Create a Dashboard with Visualizations

A dashboard helps you summarize information on various aspects of your data. On a dashboard, you can put visualizations, and once a dashboard is ready to present to all stakeholders, you can embed it into any application.

Steps:

  1. Open the demo workspace.

  2. Click the Dashboards tab.

    The introduction page opens.

    Empty dashboard

  3. Click Create dashboard.

    A blank canvas area representing an empty dashboard opens.

  4. To start creating your first visualization, drag Insight from the left panel and drop it in the blank canvas area.

    Dashboard edit

    Analytical Designer opens in an overlay.

    You can see that the catalog is populated with all entities from the LDM and organized in groups. An empty visualization view is in the center.

    Analytical Designer

  5. Click the column chart icon:

  6. Drag and drop the Order id attribute (under the Order lines group) onto the Metrics panel.

    This automatically creates Count of Order id in the visualization. Analytical Designer applied the Count function because the Order id column represents an attribute with a label, not a numerical fact.

    Visualization - count of orders

  7. Drag and drop the Category attribute (under the Products group) onto the View By panel.

    The number of the orders is now split by the product category.

    Visualization - orders by category

  8. Drag and drop the Order status attribute (under the Order lines dataset) onto the Stack By panel to look into the data in more detail.

    The columns are now further split by the status of the orders.

    Visualization - orders by category and status

  9. Click Save in the top right corner to save the visualization.

  10. Name the visualization Orders by Status and Category.

    You have just created your first visualizations!

    You are returned to the dashboard view. In the left panel, you can see the list of saved visualizations.

    Dashboard with visualization

  11. Set the Date range filter in top panel to the value of All time.

  12. Name the dashboard Orders Overview, and click Save & Publish.

    You have just created your first dashboard!

    Demo dashboard