Data Studio

Data Studio is a next-generation reporting tool that is fast and intuitive. It is easy to use and provides a rich user interface to create and edit charts and dashboards.

On the Navigation bar, click Business Insights > Data Studio. The Data Studio page is displayed with the following tabs:
  • Home tab
  • Dashboard tab
  • Charts tab
  • Gallery tab
  • Schedules tab

In the Brand mode, a brand can get an aggregate view of data of all the associated partners by creating dashboards, charts, and schedules. Note that, in the Brand mode, a brand can view dashboard templates created only by the users of the brand's RUCKUS AI service account. If a partner wants to share a dashboard template with the brand, the import and export dashboard option must be used.

Home Tab

The Home page displays dashboards and charts created within the system. You can click each dashboard or chart to view them individually and edit them.
Home Tab
A dashboard can have a collection of one or more charts. Both dashboards and charts can be broadly customized into Favorite and Mine categories. You can click View All to see all the dashboards and charts within the network. Click the +Dashboard icon or +Chart icon to add dashboards and charts respectively.
Dashboards or charts that are viewed often can be marked as favorite by enabling the star icon as displayed in the image. Those marked appear within the Favorite tab.
Marking Favorites

You can create your own charts and dashboards and save them under the Mine tab.

Charts Tab

Charts aid in visualizing network data from as simple as a pie chart to complex network graphs. There are a variety of options to choose from, to visualize data.

The Charts tab displays all the charts created either as widgets or tables. It displays information about the owner of the chart, chart title, visualization type (such as bubble chart, pie chart, time-series chart, and so on), dataset type (such as AP inventory, applications, client info and statistics, and so on), favorites, and modification details. Every chart can be selected and deleted.
Note: Charts can be deleted or edited only by the owner. Other users can make a copy of the chart, by using the Save As option, and become an owner.
Click Bulk Select to select several charts at a time and delete them all at once. You can search for a particular chart in the search field, by title. The list of charts can also be sorted and viewed by the options recently modified, least recently modified, and in alphabetical order as well.

Creating a Chart

Complete the following steps to create a Chart.
  1. On the Navigation bar, click Business Insights > Data Studio > Charts. The Charts page is displayed.
  2. Click +Chart icon. The Create a new chart page is displayed.
    Creating a New Chart
  3. In the Choose a Dataset field, select a Dataset from the list. Refer to Dataset Filters Columns table, for more information on the Dataset.
    Note: After you click Create New Chart you cannot change the selected dataset. If you want to do so, you must start over with a new chart. To exit the chart creation process, click any of the Data Studio tabs (Home, Dashboards, Charts, Gallery, or Schedules).
  4. In the Choose a Chart Type tab, select a chart type. You can choose a chart by filtering with following options:
    • All charts: This option displays the most used charts across organization.
    • Recommended tags: The option displays the most suitable charts based on the data being analyzed. This feature assists in optimal and meaningful data visualization. You can choose a chart from the following filter types:
      • Popular: This option displays the most popular charts that are used across organization.
      • ECharts: This option displays the Funnel, Treemap, Gauge, and various Time-series charts.
      • Advanced-Analytics: This option displays the Big Number with Trendline and various Time-series charts.
    • Category: The option displays the most used charts across organization based on the following categories:
      • Correlation: This option displays the Heatmap, Calendar Heatmap, and Bubble charts.
      • Distribution: This option displays the Histogram, Box Plot, and Horizon charts.
      • Evolution: This option displays the various Time-series charts.
      • Flow: This option displays the Sankey Diagram and Chord Diagram charts
      • KPI: This option displays the Big Number, Bullet, Funnel, and Gauge charts.
      • Map: This option displays the Deck.GL Scatterplot chart.
      • Parts of a Whole: This option displays the Pie, Treemap, Sunburts, Partitions, and Treemap charts.
      • Ranking: This option displays the Bar, Word, Nightingale, and Parallel charts.
      • Table: This option displays the various Tables charts.
    • Tags: The option displays all available charts filtered by chart type.

    After you select the chart, a brief introduction and examples about the selected chart is displayed at the bottom.

  5. Click Create New Chart. A new page is displayed with a blank content panel to the right of the page, a Data tab, and a Customize tab to the left of the page. The Datasource tab is hidden. Click Open Datasource tab icon beside the Run button to view the Datasource tab. The selected Dataset is displayed in the Datasource tab.
    Create New Chart Page
    If you want to select different Dataset, complete the following steps:
    1. Click Open Datasource tab icon beside the Run button to view the Datasource tab.
    2. Click Options (three dots) > Change Dataset. The Change dataset dialog box is displayed.
    3. Select the Dataset. The following warning message is displayed:

      "Warning! Changing the dataset may break the chart if the metadata does not exist."

    4. Click Proceed. The new Dataset is loaded and if any form or controls settings are available in the old dataset, they will be moved to the new dataset. If there are no existing form and controls settings, the following message will be displayed:

      "No form settings were maintained. We were unable to carry over any controls when switching to this new dataset."

    From the Data tab, you can select the chart type, time, query, annotation and layers for the chart, and the analytics trends you wish to see. You can also open the left panel by clicking the table icon, which displays all the columns and calculated metrics of the dataset selected.

    From the Customize tab you can select the color schemes for the chart, legend, X-axis and Y-axis parameters, and tool tip options.

  6. Double click Untitled and enter a title for the chart.
  7. Complete the following steps to configure the Data tab:
    1. In the Chart type sub tab, the Visualization Type field is prefilled with the chart name you have selected at the beginning. If you want to select a different chart, complete the following steps:
      1. Click the chart name. The Select a visualization type dialog box is displayed.
      2. Select the new chart and click Select.
    2. In the Time sub tab, by default Time Grain is set to Hours and Time Range is set to Last Day, complete the following steps to modify the Time Grain and Time Range:
      1. Time Grain: Select a time from the drop down list. The time ranges from 30 seconds to a quarter. This is the duration at which the data is recorded in the chart.

        Example: If you select the time grain as an hour, the data is recorded in the chart every hour.

      2. Time Range: Click Last Day. The Edit time range dialog box is displayed. Complete the following fields:
        Note: You have to select the Include Time check box at the bottom of the tab to include the configured time granularity in the chart.
        • Range Type: Select a range type from the drop down list:
          • Last
          • Previous
          • Custom
          • Advanced
        • Configure Time Range: Set the duration for which you want to generate the report.
          • For Last, select from following options:
            • Last day: This generates a daily report from the present day (12 AM) until the current time.
            • Last week: This generates a weekly report of the previous seven days from 12 AM until the current time.
            • Last month: This generates a monthly report of the previous 30 days from 12 AM until the current time.
            • Last quarter: This generates a quarterly report of the previous 90 days from 12 AM until the current time.
          • For Previous, select from following options:
            • previous calendar week: This generates a weekly report for the previous calendar week.

              Example: If you are creating a report on September 14, you will get the report from September 2 (Sunday) at 12 AM until September 9 (Sunday) at 12 AM.

            • previous calendar month: This generates a monthly report for the previous calendar month.

              Example: If you are creating a report on September 14, you will get the report for the entire August month.

          • For Custom, select Start Date/Time and End Date/Time from the following options:
            • Relative Date/Time: This option allows you to select the time grain ranging from seconds to a quarter and specify the duration before which you want to generate the report. Select a time range from the drop down. The time ranges from seconds to a quarter. After that, enter a time range that is less than or equal to three months before the day you want to generate the report. In the Anchor To field, select Now to get the live data or select Date/Time and select a date and time to anchor the report to a specific day and time.
            • Specific Date/Time: Select a date and time range from the calender less than or equal to three months before the day you want to generate the report.
            • Now: You can use this option in the end field to get the data from a specific time to the current time.
            • Midnight: This option displays data from the previous midnight (12 AM).
      3. Click Apply to apply the configuration.
    3. In the Query sub tab, complete the following fields:
      • Query Mode: Select Aggregate or Raw Records. In aggregate, you can select a column, metrics, apply filters, and sort. In raw records, you can select a column, apply a filter, and sort them by order label.
      • For Aggregate, complete the following fields:
        • Group By: Select a column from the drop down. Refer to Dataset Filters Columns table, for more information on the columns.
        • Metrics: Click +Add metric field. The My metric dialog box is displayed. Select a predefined metric from the Saved tab, or define a custom metrics using the Simple or Custom SQL tab. Refer to Dataset Filters Metrics table, for more information on the metrics.
          Note: You can add more than one metrics to the chart.
        • Percentage Metrics: You can define metrics for which percentage of the total is to be displayed. The percentage is calculated from only the data within the row limit. Click +Add metric field. The My metric dialog box is displayed. Select a predefined metric from the Saved tab, or define a custom metrics using the Simple or Custom SQL tab.
        • Filters: Click +Add filter field. The filter dialog box is displayed. Define a custom filter using the Simple or Custom SQL tab.
        • Sort By:You can define metrics to sort the top series in the chart; if this option is not defined, the default first metrics are displayed. Click +Add metric field. The My metric dialog box is displayed. Select a predefined metric from the Saved tab, or define a custom metrics using the Simple or Custom SQL tab.
        • Server Pagination: This option enables the server side pagination of results. By default, this option is selected. Uncheck the check box to disable it. If you disable this option, select the chart row limit from the drop down. The row limit ranges from 10 to 5000.
        • Include Time: You have to enable this option only if you have defined time granularity in the Time sub-tab. Select the check box to enable this option. If this option is disabled, you can view only last day data.
        • Sort Descending: This option sorts the chart data in descending order. By default, this option is selected. Uncheck the check box to disable it.
        • Show Totals: This option displays the total aggregations of selected metrics.
          Note: Row limit does not apply to this result.
      • For Raw Records, complete the following fields:
        • Columns: Select a column from the drop down. Refer to Dataset Filters Columns table, for more information on the columns.
        • Filters: Click +Add filter field. The filter dialog box is displayed. Define a custom filter using the Simple or Custom SQL tab.
        • Ordering: Select a order from the drop down.
        • Server Pagination: This option enables the server side pagination of results. By default, this option is selected. Uncheck the check box to disable it. If you disable this option, select the chart row limit from the drop down. The row limit ranges from 10 to 5000.
  8. Click Customize tab to customize the chart that you have selected in Step4. The Customize tab is displayed only for the selected charts. If required, you can customize the chart color, row size, column size, labels, and alignments. Only the options applicable to the selected charts are displayed in the Options sub-tab. For example, the following options are displayed for the Table chart type:
    • Timestamp Format: Select date and time format from the drop down.
    • Search Box: This option displays a client-side search box in the chart. By default, this option is selected. Uncheck the check box to disable it.
    • Cell Bars: This option displays a bar chart background in table columns.
    • Align: This option aligns the background chart with both positive and negative values at zero. Select the check box to enable this option.
    • Colour: This option colors the positive and negative numerical values. Select the check box to enable this option.
    • Conditional Formatting: This option applies the color formatting to the numeric columns. Click + Add new color formatter. This option applies the color formatting to the numeric columns. Click + Add new color formatter. The Add new formatter dialog box is displayed. In the Column field, select the column from the drop down. In the Color Scheme field, select the color from the drop-down. In the Operator field, select the condition operator. Click Apply to apply the settings.
    • Chart Title: This option defines the chart titles, title margin, and title positions for the X Axis and Y Axis.
    • Chart Options: This option defines the X Axis and Y Axis formats of the chart, along with the color schemes for rendering the chart, legends, label type, label format, number format, date format, and chart shape.

    Based on the chart type selected, similar options will be displayed.

    For all of the charts listed in Step4, except tables, you must configure the Number Format or Y Axis Format in the Chart Options. The following are the Number Format or Y Axis Format, and metrics results displayed in the chart:

    • Bytes: Displays the traffic results.
    • Bitrate: Displays the throughput or MCS Rate results.
    • Decibels (dB): Displays the SNR results.
    • Decibels milliwatt (dBm): Displays the RSS or noise floor results.
  9. Click Run to view the chart that's created after processing the configuration settings.
  10. Click Save. The Save chart dialog box is displayed, complete the following steps.
    Save Chart Dialogue Box
    1. Complete the following fields:
      • Chart Name: Enter a name for the chart.
      • Add to Dashboard: Select a dashboard from the list. This option saves the chart to a Dashboard page.
    2. Click Save to save the chart to the Charts page. If you have selected a dashboard, you can select Save & Go To Dashboard this will redirect you to the Dashboard page.
The following example is time series chart that displays the average disk utilization both as a time-series graph and as a table, in a green color scheme. The green dots represent the predictive analysis information calculated by the system against the green circles that are markers on the graph. You can export the chart into a .json or .csv file format, and also download it as a JPG file or image. Clicking View Query displays the script that is run to fetch data for a specific chart.
Sample Chart - "New Chart for My Network"
In the following example, the chart "New Chart for My Network" is added to the dashboard "APs Rx Tx dashboard".
Chart Named "New Chart for My Network" Added to Dashboard "APs Rx Tx dashboard"
New Chart also Added to the Charts Tab

The owner of the chart is provided with an option to schedule an email report from the screen while viewing it. Click a chart to view the details.

Create a Report Schedule for the Chart

You can create a report schedule for the chart that you have created.

Complete the following steps to create an email schedule for the chart. The created schedule is displayed in the Schedules tab. Alternatively, you can create a report schedule for the chart from the Schedules tab, refer to Creating a Schedule section.
  1. On the Navigation bar, click Business Insights > Data Studio > Charts. The Charts page is displayed.
  2. In the table, select the chart for which you want to create an email schedule.
  3. Click the icon at the top-right corner. The Add Schedule dialog box is displayed.
    Add Schedule from Chart Page
  4. Complete the following fields:
    Add Schedule for Chart
    • Name: Enter a name for the report schedule.
    • Description: Enter a description of the report.
    • Schedule: Select the periodicity (day, week, or month) and time at which you want to trigger the report to be run and sent to the email recipients.
      • Day: Select the time in Hours and Minutes at which you want to send the report.
      • Week: Select the Day and time in Hours and Minutes at which you want to send the report.
      • Month: Select the Date and time in Hours and Minutes at which you want to send the report.
      • Granularity: Specifies the time interval for which data is aggregated and presented in a scheduled report. The selected time interval directly impacts the level of detail in a report. For example, if you set Granularity to Week, and the report is scheduled to run on a monthly basis, the data points in the report will represent aggregated data for each week in the month.

        The values available for the Granularity option are dependant on the frequency configured in the Schedule option.

        Table 1. Granularity Options for Scheduled Reports
        Report Schedule Granularity
        Day 15 minute, Hour, or Day
        Week 15 minute, Hour, Day, or Week
        Month 15 minute, Hour, Day, Week, or Month

        Default granularity value is defined for existing schedules. For daily and weekly schedules, the default granularity is set to 15 minute, while for monthly schedule, the default granularity is Hour.

    • Timezone: Select a timezone from the list.
    • Format: Select a report format PNG or CSV.
      Note: The scheduled report in CSV format is restricted to render a maximum of 50,000 records.
    • Email: Specify the email address of the recipient to whom you want to send the report. The current user's email address appears by default. You can enter email addresses of multiple recipients separated by commas or semicolons.
  5. Click Add to create a report schedule for the chart.

Export and Download the Chart Report

You can export and download the chart report data in CSV, json, and PNG formats. The CSV or json reports provide a full report for the time range you specified in the chart. If you choose to download the report as an image, the report prints the chart report in PNG format exactly as it is displayed on the Web UI. The PNG export functionality of the entire chart operates on the principle of WYSIWYG (What You See Is What You Get). As a result, any data or elements that are not visible on the interface during the export process will be excluded from the PNG output.

Complete the following steps to export and download the chart report in the CSV, json, and PNG formats.
  1. On the Navigation bar, click Business Insights > Data Studio > Charts. The Charts page is displayed.
  2. In the table, select the chart for which you want to export and download the chart report.
  3. Click .csv icon at the top-right corner to export and download the report in CSV format.
  4. Click .json icon at the top-right corner to export and download the report in json format.
  5. Click More (three lines) > Download as image at the top-right corner to export and download the report in image format.

Dashboard Tab

Creating dashboards in the Data Studio page is simple and easy. The dashboards are a collection of charts which is highly customizable according to user needs.

The Dashboard tab displays all the dashboards created either as widgets or tables (contains one or many widgets, and or charts). It displays information about the owner of the dashboard, dashboard title, status (Published or Draft), modification details and so on. Individual dashboards can be selected and deleted, or they can be selected in bulk and deleted. Only dashboard owners can edit or delete them. You can search for a particular dashboard in the search field, by title. The dashboard information can also be sorted and viewed by the options recently modified, least recently modified, and in alphabetical order. You can also filter the dashboards by using created by or owner drop-downs.

Creating a Dashboard

Complete the following steps to create a Dashboard.
  1. On the Navigation bar, click Business Insights > Data Studio > Dashboard. The Dashboard page is displayed.
  2. Click +Dashboard icon. The Untitled Dashboard page is displayed with two tabs Components and Charts.

    From Components, you can add various components to customize the appearance of the dashboard, such as tabs, rows, columns, dividers, headers, and markdowns.

    From Charts, you can also choose the charts you want to add to the dashboard and view them based on their time of creation, dataset, visualization type, and name.

    Creating a New Dashboard
  3. Double click Untitled Dashboard and enter a title for the dashboard.
  4. Click +Create a New Chart to add a new chart, refer Creating a Chart section. To add an existing chart, select the Charts tab, then drag and drop the required charts from the list to the dashboard.

    Charts added to the dashboard appear as a widget or tile. You can click on the chart to modify the title and also expand or contract the chart to fit within the dashboard. You can also delete a chart within the dashboard by clicking the delete icon in the widget. For more information about the chart, you can click the data source link from where the chart is included.

  5. If required, drag and drop the required components to the dashboard from the Components tab to configure the dashboard.
    The dashboard components are described below:
    • Tabs: You can use this option to create the tab headings.
    • Row: By default, a row is displayed on the dashboard. This row is the placeholder for the charts. If a row is filled with charts, you can use this option to create a new row and add new charts.
    • Column: You can use this option to create the table column. This column is the placeholder for the charts. You can use this option to create a new row and add new charts.
    • Heading: You can use this option to create the heading.
    • Markdown: You can use this option to add notes or information.
  6. If required, use the Undo and Redo icons at the top right corner of the page to undo or redo any changes made to the dashboard.
  7. Click Save to save the dashboard with the same name, or select Options (three dots) > Save As to overwrite the dashboard with the same name or save the dashboard with a new name, or select the option also copy (duplicate) charts to duplicate the dashboard and save it with a new name.

    The dashboard is saved by default as a Draft, and listed in the Dashboard tab.

    Note: Click Discard Changes to remove changes done to the dashboard.
    New Dashboard Added to the Dashboard Tab
  8. Select Options (three dots) > Refresh Dashboard to refresh the dashboard manually.
  9. Complete the following steps to set up automatic dashboard refresh:
    1. Select Options (three dots) > Set auto-refresh interval. The Refresh Interval dialog box is displayed.
    2. Select the Refresh Frequency from the list and click Save.
The following is a sample dashboard titled "APs Rx Tx dashboard", created with two tabs - one for network traffic and another for Rx and Tx values. It includes charts displaying values for Total Tx, Total Rx, a pie chart displaying the data distribution for totals APs by network traffic, and the location of APs within the globe.
Sample Dashboard - "APs Rx Tx dashboard"
The owner of the dashboard is provided with an option to schedule an email report from the screen while viewing it. Click a dashboard to view the details.
Dashboard View - Schedule Icon

Create a Report Schedule for the Dashboard

You can create a report schedule for the dashboard that you have created.

Complete the following steps to create an email schedules for the dashboard. The created schedule is displayed in the Schedules tab. Alternatively, you can create a report schedule for the dashboard from the Schedules tab, refer to Creating a Schedule section.
  1. On the Navigation bar, click Business Insights > Data Studio > Dashboard. The Dashboard page is displayed.
  2. In the table, select the dashboard for which you want to create an email schedule.
  3. Click the icon at the top-right corner. The Add Schedule dialog box is displayed.
  4. Complete the following fields:
    • Name: Enter a name for the report schedule.
    • Description: Enter a description of the report.
    • Schedule: Specify the frequency at which you want to trigger the report to be sent to the recipient's email address. The report schedule can be set on a daily, weekly, or monthly basis.
      • Day: Select the time in Hours and Minutes in a day at which you want to send the report.
      • Week: Select the Day and time in Hours and Minutes in a week at which you want to send the report.
      • Month: Select the Date and time in Hours and Minutes in a month at which you want to send the report.
    • Granularity: Specifies the time interval for which data is aggregated and presented in a scheduled report. The selected time interval directly impacts the level of detail in a report. For example, if you set Granularity to Week, and the report is scheduled to run on a monthly basis, the data points in the report will represent aggregated data for each week in the month.

      The values available for the Granularity option are dependant on the frequency configured in the Schedule option.

      Table 2. Granularity Options for Scheduled Reports
      Report Schedule Granularity
      Day 15 minute, Hour, or Day
      Week 15 minute, Hour, Day, or Week
      Month 15 minute, Hour, Day, Week, or Month

      Default granularity value is defined for existing schedules. For daily and weekly schedules, the default granularity is set to 15 minute, while for monthly schedule, the default granularity is Hour.

    • Timezone: Select a timezone from the list.
    • Format: Select the format in which you want to send the report. The supported formats are PNG, CSV, and PDF formats.
      Note: The scheduled report in CSV format is restricted to render a maximum of 50,000 records.
    • Email: Specify the email address of the recipient to whom you want to send the report. The current user's email address appears by default. You can enter email addresses of multiple recipients separated by commas or semicolons.
  5. Click Add to create a report schedule for the dashboard.

Export and Download the Dashboard Report

You can export and download the dashboard report data in CSV, PDF, and PNG formats. The reports in CSV format provide a full report for the time range you specified in the chart. If you choose to download the report as an image or PDF, report prints the dashboard report in PDF or PNG format exactly as it is displayed on the Web UI. The PDF and PNG export functionality of the entire dashboard operates on the principle of WYSIWYG (What You See Is What You Get). As a result, any data or elements that are not visible on the dashboard interface during the export process will be excluded from the PDF and PNG output.

Complete the following steps to export and download the dashboard report in the CSV, PDF, and PNG formats.
  1. On the Navigation bar, click Business Insights > Data Studio > Dashboard. The Dashboard page is displayed.
  2. In the table, select the dashboard for which you want to export and download the dashboard report.
  3. Click More (three lines) > Download as .csv at the top-right corner to export and download the report in CSV format.
  4. Click More (three lines) > Download as pdf at the top-right corner to export and download the report in PDF format.
  5. Click More (three lines) > Download as image at the top-right corner to export and download the report in PNG format.

Export and Import Dashboard

Dashboards can be exported to make a copy or backup which can be imported at a later point of time. You can also share the exported file with other users who can import the dashboard into their account. From the Dashboard tab, you can export the dashboard details by clicking the icon in the Actions column. You can also use the BULK SELECT option to select and export several dashboards at a time.
Dashboards - Export and Bulk Export
To import the file, go to Settings > Import Dashboard.
Importing Dashboards

In the Import Dashboard(s) window, choose the exported dashboard file, select the database, and click Upload to import the dashboard file.

Note that the export and import is for the dashboard template only and the data is restricted based on the account and the resource group.

Gallery Tab

The Gallery tab displays a collection of pre-packaged dashboards. They are categorized as vertical-specific reports. The Gallery tab displays a preview into each of the dashboards listed on the page.

You can import all the dashboards in a category by clicking Import all, or view each dashboard and choose a specific dashboard to import by clicking the import icon next to it.

After importing the dashboard, it would appear in the Dashboards tab for review or analysis. The dashboards can be edited and deleted as required and are also customizable.

Gallery Tab - IT Operations
Gallery Tab - Hospitality
Gallery Tab - Education

Schedules Tab

Reports present a snapshot of the dashboards and charts. You can set up a schedule to send the reports by way of email to internal and external recipients at regular intervals (daily, weekly, or monthly). Only the owner of a dashboard or chart with Prime Administrator or Administrator privileges can create a schedule of reports for the dashboard or chart.
Schedules Tab
Data Studio Scheduled Reports
The Schedules tab displays the following information:
  • Status: Displays the status of the scheduled report. If the scheduled report is sent successfully, the status is displayed as a green check mark, and if the scheduled report is not sent or failed, the status is displayed as a red x mark.
  • Last Run: Displays the date and time at which the report was last run.
  • Name: Displays the name of the report.
  • Schedule: Displays the time at which the report is scheduled to run.
  • Owners: Displays the name of the user who has created the scheduled report.
  • Active: Indicates whether the schedule is enabled or disabled. Only the owner of the scheduled report and users with Prime Administrator privileges can enable or disable the schedule.
  • Actions: Displays all the actions that you can perform on a configured schedule, as described in the following table.
    Table 3. Actions Description
    Action Icons Description
    (Execution Log) View the execution log of the scheduled report.
    (Edit) Edit the scheduled report. Only the user who created the schedule (the owner of the schedule) can edit the schedule.
    (Delete) Delete the scheduled report. Only the user who created the schedule (the owner of the schedule) can delete the schedule.

The owner of the schedule can also use the Bulk Select option to select several schedules and delete them all at once.

Creating a Schedule

You can create schedules for the dashboard and chart that you have created.

Complete the following steps to create a schedule.
  1. On the Navigation bar, click Business Insights > Data Studio > Schedules tab. The Schedules page is displayed.
  2. Click + Schedule. The Add Schedule dialog box is displayed.
    Add Schedule Dialog Box
  3. Complete the following fields:
    • Name: Enter a name for the report schedule.
    • Description: Enter a description of the report.
    • Active: Use the toggle button to enable or disable the schedule.

      If the schedule is enabled, the reports will be sent to the recipient according to the schedule. If the schedule is disabled, the schedule becomes inactive and the report does not run at the configured frequency.

    • Schedule: Specify the frequency at which you want to trigger the report to be sent to the recipient's email address. The report schedule can be set on a daily, weekly, or monthly basis.
      • Day: Select the time in Hours and Minutes in a day at which you want to send the report.
      • Week: Select the Day and time in Hours and Minutes in a week at which you want to send the report.
      • Month: Select the Date and time in Hours and Minutes in a month at which you want to send the report.
    • Granularity: Specifies the time interval for which data is aggregated and presented in a scheduled report. The selected time interval directly impacts the level of detail in a report. For example, if you set Granularity to Week, and the report is scheduled to run on a monthly basis, the data points in the report will represent aggregated data for each week in the month.

      The values available for the Granularity option are dependant on the frequency configured in the Schedule option.

      Table 4. Granularity Options for Scheduled Reports
      Report Schedule Report Granularity
      Day 15 minute, Hour, or Day
      Week 15 minute, Hour, Day, or Week
      Month 15 minute, Hour, Day, Week, or Month

      Default granularity value is defined for existing schedules. For daily and weekly schedules, the default granularity is set to 15 minute, while for monthly schedule, the default granularity is Hour.

    • Timezone: Select the time zone that must be considered for the schedule.
    • Message Content: Only the dashboards and charts that you have created are displayed in the drop-down list. Select one of the following:
      • Dashboard: Specifies to create a schedule for a dashboard report. Select a dashboard from the drop-down list.
      • Chart: Specifies to create a schedule for a chart report. Select a chart from the drop-down list.
    • Format: Select the format in which you want to send the report. The supported formats are PNG, CSV, and PDF formats.
      Note: The scheduled report in CSV format is restricted to render a maximum of 50,000 records.
    • Email: Specify the email address of the recipient to whom you want to send the report. The current user's email address appears by default. You can enter email addresses of multiple recipients separated by commas or semicolons.
  4. Click Add to create the schedule.

Applying Filters to the Dashboard

You can create various filters for the dashboard and apply them to all panels or specific panels in the dashboard. However, it's important to note that these filters are temporary; they reset each time you refresh the web UI page or navigate away from the dashboard. When filters are applied, the data is populated on the dashboard in accordance with the selected criteria. When you export a CSV report, the filters that are applied on the dashboard won't be saved but will be honored in the report. Conversely, when you apply the filters and schedule a report, the filters will be saved for the schedule and honored in the scheduled report. The saved filters persist for the schedule unless you edit the schedule after applying new filters.

Complete the following steps to apply filters to the dashboard.
  1. On the Navigation bar, click Business Insights > Data Studio > Dashboard. The Dashboard page is displayed.
  2. In the table, select the dashboard for which you want to apply filters. The Dashboard is displayed.
    Dashboard
  3. Click Filter icon (three horizontal lines) at the left of the dashboard. The Filters tab is displayed.
    Filters Tab
  4. Click + Add/Edit Filters. The Add and edit filters dialog box is displayed.
    Add and Edit Filters Dialog Box
  5. Complete the following steps to create the filters in the Add and edit filters dialog box:
    1. In the + Add filters and dividers tab, by default, an empty filter with name [untitled] is displayed, you can use this and create the filter. To add new Filter or Divider, click + Add filters and dividers icon and select Filter or Divider. The Filter or Divider is displayed in the + Add filters and dividers tab. You can use the Divider to add the addition information about the filters.
    2. In the Settings tab, complete the following fields:
      • Filter Type: Select a filter type from the drop down:
        • Value
        • Time Range
        • Time Grain
      • Filter Name: Enter a name to the filter.
      • Dataset: This option is displayed only if the Filter Type is Value or Time Grain. Select a dataset from the drop down.
      • Column: This option is displayed only if the Filter Type is Value. Select a column from the drop down.
      • Filter Configuration: Select the Pre-filter available values or Sort filter values filters check box to enable the respective filter configuration.
        • Pre-filter available values : If you want to add a dataset filter, select this option and complete the following fields:
          • Pre-Filter: Click +Add filter field. The filter dialog box is displayed. Define a custom filter using the Simple or Custom SQL tab.
          • Time Range: Click No Filter field. The Edit time range dialog box is displayed. Select a time range Last, Previous, Custom, or Advanced from the drop down. For more information, refer to Creating a Chart Step7.b.2.
        • Sort filter values: If you want to sort the displayed result, select this option and complete the following fields:
          • Sort Ascending: Select this option if you want to display the results in ascending order.
          • Sort Descending: Select this option if you want to display the results in descending order.
          • Sort Metric: Select this option if you want to display the results based on the metric.
      • Filter Settings: If you want to add the filter value, complete the following fields:
        • Description: If required, enter a brief description of the filter.
        • Filter has default value: Select this option if you want to select a default value for the filter. This option displays the results based on the default value.
        • Filter value is required: Select this option if you want to choose a different default value for the filter every time. This option enables you to select a filter value and displays the result based on the selected value.
          Note: If you select this option, the Filter has default value option will be disabled.
        • Select first filter value by default: Select this option if you want to select the default first filter value. This option will not allow you to select a default filter value.
        • Can select multiple values: Select this option if you want to choose multiple filter values. This option enables you to select multiple filter values and displays the result based on the selected values.
        • Dynamically search all filter values: Select this option if your dashboard displays more than 1000 filter values. Selecting this option enables dynamically searching that load filter values as users type.
        • Inverse selection: Select this option if you want to exclude the selected filter values from the result.
    3. Scoping: You can apply the filter to individual panels or charts or to all panels or charts by using the following options:
      Scoping Tab
      • Apply to all panels: This option applies the filter to all the panels or charts.
      • Apply to specific panels: This option applies the filter to selected panels or charts. After selecting this option, select the chart from the drop down to which you want to apply this filter.
    4. Click Save to save the filters. The added filter is displayed in the + Add filters and dividers.
      Added Filter View
    5. If you want to add a divider, click + Add filters and dividers icon and select Divider. The Divider is displayed in the + Add filters and dividers tab. Complete the following fields:
      • Title: Enter a title to the divider.
      • Description: Enter a brief description about the divider.
    6. If you want to add more filters or dividers, click + Add filters and dividers icon and select Filter or Divider. Start from Apply Filters to the Dashboard, Step 5.b.
  6. Complete the following steps to modify the filter and view results in the dashboard:
    1. Click filter and select the required filter value.
    2. Click Apply Filters, the new results are displayed in the dashboard.

      .

  7. Complete the following steps to modify the granularity of each chart in the dashboard:
    1. On the Chart, click Options (three dots) > View chart in Explore . The Chart is displayed.
    2. In the Time sub tab, modify the granularity as required and click Save.