Viewing Infoboards

Edit

By clicking on the pencil icon, users are seamlessly directed to the designer view, where they have the ability to edit and customize the infoboard.

Note

Edit option is not provided for the Viewer Screen.

Ask AI A Question

Ask AI a question

This feature of ask a question to AI is available for both AI generated Infoboards and Custom created Infoboards.

Upon clicking on this option, GenAI provides a summary of Insights, data and suggestions on what are the key factors affecting the KPIs.

Post a question to AI

You can post a question to AI based on the data present and add that visualisation to the Infoboard.

AI analyses the data based on the question asked and generates relevant visualisations. You can browse through them and select an appropriate chart to be included in your Infoboard Click on the Close button to go back to the Infoboard view.

Note

• You can Add and Configure more widgets to the same Infoboard. You can also Configure AI generated widgets to fine tune them further.

• Customise widget appearance to align with your theme.

Save and View Infoboard

Save and preview the completed dashboard and confirm that the data and the design seamlessly align with your data storytelling goals.

1. Click on Save to save the completed dashboard.
2. Click on the View icon to preview the completed dashboard.

Note

To learn in detail about creating Infoboard, visit Create Infoboard.

Viewing Options

• The Fit Board option allows users to optimize the view of their infoboard for better visibility and user experience. By selecting this feature, the infoboard automatically adjusts to fit within the available screen space, ensuring that all the widgets and data visualizations are properly aligned and scaled for optimal viewing.
• The Fit Width option allows users to adjust the layout of the infoboard to optimize the use of available horizontal space. When selected, this feature resizes the infoboard to ensure that all widgets are evenly distributed across the screen, making full use of the width of the display.
• The Fit Height option adjusts the content of the infoboard so that its height perfectly matches the available vertical space, while preserving the aspect ratio of the widgets and visual elements.
• The Actual Size option displays the content at its original, unscaled size, preserving the exact dimensions of the widgets and visualizations as they were designed.

Filter

The filter option in the interface allows users to refine and narrow down the displayed data based on specific criteria. By using the dropdown menu, users can select various filters to focus on particular subsets of information. This feature enables more targeted analysis, helping users isolate relevant data and make informed decisions based on specific categories or parameters.

Note

Filter option is visible only if you select filters in the designer screen.

Date Range Filter

Infoboard date range filters allow you to specify the date range of your Infoboard over a period or progression. You have the flexibility to define the granularity of the date range, including options such as years, quarters, months, weeks, or days. By customizing the filters, you can effectively control the time frame displayed on your Infoboard.

Note

• The date range appears on the Infoboard based on your date preferences set (Default, Fixed Dates, and No Dates) while creating the Infoboard.
• If No Date is selected, you miss out the date range option on your Infoboard.

The Infoboard Date Range Filter in Infoveave enables you to adjust the displayed time period on your Infoboard.

Follow these steps to use the Date Range Filter

1. Click on the Insights module in the Infoveave menu.
2. Select the Infoboard you want to apply the date range filter.Alternatively, you can use the search option to find your Infoboard.
3. Locate the Date Range Filter . It is located on the top left corner of your Infoboard.
4. Click on the Date Range Filter to get the list of date range options. The date range chosen will apply to all widgets on the Infoboard.
5. Choose a date range from the available option of Year, Quarters, Months, Weeks and Days.
6. After selecting the data range, click on Go to refresh and update the Infoboard.

Tip

• Infoveave uses the calendar year as the default date range for Infoboard. However, if required, you may also go with the fiscal calendar.
• When using progressions such as last 4 weeks, Infoveave considers the last 4 weeks (or months) plus the current active week. Similarly, last 3 months will be considered as the last 3 months plus the current active month.