Infoboard Setup

The Setup section provides fundamental customization options for your Infoboard. These include naming your Infoboard, connecting data sources, applying filters, managing color palettes, and configuring page settings. Here’s how you can effectively use the Setup section

• Infoboards Customize your Infoboard by naming it, defining the date range, and selectively choosing relevant workflows for a tailored Infoboard.
• Color Palette Define colors for dimensions and measures by selecting the appropriate data source, specifying the type (dimension or measure), and choosing colors.
• Sources Create Infoboard sources to incorporate data into your widgets. You can start with existing Datasources, SQL queries, or raw data.
• Filters Easily configure filters to refine the displayed data based on specific criteria.

Sources

Infoveave Datasource

The Infoveave Datasource under the Source option allows you to seamlessly select and use existing Datasources to create Infoboard widgets. The section provides instructions on selecting the appropriate Datasource, allowing you to utilize already available Datasource.

Here is a step-by-step guide on how to effectively use the choose an Infoveave Datasource for your Infoboard

1. Select the Sources option and click on + Add New Source.This will allow you to select the Infoboard source for your widgets.
2. To start with existing Datasource, click on Select Datasource.
3. Select the appropriate Datasource from the available list to incorporate the data into your widgets.
4. Click Save to save the selected Datasource.

Note

To learn about configuring Datasources in Infoveave, visit the section Datasources.

Query Source

The query source under the Source option provides detailed guidance on setting up and using SQL queries based on Infoveave Datasource as an Infoboard source. It covers how to name, write, run, and save SQL queries, along with tips on query editing options and date filters.  

Here is a step-by-step guide on how to effectively add a query source for your Infoboard

1. Select the Sources option and click on + Add New Source.This will allow you to select the query source for your Infoboard.
2. Click the Use Query button to choose the Start with Query option.This will direct you to the SQL query setup.
3. Assign a meaningful name to the query to facilitate easy identification and management.
4. Choose the appropriate Datasource on which the SQL query should be executed.
5. Write the SQL query that captures the required data.Specify the SELECT statements, conditions, joins, and any necessary clauses.
6. Click the Run icon to execute the SQL query.This will run the query and generate the resulting tables.
7. Click on Save to save the SQL query.

Right-clicking on the query writing section provides the following options

• Change all occurrences Modify all instances of a specific term or expression within the query.
• Cut Remove the selected portion of the query and store it in the clipboard.
• Copy Duplicate the selected portion of the query and store it in the clipboard.
• Paste Insert the contents from the clipboard into the query.
• Command palette Access a range of additional functions and commands related to query editing and management.
• The date filter options appear only when the SQL query has a date filter.

Note

To learn about configuring Datasources in Infoveave, visit the section Datasources.

Raw Data Source

The raw data source under the Source option provides detailed guidance on how to create Infoboard sources using raw Excel data. It includes instructions on naming the source, pasting raw data, and saving it. 

Here is a step-by-step guide on how to effectively add a raw data source for your Infoboard

1. Select the Sources option and click on + Add New Source.This will allow you to select the raw data source for your Infoboard.
2. Click on the option Use Data. This action will direct you to the setup for the raw data source.
3. Provide a name for the source to facilitate easy management.
4. Copy the raw Excel data from your source file.
5. Paste the data into the designated area within the setup.
6. Click on the View Table icon. This action will display the table generated from the pasted raw data.The system will automatically identify the first row as column names.
7. Click on the Save button to store the raw data source.

Note

• When creating new sources from raw data in Infoveave, columns with special characters or alphabets in their values are automatically classified as dimensions.
• For numerical operations, clean and format the data before importing it into Infoveave.

API Source

The API source under the Source option provides detailed guidance and instructions on building Datasources directly from an API. It includes steps for setting up API sources, configuring HTTP request methods, entering request URLs, defining headers, and running the API. Users learn to incorporate data from APIs into their widgets.

Here is a step-by-step guide on how to effectively call in an API for your Infoboard widgets

1. Select the Sources option and click on + Add New Source.This will allow you to select the API source for your Infoboard.
2. Click the Use API button to Start with API source option.
3. Assign a meaningful name to facilitate easy identification and management.
4. Select the desired HTTP request method from the dropdown list. Infoveave supports the following request types
   • GET Retrieve data from a specified resource. It is commonly used to fetch information from APIs.
   • POST Send data to a server to create a new resource. It is used to submit data to APIs for creating records.
5. Enter the required Request URL, which specifies the endpoint of the API you want to interact with (required).
6. Define the content type as json or form-url-encoded, depending on the requirements of the API (required).
7. To configure the headers, click on the header column.
8. For each header, define a name/key and a corresponding value.The name/key typically represents the type of information, like “Authorization” or “Content-Type.”
   • Authorization Header Often used for authentication, it might include a token or other credentials
   • Content-Type Header Specifies the format of the data being sent, such as “application/json” for JSON data.
   • The value is the specific data associated with that name/key.
9. If you need more than one header, simply repeat the process by clicking the + button again.
10. In case you need to remove a header, click on the delete button associated with each name/key-value entry.
11. Configure the body of the request, if needed, by specifying the necessary data in JSON format.
12. If authentication is required, enter the Auth URL, Auth Request Type, Auth Headers, Client ID, and Client Secret in the corresponding fields.
13. Click Run icon to run the API with your configuration and view the table in the preview side.
14. Click Save to save the source.

Note

• You can add date filters to your URL in the below format (If your dataset contains a date column).
• https://dummyjson.com/users?date_from=2023-02-10T12:00:00&date_to=2023-12-31T12:00:00&limit=10000
• To add date filter to the Header add the below syntax to the header column.
• @StartDate
• @EndDate

To insert a new row into the API source, follow these steps

1. Use the POST request type.
2. Modify the request URL accordingly.
3. Add the row data to the request body in JSON format.
4. Click the Preview Table icon to verify that the data has been successfully added.
5. To confirm the addition of data, change the request type to GET and update the request URL accordingly.
6. Click the Preview Table icon again to ensure that the data has been successfully incorporated into the API source.

Code Source

The code source under the Source option provides detailed guidance and instructions on building Datasources using JavaScript.

This section instructs users on creating Infoboard sources using custom JavaScript code. It covers naming the source, writing custom code, previewing the generated table, and saving the code source. It also explains the support for using predefined and system-defined variables, allowing you to generate data tables through custom scripts.

Here is a step-by-step guide on how to effectively create a code source for your Infoboard widgets

1. Select the Sources option and click on + Add New Source.This will allow you to select the code source for your Infoboard.
2. Click on the option Use Code. This action will direct you to the setup for writing your custom JavaScript code.
3. Provide a name for the source to facilitate easy management.
4. Write the custom code into the designated area within the setup.
5. Click on the Preview Table icon.This action will display the table generated from the pasted raw data.
6. Click on the Save button to store the code source.

Note

The Code-Based Datasource supports variables, allowing to use predefined variables and other system defined variables such as @StartDate and @EndDate of the board, available in “YYYY-MM-DD” format.

Configuration

Infoboards under Setup in the customization panel allows you to personalize the Infoboard name, define the date range (including specific options like years, quarters, months, weeks, or days), and selectively choose relevant workflows to tailor the Infoboard to your specific requirements.

Here are the key instructions for using the Infoboards section

1. Infoboard Name Enter a descriptive and meaningful name for your Infoboard.Choose a name that accurately reflects the purpose or content of the Infoboard.
2. Date Range Select the appropriate date range option for your Infoboard
   • Default Automatically determine the date range based on the available dataset.
     • Choose from a range of options such as years, quarters, months, weeks, or days to define the default date range.
   • Fixed Define a specific date range for the Infoboard, such as a particular days, week, month, quarter, or year.
   • No Date Use this option if your Infoboard does not require any date-related information.
3. Select Workflows Use the drop down to select the relevant workflows and link them with the Infoboard.The Infoboard showcases the linked workflows execution status on the top right corner of the screen.

Configure Expressions

Infoveave Expressions functions allows you to configure expressions for widgets within your Infoboard to create dynamic and customized data visualizations. Expressions enable you to perform calculations, conditions, and formatting on your widget data.

Note

To learn more about configuring expression visit Board Expressions.

Configure Variables

Infoboard variables are dynamic components that help you define and create custom types of data inputs that can be used in calculated columns for enhanced data analysis, custom calculations, and dashboard interactivity and simulations.

Follow the steps below to define Infoboard variables

1. Navigate to the required Infoboard on which you intend to introduce the variables and click on the Edit Infoboard option.
2. Navigate to the Setup tab under the customization panel to access the variables and options specific to the Infoboard.
3. Click on the Configure Variables button. This will open the variable modal, allowing you to define and manage your variables.
4. In the variable modal, click on the Add button to start defining a new variable.
5. Provide a descriptive name for your variable. This name indicates the purpose of the variable.
6. Choose the appropriate type for your variable from the available options
   • Number for numerical values.
   • String for text-based values.
   • Boolean for true/false values (yes/no).
   • Date for date values.
7. Depending on the selected variable type, input the value
   • For a Boolean variable, select either Yes or No.
   • For a date variable, use the calendar picker to choose a date.
   • For a number variable, enter the numerical value directly.
   • For a string variable, input the desired text.
8. After defining the variable and its value, click on the Save button to add the variable to your Infoboard setup.
9. To delete a specific variable, click on the associated Delete icon.

Note

Variables created in one Infoboard cannot be viewed or utilized in another. Each Infoboard maintain its own set of variables.

Configure Color Palette

The Infoveave Color Palette allows you to customize the visual appearance of your data presentations by assigning specific colors and icons to individual dimension and measure items. It allows you to enhance the readability and interpretability of data, ensuring that the data is presented in a visually appealing and consistent manner.

Follow the below steps to add a color palette

1. Navigate to the required Infoboard on which you intend to add the color palette and click on the Edit Infoboard option.
2. Navigate to the Setup tab under the customization panel to access the color palette options.
3. Click on the Edit Color Palette button. This will open the modal, where you can define colors and icons for specific dimensions or measures.All previously defined color palettes can be viewed here.
4. Choose the desired Datasource from the list of available options.
5. Select between dimension or measure from the Add by options.
6. Pick the dimension or measure for which you want to define a color.
7. Select the associated dimension or measure item for which the color and icon are to be defined.
8. Select the desired icon for the chosen dimension from the Infoveave icon library.
9. Select the desired color for the chosen dimension. You can use the color picker or input a specific color code.
10. Click on the Add button to assign the selected color and icon to the color palette library.

To edit a color or icon assignment, locate the dimension or measure in the color palette modal that has the assigned color or icon you want to edit or delete.

To change the assigned color, click on the color and select the new color required.

To change the assigned icon, click on the icon and select the new icon required from the Infoveave icon library.

To update the icon, click on the Update button.

To delete any assigned color palette, click on the Delete icon next to the required item.

To save all the changes, click on the Save option.

Note

You can add a color palette to those measures and dimension items where Datasource is created within Infoveave.

Caution

Adding or editing the color palette will affect all Infoboard visualizations using that specific measure or dimension. Changes will be reflected globally across all relevant visualizations.

Tip

• Maintain a consistent color scheme across your dashboards to ensure that data is easily interpretable and visually appealing.
• Utilize color codes (e.g., HEX, RGB) for precise color matching and consistency. Establish a color hierarchy to differentiate between various data points effectively. For example, use shades of blue for one category and shades of green for another.
• Test the color assignments in your visualizations to ensure that they enhance readability and do not cause confusion.

Common Dimensions And Filters

Common Dimenion

Common dimension filters are filters that can be applied across the Infoboard with multiple sources that share a common column or dimension. This feature allows you to apply a common filter to the Infoboard, ensuring consistency in filtering and simplifying the analysis process.

Tip

Example Suppose you have several Infoboard sources displaying sales data KPIs using various charts, and each source includes a “Region” column. By defining “Region” as the common dimension and applying a filter to the Infoboard, you can easily show data for a specific region across all charts.

To set up a common dimension column in Infoveave, follow these simple steps

1. Select the Infoboard you want to edit and click on the Edit option.
2. Navigate to the Setup option and click on Filters.
3. Click on the Add Common Dimension button.
4. Give your common dimension a name.
5. Select the common dimension column from all the Datasources and add them one by one.
6. Check the checkbox for the common dimension field to apply the filter to the whole dashboard.
7. If you want to add the common dimension as a dropdown or checkbox filter, drag and drop the filter widget from the component panel, then click on Configure option.
8. Add the common dimension as the source name and select the previously configured common dimension column.If you have more than one common dimension, select the one you require.

Note

Common Dimension is applicable across all Infoboard sources.

Filters

Infoboard filters allow you to refine displayed data based on specific criteria such as time periods, regions, or product categories. Infoboard filters allow you to refine the displayed data on your Infoboard based on specific criteria. Adding Infoboard filters includes choosing relevant Datasources and selecting dimensions to filter by checking checkboxes. 

Here is a step-by-step guide on how to effectively add Infoboard filter

1. Select the Filter option from under Setup option in the Customization panel.
2. Choose the relevant Datasource(s) for the Infoboard from the available list.
3. Select the required dimensions to filter by checking the required checkboxes. 

Tip

In order for the Filter option to appear, make sure you have at least one chart or data widget configured on the Infoboard.

View

Infoboards View option allows you to define the size of your Infoboard for the desktop, mobile and print views.

Page Size

1. Click on the View Option under the Setup option.
2. Select Infoboard Size
3. By default, the Infoboard size is set to 16:9.
4. Choose the 4:3 option from the dropdown for a different aspect ratio.
5. Alternatively, select Custom Size to define a specific size.
6. Set Custom Size (if applicable)
7. If you choose Custom Size, additional fields will appear.
8. Enter the desired width and height values for your Infoboard.
9. Apply Changes
10. The Infoboard will automatically adjust to the new dimensions.

Tip

• Use 16:9 as the canvas size for a better Infoboard view.
• The page size option for each varies on the layout selected.

Subviews

The Subviews within View Options offers allow users to set subviews for to your Infoboard. The granularity offered by the subviews allows you to emphasize on critical information and showcase specific trends or widgets.

Note

To learn more about configuring expression visit Subviews.