# Create data analysis dashboards

### Prerequesites

None

<figure><img src="/files/S8TPqAzGl01Ud21qfLG0" alt=""><figcaption></figcaption></figure>

### User Guide – Data Analysis Section (Dashboard)

1. **Accessing Data Analysis**
   * In the left menu, go to **Insight > Dashboard**.&#x20;
   * This is where you will create and manage your tiles for dashboards.&#x20;
   * Note that a dashboard can contain multiple tiles.

2. **Choose a report type**
   * Two options :
     * **Daily logs** (detailed, by date)
     * **Project Reports** (aggregated by project, adjustments, costs, quantities, etc.)

3. **In the Tile Creation Interface**
   * **Left Sidebar**: contains all available fields for analysis organized by sections like: Employees, Equipment, Projects, Tasks, etc.
   * **Straight section** divided into:
     * **Filters**: exclude null values, zero values, etc.
     * **Visualization**: customize table appearance, choose column names, layout, etc.
     * **Data**: display raw data columns and add custom calculations.

4. **Add Data**

   * Open sections like **Employees, Projects, Sub-tasks**. Select the **dimensions** (text fields) and **measures** (numeric fields).&#x20;
   * Click to add them to the Data tab.&#x20;
   * Discover different options from the data icons such as cross fields, direct addition to filters, information, data aggregation, or counting.

   <figure><img src="/files/Bte90iBbZl0HVHAGjh7U" alt=""><figcaption></figcaption></figure>

5. **Adjust the tile filters**
   * Go to the Filters section and add your basic filters to this tile. Examples: specific types of equipment, materials, suppliers, etc.&#x20;
   * These fields can be used as filters and displayed in the data table. For the date field, it is best, before saving, to select **Anytime** in the tile to avoid conflicts with future dashboard dates. Other numeric fields can be added to eliminate null or zero values.

6. **Execute the data**
   * Click on **Run** to generate the results.

7. **Manipulate the data in the Data section**
   * Use the cogwheel for:
     * Remove, filter, or pivot columns.
   * Add row totals or overall totals.&#x20;
   * Add custom calculations.&#x20;
   * Note:
     * Max 100 colonnes.
     * Jusqu’à 5000 lignes.

8. **Create a visualization in the visualization section**
   * Select a type of visual (e.g., simple table, bar chart, single value, etc.). Customize using the **Edit** option at the top right of the section, then **Series**:
   * Column titles (e.g. Hours worked). Colors, bold, background shading, etc. Adjust the colors according to your branding.
   * **Conditional Formatting in the Values Tab**
     * Define visual rules (e.g., cells in red if > 80%). Apply to all columns or to numeric columns only.

9. **Execute and finalize**
   * Click on **Run** after making any changes.&#x20;
   * Keep base filters (zeros, activities) on the tile.&#x20;
   * Reserve more complex filters (dates, projects) for the global dashboard.

10. **Save the tile**
    * Click on **Gear Icon > Save**.
    * Choose between:
      * **New Dashboard**
      * **Existing Dashboard**
      * **Individual Look**
    * Name the tile and select the folder.
      * Personnel (private)
      * Group (shared)
    * For saving in a new dashboard, retain useful filters (e.g., date) and uncheck others (activity, hours, etc.).

**Access the dashboard**

* Go to the **Group or Personal folder**.&#x20;
* Search for the created table name.&#x20;
* It will include the saved tile.

### **Add Tiles**

* In the left section, data analysis, create a new tile and save it to your new dashboard.

### **Modify Tiles**

* First, modify the dashboard by clicking the three dots in the top right corner, then select Edit.&#x20;
* Next, on the desired tile, find the small pencil icon in the top right to access the data analysis of that tile for corrections.&#x20;
* After making your corrections, save the tile, then save the dashboard.
* Refer to the section [Broken mention](broken://pages/42mA1JApJ8N6tdlylWcJ) for more details.

✅**Congratulations!**

You have just created and customized your first tile on a dashboard in Civalgo.🎉


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