Instiq
Chapter 4 · Enhance and analyze·v1.0.0·Updated 7/16/2026·~14 min

What's changed: Created PL-300 Chapter 4 (domain: Visualize and analyze, part 2 = enhance and analyze): usability and storytelling (bookmarks, custom tooltips, edit interactions, sync slicers, selection pane, drillthrough, navigation, mobile), accessibility and personalization (alt text/tab order/contrast, Personalize visuals, automatic page refresh), and identifying patterns and trends (Analyze feature, binning/clustering, key influencers/decomposition tree, reference lines/forecasting, anomaly detection).

4.1Usability and storytelling

Key points

Understand bookmarks, custom tooltips, visual interactions, navigation, sync slicers, the selection pane, drillthrough, export, and mobile layouts.

A report’s value shifts with how it’s presented. Navigation and interaction design let readers follow the story without getting lost.

4.1.1Bookmarks, tooltips, selection pane

Bookmarks save the current state (filters/visibility/sort) and, with buttons, build presentations or show/hide toggles. The Selection pane manages visual visibility, layers, and groups, working with bookmarks. Custom tooltips show a separately built report page as a tooltip, revealing detail on hover.

4.1.2Interactions, sync slicers, drillthrough

In edit interactions, choose how one visual’s selection affects others: filter/highlight/none. Sync slicers link slicers across pages, carrying the selection. Drillthrough takes a selected value (e.g., a product) and jumps to another page for detail, with a back button. This differs from drilldown, which descends a hierarchy within the same visual.

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