the bottom left of the dataset. Click on the Export button to export data in CSV form.

Dynamic Widget Names

Widgets can be dynamically named, based on parameters passed into the dashboard, or via data elements within the widget.

To dynamically pass in widget name via a runtime parameters, use the $c9$ syntax and pass the token in via contentFilters in the UI/embed mode, or using the filters. Example: _A widget for $c9orgname$. In this case, the $c9orgname$ token is dynamically populated. See Content Filters for more info.

To dynamically populate widget names driven by a field within the data, use the {{fieldname:n}} syntax where fieldname is the field to use and n is the row position of that field. Example A widget for {{orgId:1}}. In this case, the first item in the orgId field in the dataset is used to dynamically display the widget name.