Dataviz (short for Data visualization) is the representation of data through business dashboards. It enables you to perform monitoring using EV Observe metrics.

• A Dataviz is built using widgets that present raw monitoring data in a readable manner using charts, gauges, lists, maps, etc.  See the Widget library
• It can be distributed automatically to a list of users based on a specified frequency.
• It can be shared via a public URL without granting users modification rights in EV Observe.  See the Dashlink function
• Users can apply a filter to all Dataviz in order to focus only on the indicators they want to monitor. Dataviz can also be displayed using the timed display function.

Example

Notes

• The procedure for adding a widget to a Dataviz, its configuration and the actions that can be performed will depend on each widget.  See the relevant documentation for each type of widget
  • You can add widgets in the Dataviz menu.
  • Some widgets are built using predefined widgets, such as Status Lists, Estate, World Map or Map. In this case, you configure them in the Configuration > Reporting menu.

• Depending on the user profile, there are two ways in which users can access a Dataviz.
  • RUN mode (operations): Users can only view a Dataviz. They are not authorized to modify its contents or configuration.
  • EDIT mode: Users can create, modify and delete a Dataviz. Users can modify its structure (name and delete widgets) and contents (configure and position widgets).

• A Dataviz can be consulted in private or public mode.
  • In public mode, a Dataviz will contain only public widgets and can be consulted by all users. This is indicated by  in the list of Dataviz.
  • In private mode, a Dataviz can contain both public and private widgets and can be consulted only by its creator. This is indicated by  in the list of Dataviz.

• A Dataviz can be shared using the Dashlink function.  See the procedure
  • No authentication is required for accessing a Dataviz that is shared via a Dashlink.
  • Users accessing a Dataviz via a Dashlink are not authorized to modify it or access the Details forms associated with the Dataviz.
  • A Dataviz displayed via a Dashlink is automatically refreshed every minute, just like in EV Observe. Each widget is refreshed individually based on its specified frequency.

Caution

• The Dataviz timed display configuration will apply to all Dataviz in the company.  See the procedure (Note: Only for administrators)

Best Practice

• If you need to create a new Dataviz similar to an existing one, duplicate the existing one and work on the duplicate. In this way, all widgets are already added and configured.  See the procedure
• Add images to the widget headers to identify the type of information displayed easily.

• Customize the list of Dataviz displayed in the side pane of the Dataviz menu so that you can see the indicators you want to monitor easily.  See the procedure
  • Define a default Dataviz that will automatically appear when you access the Dataviz menu.
  • Add the most frequently consulted Dataviz to your favorites.

• Filter all Dataviz to display only your favorites and the default Dataviz.  See the procedure 
• Run the timed display to display the Dataviz you filtered.

Menu access

Dataviz

Note: You configure widgets built using predefined widgets in the Configuration > Reporting menu.

Procedures

How to create a Dataviz

Step 1: Create the new Dataviz

1. Select the Dataviz menu.

2. Click Add.

3. Enter the name of the Dataviz and specify its visibility (public or private mode).

• You can rename a Dataviz at any time. The default name is <Creation date YYYY-MM-DD> Title <Company name>.

4. Click Validate.

The new Dataviz will be created. The widget library will appear.
 

Step 2: Add and configure the widgets in the Dataviz

1. Click and drag the widgets to be displayed in the Dataviz to the workspace in the graphic editor.

2. Specify the properties of each widget.

      See the relevant documentation for each type of widget

Note: Widgets built using predefined widgets will automatically open the Configuration > Reporting menu in a new Web browser tab.

• Define the configuration you want in this new tab.
• Click  in the editor toolbar to save your modifications.
          
• Close the Web browser tab.
  You will return to the Dataviz. The widget will automatically be refreshed in the editor.
          
   

Step 3: Define the layout of the Dataviz

1. Format the widget header.

• Modify the widget title
  • Click in the widget title bar.
  • Enter the new title of the widget.
            

• Add an image to the widget header
  • Click  in the widget title bar.
            
  • Enter the URL of the image to be displayed and click Validate.
    The image will appear in the widget header. Note: The maximum height that can be displayed is 100px.
            
  • To display another image, click the image and specify another URL.
  • To remove the image, click the image and clear the URL field.
     

2. Adjust the position of the widgets.

• Move a widget
  • Hover over the widget title bar.
    The cursor will change to .
            
  • Click and drag the widget to the position you want.
            

• Resize a widget
  • Hover over the bottom right corner of the widget.
    The cursor will change to .
            
  • Move the cursor up or down to adjust its height.
     

3. You can modify the contents of a widget.

• Click  in the widget title bar.
• Select Edit from the contextual menu.
          

4. You can delete a widget.

• Click  in the widget title bar.
• Select Delete from the contextual menu.

Step 4 (optional): Distribute the Dataviz

      See the procedure

How to create a Dataviz using an existing Dataviz

1. Select the Dataviz menu.

2. Display the Dataviz you want to duplicate.

3. Click Duplicate in the Dataviz title bar.

4. Enter the name of the new Dataviz.

5. Click Validate.

The new Dataviz will be created. All of its widgets will be copied and configured.

How to modify a Dataviz

1. Select the Dataviz menu.

2. Display the Dataviz you want to modify.

3. Click Edit in the Dataviz title bar.

4. Make the required modifications.

5. Click Validate in the Dataviz title bar.

How to delete a Dataviz

1. Select the Dataviz menu.

2. Display the Dataviz you want to modify.

3. Click Edit in the Dataviz title bar.

4. Click  in the Dataviz title bar.

How to customize the display of the list of Dataviz

1. Select the Dataviz menu.

 The list of all Dataviz will appear in the side pane.

2. You can define a given Dataviz to be displayed by default when you access the Dataviz menu. 

• Click the Dataviz you want.

• Click Default in the Dataviz title bar.
  The Dataviz will be placed at the top of the list, indicated by a .

• Click Default again if you do not want it to be the default Dataviz displayed.
  or
• Select another Dataviz and click Default to display another Dataviz by default.

3. You can add a Dataviz to your favorites.

• Click the Dataviz you want.

• Click Favorite in the Dataviz title bar.
  The Dataviz will be placed at the top of the list, indicated by a .

• Click Favorite again to remove it from your favorites.

How to filter the list of Dataviz

1. Select the Dataviz menu.

 The list of all Dataviz will appear in the side pane.

2. Click  and select the Favorite/Default option.

The list of Dataviz will now only display those you added to your favorites, as well as the default Dataviz.

Note: If you run the timed display by clicking , only the filtered Dataviz will appear.

3. Click  again and unselect the Favorite/Default option to disable the filter.

How to define the refresh frequency for displaying the Dataviz

Step 1: Configure the refresh frequency for displaying the Dataviz

1. Select Administration > Application > Configuration > Dashboards in the menu.

2. Define the refresh frequency for displaying the Dataviz in the Dataviz section.

3. Click Validate.
 

Step 2: Test the refresh frequency for displaying the Dataviz

1. Select the Dataviz menu.

2. Click  at the top of the list of Dataviz in the side pane to run the timed display.

Note: The Dataviz will be displayed from top down.

3. Click  to stop the timed display.

How to share the URL of a Dataviz via a Dashlink

1. Select the Dataviz menu.

 The list of all Dataviz will appear in the side pane.

2. Click the Dataviz you want to share.

3. Click Edit in the Dataviz title bar and click .

The window for generating the link will appear.

4. Enable the Share function.

The URL for accessing the Dataviz will automatically be generated and displayed.

5. You can copy the link, run it in your default Web browser in read-only mode or save it.