• 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 catagories:
  • 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 breif introduction and examples about the selected chart is displayed at the bottom.

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.

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 quaterly 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 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.

• 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 formating 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.

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

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.

• Name: Add a name to the schedule.
• Description: If necessary, add a description of the schedule.
• 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: Enter the email address to which the report will be sent.

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.

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.

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

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.

• Name: Add a name to the schedule.
• Description: If necessary, add a description of the schedule.
• 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: Enter the email address to which the report will be sent.

• Name: Enter a name for the report.
• Description: Enter a description of the report.
• Active: Use the slide 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. Select one of the following:
  • Dashboard: Specifies to create a schedule for a dashboard report. Select a dashboard from the drop down.
  • Chart: Specifies to create a schedule for a chart report. Select a chart from the drop down.
• Format: You can choose to send the chart report in the PNG, CSV, or 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.

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 fiter 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:

   

   • 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.

   

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.

1. Click filter and select the required filter value.
2. Click Apply Filters, the new results are displayed in the dashboard. If you export a CSV report or schedule a report of this dashboard after applying these filters, you will only get the report of the granularity configured in each of the charts or panels and not that you have applied in the filters.

   Example: If the time granularity configured to the chart is last day and you apply last week time granularity in the filter, the last week results are displayed in the dashboard. If you export a csv report or schedule a report of this dashboard, you will get the report of the last day granularity as configured in the chart. If you want a last week report, then you have to modify the time granularity of each chart in the dashboard and then export a csv report or schedule.

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.