2015 Entrinsik, Inc.

Transcription

1 2015 Entrinsik, Inc.

2 Table of Contents Chapter 1: Creating a Dashboard... 3 Creating a New Dashboard... 4 Choosing a Data Provider... 5 Scheduling Background Refresh Chapter 2: Adding Graphs and Charts to your Dashboard Visualizations Gauge Bar or Column Chart Pie Chart Line Chart Area Chart Trend Chart Chapter 3: Adding Filters Input Controls Adding Filters to the Dashboards Auto-Suggest Box Select Box Date Range Layout Editing an Existing Dashboard Embed a Link... 25

3 Chapter 1: Creating a Dashboard

4 Creating a New Dashboard To create a new dashboard, login in to Informer and click on the Dashboard tab next to the Archives tab. In the upper right hand corner choose New Dashboard. Create New Dashboard It is important to create a relevant name and detailed description of your dashboard. This helps to explain to other viewers how the dashboard is displaying your data. Click on the canister next to DATA to add a new data provider. The user has a choice of using previously filtered data, an Informer report, archived data, or from a Google Docs or Excel spreadsheet. To choose an existing Informer report, choose Informer Report and then navigate to the report in the report listings.

5 Choosing a Data Provider Choose the data providers by clicking on the cylinder to browse to the correct Informer report or other datasource. It is possible to have multiple data providers. Using an Existing Informer Report as the Data Provider To use an existing Informer report, choose Informer report. The reports listing screen will display and allow you to choose from the list of accessible reports. Choose the data source from the list of available Informer reports. Browse to Report in Report Listings

6 Setting Up Parameters for Data Providers To set up the parameters for each data provider, fill in the fields listed below. Name: Name the data provider Select Report: Select the report from the Informer report listing. Mapping Suite Options: If a report is using Mapping Suites, you can choose which mapping suite Runtime Parameters: If the report has runtime parameters, you can fill in the parameters here, but keep in mind that the dashboard will always reflect those parameters. If the parameters are left blank, you can add filters to the dashboard at a later time. If the parameter is a required parameter in the report in Informer, then it is also a required parameter in the data provider. There will be a red asterisk * to indicate that it is required. View On Demand: Check whether or not the users are allowed to view the data on demand. This allows the user to drill down and see the underlying data that makes up the visualizations. ***Warning*** This option will ignore any security settings the user may have in the rest of the application, and will give access to all the data. Export on Demand: After a user has drilled down into the data of the visualization, this parameter allows them to export that data to a.csv or.pdf. Refresh on Demand: Check whether or not the users will be allowed to refresh the data on demand. (If the report houses a huge amount of data, it might be more beneficial to uncheck this box and create a schedule for refreshing the data). Background Refresh: Enabling Background Refresh allows the dashboard owner (or user with Edit capabilities) to schedule the background refresh of the data to update visualizations.

7 Selecting an Excel Spreadsheet as a Data Provider Choose Excel Spreadsheet as your choice for data provider Enter Name of Data Provider Choose to enter network path to excel spreadsheet or upload spreadsheet by browsing to it. When using an excel document as a data provider, it needs to be a straight unformatted excel spreadsheet with columns and rows of data. If there are blank rows of data, the import will fail. Choosing Analytics or Filtered Data as Data Providers Once a data provider has been added to the dashboard, users then have the ability to create a data provider made up of a subset of data from the existing data provider. There are two choices. Analytics Filtered Data

8 Analytics Data Provider Analytics creates aggregate sets of data which allows you to build a dashboard just on the aggregated data. For instance, maybe you just want to see the number of orders per Company. You would choose the main data provider, check the box next to Company Name, and choose the aggregate count. After choosing the columns that you want to group by and the type of aggregate, Informer will create a smaller dataset to build dashboards. So in this instance, it will create a row of data for every company and column for the company and a column for the count of orders per company. The same options to allow the user to View On Demand and Export on Demand in order to detail down into and export the data. In this example, the original data provider has 2155 rows of data, where the new dataset has 89 rows.

9 Filtered Data Provider Similar to the Analytics data provider, the Filtered data provider also allows the user to break the data into smaller subset of data. In the example below, we are able to just bring back all rows of data that have Rio de Janeiro as the city of the order. This is filtered by choosing the original data provider and then picking a column from that data provider to filter on. You need to choose the column, the condition, and the value you are filtering on. Archives as Data Providers An archive is a snapshot of data that is either scheduled to save on the Informer server via the Informer schedule or created at the run time of the report. To build a data provider from archived data, you have 3 choices: All Archive (it will take the data for all the archives a specific report and cm Most Recent Archives (if the archive is scheduled, it will only pick up the most recent archive of the data) Specific Archives (allows you to choose which archive you want to use as a data provider) Archived data providers are widely used for trend charts as it allows you to look at a data over a specific time period. Using archives will also enhance the performance of the dashboard as it is not having to go back and get live data from the database itself.

10 Scheduling Background Refresh Schedule the background refresh by setting start date, start time, and the interval to refresh data. There are multiple choices for scheduling. For example, it is possible to schedule reports to run daily, monthly, biweekly, or annually. There is also the option to customize your schedule by using Cron expressions. If you choose Custom, and click on the help button, there is a drop down list of sample Cron expressions, however, any Cron expressions can be utilized.

11 Chapter 2: Adding Graphs and Charts to your Dashboard

12 Visualizations The next step is to create the dashboard by adding different images reflecting the data from the chosen report. Under Visualizations, the choices are Charts, Input Controls (filters), Layout, and Table. To add a graph or chart to the dashboard, choose a type and drag and drop to the canvas. Drop item on Canvas Gauge Click on gear next to chart name to set parameters. Commented [RL1]: Drag the Gauge visualization to the empty Canvas. Click on the gear next to the Visualization to configure the component.

13 Set the parameters of the chart, by choosing a title, size, chart type, data source, Aggregate Functions, Groups, Ordering, Range and the Value Set. Configuring the gauge requires the user to choose values to group by. You can choose the count, min, max, average, or total value to be displayed on the dashboard. Thresholds can be set by choosing the Advanced Options. You can adjust the number formatting, the color of the thresholds and the start and end ranges of the thresholds. To change colors, click on the color box or enter the color code. The end result of the this example is shown below. To print or download the images, click here. To print or download an image click to a.pdf or.jpeg on the box up in the upper right hand corner. To add another chart to the dashboard, expand the Charts tab and drag and drop the chart on to the canvas. Click on the gear next to the chart title to set the parameters for dashboard item.

14 Bar or Column Chart Drag and drop the bar/column chart option to the canvas. Fill in the type of bar chart and size parameters. Choose the data by choosing from the drop down selection next to Data. Then choose your Aggregate settings which will be Groups, Individual Rows or One Group. Set the Label Set by choosing which property to group the visualization by. The range gives the user the ability to report all values or just a portion such as (Top or Bottom 5). Additional formatting for the chart can be found under advanced options. Choose how to group data on the graph Select value set (count, average, min, max) If you click on one of the data bars from the graph, it will return only those records from that group. You can then export the data into an excel or pdf document.

15 Pie Chart Drag and drop each component and choose parameters. You have the option to change the display options or change your chart type on the configuration screen. Also, when you click on Advanced Options, there are more formatting choices. When creating a pie chart, there is a choice to choose a range (Ex. Top 5) and then choose to display the rest of the data in one pie piece or to just choose the range to display. To Show Remaining Values as One Item, click the check box. Advanced Options Under Advanced Options, choose the Chart type and then the title of the visualization. You can also choose the location of the Legend and if it Hide/Show value series or Show Data Drilldown. In addition, there is the option to format numeric values with a specific currency and amount of decimal place. You can also click on one of the pie pieces to display the data for that particular section just as we did in the bar graph. The Data Labels gives you the option to have labels on the pieces of the pie. The choices are Column Header, Percent or Numeric Value.

16 Line Chart Line chart set up is very similar to the bar graph. Name your graph, choose whether you want straight or smooth transitions, your source, and then select the group by values. Click on Advanced Options for more formatting. With Line Charts as with Bar/Column charts, there is the option to group by more than one field. Click on Advanced Options to have more formatting choices. Choose straight versus smooth lines, where the legend is going to display and format any numeric fields, create a baseline different than the default, and choose the angle of the labels on the charts. This helps when there are a lot of values displayed and the text gets too crowded.

17 Area Chart The area chart displays filled in colored areas to show the data. Choose your size and source, along with the Chart values. If you want your chart to reflect any filtered data, be sure to pick the correct source. You can add as many values as you need. With Area Charts as with Bar/Column charts, there is the option to group by more than one field. Click on Advanced Options to have more formatting choices. Choose overlapping, stacked or percent as your Chart Options. Decide where the legend is going to display and format any numeric fields, create a baseline different than the default, and choose the angle of the labels on the charts. This helps when there are a lot of values displayed and the text gets too crowded

18 Trend Chart The trend chart allows users to create charts based on time increments. It also gives the user the option to compare more than one set of data on one chart. In order for the Trend Chart option to appear in the list of visualizations, the data provider has to have a date field as a column. In the example below, the trend chart is displaying orders by month of year. Month of year means it is going to aggregate all data over all years and see what the trends by month are. The biggest difference between the trend chart and the other charts is that you need to create a series for each set of data, and you choose Period to display the trend over time. You also have the option to change the baseline and the data threshold. To create series, click on New Series Then fill in the parameters by choosing which field to group on and which date field will be the horizontal axis. The vertical axis will be the numeric values along the trend line. If the data is grouped on a column, the groups will show up in the legend. There are 3 types of charts that are allowed in the trend chart (column, line, and area). If you have more than one series, you can overlay one type of chart over the other. This chart is displaying all the months of registration for fall term over 5 years.

19 Chapter 3: Adding Filters

20 Input Controls Adding Filters to the Dashboards Drag and drop the type of input control needed on to the dashboard. It can be placed anywhere on the dashboard. Auto-Suggest Box Click on the gear next to the Auto-suggest Box to set the filter criteria Click the gear to set up the parameters for the filter Point the filter to the source (data provider) that the data will be filtered through. If the original data provider was Enrollment by Term, and the term filter is created, the source will be Enrollment by Term. If there is a secondary filter created, it could point to the first filter as its source or it could point to original data provider. Fill in the filter name, the width, the source for the component, and the column which the report is being filtered by.

21 After choosing a filter, it will change the chart to only reflect the filtered data. This gauge only reflects the data for FA2006 because FA2006 was selected in the filter. Select Box Another type of input control is the Select Box. This displays a drop down list of available values to use within the filter. As seen below, it is necessary to build the table used for the Select Box menu. The steps to set up the filter include naming the filter, choosing the width, picking the source and the column where the data resides, and then building the table. Fill in values and display text. The display text can be different than the value.

22 Date Range To create a date range filter, drag and drop that choice from the Input Controls list to the canvas. For the source, you may want to choose the original report that you are extracting data from or you can choose to use another filter. If you choose the source to be another filter, the data will be filtered by the source component assigned and then through the filter you are creating. It is also necessary to change each of the charts to point to the correct source. The Enrollment Date Range filter is based off the data from the term filter. In this example the term filter is identified as the source for the Fall Enrollment gauge visualization. When the filter is used the gauge will only show the filtered data results. Layout The layout tab allows you to customize the look of your dashboard. You can insert HTML code to create a web design with your dashboard, or you can import images such as logos and pictures. As with the other elements, you drag and drop the menu item of your choice to the canvas. In this example, the data travels through the term filter and then the date range.

23 Drag and drop the image selection to the canvas. To insert the image, click on the gear to open configuration component. Browse to the image you would like to upload. The layout container allows you to group graphs together in a container. Drag and drop the layout container on the canvas and then drag and drop any visualizations into the container. Click on the gear next to Container 2 to name the component.

24 Editing an Existing Dashboard To edit an already existing dashboard, click on gear in the upper left hand corner of the dashboard located below the title of the dashboard. Click Edit to edit dashboard elements Enable update and choose time increments Refresh Now to refresh the data on demand. Choose Embed to embed links into other websites or documents. Add a new filter on demand. Once on the Control Panel, visualization parameters the auto update and set the data will update, check the click Edit to update the within the dashboard. To enable time increments for which the box that enables Auto Update.

25 Embed a Link To embed a link, click on the embed button and copy the link to a search engine or into an for other users to be able have direct access to the dashboard. To embed the link into another website or SharePoint site, copy and paste the iframe HTML code. If you would like the viewer to have viewer controls click the Options box. Copy and paste this link into a document, an , or open in a web browser.