Analytics Dashboards
- Space Sync for Confluence
- Alan Nicholson (Unlicensed)
Accessing Analytics
Log into the Getvisibility platform.
Navigate to the Analytics section from the main menu.
Dashboard Creation
Click on the 'Create New Board' button to initiate a new dashboard.
Assign a name to the board, e.g., "Data Risk Management"
Descriptions can be added but not required
Choose layout. The number of rows and columns in which you can create widgets
Adding Widgets Data
In the example below, mislocated financial data are shown in each data source scanned
Dataset Selection: Choose the appropriate dataset for the widget. In this case, select the 'Files dataset' for analysing file scan locations.
Filter Criteria: Define the filter criteria to refine the data. For instance, input
path!=finance AND category=Financial_Documentsto exclude non-finance paths while focusing on financial documents.Grouping: Determine the field to group the data by. Select 'Source' to categorise the data based on the origin of the files.
Result Limit: Set the 'Result Limit' to control the number of groups displayed. A limit of 10 is suggested to keep the chart readable and to focus on the most relevant categories.
Minimum Threshold: Establish a 'Minimum Threshold' to filter out insignificant data points. A threshold of 0 means that all data above this value will be included.
Saving the Configuration: After setting up the data parameters, click 'SAVE' to apply the settings to the widget.
Widget Settings
Counter
Widget Selection:
Choose 'counter' as the widget type for numerical data summarisation.
Data Source:
Select the 'Files dataset' if the count pertains to files or choose the relevant dataset for your data.
Query Input:
Employ GQL to define the search parameters for the data you wish to aggregate.
Aggregation Function:
Choose an aggregation function from the following options:
'count' to total the number of items.
'sum' to add up the values.
'average' to calculate the mean of the values.
'min' to find the smallest value.
'max' to find the largest value.
'median' to find the middle value.
Save Changes:
Click 'SAVE' to apply your configuration settings to the widget.
If you wish to exit without saving changes, simply close the settings window or click 'CANCEL'.
Chart
Widget Selection:
From the widget type options, select 'chart' to create a visual representation of data.
Data Source Selection:
Choose the dataset that your chart will represent. Options include 'Files dataset', 'Trustees dataset', 'Agent management dataset', or 'Agent activity dataset'.
Query Construction:
Use GQL to form the query that will fetch the data for your chart.
Grouping Data:
Select the attribute by which you want to group your data. Options for grouping include:
'Content length'
'File Type'
'Category'
'Source'
'Created at'
'Last modified at'
'Ingested at'
'Flow'
'Classification'
'Data Attribute Name'
Result Configuration:
Set a 'Result Limit' to the desired number of data points to display, for instance, 10.
Establish a 'Minimum Threshold' if you want to exclude data below a certain value, with 0 as a default to include all.
Define an 'Interval' if applicable to your data type, which segments the data into buckets, such as every 10 units.
Saving the Configuration:
After all settings have been adjusted, click 'SAVE' to apply your configuration and update the chart widget.
To discard changes, click 'CANCEL' or simply close the widget settings window.
Text
Widget Selection:
Select 'text' as the widget type to add descriptive or explanatory content to the dashboard.
Content Creation:
Use the text editor provided within the widget to type in your content. The editor offers formatting options such as bold, italic, underline, and text alignment to structure your content effectively.
Formatting Tools:
Utilise the toolbar for text formatting:
'B' to make text bold.
'I' to italicise text.
'U' to underline text.
'A' with dropdown to change text color.
List icons to create bulleted or numbered lists.
Quotation marks for blockquote formatting.
Link icon to insert hyperlinks.
Code icon to insert code snippets.
Text size dropdown to adjust the font size.
Adding Hyperlinks:
Highlight the text to be linked and click the link icon (🔗) to insert a URL.
Inserting Code:
Use the code icon (</>) to add code snippets in a formatted style.
Finalising and Saving:
Review the text for accuracy and clarity.
Once the content is ready, click 'SAVE' to apply the text to the widget.
To discard the text, simply click 'CANCEL' or close the widget settings window.
Table
Widget Selection:
Choose 'table' as the widget type for displaying data in a structured, tabular format.
Data Source Configuration:
Select the relevant dataset for your table. Options include 'Files dataset', 'Agent management dataset', or 'Agent activity dataset'.
Query Setup:
Use GQL to formulate the query that will retrieve the specific data for your table.
Result and Export Configuration:
Set the 'Result Limit' to determine the maximum number of rows to display within the dashboard, e.g., 10.
Define the 'Export Limit' to control the number of rows that can be exported from the widget, e.g., 100.
Sorting Parameters:
Choose the 'Sort field' from the available data attributes to order the table data.
Select the 'Sort order' to arrange the data in ascending (asc) or descending (desc) order.
Column Selection:
Pick the columns to display in your table. The available options include:
Source
Path
Category
Subcategory
Classification
Keyword Hits
Data Attributes
Compliance
Risk
Created
Last Modified
Classification Confidence
Category Confidence
Configuration ID
File Size
Critical flag
File Type
PII Confidence
PI Confidence
File ID
Path MD5
Subcategory Confidence
Ingested Time
More options are being added all the time as we expand our scanning capabilities
Finalising the Table:
After selecting the desired columns and settings, click 'SAVE' to update the table widget with the new configuration.
If you wish to cancel the changes, click 'CANCEL' or close the widget settings window.
Configuring Widgets Style
In “Widget settings” using the example below:
Widget Type: Set the widget type to 'chart' for a graphical display of data.
Data Presentation: Utilise a 'Horizontal Bar' chart to display data points across categories efficiently.
Title and Subtitle: Clearly label the chart with a Title and Subtitle. For example, 'Mislocated Finance Files' as the Title and 'by Location' as the Subtitle, positioned centrally for easy reading.
Palette: Select a colour scheme that ensures readability and aesthetic appeal.
Flip Colours: The option to flip colours can be toggled off to maintain the integrity of the chosen palette.
Margins: Set margins to create adequate space around the chart, enhancing clarity. Recommended settings are 100 units for the left, 30 units for the right, 15 units for the top, and 60 units for the bottom.
Gridlines: Deactivate the 'Show grid' option for a cleaner appearance, as gridlines may not be necessary for horizontal bar charts.
Axis and Data Labels: Ensure axis labels are clear and legible, with data labels neatly aligned with their corresponding bars for immediate value recognition.
Save Configurations: Once the widget is styled as desired, click 'SAVE' to apply the changes.
Configuring Boards
Enter Edit Mode to configure boards and widgets. Changes are saved upon exit of Edit Mode.
To move a widget:
In 'Edit' mode, widgets can usually be repositioned by clicking and dragging them to a new location within the dashboard layout.
Hover over the top of a widget to activate the move cursor (often a four-way arrow icon), click, hold, and drag the widget to the desired spot, then release to place it.
To expand (resize) a widget:
Widgets can be expanded by clicking the expand left or right icons.
To delete a widget:
Select the Bin icon
To Edit a widget
Select the Pencil icon
Exporting PDF
Select the Export button to export the currently visible dashboard as a PDF
The PDF
Related content
Classified as Getvisibility - Partner/Customer Confidential