In this tutorial, we'll guide you through the process of adding a personalized analytics dashboard in Scientrix. This feature aims to provide flexibility in creating tailored dashboards for effective visualization of grid analytics, allowing users to showcase patterns and monitor performance efficiently.
Background
When presenting analytics to executives, users often need flexibility to create custom dashboards that effectively present analytics for specific purposes. Challenges include visualizing patterns in large grids, highlighting changes, and identifying areas needing attention.
Problem Statement
- Difficulty in showcasing analytics to executives effectively.
- Limited visibility of patterns in large grids.
- Identifying changes and areas that require attention within a grid.
Solution: The Dashboard View
To address these challenges, Scientrix introduces a new "Dashboard" view for grids, enabling users to create flexible analytics dashboards for a quick overview of grid performance and patterns.
Step 1: Access the Dashboard View
- Log in to the Scientrix platform using your credentials.
- In the left-hand menu, click on the "Dashboard" option.
Step 2: Create an Analytics Group
- Start by creating an "Analytics Group" to organize your dashboard widgets effectively. Think of this as a dedicated folder for your analytics widgets.
- Give your group a name that clearly represents the type of analytics it will contain.
Step 3: Add Widgets to the Analytics Group
Scientrix offers various widgets to choose from, each serving a unique purpose in visualizing analytics. Here are the available widgets:
- Pattern Distribution: A donut-style chart showing the distribution of various elements within your grid.
- Timeline Distribution: Similar to Pattern Distribution, focusing on the timeline status of elements in your grid.
- Responsible Distribution: Provides a clear view of responsibilities within your grid.
- Element Type Distribution: Displays the distribution of Element Types in your grid.
- Element Status Distribution: Showcases the performance of different elements in your grid.
- Analytic Distribution: Allows for custom analytics, displaying data in a graph or chart format.
- Text Box: Offers the ability to add contextual text to your dashboard.
- Key Figure: Displays a prominent figure from a selected metric along with a RAG (Red, Amber, Green) status.
Step 4: Add and Configure Widgets
- Select a widget that suits your analytics needs and click "Add."
- A pop-up modal will appear; fill in the necessary information and click "Save." The widget will now be visible on your dashboard.
Step 5: Arrange and Customize Widgets
- Arrange widgets to your preference using the provided handles within each widget's box.
- Adjust the width, fine-tune widget settings, or remove widgets by clicking on the action icon within each widget.
By following these steps, you can easily create a customized analytics dashboard that effectively showcases patterns, highlights changes, and provides an overview of your grid's performance for insightful presentations.
Conclusion
The introduction of the "Dashboard" view in Scientrix allows users to efficiently create analytics dashboards, providing the flexibility to tailor visualizations according to specific presentation needs. By following this tutorial, you have gained the knowledge to access the Dashboard view, create an Analytics Group, add widgets, and arrange them to effectively monitor and display grid analytics.