Knowi User Guide
As a View only user, you are limited to consuming dashboards only. While you can download data associated with the widgets and run your own ad-hoc analysis on the data contained within the dashboards that you have access to, you will not be able to save or create any dashboards of your own. This role also cannot create any data assets, including datasources or queries. In addition, you will not be able to invite or manage other users or groups.
Upon logging into your account, you will be taken directly to your default dashboard. (Details on how to change your default dashboard can be found here).
Clicking on the Dashboard icon in the left sidebar will then reveal a dropdown list of all dashboards currently shared with you. Clicking on a Dashboard name will refresh the main page with the contents of the selected dashboard. You also have the ability to search for a specific dashboard by using the Search function within the Dashboard selector.
Dashboard PDF Export
|In the top right corner of the Dashboard, you will find an option to export the currently displayed dashboard as a PDF. If the dashboard contains one or more data grids, then these will appear as Appendices to the main report.|
|All data contained within the Dashboard can be filtered by various key fields present in the underlying data. The Filter icon can be found in the top right corner of the Dashboard.|
Clicking on the filter icon will present you with the Filter creation box. All fields that have been made available to you for selection by the dashboard creator will appear in the left drop-down. You simply select a field to filter on, followed by the condition (equals, not equals, etc) and then the required value.
You can create as many filters as you wish by clicking on the + sign to the right of the filter row. To remove a filter, simply click on the - sign.
|The Refresh icon will reset the Dashboard back to its original state, prior to any filters being added|
Each Dashboard will contain one or more Widgets. A Widget is simply another term for a visualization of the underlying data.
Data Grid Options
If the Widget type is a Data Grid, then you have a few more formatting options open to you by clicking on the formatting button that appears when you hover over the column headers.
The user has the ability to color code certain cells within the Data Grid based upon the values contained with the grid itself.
Another option available is the ability to format the data within each cell of the grid. Options include Number, Currency, Date & Percentage.
In the top right corner of each Widget, you will find a selection of icons that allow you to search, analyze and visualize the data with the Widget itself.
|Clicking on this icon will present you with a statistical overview of all the columns within the Widget, along with a pairwise scatterplot to visualize any data interaction|
|If the Widget type is a Data Grid, then the Search Icon will be available. Clicking on this icon will allow you to enter search criteria to find specific rows of interest.|
|Clicking on the Settings icon will open up access to 4 further Widget functions. These are: Analyze, Data, Refresh & Maximize|
|Clicking on the Analyze option will take you to the Analyze Grid. From here you will be able to perform ad-hoc analysis of the data.|
The user can elect to drag and drop metrics from the left-hand side, into the metrics, grouping, sort and filter areas to slice and dice the data.
|Add Function allows you to create new derived fields and manipulate data that is already on the grid. Add Function leverages the power of Cloud9QL. More details can be found here.|
|Add Step yet again leverages the power of being able to perform sequential Cloud9QL operations upon the grid. For example, transforming data and then aggregating would be a 2 step process.|
|This icon will display statistical information for the grid and a whole, along with the option to display a pairwise scatterplot of data interactions.|
|You can download all of your data to a CSV by clicking on the download icon|
|If you wish to back out any ad-hoc analysis that you have done on the grid, then clicking on this icon will take you back one step and a time|
|Your data will be displayed in grid form by default, but you will be able to visualize your data in other ways by selecting the Visualization settings icon|
Please refer to the Visualization section of our documentation for more information.
|The Data option will allow you to view the data for the selected widget, view the corresponding data types and also to download the data if required|
|Refresh resets any widget filtering back to its default state|
|This will maximize the widget to fill the whole page|
User settings can be found in the bottom left corner of the screen. From here, a user can change their password and their default timezone.