Creating Infoboard

Creating Infoboard manually

This section provides you with comprehensive guidance and support on how to select an existing Infoboard template to showcase your data or choose a blank template and design your own Infoboard from scratch.

Selecting Infoboard template

Infoboard template ensures that you can quickly kickstart your Infoboard creation that resonates with your data storytelling goals.

Steps to select a new Infoboard template from Insights.

1. Click on Insights from the Infoveave menu.
2. Click on Create Infoboard. It opens up the collection of ready to use templates.
3. Browse through the selection of templates organized by functionality.
4. Hover over a template description icon to see a description.
5. Click on the preview icon on the template to live preview the Infoboard.
6. Click on the Use this template button to set the selected template as the foundation for your Infoboard.
7. To create your Infoboard from scratch, choose between a Designer Layout and a Grid Layout.

Note

When creating a new datasource, Infoboard source screen pops up automatically. For detailed guidance regarding Infoboard source visit Linking with data

Infoboard setup

8. Setup the Infoboard as required, under the Infoboard Setup panel.
9. Select the appropriate date range for your Infoboard to define the time frame for your data. You can choose from several options, including
   • Default The date range is determined automatically based on the available dataset.
   • Fixed dates Specify a fixed date range as Years, Quarters, Months, Weeks, or Days.
   • No dates Choose this option if your Infoboard does not require date-related information.
   • To know more in detail about date range filter visit Using date range filter
10. Use the dropdown menu to select relevant workflows and jobs that will be associated with this Infoboard.

Note

• The saved template will be available under Insights My Workspace Created by Me.
• To learn more about configuring Infoboard Sources visit the Setup section.
• For detailed Customisation options refer to section Customize Panel.
• For additional Configuration options refer to section Advanced Configuration.

Linking with data

Link with data allows you to configure the right source for your Infoboard storytelling. Infoveave allows you to link your Infoboard with five types of sources such as datasource, query , raw data , API and code. 

Let us explore the process of selecting the source type for the Infoboard.

1. To configure the datasource, click on Add New Source button under Sources. This will allow you to select the source type for your widgets.
2. Choose to configure from the below five Infoboard sources options

   • Select datasource

     This option lets you select from existing datasources that contain relevant data for your Infoboard.

     To know more in detail visit Infoveave Datasource

   • Use query

     Click the Use query button to create a custom SQL query for your data.

     To know more in detail visit Query source

   • Use raw data

     Click on **Use Datato set up your Infoboard using raw data from an excel file.

     To know more in detail visit Raw data source

   • Use API

     Click on Use API button to set up your Infoboard using API.

     To know more in detail visit API source

   • Use Code

     Click on Use Code button to set up your Infoboard using code.

     To know more in detail visit Code source

Adding & configuring widgets

Add widgets to the Infoboard with the simple drag and drop feature to start configuring the widgets. Choose the appropriate datasource type and define the required measures and dimensions. 

Below are the steps on how to add and configure a widget in Infoveave.

1. To configure widgets, drag and drop the required widget from the component panel to the Designer.
2. To configure a widget on the selected template, click on the desired widget.
3. Click on Widget Configuration tab and configure the required fields such as datasource, measures and dimensions.

Note

Configuration may vary depending on the type of widget. Common fields used for configuring widgets include

• Datasources Select the appropriate datasource for the widget.
• Value Specify the value or measure to be displayed in the widget.
• Axis Configure the axis settings for the widget (e.g., X-axis, Y-axis).
• Group Define grouping options for the widget to categorize data.
• Date If applicable, set the date or time range for the widget.
• Other specific fields Depending on the widget type, there may be additional fields specific to that widget (e.g., size, dimension, rows, and columns).

Formatting the measure

1. Click on the gear icon , positioned next to the measure.
2. Provide a suitable name for the measure.
3. Specify the quantity or unit associated with the measure.
4. Add a prefix if required.
5. Choose the desired format from options like Auto, %, and None.
6. Set the precision level for decimal places.
7. Include a suffix if necessary.

Formatting the dimension

Click on the gear icon positioned next to the dimension and rename your dimension field.

Formatting the date dimension

1. Click on the gear icon positioned next to the date dimension.
2. Specify the name for the date dimension.
3. Choose the order date for the dimension.
4. Select the appropriate calendar type, such as Default, FY Calendar, or Custom Calendar.
5. Set the level of granularity for the date dimension, including options like Default, Year, Quarter, Month, Week, or Day.
6. Define the label format for the date dimension.

Adding drill down filters

1. Click on the Interactions option in the widget configuration panel.
2. Click on Drill and apply filters option.
3. Click on the Add drill level button to add a new drill down level.
4. The configuration for each drill down level is similar to the datasource configuration.

Note

• You must choose different measures and dimensions to analyze data at each level.
• Please note that the drill down feature is widget specific.
• Note that the datasource itself cannot be changed for the drill down levels.
• You can have up to 2 drill down levels for your analysis.

Adding fixed filters

1. Click on the Fixed filters option in the widget configuration panel.
2. Click on Add filter, which allows you to add dimension and measure filters to the widget.

Configuring a dimension filter

1. Select the desired dimension from the available options.
2. Choose the condition that best suits your filtering requirement (e.g., “are,” “are not,” “in,” “not in”).
3. Enter the dimension value that you want to filter by.

Configuring a measure filter

1. Select the desired measure from the available options.
2. Choose the condition that defines how the measure should be compared (e.g., “greater than,” “less than,” “greater than or equal to,” “less than or equal to,” “equals to”).
3. If the value condition is selected
   • Enter the specific value that the measure should be compared against.
4. If the measure condition is selected
   • Select the other measure from the available options that the current measure will be compared with.
5. If you need to add multiple measure filters, you can repeat the above steps to configure additional measure filters. The AND/OR condition option will appear, allowing you to choose whether all the filters should match (AND) or at least one filter should match (OR).
6. Save or apply the changes to the widget configuration.

Note

To learn more about configuring Infoboard Sources for widgets visit Widget Configuration.

Customizing widgets

The Widget Customization in Infoveave allows you to tailor the appearance of the selected widgets to meet the specific data visualization needs.

Below are the brief steps on how to customize a widget in the Infoboard designer.

1. To customize the widget, select the widget you want to customize on the designer canvas.

2. Explore the available customization options, which include

   • Styling Adjust colors, fonts, borders, styles and backgrounds.
   • Labeling Modify labels and captions.
   • Interactivity Enable or disable tooltips and click-actions.

3. To edit labels Axis Name, Value, or Label, click on the Label button under each customization tab.

4. The main functionalities available for customization include

   • Font Size Adjust the size of the font used for the name, value, or label to ensure optimal visibility and legibility.
   • Font Style Choose from a variety of font styles to align the text with your desired design aesthetics and overall visual theme.
   • Alignment Customize the alignment of the name, value, or label to control their positioning within the widget, whether it be left, center, or right alignment.

5. Click on Save to save the widget’s appearance and behavior.

6. Click on the view icon to view the dashboard.

Tip

To rename the axes, series or values, delete the default option and replace it with the desired text.

Note

Specific customization options can vary based on the widget type you’re working with. Each widget type may offer unique parameters and settings for precise customization.

Creating Infoboard Using AI

This feature automates the creation of your Infoboard using GenAI with very minimal input such as the input datasource. GenAI automatically generates visualisations based on the data provided.

Selecting input datasource

Gen AI analyses the input data and provides a detailed summary of the data. You have the option to automatically generate an Infoboard or specify your choice of analysis parameters.

Choosing how to generate Infoboard

Generating Infoboard automatically

Choose the option Generate Infoboard

• Generate Infoboard does not require any further input and generates visualisations based on its analysis of data for 3 default layouts – Desktop, Mobile and Print.

• You can delete unwanted visualisations by selecting the relevant chart and clicking on Delete

• You can review the visualisations and ask AI to generate any more charts that are further required. You can do this by clicking on the option ‘Ask AI’ .
  

  Note

  AI generated Infoboard follows a Grid based layout

Specifying your parameters by choosing Let me specify

Choosing Let me specify Enter the required parameters for analysis and click on Build Infoboard

• GenAI automatically generates visualisations based on the analysis parameters for 3 default layouts – Desktop, Mobile and Print.
• You can delete unwanted visualisations by selecting the relevant chart and clicking on Delete

AI generates detailed insights for each of the visualisations. You can view these insights by clicking on the icon next to the chart title

You can review the visualisations and ask AI to generate any more charts that are further required. You can do this by clicking on the option Ask AI

Note

AI generated Infoboard follows a Grid based layout

Asking AI a question

This feature of ask a question to AI is available for both AI generated Infoboards and Custom created Infoboards.

Upon clicking on this option, GenAI provides a summary of Insights, data and suggestions on what are the key factors affecting the KPIs.

Posting a question to AI

You can post a question to AI based on the data present and add that visualisation to the Infoboard.

AI analyses the data based on the question asked and generates relevant visualisations. You can browse through them and select an appropriate chart to be included in your Infoboard Click on the Close button to go back to the Infoboard view.

Note

• You can Add and Configure more widgets to the same Infoboard. You can also Configure AI generated widgets to fine tune them further.

• Customise widget appearance to align with your theme.

Saving and Viewing Infoboard

Save and preview the completed dashboard and confirm that the data and the design seamlessly align with your data storytelling goals.

1. Click on Save to save the completed dashboard.
2. Click on the View icon to preview the completed dashboard.

Note

To learn in detail about managing Infoboard, visit Manage Infoboard.