Analytics Dashboards

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_Documents to 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.

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.

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:

To delete a widget: