We recommend that you always define the results you're expecting before working in Analytics. Express what you are looking for in a concise, explicit question that you will then translate into the configuration of your widget, like for example: "Who are the stakeholders we engaged with over the past month?" Having a clear idea of what you are looking for in terms of information types, columns names, sorting, etc. helps in defining which parameters you will use to build your widget.
Access Boréalis Analytics from the application menu on the left side of your screen. Click on the "Add" button in the Widgets tab to create your first widget. The following form will pop up.
(1) Title. Enter the title of your choice. It should explicitly describe the information you want to portray with the widget. This title will allow you to find your widget with the research tool.
(2) Form. Select what data source the widget will be built on, like for example the main form on which you want to report. You can only select one form, and this cannot be changed once the widget has been created.
Note: Always keep in mind that the Form allows you to define the subset of data used to create tables and charts. Every table and chart is based on these parameters.
(3) Type. How do you want your data to be visually represented? Select the type of visual you want for your widget (Calendar, Chart, Indicator, Map, Scatterplot, Table). The can be changed once the widget has been created.
Calendar: Use filters to build and integrate calendars in your dashboards. For example, keep track of upcoming communications, know when your stakeholders have birthdays and plan team meetings.
- Chart: Graphs are among visually compelling ways to analyze your data. And since every situation has its particularities, we built several different graphs in our Analytics tool. From left to right: (First row) spline, horizontal bars and pyramid (Second row) pie, bars and area.
- Indicator: Define your custom KPIs, such as grievance average resolution time.
- Map: Display filtered data and categorize it according to any field in a custom map.
- Scatter plot: Use this graph for stakeholder mapping. Customize your map with XYZ axis and numerical field values.
- Table: Build custom lists of records with the desired columns and sort records.
(4) Privacy. There are 3 levels of privacy:
- Private: Widgets are only for your own use; other users don't see them.
- Public: Widgets are available to other users (according to their access level); other users can see them but are not allowed to modify them.
- System: Widgets are built in the system and maintained by Boréalis. They cannot be deleted (only duplicated).
Click on "Save and View" to access your newly created widget.