About dashboard
Dashboards are central to visualizing your data, as they hold all your created widgets. A dashboard displays information from various sources on a single screen, using visuals like charts and graphs for easy monitoring and quick analysis. Dashboards can be embedded for third-party viewing, providing access to live data.
About filters
Dashboard page filters, are interactive controls on a dashboard page that narrow the data displayed in all widgets. They are based on workbook columns and can be customized. While they typically apply to all widgets on a page, you often have the option to exclude specific widgets from certain filters, enabling dynamic data exploration.
About Visualizer
Visualizer is a data visualization tool that allows you to model data from workbooks and create a variety of widgets, including Bar, Line, Area, Scatter, Packed Bubble, Pie, Donut, Funnel, Tree map, Box plot, Tables, and Pivot Tables including those with Tree views.
Accessing external dashboards
To access external dashboards, do the following:
Accessing saved set of filters
1. From a workspace, access a dashboard.
Adding page or dashboard filters
Do the following to add page level or dashboard level filters:
Adding widget filters
You can add a widget filter while creating a widget as well as directly from a dashboard.
Aggregate functions
Aggregate functions are calculations performed on a set of values to produce a single summary value. They are incredibly useful for gaining insights from large datasets by condensing information into meaningful metrics. In effect you are prompting the Visualizer to take a numerical column, perform a specific calculation (Sum, Max, Min, Average, Count, Unique Count etc.) on its values, and then display the results grouped by the categories in this other column.
BI Widgets - capabilities and combinations
This guide outlines the data visualization possibilities within our BI tool. Understand how to combine your data columns with different widgets to uncover insights. This guide will help a business user understand what visualizations they can expect to be suggested and how their data (Dimensions, Metrics, Date Times) will generally be used if they pick that suggestion.
Conditional Formatting for Tables and Pivot Tables
Enhance your data analysis with the new conditional formatting feature for tables and pivot tables. You can now define custom rules and dynamically color-code cells based on their values, allowing for quick visual identification of key data points that meet specific thresholds or criteria.
Configuring and setting widgets
DataGOL offers a flexible way to visualize your data through configurable widgets. When you configure a widget, you're essentially defining what data is displayed and how it's presented visually. This involves selecting the specific columns for the x and y axis, deciding if the y-axis should display cumulative values, and choosing from a range of technical indicators to overlay. You also fine-tune the aesthetic details like numeric notations and chart label colors during configuration.
Create a visualization or widget
1. On the Home page, from the left navigation panel, click Workspace and from the list of workspaces, select a workspace from where you want to visualize data.
Creating dashboards
To create a dashboard, do the following:
Creating external dashboards
The External Dashboard provides a centralized location for accessing critical dashboards from across the platform and a space for users who need a high-level overview of key metrics.
Creating formulas and parameters in Visualizer
Creating formulas
Creating widgets from dashboards
1. From a workspace, access a dashboard.
Dependent filters
By default, page-level filters operate with a dependency hierarchy. Consider a scenario with "Country," "State," and "City" filters. With this dependency structure, upon selecting a specific country in the first filter, the subsequent "State" filter will dynamically display only the states within that chosen country.
Drill Down
The following types of drill-down is included in DataGOL:
Editing page filters
To edit page level filters, do the following:
Embedding analytics for third party views
Do the following to embed analytics for third party views:
Excluding or including filters
You have granular control over how filters interact with your dashboard widgets. Specifically, you can choose to exclude certain widgets entirely from a filter's operation. Conversely, you also have the option to selectively include only specific widgets for a filter, ensuring the filter affects only the data visualizations you intend. This flexibility allows for precise and targeted data analysis within your dashboard.
Linking dashboards
You can link the dashboard reports you want to view from within a widget.
Managing layout and widgets in dashboards
You can change the layout of your dashboards by changing the order of the widgets in the Dashboard.
Reordering page level filters
From the Manager Filters section, you can rearrange the filters. Based upon on the rearrangement the hierarchy of the dependent filters changes
Saving a widget to dashboard
After you create a widget, ensure to save the widget to a dashboard.
Saving filters
Within the dashboard interface, you possess the ability to define specific views suited to your analytical needs by applying filters. These customized filter configurations can be persistently stored for your convenience, allowing for their subsequent and immediate retrieval and application. This feature empowers you to create and save preferred data perspectives, ensuring efficient access to the insights most relevant to your work instantly.
Sharing external dashboards
To share the external dashboards, do the following:
Show or hide widget filters
To show or hide the widget level filters, do the following:
Switching workbooks in a dashboard
You can change the underlying data source of a dashboard from one workbook to another.
Understanding widget Icons
On the right side of the generated widgets, in a panel, the followings icons are listed while configuring or setting a widget.
Viewing SQL query in a widget
To view SQL query in a widget, do the following:
Viewing widget data
You can view widget data in different modes and views.
Widget types
DataGOL provides a diverse selection of data visualization widgets, enabling users to represent information graphically for effective analysis and interpretation across a wide range of data visualization requirements. The following types are of widgets are included in DataGOL.