Advanced Data Visualization with Edilitics | Enterprise Data Management#

The Visualize module in Edilitics enables enterprises to transform raw data into compelling, interactive dashboards that drive actionable insights. This guide provides a detailed overview of the prerequisites, step-by-step instructions, and advanced features for configuring a visualization dashboard, ensuring a seamless and impactful data visualization experience.

Steps to Configure a Visualization Dashboard#

1. Access the Visualize Module#

Navigate to the "Visualize" section within the Edilitics platform's sidebar. This module serves as the entry point for creating dynamic and insightful dashboards.

2. Initiate a New Visualization Workflow#

Click the “New Visualization” button to begin a new workflow. This marks the initiation of your dashboard project, where you will select data sources and design your visualizations.

3. Select the Data Source#

• Supported Data Sources: Only integrations compatible with the Visualize module are displayed for selection, ensuring smooth operation.
• Data Type Handling: Columns containing unsupported data types (e.g., dict, struct, object, JSON) are automatically excluded from visualization. The remaining columns are categorized into Categorical and Numerical fields to facilitate easier selection and processing.

Theme Setting: Visualizations will automatically align with the Edilitics application theme (Light or Dark mode), ensuring consistency with your preferred user interface settings.

4. Add Data to the Chart#

• Drag-and-Drop Interface: Utilize the drag-and-drop functionality to add desired columns to the chart area, or use the "+" sign next to the column name. The default chart type is a Bar Chart, but this can be changed via the Charts tab in the left panel.

5. Select Aggregation#

• Group By: For categorical fields, use the Group By option to aggregate data meaningfully.
• Sum: For numerical fields, apply the Sum function or other relevant aggregation methods to synthesize data effectively.

These aggregation options are customizable, allowing you to tailor the data analysis to specific business requirements.

6. Format the Chart#

• Customization Options: Access the Format tab to customize your chart. Options include adjusting color schemes, axis labels, font styles, and other visual elements to align with your corporate branding or presentation standards.

7. Apply Filters#

• Sheet-Specific Filters: Filters can be applied to individual sheets, allowing for focused data exploration.
• Global Filters: Apply filters across all sheets within a dashboard for a unified data view.

Enable the Show Filter option to make filters visible on the final dashboard, enhancing interactivity and enabling real-time data analysis.

8. Create Additional Sheets#

Click New Sheet to add more visualizations. Repeat steps 4 through 7 as needed to build a comprehensive multi-sheet dashboard.

9. View and Format the Dashboard#

• Layout Customization: After creating the necessary charts, click on View Dashboard to arrange and format your dashboard. You can resize, reposition, and organize charts to create a cohesive and logical data narrative.

10. Add Images and Notes#

• Enrichment: Enhance your dashboard by adding images and notes. These elements provide additional context, making the dashboard more informative and personalized.

11. Save the Dashboard#

• Titling and Descriptions: Before finalizing, define the Viz Title and Description to save your dashboard. This ensures proper labeling, making the dashboard easy to identify and manage in future uses.

12. Schedule Updates#

• Auto Update: Enable this option to schedule automatic updates at specified intervals, ensuring that your dashboard data remains current.
• Manual Update: If auto updates are disabled, manual updates can be performed from the Viz home screen as needed.

Granular Sharing with Team Members#

• Internal Sharing: Dashboards can be securely shared with other members of the workspace. Permissions ensure that shared users can view but not alter the dashboard, maintaining data integrity.
• External Sharing: Dashboards can also be shared externally via email. External users will receive a dashboard link and must verify their access with an OTP sent to their email for each session.

Managing Visualizations Throughout Their Lifecycle#

• Updating Titles and Descriptions: Modify titles and descriptions directly from the Home Screen to keep dashboards organized and relevant.
• Modifying Update Schedules: Adjust update schedules from the Home Screen to ensure dashboards remain timely and effective.

Draft Management#

• Automatic Draft Saving: If you exit a visualization creation flow without saving, the dashboard and all associated charts are automatically saved as drafts for 7 days. After this period, unsaved drafts are permanently deleted.

Dashboard Duplication#

• Cloning and Editing: Dashboards can be duplicated for reuse, allowing slight modifications to create new dashboards. Existing dashboards can also be edited to update metrics or incorporate new data.