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Adding and Managing your Advanced Analytics Widgets

Alexander P.
  • Updated

In Forecast Advanced Analytics your data is visualized through widgets, which are added to your dashboards. Advanced Analytics comes with pre-built dashboards and widgets, however, you can create your custom widgets, to report on the data you need to see. 

 

This article covers:

Adding a Widget to the dashboard

You can add a widget to your Advanced Analytics dashboard in two different ways depending on whether you already have widgets on your dashboard or not:

  1. You can add a widget to your dashboards in two ways:
    1. While viewing one of your Dashboards, click on +Select Data.
    2. If you have already created a widget, and want to add a new one, click on the +Widget button.
  2. Select the data you want to report on from the Data Browser. See 'Building your widget' below for more details.
  3. Once the Widget is created, give it a name or rename it from the 'Add Title' section above the data displayed.
  4. To report on more fields, click on the 'Add more data...' button.
  5. Click on your preferred visualization option, to change how the data is displayed.  See 'Designing your widget' below for more detailed information. 

 

Building your Widget

From the Data Browser, you can search for and add the fields you wish to report on. 

Screenshot_2022-03-09_at_11.52.10.png

When searching for a field, you can preview the format of the data you will be reporting on, by checking the icon on the left side of the field name. These formats are:

  • Date
  • Alphanumeric string
  • Numeric
Note: When a single numeric field is selected, it is always displayed as an Indicator widget. Descriptive fields are displayed as Pivot widgets. 


To remove a field that was previously selected, simply click on it to drag the field and drop it on the bin icon.

 

Designing and editing your Widget

By default, once the fields are selected, Advanced Analytics automatically configures the widget design, however, it is possible to customize your widgets visualization and style, by clicking on Advanced Configuration, or by clicking on the Pencil button located on the top-right corner of an existing Widget.

Within the Widget Designer you can manage your data elements, your design, and your filters:

  1. Widget Visualization Types: select how you want your widget to be visualized. 
    Screenshot_2022-03-09_at_11.01.18.png
  2. Add data: Use this for selecting values that you wish to report on within the widget or to edit the existing data elements (e.g changing colors of specific fields/values).
    Screenshot_2022-03-09_at_11.47.04.png
  3. Add filters: With filters, you can focus your widget on specific data such as timeframes, roles, or categories. This filter only applies to the widget in question.
    Screenshot_2022-03-09_at_10.50.34.png
    • Widget Design options: You may include things like labels, legends, line types, and more. Some of the options need to be enabled for you to use them. Some of the things you can customize are:
      • Gridlines - x-axis or y-axis gridlines
      • Legends - whether to include a legend and its position.
      • Labels - whether to include value labels and their position.
      • Axis - title, labels, increments, maximum and minimum values.
      • Font - title size, color, weight, and alignment
      • Value format -  Click on the 123 button under the value in the left-hand panel, to change the format to currency, percentage, or to simply tweak the decimals.  
         

        Screenshot_2022-03-09_at_11.01.29.png

Overview of visualization types

Before deciding on the type of visuals for your report, we recommend asking yourself "What is the purpose of this chart?". This will help you select the appropriate visualization type and customize it in a way that can be understood by your target audience. 

Depending on the type of the fields selected, Advanced Analytics provides you with several visualization types to choose from:

  • Indicator: It displays one or two numeric values as a number, gauge indicator, or ticket. Particularly useful for business and financial targets. 
  • Column Chart: Useful for comparing fields and data over time. The chart can include multiple values on both the X and Y-axis. Break down is possible by categories displayed on the Y-axis.
  • Line Chart: Useful for comparing data over time or comparing changes over the same period for more fields.
  • Area Chart: Similarly to a Line Chart, it can be used to display absolute or relative values over a time period. Every area under each line is colored. 
  • Area Map: Visualizes geographical data as polygons on a map. 
  • Bar Chart: Common visualization type used to compare many items. Present categories or items along the Y-axis, with values displayed on the X-axis. You can use the Break by option to break up the values by other fields. 
  • Pie Chart: Displays proportional data, and/or percentages.
    Note: all data elements that are smaller or equal to 3% are grouped into a slice called Other. You can hover over this slice to display its breakdown.
  • Polar Chart: Use this visualization type to compare multiple categories/variables with a spatial perspective in a radial chart. 
  • Scatter Chart: Displays the distribution of two variables on an x-axis, and y-axis, and two additional dimensions of data are shown as colored circles, scattered across the chart.
    Note: the maximum amount of data points visualized in the chart is 500. 
  • Scatter Map: Visualize geographical data as data points on a map. You can use this, for example, for clients' locations.
  • Pivot: Standard visualization type used to quickly summarize and analyze large amounts of data. 
  • Sunburst Widget: Similarly to a pie chart, this provides a multi-dimensional chart to display multiple rings, one for each field. Each ring shows a breakdown of its parent ring slice. 
  • Treemap: Multi-dimensional widget type to display hierarchical data in nested rectangles form. You can use it instead of a column chart to compare many categories and sub-categories.
  • Calendar Heatmap: Visualizes values over days in a calendar-like view. Useful to identify patterns or anomalies.
  • Table: Presents raw and non-aggregated data in columns, with as many fields and metrics as you need.
  • Box & Whisker Plot: Use this to describe the distribution, variability, and center of a data set along an axis.

Copying a Widget

It is possible to copy your widget or simply move the existing widget to another dashboard.

To copy the widget 

  1. In Advanced Analytics, head to the Dashboard.
  2. Click on the three-dots icon menu on the right corner of the Widget.
  3. Select Duplicate. 

To move the widget to another dashboard

  1. Click on the header of the Widget and drag it to the target dashboard.

Deleting a Widget

Widgets can be deleted at any time and cannot be recovered. 

  1. In Advanced Analytics head to the Dashboard.
  2. Click on the three-dots icon menu on the right corner of the Widget.
  3. Click on Delete.
  4. Confirm Deletion.

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