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Logi Tutorial: How to Add Self-Service Functionality to Your Dashboard

By Matthew Grogan | February 13, 2018
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This is the final blog in my series on how to build an analytic application in just 30 minutes using Logi Info. We already talked about how to connect your data source, add interactive visualizations to your dashboard, and most recently, apply filters to your visualizations.

>> Related Webinar: How to Build an Analytic Application in 30 Minutes <<

But what if your users want to create content and visualizations on their own? That’s where Logi’s Analysis Grid element comes to the rescue. It empowers users to explore data on their own, build their own charts, and add them to the dashboard—and you can build it (along with the rest of your analytic application) in 30 minutes or less!

Here’s how:

Step 1: Select the Self Service Report, highlight Body, then select the Analysis Grid element. Run the Wizard.

Figure 1: Selecting the Analysis Grid Element

Step 2: For the DataLayer Type, select ActiveSQL.

Step 3: Select Build the SQL Query with the Query Builder and select the items you require for your query.

Figure 2: The SQL Query Builder defining the new query

Step 4: Associate the Analysis Grid to the Dashboard by selecting Custom Dashboard Panels under General Elements.

Figure 3: Selecting Custom Dashboard Panels

Next, fill out the Dashboard Save File attribute, which holds the state of the layout and visualizations you chose to display:

Figure 4: The required Dashboard Save File attribute

 Step 5: Under Report, select your Master Report ID → Dashboard → Save File, then click and copy the file.

Figure 5: Finding and copying Save File attribute

Step 6: Paste the copied attribute within the Dashboard Save File.

Now, with the Analysis Grid in place, your users will have a space on the dashboard to effectively explore the data and create their own content. Though this is still a developer-created dashboard, end users can easily extend it by adding their own analysis and visualizations. And because users are not limited by what has been provided for them, you will likely see higher engagement with this self-service BI dashboard capability.

Figure 6: Example of new user content page functionality

To learn more about creating an analytic application in just 30 minutes using Logi Info, read our previous blogs in this tutorial series:

About the Author

Matthew Grogan is a Solutions Engineer at Logi Analytics, where he provides both technical enablement and advice regarding Logi products.

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