Difference between revisions of "Create your own custom dashboards"

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== Introduction ==
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== Getting started with Datonis BI ==
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Altizon Systems has developed a self-serve Business Intelligence tool. This tool can be used by the Plant Stakeholders to build and visualize dashboards without needing support from development team. This can be used as a quick way to build custom reports and analyze data that varies per use case and industry vertical.
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The tool can be accessed by logging into the following link: <u><nowiki>https://bi.datonis.io/</nowiki></u>
  
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This document covers the features of Datonis BI tool and instructions to create custom dashboards.
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The same Datonis MInt credentials can be used to log into the tool. If you have already logged into Datonis MInt, the tool will automatically load by visiting the above-mentioned link.
  
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== Datonis Business Intelligence ==
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[[File:Altizon BI Homepage.png|600x600px]]
 +
 
 +
A page showing Dashboards will come up. These are all the dashboards that are already created on this account.
 +
 
 +
'''Note –''' The account used in this manual is our sales demo account which already has some dashboards created. If you are a new user, the list will be blank.
 +
 
 +
== Basic Concepts ==
 +
<Here you will talk about the concepts of dashboards and slices>
 +
 
 +
There are 2 items to remember while creating a Dashboard in Datonis BI:
 +
# '''Charts''' – A chart is a visualization element (e.g. Bar chart, pivot table, pie chart, filter box).
 +
# '''Dashboards''' – Dashboard is a collection of one or many charts which together give Business Meaning.
 +
The workflow to create a dashboard is as follows:
 +
 
 +
[[File:Steps to create Dashboard.png|498x498px]]
 +
 
 +
== Creating a Chart ==
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Click on the Charts Tab at the top left of the screen.
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 +
[[File:Create a chart.png|600x600px]]
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Like the Dashboard page, a page showing the list of charts is shown.
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To create a new chart, click on the (+) sign on the top right or Click on +New button on the page and select Chart.
  
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=== '''Overview''' ===
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[[File:Create a new chart.png|600x600px]]
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The tool can be accessed by logging into the following link: <nowiki>https://bi.datonis.io/</nowiki>
 
  
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The same MInt credentials can be used to log into the tool. If you have already logged into MInt, the tool will automatically load just by visiting the above-mentioned link.
+
A new page showing the chart configuration will be shown. The next step is to choose the [[Analytics Data Model|data source]] and visualization type.
  
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[[File:Altizon BI Homepage.png|600x600px]]
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In the ‘Choose a datasource’ drop down, the user will be able to see all the datasources available to him in his account.
 +
 
 +
In the ‘visualization type’ the user can select a chart from a vast variety of chart types.
 +
 
 +
=== Chart Types ===
 +
Altizon BI has a rich set of data visualization components. Some of them are explained below.
 +
# '''Line Chart''' - A line chart displays information as a series of data points connected by a line. This chart can be used to plot a quantity that varies over a time range. E.g. The trend of energy consumption over a period of a week.
 +
# '''Dual Line Chart''' - A dual-axis line chart uses two axes to display the relationship of two differently scaled components. E.g. The trend of Production and Rejection quantity.
 +
# '''Table''' -
 +
# '''Pivot Table'''
 +
# '''Bar Chart'''
 +
# '''Time Series Bar Chart'''
 +
# '''Pie Chart'''
 +
# '''Histogram'''
 +
# '''Heatmap'''
 +
# '''Big Number'''
 +
# '''Treemap'''
 +
# '''Box Plot'''
 +
# '''Sankey Diagram'''
 +
# '''Bubble Chart'''
 +
# '''World Map'''
 +
# '''Paired t-test Table'''
 +
# '''and others..'''
  
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A page showing Dashboards will come up. These are all the dashboards which are already created on this account.
+
== Creating a Dashboard ==
 +
Click on the Dashboards Tab at the top left of the screen.
  
−
'''Note –''' The account used in this manual is our sales demo account which already has some dashboards created. If you are a new user, the list will be blank.
+
To create a new dashboard, click on the (+) sign on the top right or Click on +New' but'ton on the page and select Chart.
  
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=== '''Options/ Tabs Available''' ===
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A configuration page will open, in this the user has to enter the Title, Owners (if multiple people need to edit the dashboard) and Published checkbox to be ticked (if all users having access to the same data source can view the dashboard) and then click on Save.
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The basic App user role will have the following options available:
 
  
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1.    '''Charts''' – A chart is a visualization element (e.g. Bar chart, pivot table, pie chart, filter box).
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The dashboard will be visible as a row in the Dashboards page list.
  
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2.    '''Dashboards''' – Dashboard is a collection of one or many charts which together give Business Meaning.
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[[File:Dashboard List.png|600x600px]]
  
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3.    '''SQL Lab''' – A SQL editor that can be used to build custom data queries.
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Click on the Dashboard name to access the dashboard.
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[[File:Altizon BI Homepage Tabs.png|none|thumb|600x600px|Altizon BI Homepage Tabs]]
 
  
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'''Note –''' App Admin role can also be made available to the users. This role will have access to the data sources along with the 3 options mentioned above.
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[[File:Open the created Dashboard.png|600x600px]]
  
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== Creating Dashboards ==
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You can see that a blank dashboard has been created. Now we need to add our created chart into this Dashboard. To do this, click on ‘Edit dashboard’ button on the top right of the screen.
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The workflow to create a dashboard is as follows:
 
  
−
[[File:Steps to create Dashboard.png|600x600px]]
+
This will open an Insert Components tab in which you need to select Your charts and filters.
  
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The steps to create a dashboard are explained further:
+
[[File:Insert Components Tab.png|600x600px]]
  
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=== '''Create a Chart''' ===
+
This will list all the charts that have been created using this account.
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Click on the Charts Tab at the top left of the screen.
 
  
−
[[File:Create a chart.png|600x600px]]
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[[File:Chart List in components tab.png|600x600px]]
  
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Like the Dashboard page, a page showing the list of charts is shown.
+
Select the chart we created and drag it to the blank screen.
  
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To create a new chart, click on the (+) sign on the top right or Click on +New button on the page and select Chart.
+
[[File:Adding a chart to the dashboard.png|600x600px]]
  
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[[File:Create a new chart.png|600x600px]]
+
This will add the chart to the dashboard. You can resize the chart by using the arrow at the bottom right of the chart.  
  
−
A new page showing the chart configuration will be shown. The next step is to choose the data source and visualization type.
+
[[File:Resizing the chart.png|600x600px]]
  
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In the ‘Choose a datasource’ drop down, the user will be able to see all the datasources available to him for his account. In this case we have selected ‘workcenter_shift_fact’ table, which is a Shift level productivity, energy and utilities consumption data table.
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Once you are satisfied with the layout, click on ‘Save changes’ and the dashboard will be ready.
  
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In the ‘visualization type’ the user can select a chart from a vast variety of chart types. Some of which are Bar Chart, Pivot Tables, Filter Box, Line Chart, Histogram, Treemap etc.
+
[[File:Final Dashboard.png|600x600px]]
  
 +
== NEED TO MODIFY ==
 
Clicking on the ‘Table’ button (default set to Table) will pop up a screen showing all the supported visualizations. The user will have to select one and then click on ‘Create New Chart’.
 
Clicking on the ‘Table’ button (default set to Table) will pop up a screen showing all the supported visualizations. The user will have to select one and then click on ‘Create New Chart’.
  
Line 118: Line 160:
  
 
If you select Add to new Dashboard, a Dashboard will also be created, and this chart will be added in the Dashboard.
 
If you select Add to new Dashboard, a Dashboard will also be created, and this chart will be added in the Dashboard.
−
 
−
=== '''Create a Dashboard''' ===
 
−
Click on the Dashboards Tab at the top left of the screen.
 
−
 
−
To create a new dashboard, click on the (+) sign on the top right or Click on +New button on the page and select Chart.
 
−
 
−
A configuration page will open, in this the user has to enter the Title, Owners (if multiple people need to edit the dashboard) and Published checkbox to be ticked (if all users having access to the same data source can view the dashboard) and then click on Save.
 
−
 
−
The dashboard will be visible as a row in the Dashboards page list.
 
−
 
−
[[File:Dashboard List.png|600x600px]]
 
−
 
−
Click on the Dashboard name to access the dashboard.
 
−
 
−
[[File:Open the created Dashboard.png|600x600px]]
 
−
 
−
You can see that a blank dashboard has been created. Now we need to add our created chart into this Dashboard. To do this, click on ‘Edit dashboard’ button on the top right of the screen.
 
−
 
−
This will open an Insert Components tab in which you need to select Your charts and filters.
 
−
 
−
[[File:Insert Components Tab.png|600x600px]]
 
−
 
−
This will list all the charts that have been created using this account.
 
−
 
−
[[File:Chart List in components tab.png|600x600px]]
 
−
 
−
Select the chart we created and drag it to the blank screen.
 
−
 
−
[[File:Adding a chart to the dashboard.png|600x600px]]
 
−
 
−
This will add the chart to the dashboard. You can resize the chart by using the arrow at the bottom right of the chart.
 
−
 
−
[[File:Resizing the chart.png|600x600px]]
 
−
 
−
Once you are satisfied with the layout, click on ‘Save changes’ and the dashboard will be ready.
 
−
 
−
[[File:Final Dashboard.png|600x600px]]
 

Revision as of 10:16, 20 May 2020

Getting started with Datonis BI

The tool can be accessed by logging into the following link: https://bi.datonis.io/

The same Datonis MInt credentials can be used to log into the tool. If you have already logged into Datonis MInt, the tool will automatically load by visiting the above-mentioned link.

Altizon BI Homepage.png

A page showing Dashboards will come up. These are all the dashboards that are already created on this account.

Note – The account used in this manual is our sales demo account which already has some dashboards created. If you are a new user, the list will be blank.

Basic Concepts

<Here you will talk about the concepts of dashboards and slices>

There are 2 items to remember while creating a Dashboard in Datonis BI:

  1. Charts – A chart is a visualization element (e.g. Bar chart, pivot table, pie chart, filter box).
  2. Dashboards – Dashboard is a collection of one or many charts which together give Business Meaning.

The workflow to create a dashboard is as follows:

Steps to create Dashboard.png

Creating a Chart

Click on the Charts Tab at the top left of the screen.

Create a chart.png

Like the Dashboard page, a page showing the list of charts is shown.

To create a new chart, click on the (+) sign on the top right or Click on +New button on the page and select Chart.

Create a new chart.png

A new page showing the chart configuration will be shown. The next step is to choose the data source and visualization type.

In the ‘Choose a datasource’ drop down, the user will be able to see all the datasources available to him in his account.

In the ‘visualization type’ the user can select a chart from a vast variety of chart types.

Chart Types

Altizon BI has a rich set of data visualization components. Some of them are explained below.

  1. Line Chart - A line chart displays information as a series of data points connected by a line. This chart can be used to plot a quantity that varies over a time range. E.g. The trend of energy consumption over a period of a week.
  2. Dual Line Chart - A dual-axis line chart uses two axes to display the relationship of two differently scaled components. E.g. The trend of Production and Rejection quantity.
  3. Table -
  4. Pivot Table
  5. Bar Chart
  6. Time Series Bar Chart
  7. Pie Chart
  8. Histogram
  9. Heatmap
  10. Big Number
  11. Treemap
  12. Box Plot
  13. Sankey Diagram
  14. Bubble Chart
  15. World Map
  16. Paired t-test Table
  17. and others..

Creating a Dashboard

Click on the Dashboards Tab at the top left of the screen.

To create a new dashboard, click on the (+) sign on the top right or Click on +New' but'ton on the page and select Chart.

A configuration page will open, in this the user has to enter the Title, Owners (if multiple people need to edit the dashboard) and Published checkbox to be ticked (if all users having access to the same data source can view the dashboard) and then click on Save.

The dashboard will be visible as a row in the Dashboards page list.

Dashboard List.png

Click on the Dashboard name to access the dashboard.

Open the created Dashboard.png

You can see that a blank dashboard has been created. Now we need to add our created chart into this Dashboard. To do this, click on ‘Edit dashboard’ button on the top right of the screen.

This will open an Insert Components tab in which you need to select Your charts and filters.

Insert Components Tab.png

This will list all the charts that have been created using this account.

Chart List in components tab.png

Select the chart we created and drag it to the blank screen.

Adding a chart to the dashboard.png

This will add the chart to the dashboard. You can resize the chart by using the arrow at the bottom right of the chart.

Resizing the chart.png

Once you are satisfied with the layout, click on ‘Save changes’ and the dashboard will be ready.

Final Dashboard.png

NEED TO MODIFY

Clicking on the ‘Table’ button (default set to Table) will pop up a screen showing all the supported visualizations. The user will have to select one and then click on ‘Create New Chart’.

Create a chart page.png

A new page with two sections will open. The section on the left is the Chart type configuration and the section on the right is the chart data rendering section (marked in Red and Blue respectively).

Chart page options.png

The left section is used to configure the settings like Time column, Metrics, Series etc. which are dependent on the visualization type the user chooses.

The example shown in this case is for a Bar Chart. The bar chart will have a Categorical variable on the X- axis and a Numeric variable on the Y-axis.

On the top of the left section, there are 2 tabs:

1.    Data - This tab contains the configuration related to the data being viewed in the chart.

2.    Customize – This tab contains the look and feel settings for the selected visualization type.

Some of the features are explained in the example below.

1.    Let us say we want to create a chart showing average OEE by Workcenters.

In this case the configurations will be Metrics: OEE, Series: Workcenter

Note – In metrics, you will need to provide an aggregation function amongst the list already provided. Check below image for more details.

Chart page options - aggregate functions.png

When you select the configuration, click on Run Query button on the top left for the chart to render in the right section.

Rendering the chart.png

2.    Let us say you want to segregate the average OEE by Shift to identify which Shift contributed to what OEE percent? Also, we need bar values and stacked bars.

In this case the configurations will be Metrics: OEE, Series: Workcenter, Breakdowns: Shift Name

When you select the configuration, click on Run Query button on the top left for the chart to render in the right section.

Changing some configuration of the chart.png

This completes requirement 1 of Avg OEE by Workcenter and Shift. Requirement 2 is more of a look and feel change which can be done using the Customize tab.

In customize tab, we need to tick options Bar Values and Stacked Bars. The final output looks like this.

Rendering the chart with changes in the configuration section.png

Note - Each visualization type will have different Data and Customize selections.

Once you are satisfied with the chart and its look and feel, the chart needs to be saved by clicking on the Save button on the top left side of the screen.

Once you click on the Save button, a popup will be shown. The chart needs to be given a name by which it will be visible on the Dashboard.

There are 2 ways to add a Chart to a Dashboard.

1.    Directly from the Save menu saying, ‘Add chart to existing dashboard’ or ‘Add to new dashboard.’

2.    Create a dashboard from the Dashboards page, open the dashboard and then add a Chart to it.

Saving a chart.png

Once you save the dashboard, it will be visible as a row in the Charts page list.

Chart List.png

If you select Add to new Dashboard, a Dashboard will also be created, and this chart will be added in the Dashboard.

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