Infoboards

• Edit Infoboard Status Click the pencil icon next to a infoboard name to select whether the infoboard is verified or not verified.
• Categorize Infoboards Assign specific domains, tiers, tags, and glossary terms to help organize and classify the data sources.
• Manage Sharing Status View whether a infoboard is shared or not shared to manage access permissions.
• Track Infoboard Updates View information such as created by and updated by, along with the respective dates for transparency and version tracking.
• Edit Description You can either manually edit the description of a infoboard or generate automatically using AI for streamlined content creation.

This approach allows you to efficiently manage, update, and categorize infoboards while ensuring clear tracking of changes and sharing status.

Documentation

In this section, you can find the Description of the infoboard. Users have the ability to edit the description manually or use the AI feature to generate a more detailed description based on the provided information. This AI-assisted feature analyzes the existing data to create a more comprehensive and relevant description.

In the Documentation section of the infoboard, you can edit the existing information to keep it updated or enrich it with additional context. This functionality allows users to refine and modify the descriptions of each infoboard, providing a clearer understanding of the data’s purpose, structure, and usage.

Widgets

In the Infoboards section, widgets serve as essential visual elements that help present and organize data in a structured way. Each widget is associated with a specific data source and can be customized to display various types of data in different formats. Here’s a breakdown of the key aspects of widgets:

• Widget Name Identifies the specific widget being used.
• Widget Type Specifies the format or design of the widget (e.g., Image, Bar, TreeMap, Shape).
• Source Links the widget to its data source, such as Loan Data or other relevant datasets.
• Measures Describes the quantitative data being displayed, like Number of Loans or Loan Amount.
• Dimensions Lists the key dimensions or categories by which the data is segmented, such as Branch, Product, Loan Status, and State.

Each widget in the Infoboard is tailored to provide insights based on its respective data and helps visualize key metrics and KPIs in a meaningful manner. The configuration of each widget can include elements like charts, maps, and filters, ensuring users have a flexible and comprehensive view of the data.

Sources

In the Sources section of the Infoboard, the system displays the various data sources linked to each Infoboard. When a user selects a data source, detailed information about that source is shown. This includes:

1. Description A brief overview or additional context regarding the data source.
2. Table Information Detailed metadata for the data source, including the column names and their respective types. For example, it displays data types such as Date, Text, and Decimal for specific columns like report_date, customer_id, and revenue.
3. Linked Widgets Information about how many widgets are linked to the data source, which indicates how the data is being used within the Infoboard for reporting or visualization purposes.

This functionality provides users with a clear understanding of the structure and properties of the data, making it easier to ensure accurate reporting and streamline data integration within the system.

Documents

In the Documents section, users can upload relevant files that assist in creating a more accurate description of the infoboard using AI. These documents provide context and enrich the AI’s understanding, helping it generate better descriptions. This is particularly useful for data that requires detailed, nuanced explanations.