Data Visualization with Edilitics | Governed, Scalable, and Insight-Ready Dashboards#

In most organizations, dashboards are built in isolation—cleaned ad hoc, logic redefined per user, and metrics misaligned across teams. This leads to data duplication, inconsistent KPIs, and poor governance, reducing trust in analytics outcomes.

Edilitics eliminates these challenges with the Visualize module—a secure, point-and-click interface for building governed dashboards from pre-cleansed, transformation-ready datasets. With centralized schema handling, embedded metadata, and multi-user control, your teams can build consistent, reusable dashboards without compromising data lineage or security.

Why Visual Analytics Needs Governance and Scale#

Ad hoc dashboarding often fails in real-world business environments due to:

• ❌ Disjointed Metric Definitions

  Different teams apply different filters and logic, breaking metric alignment.

• ❌ Manual Data Cleansing at the Visualization Layer

  Inconsistent preprocessing steps outside governed transformation workflows create drift between dashboards and data sources.

• ❌ Lack of Version Control or Sharing Protocols

  Duplication of dashboards leads to conflicting insights, lack of traceability, and confusion.

• ❌ Unscalable Tools for Large Volumes or Complex Aggregations

  Spreadsheet-based tools and embedded charting systems often collapse under volume or schema complexity.

How Edilitics Solves It#

The Visualize module turns fragmented dashboarding into a secure, scalable, and governed analytics experience:

• 📊 Point-and-Click Chart Creation

  Intuitive interface for building charts from pre-integrated, schema-parsed datasets.

• 🧠 Chart Suggestions Powered by Metadata

  Instantly receive context-aware visualization recommendations using only column names, types, and statistics.

• 🛡️ Centralized Governance

  Enforce shared metrics, dataset controls, and team-wide access with full permissioning and audit trails.

• 🗃️ Pre-Cleansed Data Only

  All data must be integrated and transformed before visualizing—ensuring all users operate on aligned datasets.

• 📁 Reusable Dashboards

  Clone, share, and extend existing dashboards without rewriting logic.

• 🔒 Built-in Security and Privacy

  Only metadata is used for visual suggestions. Raw data is never exposed to AI models or external tools.

Accessing the Visualize Module#

To begin:

1. Log into your workspace and navigate to Visualize from the sidebar.

2. Click “New Visualization” to start a new dashboard workflow.

📌 Ensure that at least one integration has been created and that your organization is on a plan with Visualize access.

Selecting Data Sources#

• A single chart must use one table from one integration, but the dashboard may include multiple charts from different sources.

• Unsupported data types (e.g., dict, JSON, struct) are excluded automatically.

• Chart behavior and theme auto-adjust to Edilitics' light/dark mode.

Chart Suggestions from Metadata#

When a table is selected:

• Edilitics suggests up to 10 relevant charts using column names, types, and summary statistics.

• Each suggestion includes:

  • Recommended chart type

  • Key fields

  • Suggested aggregations

  • Rationale for the chart

Users can select one or more suggestions and generate them instantly.

🔐 No raw data is exposed. Only metadata is used. Suggestions are generated using a third-party LLM model integrated securely. Chart selection remains fully user-controlled.

Manual Chart Building#

You can build visualizations via point-and-click interactions:

• Select fields using “+” or drag them to the canvas.

• Use the left-side Chart Types panel to select visualization formats.

• A comprehensive list of supported charts is available here.

Aggregation Options#

Edilitics automatically infers optimal aggregations based on column type. Users may override these options.

Categorical Fields:

• Group By

• Count

• Count Distinct

Datetime Fields:

• Group By

• Count

• Count Distinct

• Extracted Components: Year, Quarter, Month, Week, Day, Hour, etc.

Numerical Fields:

• Sum, Mean, Median

• Min, Max

• Standard Deviation, Variance

• Count / Count Distinct

• Percentile (5th to 95th)

These aggregations enable robust time series, cohort, and comparative analysis with no code.

Formatting Charts#

Customize your visualization using the Format tab:

• Change chart colors, fonts, grid lines, or axis styles.

• Configure legends, tooltips, and chart-specific properties (e.g., line thickness).

• Maintain corporate branding or improve interpretability with design consistency.

Filtering Capabilities#

Edilitics supports:

Best practice: Use pre-filters for governance, show filters for exploration.

Adding Multiple Sheets#

• Each sheet contains one chart built from one table.

• A dashboard can contain multiple sheets from different sources.

• Each sheet supports its own formatting, filters, and logic.

Use the New Sheet button to expand your dashboard progressively.

Finalizing and Saving Dashboards#

Before saving, users must:

• Assign a Dashboard Title and Description

• Choose Auto-Refresh or Manual Update

  • Auto-refresh can be set daily, weekly, or never.

  • Manual updates are always available via the Visualize home screen.

Edilitics supports draft saving for unfinished dashboards—retained for 7 days.

Enhance Dashboards with Notes and Images#

Improve interpretability with annotations:

• Images – Add logos or reference graphics.

• Notes – Add summaries, KPI definitions, or business explanations for charts.

All visual and textual elements are editable and persist across views.

Secure Dashboard Sharing#

Edilitics supports:

All sharing is governed by role-based permissions. Dashboards cannot be shared unless explicitly granted access.

Live Viewer Tracking & View Counts#

• Dashboard creators can track total views directly from the Visualize home.

• Viewers can see active session participants in real-time, enabling collaboration without conflict.

Editing, Updating, and Cloning Dashboards#

• Titles, descriptions, and schedules can be modified anytime.

• Edits to shared dashboards do not interrupt viewers.

  • Once saved, the new version auto-refreshes for all users.

• Dashboards can be duplicated for different use cases (e.g., monthly performance, regional splits).

Visualize for Operational and Strategic Analytics#

The Visualize module is designed to replace fragmented BI tools with a secure, governed dashboarding system where metrics are trusted, workflows are scalable, and data logic is consistent across the enterprise.

By enforcing pre-cleansed data usage and removing dashboard-specific cleaning steps, Edilitics ensures all stakeholders work from the same truth—whether exploring ad-hoc metrics or monitoring quarterly KPIs.