Creating a visualization page is designed to generate analysis data and select their further display.
You can go to this page from the Home page.
At the top of the page Creating a visualization the location of the created visualization is displayed:
Dashboard group name → Dashboard name → Visualization name.
To create a new visualization you need:
The central part of the page is a conditional "designer screen" of the visualization. Here the user can move all the necessary data for analysis.
The following blocks are provided for this purpose:
On the left side of the page, there are dimensions and metrics from which you need to select the ones you need to build the visualization.
Dimensions - criteria for selection of analysis data presented by the general list: store, categories, products, promotions, types of promotions, brands, category managers, suppliers, receipts marks, cashiers, producers, markers, store formats, store groups, types of bonuses, POS-terminals, clients LP, write-off types, LP client groups, product type, day / month / year, month / year, year, month, week, day of the week, hours.
The search function provides a quick search for the desired dimension.
Metrics - organized into groups of metrics available for analysis: sales, sales qty, receipts qty, avg receipt price, price, plans, financial metrics, turns, profit, SKU, return, return to suppliers, order, write-off, bonuses, penetration, stocks, etc.
Each indicator expands to a list of related metrics.
You can use the search function to quickly find the required metric.
Right of the heading "Dimensions" / "Metrics" the list of dimensions/metrics is expanded/collapsed.
This ensures comfortable work with the desired unit while viewing and selecting the desired items.
To add a section for analysis, you must:
Step 1 Drag the section to the desired block (filters, columns, rows). For example, consider the choice of section "Store".
Step 2. A modal window appears where you need to select the desired stores. At the top of the window there is the name of the section under which there are two blocks:
At the top right of each block is a counter showing the number of selected stores.
Step 3. Apply the selected actions to the stores. You can cancel the selected actions.
You can place two or more dimensions on the table at the same time.
For example, let's choose in addition to the dimension "Stores" also a dimension "Categories". We drag it to the "Rows" block. A list of categories that expand to subcategories appears in the modal window.
To select the desired category, check it with a flag. You can select any number of categories/subcategories.
You can add several mutually agreed dimensions to the rows of the table, which will unfold in the desired sequence. For example, choose dimensions: "Brands", "Categories", "Products". In this case, the rows of the visualization table will expand from brands to categories and individual products included in them.
There are two possible ways to display them:
1. The visualization elements will be expanded from brands to categories and directly to the products included in them. That is, the category tree of the "Categories" section will not be taken into account.
2. Brands will be deployed to higher-level categories which will gradually fall to the lowest level of the category tree. The final point of deployment will be products. To do this you need to activate the "Enable deployment mode" checkbox on the right panel.
This checkbox appears when you select the following visualizations: Table, Line graph, Area graph, Bar graph, Bar graph with accumulation, Bar graph, Stacked graph, Combination graph, Fixed bar graph, Bubble graph, Dot graph, Pie graph, Sector graph, Tree graph.
To do this, drag one of the dimensions to the "Rows" or "Columns" block:
According to this algorithm, other dimensions available on the service are selected.
They are: promos, types of promo, category managers, suppliers, receipts marks, cashiers, producers, markers, store groups, types of bonuses, POS-terminals, LP clients, types of write-offs, client types, LP client groups, product types.
When adding dimensions and metrics to the corresponding blocks, the data is formed in the form of a vertical list. The Expand Horizontal feature allows you to move each dimension into a separate column and expand the data horizontally to the levels on which it is located.
Note! The order of the display of sections is preserved from left to right.
The "Enable expand tree" will not be available if the “Expand horizontally” mode is used.
The Show items with no data feature on the right panel allows you to display all elements of the selected dimension, taking into account their zero values.
The dimension added to the table can be edited and deleted. To do this, click on it and select the desired action in the pop-up window:
To add an indicator to the table, you must:
For example, we add days of the week to the "Rows", add stores to the "Columns", and drag the indicator "Sales" from metrics "Sales" to the "Body".
As a result, we get a table with sales in terms of stores by days.
Metrics can be analyzed in relation to any dimension.
For example, we will add stores to "Columns", and metrics to "Rows": Sales, Receipts qty, Sales qty and Avg receipt price.
We get a table with the main metrics for stores for the selected period.
To do this, add dimensions to the blocks "Columns" and "Rows", and add several metrics to the block "Body".
For example, we will add stores to "Columns", products to "Rows", and metrics to "Body": Sales, Profit, Sales qty.
Then we get a table where the selected metrics for the selected products will be grouped by store.
To do this, just click on them and select the desired action in the pop-up window:
Note! The "Placement settings" is used only for the following metrics: Identifier, Barcode and Stock Qty at the end of the day.
The "Placement settings" is not displayed in the pop-up window if:
You can select the period for analysis in the block "Period" (on the right side of the page), which contains the fields:
If "Set date" is selected, then below it a field appears where you can manually set the period on the calendar.
You can perform the following actions with the visualization table:
Using the field "Number of rows per page" (on the right panel of the "Visualizations" block) you can additionally set the parameters of data display in the table (10, 25, 50, 100 rows on one page).
Once the analysis data is generated, it is necessary to select the type of visual display.
In the block "Visualization" (on the right side of the page) 17 icons are shown for types of visualizations that will be active depending on the selected metrics and dimensions. When you hover the cursor over their icons, a window appears with the name of the visualization and the requirements for its application. If the requirements are not met - the icon is inactive. Available visualizations are shown in color.
"Table" is set by default.
To change the visualization type, you need to click on the desired active icon. The selected visualization will be highlighted in purple. Clicking on another icon immediately changes the selected visualization type.
Block "Name" (on the right of the page) unfolds after clicking on the arrow to the right and contains:
Block "Style" (right side of the page) after clicking on the arrow on the right side it unfolds and contains:
Block "Axes" (right side of the page) is only available for visualizations that assume axes. After clicking on the arrow on the right, the block expands and contains the following:
Block "Legend" (right side of the page) is only available for visualizations that assume a legend. After clicking on the arrow, the block expands and contains two fields to select the location of the legend: on the left, on the right, centered (in one field) and at the top, in the middle, at the bottom (in another field).
Additional settings of visualization:
Available for the table (on the right of the page):
