The Analyse section empowers users to explore, understand and visualize information like never before. From creating custom datasets, building interactive charts and design insightful dashboards, all the tools to turn raw data into meaningful data stories are available.

There are 4 features on xGen Analyse functionality:

1. Datasets: In this section users can create custom datasets based on models previously created. These datasets will power the charts and dashboards, allowing users to explore and analyse the information effectively.

2. Charts: In this section users can create a variety of charts based on the datasets they’ve already defined. These charts are the building blocks for the interactive dashboards, allowing users to present the data in a compelling and insightful way.

3. Dashboards: In this section users can create interactive dashboards and data stories. Allows to build a comprehensive overview of the key metrics and insights in one centralised location.

4. SQL Lab: In this section users can run custom SQL queries on the datasets.

Create Dataset #

1. Click on the Spaces menu option on the main navigation bar to bring up a list of all available spaces and choose the required space.

2. Once inside the space, you’ll see the Analyse menu option on the main navigation bar on the left side of your screen. Click on the Dataset button.

3. Choose Database from the drop-down menu. Select the Schema and Table to add to the dataset. Tables will show the individual tables from the data sync or individual data models previously created in the space.

4. Click on Create Dataset and Create Chart. This will directly save the Dataset and navigate to ‘Create Charts’ menu. Otherwise click on Cancel to exit the current dataset creation.

If a yellow icon appears while selecting a table while creating a dataset, this means that the that table is already being used in an existing Dataset.

Edit Dataset #

1. Navigate to ‘Analyse’ and click on Dataset on the top right corner.

2. Click on Edit under the Actions menu to add ‘Metrics’, ‘Calculated Columns’ or to change existing columns and overall settings.

3. To add Metrics, navigate to the Metrics tab and click on Add Item. Add a new ‘Metric Key’ and ‘Label’ along with the SQL expression and click on Save.

4. To edit columns or refresh datasets, navigate to the ‘Columns’ tab and click on Sync Columns From Source to refresh the data structure. Refresh the data structure manually whenever there is a change on the data sync or data model tables in the space.

5. To edit column functionalities, choose to select or unselect multiple options and delete certain columns.

6. To add calculated fields, navigate to the Calculated Columns tab and enter the required parameters to add a calculated column and click on Save.

Delete Dataset #

1. Navigate to ‘Analyse’ and click on Dataset button on the top right corner.

2. Select the Dataset to delete and click the Delete under the Actions menu. Type ‘Delete’ in the dialog box and click Delete to permanently delete the dataset.

Users can delete a ‘Dataset’, but this action will also delete all Charts created from this dataset. As a consequence, Dashboards using this charts will also be impacted.

Create Chart #

1. Click on the Spaces menu option on the main navigation bar to bring up a list of all available spaces and choose the required space.

2. Once inside the space, you’ll see the Analyse menu option on the main navigation bar on the left side of your screen. Click on Chart.

3. Click on + Chart and choose a dataset from the drop-down menu.

4. Select the type of chart from the various chart types available. Click on Create New Chart. Drag the available columns as ‘Dimensions’ and ‘Metrics’, as per requirement.

5. Use filters, sort by, group by and other available features to improve data refinement. Click on Create Chart.

6. Add the name of the chart and click on Save.

Edit Chart #

1. Navigate to ‘Analyse’ and click on Chart on the top right corner.

2. Click on the Edit under the Actions menu.

3. While edit, users can change the name, description and the ownership to the chart. To add access control or give access to new user, click on the Access drop down menu and select the user. Click on Save button.

Delete Chart #

1. Navigate to ‘Analyse’ and click on Chart button on the top right corner.

2. Click again on Charts to get the full list of created charts.

2. Select the Chart to delete and click the Delete button under the Actions menu. Type ‘Delete’ in the dialog box and click on Delete to permanently delete the chart.

Users can delete a ‘Chart’, but it will also delete it from Dashboards where that chart is being used.

Create Dashboard #

1. Click on the Spaces menu option on the main navigation bar to bring up a list of all available spaces and choose the required space.

2. Once inside the space, you’ll see the Analyse menu option on the main navigation bar on the left side of your screen. Click on Dashboard.

3. Click on + Dashboard and drag any existing charts from the right side menu into the dashboard.

Users can search charts by name or sort them by most recent, name and dataset.

4. Add the name of the dashboard and click on Save.

5. Users can also add filters to the dashboard by clicking on ‘Filters’ button. Click on + Add / Edit Filters and in the ‘Settings’ tab enter the filter parameters and click on Save.

6. In the ‘Scoping’ tab, users can select whether they want to apply the filters to specific panels or all.

7. Users can also choose various layout elements by clicking on ‘Layout Elements’. Select any of the layout elements from Tabs, Row, Column, Header, Text and Divider and drag it on the dashboard to organise the dashboard layout.

8. Click on Save. This action will be save the dashboard as a draft and users can choose later to publish the dashboard to everyone by clicking on Draft. The status will then turn from Draft to Published.

Edit Dashboard #

1. Navigate to ‘Analyse’ and click on Dashboard on the top right corner.

2. Click on the Edit under the Actions menu.

3. In edit, users change the name and the ownership to the chart. To add access control or give access to a new user, click on the Access drop down menu and select the user.

4. Users can also select colour scheme for the dashboard from the ‘Color Scheme’ tab.

Delete Dashboard #

1. Navigate to ‘Analyse’ and click on Dashboard on the top right corner.

2. Select the Dashboard to be deleted and click on Delete under the Actions menu. Type ‘Delete’ in the dialog box and click Delete to permanently delete the dashboard.

SQL Lab #

1. Click on the Spaces menu option on the main navigation bar to bring up a list of all available spaces and choose the required space.

2. Once inside the space, you’ll see the Analyse menu option on the main navigation bar on the left side of your screen. Click on SQL Lab.

3. Select the database, the schema and the table to query from the drop-down menu. Type the SQL query in the query box and click Run.

Users can also save the query by clicking on ‘Save’ and give it a name and description.