Advanced Configuration

Creating a View

View in Infoveave helps you to improve the granularity on your data visualization with customized data visualizations. View allows you to replace the widgets tooltip with a different widget or with a set of widgets bringing up detailed insights on your data in an enhanced manner. The widgets added to the View supports data filtering and drill downs. 

Creating view

Here is a step-by-step guide on how to configure a view for Infoboards

1. Within the Infoboard setup panel, click on the View feature.
2. Click on + Add view. A view will be added under the name tag View 1.
3. Click on the edit icon next to it.This action redirects you to the view designer interface.
4. Set the width and the height of the view designer screen in the customization panel.
5. You can also select the background color for the view.

Configuring view

1. Drag and drop widgets onto the view designer.
2. Click on the desired widget to configure it.
3. Access the widget configuration tab to set datasource, measures, and dimensions.
4. Configure common fields like datasources, value, axis, group, and date.
5. Format measures and dimensions using the gear icon (if required).
6. Add drill down filters for in-depth analysis (if required).
7. Set fixed filters for specific dimension and measure conditions (if required).

Customizing view

1. Select the widget on the designer canvas for customization.
2. Navigate to the widget customization option and explore the customization options for styling, labeling, and interactivity.
3. Edit labels for axis name, value, or label.
4. Adjust font size, style, and alignment.
5. Save changes to the widget’s appearance and behavior.
6. Click on Save and navigate back to the Infoboard designer.

Linking with Infoboard

1. Identify and select the widget on the Infoboard to which you want to link the view.
2. Navigate to the widget customization panel, select Customization option.
3. Find the Tool tip section within the customization options.
4. Locate the Behaviour setting and set the default option as View.
5. Navigate to the View setting and pick the desired view that you have configured.A list of preconfigured views will be available under the View option.
6. Click on Save to save the linked view.
7. Mouse over the previously selected widget to view.

Note

You can add the same View to multiple widgets on the same Infoboard, to bring out the required insights.

Conditional expressions

Infoboard expressions are special rules that allow you to create dynamic and customized data visualizations by setting conditions over widget measures and dimension values. These expressions enable you to control the behavior and appearance of other widgets in your Infoboard based on specific conditions, making dashboards more interactive and visually effective.

Expression syntax

Function(<Reference>,<Condition>) = Conditional Value

Where

• <Reference> is replaced by 'Widget Name'[Measure Name] and <Condition> is replaced by [Dimension Name] ="Dimension Value".
• Function Functions are like commands that you use in data analysis to perform specific activities.
• 'Widget Name' is enclosed within single apostrophes (`) to indicate it’s a string literal, typically representing a widget name.
• Measure Name is enclosed in square brackets ([]) to represent a measure name.
• Dimension Name is enclosed in square brackets ([]) to represent a dimension name.
• "Dimension Value" is enclosed within double quotes (" ") to represent a specific dimension value.
• The mathematical operator in the expression establishes the condition.
  • The operator used here is only for demonstration purposes.
• Conditional Value specifies the value that must be met for the condition to hold true.

Note

You can configure your expression using measures alone. When using dimension name within an expression function, add the associated dimension value in the required format.

Configuring expressions

To configure an expression in Infoveave, navigate to the desired Infoboard under Insights.

1. Click on the Edit icon, to start configuring the board expression.
2. Click on the Infoboard setup tab associated with the selected Infoboard.
3. Click on Configure expressions. A pop-up window or expression editor will appear.
4. All the configured expressions, if any will be present in the expression editor.
5. Click on Add Expression to configure a new expression.
6. Write your expression following the appropriate syntax. This includes defining measures, dimensions, filters, calculations, and conditions.Utilize functions and operators available within Infoveave to create your desired expression.
7. After defining the expression, configure the Action you want to trigger when the condition is met.Actions can include changing widget properties, displaying messages, or triggering other widget actions.
8. To add another Action, click on Add rule + icon.You can add up to two actions for an Expression.
9. Use the radio button to determine the widget’s Visibility.You can choose between options like Show or Hide based on the condition set within the expression.
10. Assign the action to a specific Option Group. Common option groups include General, Title, Measure and Label.
    • In the General option group, you might find options related to the widget’s overall appearance, such as background color, borders, and shadows.
    • In the Title option group, you’ll find options that pertain to the widget’s title, including text, font size, and alignment.
    • In the Image option group, options are related to displaying images within the widget, covering aspects like image selection, positioning, and size.
    • In the label option group, option actions are related to choice of displaying labels within the widget, covering aspects like positioning and size.
11. Depending on the chosen option group, customization the action under Options. Here’s a breakdown of some common action options

    • General

      Background color Determine the widget’s background color.

      Border Configure border settings, encompassing color, width, and style.

      Border Radius Specify the curvature of the widget’s corners.

      Shadow Apply shadow effects to enhance visual appeal.

      Theme Implement predefined themes to alter the widget’s overall appearance.

      Decal Add decorative elements or icons for visual enhancement.

      Show null values Decide whether to display null or empty data values.

    • Title

      Enabled Toggle the visibility of the widget’s title on or off.

      Label Set the title’s label or text.

      Word wrap Determine whether the title should wrap to the next line when the text exceeds space.

      Background color Define the background color of the title.

      Decoration Apply text decorations such as underlining, bold formatting, or italics.

      Font family Choose the font family for the title.

      Font size Define the font size for the title text.

      Font color Specify the color of the title text.

      Alignment Set the alignment of the title within the widget.

    • Image

      Image Select an image to display within the widget.

      Position Choose the image’s placement within the widget.

      Repeat Determine whether and how the image should repeat or tile.

      Size Define the image’s dimensions.

12. To delete any expression or action click on the Delete icon.
13. Click Save to save the Expression.

Note

• Use the Expression Status Indicator to verify the correctness of the Expression syntax.
• Action options depend on the type of widget selected.

Scenario

Imagine you are overseeing an Order Dashboard in Infoveave, where you want to implement a specific action based on a condition using Expressions. In this scenario, the condition is defined as follows, if the sum of online orders for Brazil is less than 150, a particular action should be triggered.

Contextual information

In the dataset used for the Order Dashboard, we want the set the effect on the Online Orders widget. We use the measure [Orders] and the dimension [Country], specifically targeting the dimension value “Brazil.”

Configure expression

We can configure the expression as below

SUMX('Online Orders'[Orders], [Country]="Brazil") < 150

In this expression, we sum up the online orders for Brazil and then check if it’s less than 150. This becomes the condition for our action.

Consider that we want to configure an action that changes the background color of another widget called Online Orders. Here’s how you would do it

• Option group Select the General option group because you’re customizing the widget’s overall appearance.
• Option From the General group, choose the Background color option. This allows you to specify the background color that the widget should change to when the condition is met.

By selecting the general option group and the background color option, you’re precisely defining the Action to your expression’s condition.

By defining expressions, you can see how to precisely control the behavior and appearance of your widgets, ensuring that your Dashboard provides meaningful insights and communicates important information effectively.

Managing Infoboard layout

Infoveave allows you to customize the Infoboard layout, to present the widgets in the best possible way. Infoveave provides an easy drag-and-drop option for repositioning and adjusting the size of your widgets. You may arrange the widgets to look well on a desktop, tablet, or smartphone.

Note

You need to manage the layout separately for desktop, mobile and print view.

To manage the layout of an Infoboard in Infoveave, follow these steps

1. Navigate to the Insights module.
2. Select the Infoboard you want to manage the layout for.
3. Click on the Edit icon to enter the editing mode.
4. In the editing mode, locate the layout options for the Infoboard in the Setup panel under View option.
5. Select the layout option that suits your needs. The available options include Desktop, Mobile, and Print.
6. Make necessary adjustments to ensure optimal presentation and functionality.
7. Click Save to save your Infoboard view after redesigning the Infoboard layout.