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Access

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a Platform Instance

In the first placeFirstly, access to the platform: https://lab.onesaitplatform.com/controlpanel/login

If necessary, create a new user with developer role:

Go to Dashboards

Go to VISUALIZATION -> My Dashboards.

The screen will show a list of the available dashboards and some extra information that is explained below.

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In the Options column, you can see different options. These options can be different based on the user role and the authorizations on the dashboards:

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• Allows to access the dashboard and work with it in presentation mode.

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• Acess the dashboard in edit mode.

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• Configuration of the dashboard,

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• change picture, authorizations, etc.

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• Allows to clone the dashboard.

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• Gives a

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• URL to access the dashboard in presentation mode.
• Export a dashboard image.
• Export a dashboard pdf file.
• Remove the dashboard, if selected and confirmed.

Create a new Dashboard

Click on the New Dashboard button to access the creation form, .

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Assign a unique id (1) and a description (2) to the dashboard:

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. There is the option to make the dashboard public using (3), or you can leave it as private and assign more specific permissions. You can select an initial dashboard style (4), also you can assign a picture to be shown to users with DataViewer role to differentiate the dashboards in the platform (5), or assign a Category and Subcategory to the dashboard   leave the default image that will be displayed for users with the DataViewer role, or select one to differentiate your dashboard from the other dashboards more visually (5); and you can also assign a Category (6) and a subcategory (7).

You can create Scripts, add libraries or styes styles can be added to the dashboard by in the html editor (8). You can also assign authorizations to other users . To do this, select (9), for which you must choose the user and the data type of access type. Then, and click on Insert authorization (9)insert authorization. The authorization will appear in the list on the right, where you can modify or delete it.

There are two types of available authorizations:

• EDIT grants edition and visualization.
• VIEW grants only visualization.

Click NEW to finish the dashboard creation.

Dashboard Edition

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After the dashboard creation of a dashboard, use , access the editing screen with the Edit button to design the dashboard. With this option, you can change the styles of the dashboard and add gadgets to show the required information.Buttons in the dashboard header. There you can design your dashboard, giving it the styles that suit your needs and creating or adding the gadgets that will show the information that is required.

Dashboard header buttons:

1. Move Toolbar Buttons.
2. Add Element, to : To add gadgets to the dashboard.
3. DataLink, to : To configure filters and between gadgets.
4. URL Parameters.
5. Open the options Pages, Configure Dashboard y Dashboard Style.
6. Save Dashboard.
7. Delete Dashboard.
8. Close Dashboard Editor.

We will To start adding gadgets clicking , click the option (2). This will show charts with the different types of gadgets that can be used in passed to the dashboard.

Currently, the available types of charts are:

• Line Chart.
• Bar Chart.
• Mixed Chart.
• Pie Chart.
• Wordcloud.
• Map, to be used the data to be displayed must have coordinates.
• Radar, also known as web chart, spider chart, and star chart, among other names.
• Template, this allows to create charts writing html code.
• Filter, allow allows to clean the filters.
• HTML5, allow allows to create a gadget using a html5 editor.
• Table, data tables.

Drag and drop the selected chart icon icons to the dashboard canvas. Then , drop then there, and a pop-up will show the following options:

ADD GADGET: if we you select an existing gadget and click this button, this option will add it to the canvas.

NEW GADGET: If there are no created gadgets, we can create one using the NEW GADGET optionThe gadget you need does not yet exist, so you will create it now. Click the button and this modal window will appear.

Add a name to the gadget. There is two options to configure a gadget: The first one is selecting a previously defined datasource. The second one is selecting an ontology from which the gadget will show information. In this example, we use the Restaurants Ontology.

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After choosing the ontology, a wizard will appears to help you to define set up the query that will select the data from the ontology to be shown on the gadget.

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In this basic example, we will use Select * from Restaurants,We can use the Execute Query option to test that the query produces the expected output. Thenwith which to fetch the data. For the example,  a simple select * from Restaurants will be enough.

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If you click on Execute Query, the results of the query appear, and you can validate that it is what you need. When the expected output suits our requirements, click Continue.

In this case , we are going to you will create a Line Chart type gadget. Therefore, we so you will have to fill out the X in and choose the following values, at least: X Axis and Y Axis, which are the values for ​​of the chart different axes of the graph (for this example I have selected cousine type like X and the score like Y), and then choose the line color, the type of kitchen and as Y axis the valuation), and a Color for the line. Then, click on NEW. We You can create more than one line by adding more measures or more than one axis . To do this, use the ADD AXIS option.

We can see the outcome of our gadget configuration at the bottom of the screen. When the expected result is achieved, add the gadget to the dashboard by clicking on NEW.

This will be our gadget. In this example, we are going to create two more gadgets to show the Drill-down and filter capabilities.

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We create a Pie Chart choosing the same datasource and selecting the values for with ADD AXIS and filling in the values ​​for another axis.

You can see in real time how your graph is being represented with the values ​​that you marked. When it is as you wish, press NEW and the gadget will go to the dashboard page. This would be your first gadget. You will now create two more to see the drill-down and filter functions.

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Create a Pie or Pie-Type gadget. To do this, after choosing the data source, you only have to choose the values ​​for the X and Y axes.

Finally, we create a Table Type gadget with Table type , to see in detail the detail information of the selected each restaurant. To do that, we choose the same datasource For this, as in the previous charts and we fill out the required fields.We can configure the Table with different options: two previous cases, select a data source and fill in the fields that we need.

You can see a Table Config section, with the table configuration; show or hide the header, whether the rows can be selected or notselectable rows, number of elements per page, etc. For page… In this example, we choose only the option to allow for row selection.Finally, we choose the data, the header titles, and the columnI have only made the rows selectable and changed the colors of the header and footer to white. Then, I have added the measurements and the names that will be seen in the header, and I have given them an order.

To finish our third gadget, click on NEW.

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Click on the data link button (option (3) on edit header) to configure the relationships  to establish relationships or connections between the gadgets. In the popup, we This modal window appears, where you can add the relationships between the gadgets in the dashboard. Firstly, . First select the source gadget and the data field of the gadget used in the relationship, then select the target gadget and the field of that gadget used as a filter based on the data of the field selected in the source gadget. That is to say, when you click in the source gadget, the target gadget will apply a filter based on the data selected.

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In this example, the first relationship will be done between the PIE gadget and the LINE gadget.

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 The second relationship will be done with the TABLE gadget and the PIE gadget. After that, if we source field, which is the gadget on which you will click to filter the data of the target gadget by its target field. Summarizing: when pressing a data of the source gadget, it filters the data of the destination gadget.

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The first relationship is established between the GADGET PIE and the GADGET LINE:

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 The second relationship is established from the GADGET TABLE with the GADGET PIE.

You can see that, if you click on a row of the TABLEtable, then the data of the GADGET PIE with the filter cuisine = American is updated; and that, if you click on the PIE will be filtered. GADGET PIE in Manhattan, the GADGET LINE inherits the filters borough = Manhattan and cuisine = American.

 
In the otption Option (5) on of the edit header there are has three additional options to configure the dashboard:

PAGES

Allows managing the dashboard pages allowing for the creation of additional pages. Each page has a name and can be configured with an icon, a background image, and a background It allows you to manage the pages of the dashboard, being able to have one or create more.

You just have to give it a name, select an icon, and, if you want, you can givea background image or a color.

To define the page order, we can use the + and - options to move themestablish the order of the pages you just have to click on the arrows on the right. The one on the top is the first one, and so on.


Configure dashboard

This allows configuring the dashboard's header, the style, colors and logo.

We can It also allows to configure the grid visibility and style of the dashboard canvasthe grid, such as the number of lines, columns...

Dashboard Style

This option It allows us to configure the gadget style for the entire dashboard, for instance, styles of the gadgets at a global level, such as the height of the headers and , the color and , the style of the titles and the body.

We can also configure each gadget by using the following optionAlso, if you click on the menu icon:

There are several options you have the option to configure the styles of each gadget : show or individually, hide the header, add a title, add an icon, change colors, ...