Navigating the Workspace

  • Published on Sep 29, 2025
  • 2 minute(s) read
Prev Next

Across the Board Foresight application, recurring features make navigation smooth and efficient. Tools such as the Global Search modal, Applied Filters, and other shared functions help you quickly locate, organize, and manage data.

This article covers:

Common Navigation Features

Throughout Foresight, common functions appear in menus or as icons to help you manage and interact with your data. For simplicity, features such as Discover, Workbenches, and Models are described here collectively as data.

  • Filter: Use keywords to quickly narrow your results.

  • Condense/Expand: Toggle between simplified and detailed descriptions of your data.

  • Open: View your data.

  • Rename: Rename your data.

  • Delete: Delete your data.

  • Tag: Add tags for easier navigation.

  • Copy: Duplicate your data.

  • Move: Transfer your data to another project.

  • Export to CSV: Download data as a CSV file.

  • Add Indicator: Add an indicator.

  • Change Primary: Replace the primary indicator.

  • Create Report: Generate a report using your data.

  • Change Owner: Assign your data to a new owner.

  • As Of: Define an “as of” date for your data.

  • Associated Items: View related items.

  • Historic Periods: Select historical periods for display.

  • PowerPoint & Excel Export: Export data to Microsoft PowerPoint or Excel.

  • Print: Print your data.

Applied Filters

Applied Filters allow you to refine results and focus on the data that matters most. Available filters include:

  • Geography: Select a geographic region.

  • Geography Type: Specify geography categories.

  • Industry: Choose the industry type.

  • Frequency: Define the collection interval for data.

  • Classifications: Filter by classification system.

  • Sources: Select a data source.

  • Seasonality: Include or remove seasonal/repetitive patterns.

  • Industry Relationship: Filter by relationship type.

  • Industry Codes: Narrow results by industry code.

  • Units: Choose preferred units of account.

  • Providers: Select a data provider.

  • Prevedere: Restrict to proprietary datasets created by the Board Economist team.

  • Economic Terms: Filter by economic terms.

  • Demographic: Apply demographic filters.

  • Financial: Apply financial term filters.

  • Minimum End Date: Define the minimum end date for data.

  • Company Data Only: Restrict to company-generated data.

  • Include Extrapolated: Include projections based on historical data.

The Global Search Modal

The Global Search modal is available on all screens in Foresight, providing a single access point for finding data. Combine it with Applied Filters for more precise results.

Searching for Specific Data

  1. Enter keywords in the search bar.

    Search bar with the words "annualized price" typed.

  2. The results page loads, displaying all relevant matches. Add tags or filters to refine the results further.

    Search results for "annualized price".

    Tags/Filters

    Tags and filters apply across all tabs, including Data, Workbenches, Models and Charts. Navigate between tabs to see filtered results.

Searching for Broad Data

  1. Use an asterisk (*) to search non-specific or broad data sets.

    Close-up of an asterisk typed into a search bar.

    Asterisk Shortcut

    Combine an asterisk with a term for broader searches. For example, “*Price” returns all results containing the word “Price”.

  2. After running a search, you’ll be directed to the Data tab, with the Applied Filters tool available on the right-hand side for further refinement.

    Data tab.