InetSoft Product How-To: Dashboard Graphs

The ability to create custom dashboard graphs is a quintessential element in effective business intelligence. View the example below to see how InetSoft's Style Intelligence can help you suceed in your industry.

Assume that you want to plot ‘Total Purchased’ vs. ‘State’ for a dataset. Additionally, you want break down the sales in each region according to ‘Category’. In this case, ‘State’ is the top level of grouping, represented by the labels on the X-axis, and ‘Category’ will be the subseries. Follow the steps below:

1. Create a new Viewsheet based on the sample ‘Analysis’ worksheet.

2. Add a chart component, and click the ‘Edit’ button on the chart to open the Chart Editor.

3. From the ‘Dimensions’ node in the ‘Data Source’ panel, drag the ‘State’ dimension onto the ‘X’ field in the ‘Data’ panel.

4. From the ‘Measures’ node in the ‘Data Source’ panel, drag the ‘TotalPurchased’ measure onto the ‘Y’ field in the ‘Data’ panel. This displays ‘Total Purchased’ vs. ‘State’, as desired. You will now add the visually-formatted subseries.

 

View a five-minute Flash demo to get an overview of what InetSoft's business intelligence software, Style Intelligence, can do and how easy it is to use.

 

 

 

 

 

5. From the ‘Dimensions’ node in the ‘Data Source’ panel, drag the ‘Date’ dimension onto the ‘Color’ field in the ‘Visual’ panel. This creates the ‘Date’ subseries, formatting the different years using color, and creating a corresponding legend. (Resize the chart to show all the data.) In the next step, you will further break down the data by salesperson name.

6. From the ‘Dimensions’ node in the ‘Data Source’ panel, drag the ‘Last Name’ dimension onto the ‘Breakdown by’ field in the ‘Data’ panel. This creates the ‘Last Name’ subseries without any additional formatting. Each ‘Year’ subgroup is now further broken down by salesperson name.

7. Preview the Viewsheet. Hover the mouse over the various chart elements to view the salesperson for each subgroup.

 

InetSoft Viewpoint

"You actually use more business intelligence capabilities. So in between the execution phase and the final evaluation, you’re constantly tracking and monitoring your performance so you can tune your execution. That’s where business intelligence with dashboards for analysis and monitoring come in. And in between the evaluation phase and incorporating your learnings or findings and adapting your strategy, you need to do some in-depth analytics. That’s the more traditional forecasting or predictive analytics as well as things like data mining. So there is a piece that is more business intelligence as it relates to the management system, and then there is a piece that is more performance management, and you couple them together. After some months of active use of the platform, go back to the users and find out where they get value out of the system, what they’ve been using it for, and start to use those thought leaders, the folks that have been the most aggressive users getting this value out of it. Use them, perhaps, as a way to add the additional performance management capabilities into the organization." - Mark Flaherty, CMO, InetSoft

 

 

 

 

 

 

 

Previous: Custom Analytic Dashboard

Next: Efficient Dashboard Charts

More Resources:

		Download a Free Trial
		Enterprise Reporting Software
		BI Product Information
		Easy to Deploy Dashboards