Building Insights Dashboards

​Introduction to Formulas - Start Here!

When exploring data and building data models, it’s important for data analysts to understand the data they are drawing from and how that data can be broken down and examined. Data Discovery enables Discovery Users to create visualizations on datasets through a drag-and-drop interface that does not require SQL.

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Build Your Own Insights Pipeline Dashboard

Pre-packaged reports are great, but sometimes you need to create something a little out of the box. We'll show you how to build an opportunity report so you can view pipeline stats in your CaliberMind instance!

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Building Formulas with Functions

You can use functions to build formulas that aggregate, summarize, and accumulate data, plus show changes in data over time.

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Creating and Editing a Widget Formula

This document outlines how to create and edit a widget formula in CaliberMind. The Data Browser enables you to use formulas (freeform expressions) to determine the values and filters of a widget. A rich variety of functions is provided for your use in formulas.

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Using Conditional Statements

Conditional statements are formulas that enable you to create additional categories in your data set. When the condition is met, the new category is added to your visualization without modifying the data source itself.

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Build Insights Dashboards - Start Here!

This document outlines how to Build Insights Dashboards on the CaliberMind platform. There are a LOT of insights packed into each dashboard, and it's easy to become overwhelmed when you're first starting out. To make sure you're getting the most out of your Insights, read on.

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Create Date Range Filters - Step-by-Step

This document outlines how to Create a Date Range Filter in the CaliberMind platform. In order to make a useful, functioning dashboard, there are certain components you'll need to know how to build. Below are video tutorials with step-by-step instructions.

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Creating Formulas Based on Criteria and Conditions (Filters)

This document outlines how to create Formulas Based on Criteria and Conditions (Filters) in the CaliberMind platform.

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Calculated Fields

This document outlines how to create a calculated field in the CaliberMind platform.

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Dashboard Function Reference

The following is a list of all the functions you can use in Sisense’s formula editor. Aggregative functions are marked with (A) next to their names, row functions are marked with (R) next to their names. Functions that are only supported for ElastiCubes are marked with (EC) next to their names. All other functions are supported for both ElastiCube and Live models.

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Shared Formulas

If the Shared Formulas feature is activated, dashboard and widget designers have the ability to create and store shared formulas that can be shared and reused across multiple widgets simultaneously, without the need to redefine the same formula for each widget. This not only saves time but also allows editing the formula in one place, and thereby update the formula in each of the places it is used automatically, instead of having to search for each instance of the formula and changing it manually in those locations.

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Using Quick Functions

Quick functions are another feature to make working with formulas easier. The Widget Designer provides a variety of predefined commonly used functions that you can easily apply in the Data Browser when selecting a Value to be included in a widget.

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