Create data analysis dashboards

Prerequesites

None

User Guide – Data Analysis Section (Dashboard)

1. Accessing Data Analysis

   • In the left menu, go to Insight > Dashboard.

   • This is where you will create and manage your tiles for dashboards.

   • 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).

   • Click to add them to the Data tab.

   • Discover different options from the data icons such as cross fields, direct addition to filters, information, data aggregation, or counting.

   

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.

   • 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.

   • Add custom calculations.

   • 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.

   • Keep base filters (zeros, activities) on the tile.

   • 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.

• Search for the created table name.

• 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.

• Next, on the desired tile, find the small pencil icon in the top right to access the data analysis of that tile for corrections.

• After making your corrections, save the tile, then save the dashboard.

• Refer to the section for more details.

✅Congratulations!

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