Welcome back to the ‘Introduction to CogBI’ series. In Part 1 of this series covered the meaning and practical application of Mobile Business Intelligence. In Part 2 we introduced CogBI’s Dashboards. Part 3 explains what a Data Source is, why is important to the app and how to add them.
Now that the basics have been covered, this part of the series will tie them all together and demonstrate how to create a Dashboard to keep track of the sales of a fictional PC retailer. As you will see, creating a complete and useful Dashboard in CogBI to help you consult your data is very simple.
1. Start opening the App and creating a new Dashboard:
2. After you create the Dashboard you will be presented with the options to connect a Data Source. In this example we’ll connect a spreadsheet that is stored in a Dropbox account:
3. After you select the Data Source you will be presented with a preview of its contents and a list of the fields that it contains. You can assign alias names for each field and define its type. Once you’re ready the app will validate the data in the Data Source and you’ll be able to continue to the Dashboard:
4. Now we’ll create charts for our Dashboard. We’ll create four charts: a Pie chart, a Column chart, a Line chart and a Gauge chart. We’ll use different features for each one so that you give you a sense of the possibilities. The first chart will be a simple Pie chart to display the proportion of every kind of PC type sold:
5. Next we’ll create a Column chart to display the PC sales by model while grouping them by brand (manufacturer). We’ll also add a ‘Drill Down’ so that we can view the how much of each model was sold per sales associate:
6. Next we’ll create a Line chart to displays the monthly sale amounts along a time series. We’ll use custom formatting for the fields in this chart:
7. Finally we’ll create a Gauge chart to measure the progress of a specific goal against the Data available for the current year. To do this we’ll filter the data so that this chart only includes the sales from the current year and then select a value to compare them against.
8. Now that we’ve finish editing our Dashboard we will learn how to view it. To view a Dashboard we must ‘lock’ it, this means that we will switch from the Dashboard’s ‘Edit mode’ to the Dashboards ‘View mode’ in which we can interact with the charts and the data that they display:
9. The Gauge chart does not have a full screen view. Congratulations! You’ve created your first Dashboard. You can come back to it at any time to visualize your data and since the CogBI App maintains a real-time connection to your Data Source you’ll also see any changes to your data reflected in the Dashboard.