Viewing Infoboards

This section gives you a detailed explanation of the available options when viewing an Infoboard.

Editing an Infoboard

When you click the pencil icon, you are taken directly to the designer view where you can edit and customize the Infoboard.

Note

Edit option is not available if you are a Viewer user.

Saving and Viewing an Infoboard

Save and preview the completed Infoboard to ensure the data and design align with your data storytelling goals.

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

Note

To learn more about creating an Infoboard, visit Create Infoboard.

Asking AI a Question

The Ask AI feature is available for both AI-generated Infoboards and custom-created Infoboards.

When you click this option, GenAI provides a summary of insights, data, and suggestions on key factors affecting the KPIs.

Posting a Question to AI

You can ask a question based on the data and add the resulting visualization to the Infoboard.

AI analyzes the data according to your question and generates relevant visualizations. You can browse through them and select a suitable chart to include in your Infoboard.
Click the close button to return 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.

Viewing Options

• Fit Board optimizes the view of your Infoboard for better visibility and experience. It automatically adjusts the Infoboard to fit the screen, ensuring that all widgets and visualizations are aligned and scaled properly.
• Fit Width adjusts the Infoboard layout to use the full horizontal space. This ensures all widgets are evenly distributed across the screen.
• Fit Height adjusts the content so the height matches the vertical space available, ,while keeping the aspect ratio of widgets and visuals intact.
• Actual Size displays content at its original size, preserving the exact dimensions of widgets and visualizations.

Filtering Data

The filter option lets you refine the displayed data using specific criteria. Use the dropdown menu to apply filters and focus on certain subsets of information. This helps with targeted analysis and decision-making based on selected categories or parameters.

Note

Filter option is visible only if you have selected the desired filters in the widget configuration panel. To learn about Fixed filters, visit Fixed filters

Using the Date Range Filter

Infoboard date range filters allow you to define a time period for viewing your Infoboard. You can set the range by year, quarter, month, week, or day. Customize these filters to control the timeline shown on the Infoboard.

Note

• The date range appears on the Infoboard based on the preferences you set (Default, Fixed Dates, or No Dates) when creating the Infoboard.
• If you select No Date, the date range option will not appear on your Infoboard.

The date range filter helps you adjust the timeframe shown on your Infoboard.

1. Click the Insights module in the Infoveave menu.
2. Select the Infoboard where you want to apply the date range filter. You can also use the search option.
3. Locate the Date range filter in view mode.
4. Click on the Date range filter to see the list of options. The selected date range will apply to all widgets.
5. Choose a date range from Year, Quarters, Months, Weeks or Days.
6. Click Go to refresh and update the Infoboard.

Tip

• Infoveave uses the calendar year as the default date range for Infoboards. You can also use the fiscal calendar if needed.
• When using progressions like the last 4 weeks, Infoveave includes the last 4 weeks plus the current active week. Similarly, the last 3 months include the last 3 months plus the current active month.

Widget Actions

The Widget actions feature gives you a set of interactive options to manage and analyze data directly from a selected widget.

To view widget actions follow these steps

1. Select the widget.
2. Right-click the selected widget to view available actions.

Note

Widget actions vary depending on the widget type. However, Advanced information and Share externally are always available.

Copy image

The Copy image option lets you quickly copy a widget or visual element as an image.

1. Select the widget.
2. Right-click the widget.
3. Click Copy image. A popup will appear.
   
4. Click the blue Copy image button to copy the image.

View raw data

The View raw data option allows you to see the underlying data of a widget in a tabular format.

1. Select the widget.
2. Right-click the widget.
3. Click View raw data. A popup will appear with the raw data.
   

Download data

The Download data option allows you to export the data behind a widget as a downloadable file.

1. Select the widget.
2. Right-click the widget.
3. Click Download data.

Advanced information

The Advanced Information option shows detailed insights into the data query behind a widget. It displays the SQL query used to fetch and render the data. This is helpful for understanding data processing and for troubleshooting or improving performance.

1. Right-click the widget.
2. Click Advanced information to view the query.

Note

Advanced information varies by widget type.

Share an Infoboard or Widget publicly

The Share externally option allows you to share Infoboards or widgets through a public link. It supports multiple viewing formats (desktop, mobile, print) and allows you to apply board dates and filters. You can also enable password protection for security, making it great for collaborative reporting and analysis.

To share Infoboards or widgets publicly

1. Right-click the widget you want to share.
2. Click the Share externally option.
3. Select the checkboxes and click Generate Link to get a public link.

Accessing Linked Reports

1. Open the desired Infoboard.
2. Right-click the widget to view linked reports.
   
3. Under the Reports section, select the report you want to download.

To learn more, visit Downloading Reports

Note

You need to have the report configured under Studio → Reports for it to appear under Linked Reports.