CaliberMind Insights - Creating Custom Dashboards

The Insights report builder is a powerful tool that allows you to build visualizations of your underlying data cube with minimal effort. Because dashboards that you start from scratch are not tied to CaliberMind templates, they don't change when we roll updates, which means you can safely build additional views without worrying your information will be overwritten.

Dashboard creation is only available to Designers and Administrators. People who only have Viewer access will not be able to access the functionality necessary to build a dashboard.

Do You Prefer Video Learning Over Reading?

Watch our videos on building a pipeline dashboard from scratch and an event dashboard to get a feel for the basics without the long read (not that the read isn't worth it :)

Main Dashboard Functionality

These are common tasks people creating dashboards will perform. To watch a video that covers these items while building a dashboard following a common use case, go to the Use Case Videos below.

Selecting a Data Source

When you first create a dashboard, you will be prompted to select your data source. In most cases, you will have one option for your data source. If there is any confusion as to which cube you should choose as your data source, contact your customer success representative.

Adding a Widget

To add a new Widget or data visualization when you are creating a new dashboard, click on the Select Data button:

To add a new widget on an established dashboard, click on the + Widget button:

Selecting Data

When you choose to Select Data when first creating a widget, you can either select a data value field or a column field. Selecting Data and then changing the chart type may clear your selection, so it honestly matters very little which data you first select until after you choose your Widget Type.

Field Selection Keys to Keep In Mind

When to use DIM fields

Tables with a "DIM" prefix are Dimension fields. It's a naming convention we use at CaliberMind to denote fields that have been prepped for use as a way to summarize data. When it's time to choose between a DIM and FACT field, use a DIM field when you want to use the field for an axis, category, or filter.

When to use FACT fields

Tables with a "FACT" prefix are Fact fields. It's a naming convention we use at CaliberMind to denote fields that are in their original data state. When it's time to choose between a DIM and FACT field, use a FACT field when you want to add, count, subtract, divide, or make some kind of formula field with the data.

Choosing a Widget Type

There are several Widgets or data visualization types to choose from. After you've selected your initial data point, you may click on a short selection of suggested report types:

Alternatively, you can click "Advanced Customization" to see all of your options:

Creating a Calculated Field

When you Select Data, you have the option of selecting the Function icon to build a calculated field:

Formula fields are a combination of functions and fields.

Functions

The list of functions shows you what logic arguments are available in formula fields. If you hover over a field, it will give you the description, such as whether or not distinct items are considered or limitations in logic:

Data Browser

The data browser functions similarly to the Select Data option. Type the beginning of the field you want to find or the table name to perform a search. Less letters are more in the case of this search functionality.

Changing a Label

To change a data element label in a Widget, edit the Widget, click on the ellipses, and Rename the component:

Adding Categories or Groupings (X-Axis and Break By)

To view the data by another dimension (for example, adding an x-axis for Date), select a chart type visualization and add a summarizable field to the X-axis:

To add categories or Breaks, Add a field to Break By:

You can change how the data is displayed by clicking on "Design" and selecting a grouping Type:

Changing the Format of a Number Field

Fields like Opportunity Amount and Weighted Amount default to plain number displays. To change the number format of a field (for example, to Currency), hover over the widget component and click on the number or letter icons:

From there you can choose the type of display format:

Changing the Format of a Date Field

To change how a date field aggregates or groups, click on the timeline symbol to the left of the component name:

Then select the desired grouping:

We recommend selecting a grouping at least one dimension more detailed than the dimension you are filtering by. For example, if you are filtering by Year, select Quarter or Months. If you are filtering by Quarter, select Months or Weeks.

Changing a Widget

You can change the Widget type, field values, or groupings of any Widget on your custom Dashboard at any time. Simply select the pencil or Edit icon on the Widget:

Dashboard Filters vs. Widget Filters

Dashboard level filters should be used when you are displaying data from the same objects and want to apply a universal filter. For example, if you are looking at a Pipeline Creation Dashboard, you may want to narrow the time period by Opportunity Create Date or filter Opportunity Type by New Business.

If you only want to filter a specific component on your dashboard, for example, you want a Won opportunity component on a Pipeline Creation dashboard that otherwise shows open, won, and lost data, use a Widget Filter.

If you combine data from multiple objects or want to look at a time range using different fields, you may need to use Widget specific filters in order to have the data display as expected. For example a Quarterly Review Dashboard may have a Bookings Opportunity Widget that is filtered by Close Date and a Pipeline Created Widget that is filtered by Create Date.

Adding Text Components

A Text Component gives you more control over the appearance of text on your dashboard. Default dashboard titles are small, and using a Text Component allows you to make the purpose of the dashboard stand out.

Removing Widgets

To remove a widget, click on the three ellipses and click Delete:

Duplicating Widgets

To duplicate a widget, click on the three ellipses and click Duplicate:


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