Taylor’s Corner: Optimizing Use of Dashboards
The dashboard, or “Present,” feature of Cloverleaf Analytics offers a way create a storyboard of your business that is highly interactive. Features of the present module include charts, texts, infographics, slicers, images, and data driven dynamics. In today’s article, we will go over a few helpful tips to get the most use out of your presentation.
After building your discoveries and adding the desired reports to your presentation canvas, you should have a basic dashboard. Here’s an example:
Slicers
Slicers are used to filter visuals and data by a slicer selection. Slicers will appear in either the corresponding slide after being added to the presentation or in the Presentation Menu as a ‘hidden slicer’ during runtime. Slicers panel (red highlight) shows hidden slicer in the presentation. To filter your data further, new slicers can be added by clicking the ‘add new slicer’ icon (green highlight).
In this example, I have added in an evaluation date slicer that can be viewed on the top right of the canvas and the hidden slicer, ‘state,’ is shown in the slicer panel.
Interaction Manager
The Interaction Manager (blue highlight), found in the presentation tab, manages slicers and interactions for all contents currently on the selected slide.
The Interaction Manager panel shows all content, reports and slicers, on the current slide. Each checkbox is used to add or remove an interaction between and slicer or report and the corresponding item.
By clicking the Show Interactions button (green highlight), you can visually see which content items are interacting. Interactions can also be managed by selecting the desired arrow.
Smart Insights (using AI)
When your dashboard is in runtime, hovering over each individual report will display a row of icons (green highlight). In this ribbon we have Smart Insights (red highlight).
Utilizing this AI feature in Cloverleaf to get the most understanding out of your dashboard can be extremely helpful. Smart Insights, performs an AI analysis of the selected query and generates and returns an output given to user in natural language. Another way of looking at this is, this tool takes data of the selected visual and puts it in plain text, allowing users a deep insight of the data.
Depending on the data of the report, Smart Insights splits real time information into different categories such as basic fact, Pareto Analysis, relationship analysis, trends, and impact analysis.
You can also select from different levels of detail (red highlight): Light, advanced, or categorical.
