Working with Charts and Dashboards

Overview

This article covers Charting and Dashboard functionality within the Thentia Cloud Workbench. Learn how to create a chart, select a report, and manage the type of chart produced. Learn how to create and manage Dashboards, including adding, moving, or removing Reports and Charts within a dashboard.

Charting

Charting in Thentia Cloud allows for reports to be visualized in meaningful ways. When creating a chart, a crucial first step is to select a specific report to be visualized. Want to learn more about creating reports? Check out our Support Page article on Creating Interactive Queries.  

Which types of reports can be displayed in a Chart?

Not all reports can be displayed as Charts. The major requirement is that you must use a report with grouping levels. Standard SQL reports often have levels of grouping, for example:

• Applications by status, city, submitted date
• Licenses by type, status, expiration date

The grouping establishes the bars on a bar chart or the slices on a pie chart.

Note: Therefore, the only charts you can generate through reports that you build through Query Builder are those that are aggregate reports. Want to learn more about creating reports? Check out our Support Page article on Creating Interactive Queries.

Creating a Chart

• Access the Analytics Module
  
• Open the Menu and select the Charting option.
  
• Add a new record to create a new chart.
  
• Chart Details
  Required
  -Name: Unique name
  -Query datasource: Select an already existing report you would like to display as a chart.
  Type-to-Search (Character Specific)
  -Chart Visualization: Select the type of chart that will be rendered with the report. (bar chart, pie chart, donut chart, line chart, scatter chart, etc.)
  Optional
  -Category: Categorize the chart based upon the type of information the report is returning, aligned to the Individual Licensing, Business Licensing, Facility Licensing, etc.
  -Description: Text area to define the chart, especially helpful to differentiate charts/reports that have similar titles or return similar results.
  
• Example:
  
• Save.
  
  Recommendation: Save after each step 

X and Y Axis Configuration

After you've:
-Selected a report (Must contain group-by values) 
-Selected the desired type of chart
You'll then need to assign the report group-by values for the X and Y axes.

• Click the dropdown to assign a grouping value per axis.

Note: The system may by default select the same grouping value for both axes; if you generate a chart that has the same value for both axes, you may receive an error, or the chart, when rendered, will look like it's missing information.

• After configuring the X and Y axes, Save.
• Then, click the Visualize this Chart button.
  

• If there is an error or the chart seems to be missing information, keep in mind:
  -Does the selected Report (Query datasource) contain group-by values? (Applications by status / Licenses by status / Businesses by city)
  -Incorrectly assigned X and Y values?

  Show chart Properties
  

• The report determines the results brought back.
  -Some chart types will not visualize well if there are too many or too few results.
  -Try alternative types of charts; various chart visualization types will help the viewer interpret and understand the data.

  Export Chart
  

Dashboards

Dashboards in Thentia Cloud allow system users (Regulators) to create a curated collection of Charts and Reports. The selected dashboard charts and reports can be resized, moved, and updated over time. 
Note: Dashboards created will be visible to other system users.

Creating a Dashboard

• Access the Analytics Module
  
• Open the Menu and select the Dashboards option.
  
• Add a new Dashboard (Or Double-click on a specific dashboard to view the dashboard)
  
• Configuration Tab: Provide Dashboard Details
  Required
  -Name: Unique name
  Optional
  -Category: Categorize the dashboard based upon the type of information included in the Dashboard reports and charts. (Individual Licensing, Business Licensing, Facility Licensing, etc.)
  -Description: Text area to define the dashboard, especially helpful to differentiate dashboards that have similar titles or return similar results.
  Example:
  
• Save.
• Charts Tab
  -Use the Charts type-to-search dropdown to locate and select a specific already existing chart.
  -Once you select a chart, click the Add Chart button.
  -Once you add a chart, you can resize the chart or remove the report.
  -Save.
  
  • You can always add or remove charts  from a dashboard in the future.
• Queries Tab
  -Use the Queries type-to-search dropdown to locate and select a specific already existing query/report.
  -Once you select a report, click the Add Query button.
  -Once you add a report, you can resize or remove the report.
  -Save.
  
  • You can always add or remove reports from a dashboard in the future.
• Visualize this Dashboard will allow you to view the dashboard full screen.
  
• Edit Dashboard Properties will allow you to bring back the Dashboard Properties and manage the dashboard.