How to Begin Visualizing Data and Building Reports
Users develop or consume content, such as visualizations, analyses and dashboards, to help them glean important information about their business.
Before users can sign in, administrators must have configured the user population and set up any database connections that their users require. After they sign in, users can begin visualizing data right away.
Analyses and dashboards are based on subject area data models. To get started with these, loaders must have loaded data in to connected databases and modelers must have modeled the data. When data is modeled, users can create analyses and dashboards that allow them to glean important information about their business.
Typical Workflow for Visualizing Data
| Task | User | More Information |
|---|---|---|
|
Blend data |
Content developers |
|
|
Select data sources |
Content developers |
|
|
Add data elements |
Content developers |
|
|
Adjust the canvas layout |
Content developers |
|
|
Filter content |
Content developers and content consumers |
|
| Set visualization interaction properties |
Content developers |
|
| Build stories |
Content developers and content consumers |
Typical Workflow for Analyses and Dashboards
| Task | User | More Information |
|---|---|---|
|
Create analyses that show the data in views on dashboards. Share these analyses with co-workers, clients, and business partners. |
Content developers |
|
|
Filter the data in the analyses |
Content developers |
|
|
Add views to the analysis |
Content developers |
|
|
Add interactivity to the analysis. |
Content developers |
|
|
Create prompts to drive the display of data in the analyses on dashboard pages |
Content developers |
|
|
Build interactive dashboards for users to analyze data |
Content developers |
|
|
Find and explore content |
Content developers and content consumers |