Create, deploy, and maintain analytic applications that engage users and drive revenue. See a Logi demo

Development Tips

Logi Tutorial: How to Create Dashboard Panels with an Analysis Grid

By Noah Mashni | July 20, 2017
Share on LinkedIn Tweet about this on Twitter Share on Facebook

Application users want freedom over their analytics experiences. By embedding self-service analytics capabilities, application teams can give their end users the freedom to author their own visualizations, reports, and dashboards, as well as manage their sharing settings all within the context of their applications.

>> Logi Tutorial: Creating Charts Using the Studio Development Platform <<

The Logi Analytics development platform includes an element called the Analysis Grid that creates a small self-service environment. It allows users to group, filter, and interact with their data, then create charts from that dataset. It also allows users to connect to a data source, create custom columns, change table layouts, perform calculations, what-if-analysis, and export their findings in other formats such as Excel, CSV and PDF. And it gives users the option to present the resulting data through powerful visualizations such as heatmaps.

How does an Analysis Grid work?

The Logi development environment includes panels that each display a data visualization (table, chart, gauge etc.) The dashboard panel content is interactive and end users can be allowed to vary the data criteria for them at runtime. Dashboards present a very flexible way of presenting a range of information that’s easy to process at a glance.

Developers can configure the dashboard panels and give end users the features and levels of control they need to access and manipulate data.

Logi Studio allows an exciting interaction between the Analysis Grid element and the Dashboard Element. Users working with an Analysis Grid in one report can generate a chart, then add that chart as a new panel in an existing Dashboard.

How do I add an Analysis Grid to my Existing Dashboard Panel?

This tutorial will walk you through the steps to configure an “Add to Dashboard” button for your end users, which will appear at the Analysis Grid page.

Step 1: Create New Report Definition.

Step 2: Select the Analysis Grid Element.

Step 3: Query your tables, select the columns you want to display, and Save New Table.

Step 4: View New Table in Browser with Analysis Grid options at the Top

  • Formula
  • Filter
  • Add Chart
  • Add Crosstab

Step 6: Go back to Studio and select “Custom Dashboard Panel.”

Step 7: Click “Dashboard Save File” (Required attribute). The File will be created in the application folder that is specific to the dashboard that we made.

Step 8: Go to the Default Report. On the right, Click on “Save File Value” (Copy File Location).

Step 9: Paste into “Dashboard Save File” location. Custom Dashboard Panel is ready and pointed to the correct file.

Step 10: “Add to Dashboard” button appears at the Analysis Grid Page as an additional option (Circled below).

Step 11: Create a Chart at Analysis Grid Page.

Step 12: Click “Add to Dashboard” button to export the chart and add to Dashboard Visual Gallery.

Step 13: Run Dashboard in browser to view new panel.

Get more tips and tricks for using Logi Analytics > 

 

About the Author

Noah Mashni is a Solutions Engineer at Logi Analytics, where he acts as the key technical adviser and product advocate.

Subscribe to the latest articles, videos, and webinars from Logi.