Creating a Dashboard in Infoveave

Creating a dashboard in Infoveave is a step-by-step process that involves connecting to a datasource, designing the layout, configuring widgets, and enabling interactivity. Dashboards act as powerful tools to visualize data, uncover insights, and support decision-making in an organized and visually appealing way. A well-designed dashboard effectively communicates data and allows users to analyze key metrics in a visually engaging way. Below, we break down the steps for creating an interactive dashboard in Infoveave.

For the dashboard, we will use the following components:

• Datasource: The bank loan dataset serves as the foundation for the dashboard. This dataset will power the widgets and ensure accurate and relevant visualizations.

• Layout: We will use the Designer Layout, and the Desktop View of the canvas will be chosen as the primary layout for creating the dashboard.

• Widgets: We will use widgets such as bar charts, treemaps, maps, and labels that display data from the bank loan dataset.

• Interactivity Features: Interactivities such as filters, views, drill downs, and linked reports will be added on the dashboard.

The below section provides detailed instructions on building an interactive and functional dashboard in Infoveave.

Step 1: Select Dashboard Template

To design a dashboard, start by selecting a template from the Template Library. Infoveave offers many pre-designed templates for various needs. Here let us choose the Blank Designer Template. This option allows to create the dashboard layout from scratch.

1. Select Template: In Infoveave, go to the Insights menu and click Create Infoboard to access the dashboard template library. From there, select the Blank Template and choose the Designer Layout option.

Step 2: Link Datasource

Once the template is selected, the next step is to link the dashboard to the appropriate datasources. If the required datasource has already been configured, simply select it from the pre-configured options. This ensures your Infoboard is connected to the right data for your widgets and visualizations.

2. Add Datasource: To add the Datasource to your Infoboard, go to the Sources section and click the Add New Source button. From the available options, choose Start with Existing Datasource and select Bank Loan Data from the list.

Step 3: Add and Configure Widgets

After selecting the layout, the next step is to add and configure widgets onto the dashboard. Widgets are the visual components that present your data in a clear and interactive manner, helping to communicate insights effectively.

3. Add Widgets: Open the Component Panel, drag and drop or double click on the required widgets onto the dashboard layout. Select the widgets you want to use, such as charts, tables, or text boxes.

4. Configure Widgets: Configure each widget by linking it to the Bank Loan Data. Define the measures and dimensions for each widget to ensure they accurately reflect the data you need.

Example

Let us add a column chart, set Loan Amount as the measure and Product as the dimension to display the data effectively.

5. Format Measure Value: Click the gear icon next to the measure value to format. Update the name, specify the unit, and include a prefix or suffix if needed. Choose a format (e.g., Auto or %) and set the precision for decimal places.

Step 3: Customize Widgets

Finally, customize the appearance of the widgets.

6. Customization: To customize a widget, select the chart on the designer canvas and adjust options like styling (colors, fonts, and backgrounds), labels, edit axis names, values, or labels under the Label tab, better visibility.

Example

To enhance the clarity and visual appeal of the Total Loan Amount by Product chart, the following customizations were applied:

• Chart Title:

  • Enabled the title and set the label to ” ”.
  • Adjusted the font size to 24 for better visibility.
  • Set the font color to black (#000000) for clear readability.

• Axis Labels:

  • Enabled the axis label display to clearly indicate product names.
  • Set the axis label interval to “1” to ensure all product names are displayed without skipping.
  • Adjusted the orientation to -45° for better readability of longer product names.
  • Positioned the axis labels outside and set the label gap to “8” for cleaner spacing.
  • Set the label width to “30” for better control over label dimensions.

• Numerical Axis:

  • Disabled the Numerical Axis display to maintain a minimalistic appearance.

• Grid Margins:

  • Adjusted the grid margins to ensure proper spacing around the chart:
    • Left margin: 105
    • Top, right, and bottom margins: 40 each.

Step 4: Configure Interactions

7. Enable Interactions: Open the interactions panel of the selected widget. Choose from the available options, such as Apply Filters or Drill-Down and Apply Filters, depending on the desired functionality.

Example

In the dashboard, we can enhance interactivity for the Total Loan Amount by Product widget by configuring Drill Down and apply filters to the widget Declined vs Approved Loans by Branch under the Interactions settings.

• Apply Filter: When a product is clicked, the dashboard updates to display data relevant to that specific product across all other widgets configured with the Apply Filter setting.

• Drill Down: When enabled, clicking on a product type updates the widget to display loan amounts by branch, and further clicking on a branch reveals loan amounts by region.

8. Setup Views: Navigate to the Views section under Setup and click Add View. Drag and drop the required chart, configure and customize it to suit your needs.

Note

In the dashboard, we can enhance interactivity for the Total Loan Amount by Product widget by replacing its standard tooltip with a detailed view.

• First, create a view using a bar chart to display branch names as dimensions and loan amounts as measures.

• Now, when a product is hovered over in the Total Loan Amount by Product widget, the Loan Amount by Branch view appears.

9. Configure Board Expression: Navigate to the Setup tab and click Configure Expression. In the expression editor, create a new rule, define conditions, and configure actions like changing widget properties or displaying messages when conditions are met.

Note

If the dashboard needs to trigger an alert when the total number of loans approved falls below 2000. You want an alert icon to appear, ensuring immediate attention to this low approval count.

Configure the Expression

The expression can be set as follows:
SUM(‘Loan And Amount’[Loans]) < 2000
In this expression:

• SUM calculates the total number of loans approved.
  
• The condition checks if the total approved loans are less than 2000.
  Effect: Set the action to display an alert icon.
  

Step 5: Organize Widgets

10. Group and Layer Widgets: Stack widgets using layering to control their visibility with Z-index, and group multiple widgets into a single entity to simplify movement, alignment, and styling.

With the dashboard created in Infoveave, the next step is to explore how to create template reports, which can later be linked to the dashboard widgets to provide detailed insights and downloadable data for users. In the next section, we will explore how to create template reports in Infoveave.