Getting Started With Betaout Dashboard Builder | Dashboard Software

 

 

1. OVERVIEW OF BETAOUT’S DASHBOARD BUILDER

Betaout’s Dashboard Builder is a powerful tool for you to create dynamic dashboard and charts based on the KPIs you want in real-time. Currently, marketers do not have any platform to have their own custom built charts and dashboards because of which they fail to see the very useful analytics based on their use cases and domain.

Betaout has introduced a new feature called the Dashboard Builder that allows the marketer to create his/her own charts and dashboards or buy the existing charts/dashboards offered to them through the marketplace.

Dashboard Builder

Dashboard Builder functionality allows you to easily measure, monitor and optimizes your business performance. Using the tool, you can analyze your metrics better using exhaustive visualization options and using the charts that matter to your business.

The following articles will walk you through the various steps for using Betaout’s Live Chat functionality from a user’s point of view.

Read this article to learn How To Create A Chart In Betaout Dashboard Builder

Read this article to learn How To Create A Dashboard In Betaout Dashboard Builder

2. HOW TO CREATE A CHART IN BETAOUT DASHBOARD BUILDER

This article will walk you through the steps required to create a new chart in the Betaout Dashboard Builder:

Step 1: In the Dashboard Builder module, click on Create New and select Chart from the drop-down list that opens.

Dashboard Builder

Step 2: Give a name to your Chart and click on Create.

Dashboard Builder

Step 3: Now you’ll be able to view the Query Builder page. The Query Builder page for a new chart will have default dropdowns on the left and “Create your own chart here!” text on the blank canvas with all chart types disabled. Follow the fields described below to run your query for a chart.

Fields

Description

Default Values

Chart Title 

This field will be prefilled with the chart title entered by the marketer earlier

Chart title as entered by the marketer earlier

Description 

Input text box for description about the chart

Enter your text here

Date Range

Date range for the query

Last 7 days

Data Source

The marketer can choose the type of Analytics to be seen. This drop-down has – Message Delivery Analytics, User Event Analytics, User Analytics.

Select your source

Query Type

Druid(source) Query types – Timeseries,Groupby,TopN

ES(source) Query types – Histogram,CDF,Boxplot,TopN,Date Histogram,Date CDF

Select your query type

Limit results to

This is the threshold value for how many results to return

Granularity

The options will be hour, day, week, month, quarter, year, all

all

Filter

Filters are similar to “where” clauses in MySQL.

Select your filter

Dimension

These are the list of categorical values in the schema

Select dimension

Metric

These are the fields that contain quantitative, numerical information.Metric Label cannot be blank. Hence alert is to be shown.

Select metric

Sorting

Option to sort the result by “Top” or by “Least”

Top

Having

This will have the list of metrics already specified in the query

Exit button

The two buttons that will exit the page and save the query respectively.

Save button

On save the marketer is navigated to “My Charts” where this chart will be seen.
OR
The chart will be added to the widget if the chart has been created from the dashboard builder itself

Run Query

Query builder generates the query and loading bar appears on canvas and by default the first chart type – table is shown.

Data in the chart type – Table is shown

Step 4: You can select the chart types from the right side of the tool. The list of charts available are: Table, Single value, Line, Multi-line, Bar, Grouped bar, Pie, Donut, Stacked area, Boxplot, Scatterplot, Linked and Crossfilter.

Dashboard Builder

Step 5: Click on Save Chart to save your chart. Click on Exit to view your chart in My Charts.

3. HOW TO CREATE A DASHBOARD IN BETAOUT DASHBOARD BUILDER

The following article will list the steps to be followed to create a dashboard in Betaout’s Dashboard Builder.

Step 1: In the Dashboard Builder module, click on Create New and select Dashboard from the drop-down list that opens.

Dashboard Builder

Step 2: Give a name to your dashboard and select a Category, then click on Create.

Dashboard Builder

Step 3: Click on Description to add a description for the Dashboard you’re creating. (optional)

Dashboard Builder

Step 4: Click on Add Widget to add a new widget to your dashboard. This allows you to add charts and/or text to your dashboard.

Dashboard Builder

Step 5: Click on Add Chart to add a chart to this dashboard. Click on Add Text to add text to this dashboard.

Step 6: Add Chart from your Saved collection or the Library.

Dashboard Builder

Step 7: Click on Save to save your chart, and Publish to publish it with your active dashboards and you’re done.