Overview

In this article, you'll learn how to create and customize various widgets to visualize your data within Datarails. Widgets can offer deep insights, with options like column charts, pie charts, combo charts, and waterfall charts. Let's dive in!

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Creating a Custom Widget

1. Navigate to New.
2. Select Add Widget custom.
3. Name your widget.
4. Choose the table from which your data originates, e.g., "financials" table.

Column Chart Widget

1. Click Next to access the Widget editor screen.
2. Select items for the x-axis and the value section, representing the numerical data points you wish to showcase.
3. Filter data using dimensions like "account Group L2" for specificity.
4. Choose the desired time frame.
5. You can add multiple data series and adjust aggregations.
6. Widgets support graphical drill-downs by clicking on specific months or values.
7. Sort data (default is alphabetical) or customize the order.
8. Click Save.

Pie Chart Widget

1. Name your pie chart.
2. Drag the required fields into the pie segments and value sections.
3. Use the account hierarchy to streamline your view.
4. Configure drill-down levels in the designated "drill down" section.
5. Adjust filters and use the "options" section to tweak display settings.
6. Group smaller items using the Filter by Value feature.
7. Click Save.

Switching Chart Types

1. Click Edit.
2. Select Type to change, for example, a pie chart to a table.

Combo Chart Widget

1. The combo chart pairs two types of visualizations, e.g., a column and line chart.
2. Choose the primary data you wish to analyze.
3. Populate the value section and choose the x-axis.
4. Use 'calculated values' for metrics like EBITDA and its margin.
5. Utilize 'combo chart options' to adjust data visualization clarity.

Waterfall Chart Widget

1. Provides a sequential breakdown of positive or negative values over time.
2. Drag the 'amount' into the value section.
3. Visualize how values, like OpEx, evolve over a specific period.
4. The waterfall chart offers insights into specific expenses causing fluctuations.
5. Use 'waterfall options' for aesthetic customizations.

Additional Tips

• The reference date at the top of your dashboard influences the widget's display.
• You can edit or delete widgets by selecting Edit or Delete.
• Each widget provides customizability options to tailor visualizations to your needs.

Conclusion

The variety of visualization tools in Datarails lets you delve deep into your data. By understanding each widget's capabilities, you can transform raw data into actionable insights effectively. Happy analyzing!

September 13, 2023 08:20