This is a guide to creating a dashboard which contains different objects such as data tables and charts.
Creating a Collection
Unless you already have a Collection (also known as a Folder), you will need to create this. Overtime, you can organise your work in different Collections or Sub-Collections.
Steps
1. Go to Data insights from the left side bar of the platform, here you can view existing collections. You should see at least two collections: Your person collection and ‘Company name’ Reports.
Note: If you are missing your company's reports collection, contact your Customer Success Manager.
2. If you wish to create a personal report, work in Your personal collection. If you want to share the dashboard with other users, work in the Company Report Collection.
3. Further, you can add sub-collections by clicking the folder with a plus sign icon, see image below.
Creating a dataset
First, you need to create a full dataset without filters or grouping. You will use this as your wide dataset for any objects such as tables and charts, you want to add to your dashboard.
Steps to create a dataset:
1. From inside your Collection, click the ‘+ New’ button and select ‘Question’
2. You are presented with a Data field and the prompt ‘Pick your starting data’. From here select the data group you want to work with.
3. Once you have selected a data group, you can view all data within it; keep all the data selected. Do not attempt to filter at this stage.
4. In the case the data you require exists in two or more groups you can add more groups; you click on the icon of two circles joining (see image below). The option ‘Join data’ will show with the prompt ‘Pick data...’ where you can select an additional data group.
Add more groups:
Pick data...
5. Once done, another prompt will appear labeled ‘Pick data...’ asking how the data between the two groups should be mapped. This requires a unique identifier that exists in both data sets. We recommend you use ‘Cc ID’ for this, see image below.
6. Now that you have added and joined all data groups required, click Visualize to present a table where you can check that all the data you require is visible within that table.
7. If all data required is shown, you can go ahead and save this with a name such as ‘All Data’ ensuring you save it within the Collection you are working on. If data is missing, click ‘Editor’ go back to step 4 and add more groups where the data you require exists.
Note: If you cannot find certain data please speak with your Customers Success Manager; it may be that the data does not exist in the system, or our engineers need to collate it for you into a data group.
Creating a dashboard with data
Steps:
1. From your existing Dataset in table view, click on the three dots on the right side, and select duplicate.
2. In the pop-up window, give your new report a name such as ‘Emission data by supplier’. After that, click on the field ‘Where do you want to save this’ which will open a window where you can create a dashboard for this report to be saved.
3. In the new window, click on the ‘Browse’ tab followed by the ‘New dashboard’ button on the bottom left. You will be asked to name your dashboard, hit ‘Create’ and then Select this dashboard’.
4. You are returned to saving the report where in the filed ‘Where do you want to save this?’ you will see your new dashboard. Next, click Duplicate.
4. You are taken to the dashboard with the table inserted. You can click and drag the bottom right corner of the table so it fills the space or click the three dots at top of the page and select the Full width toggle.
Refining your dataset
You have a dashboard with a table containing a wide set of data; however, it's likely you want to only present or analyze certain data in your dashboard, here’s how...
Steps:
1. In the top right corner of the table, click the three dots and select Edit Question
2. You will be in the Editor view, from here click Summarize.
3. In the Summarize fields, select the data you want to compare such as 'Average emission intensity’ by ‘supplier’ and ‘country’. When all required data has been selected, click Visualize. The table will now only show that data.
4. If you’re happy with the data shown, you can update the column labels to override system text. To do this, click on a column name, click on the cog and an editable Column title box will appear.
5. Once done, hit Save.
Note: You can choose to change the Visualization of the data as a chart or other options, but for now, we will leave it as a table and come onto this later.
Add filters to the dashboard
1. Click on the Filter icon and select ‘Text of Category’. In the case you can’t filter icon, click the pencil icon to move into editing mode.
2. You will be asked to select the column you want to enable a filter. Once selected, on the right side you can give the filter a custom name (instead of showing the system text)
3. Click ‘Done’ and the filter option will appear above the table. You can add more filters if required. f adding a date filter such as Bill of lading, select ‘Date picker’ from the Add filter list. Hit Save dashboard when you’re done and the filters will be active.
Building out the dashboard
You should now have a dashboard with a table and filters, but you likely also want to add charts and other visuals.
Steps:
1. Go back to your Collection and click into your grouped dataset; the one you have already added to the dashboard. Click the Visualization button, on the bottom left. From here you can select the way you want to present the data such as bar chart, line chart, pie, etc.
For this example, select Bar.
2. It will ask you to Click on Summarize, where you can select the data that should appear on the X and Y axis. As you do this, the chart will appear. Click Done.
3. Next to the Visualization button you will see a cog symbol, click this to enter more options on how you want the chart displayed. There are different options such as under Display adding a goal line, and on Axes you can add custom labels. Click through to discover all the options you have.
4. When ready, click Done and ‘Save’ from the top right and ensure you ‘Save as new question’ so that you create a new object and do not overwrite your existing data table.
You can give it a name such as Emissions by Supplier, and you can select the Dashboard you have been working with.
5. Once saved you will be dropped back into your dashboard where again you can change the sizing of the chart to make it look good on the board.
6. To add more objects to the dashboard, repeat the above.
As always, if you have any questions; please contact support@carbonchain.com