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Table of Contents
Introduction
The Data Insights dashboards are organized under three main tabs: Membership Dashboard, Revenue Dashboard, and Events Dashboard. Under each of these main tabs are sub-tabs which organize several panels and each panel offers a visualization.
The main tabs include controls that allow you to change the overall behavior of every panel within that main tab. Every panel has its own set of options that allow you to change the behavior of that panel.
To prevent performance issues, your data is not being pulled in real-time. It is pulled nightly.
Date Controls
At the top of the Membership and Metrics tabs is a Controls bar:
The arrow (far right) will expand the controls for you to change the begin and end date. If you do, it will automatically save. You can then click the arrow to collapse the controls.
It will allow you to change the Begin Date to anything, but the Data Insights will only see data as far back as 1/1/2019 (by default) which is in the settings.
Other Controls
In the top left corner, there are three arrows:
They will become clickable as you interact with the dashboard. Interacting includes moving to a new tab, drilling up or down on a visualization, re-sizing, or re-sorting. These buttons allow you to undo every change you made or undo/redo the last change.
The first arrow will undo everything and return to the default dashboard:
The second arrow will undo the last interaction:
The third arrow will redo the last interaction:
In the top right corner, is an option to print or export:
It offers three options: Print, Generate PDF, and View Exports. Print allows you to print the selected tab. If you generate a PDF, it will take a moment, but then you can download it by clicking View Exports.
Panel Options
All of these options will change the dashboard for you and will not affect other users.
Some visualizations have a scroll bar on the right:
The slider on the scroll bar is blue. If there is white space underneath then you can click and drag the slider down to see more content.
If you move the mouse over a panel, you will see one of these bars in the top right corner.
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Maximize
This will maximize the panel so that you can see a bigger visualization and more text.
Drilling
Some visualizations offer the option to drill up or down.
From left to right: drill to the top, drill up one level, and drill down one level.
- Level 5 (top level): By year.
- Level 4: By quarter.
- Level 3 (default level): By month.
- Level 2: By date.
- Level 1: By date and time.
Actions Menu
There is also an Actions menu (three vertical dots):
When you are looking at a visualization, you can hover over parts of it to see the totals. This option to "View summary data" lists all of that out in a single view.
There is also an option to export the panel to CSV/Excel.
Resizing
The visualizations that include a legend will have a handle which you can drag to expand the legend.
This is useful if there are words in the legend that you cannot read. You can also maximize the panel, but this handle is available if you want to expand the legend in the normal view because you are comparing it to another visualization.
Move the mouse over the legend and the handle will appear. Then click and drag the handle.
You will also see a scroll bar on the right when you move the mouse over the legend again.
Sorting
Many of the visualizations have information on the left or right (y-axis) and along the bottom (x-axis).
If you click in the empty space of a panel to select it and then move the mouse over the axis label, you might see one of these buttons:
These allow you to flip the axis (to reverse the order).
For example, on the Membership Tab, there is a "Renewal Amounts by Date" visualization. If you move the mouse over the x-axis label, "Payment_Date (Month)," you will see which allows you to move between ascending to descending order.
Also, some visualizations offer a sort option in the top right corner:
This allows you to apply one or more sort keys:
Examples include:
- "Average Values by Assigned To User - Members" (screenshot above) on the Membership Dashboards tab (Metrics sub-tab)
- "Two Year Comparison of Revenue" on the Revenue Dashboard tab (Revenue sub-tab).