Quick Start: Creating Your First Dashboard

This article takes you step-by-step through the process of creating a Dashboard in Customer Insights 2.0. What this article doesn’t do is explain is exactly what you are doing, or why you’re doing it. If you’d like that type of information, please see the For More Information section at the end of this article.

We should also mention that this Quick Start assumes that you created the Look User Registrations: Top 10 US States described in the article Quick Start: Creating a Look.

You can create a basic Dashboard by following these steps outlined below. If you complete the entire procedure, you’ll end up with a Dashboard that includes three tiles: a Look Tile, a Query Tile, and a Text Tile. In other words:

Sample Dashboard

To create this Dashboard, complete the following procedure:

  1. In Customer Insights, in your personal space, click New and then click Dashboard:

    The New Button

    If you don’t see the New button, that typically means that you do not have the permissions needed to create Dashboards. If you believe that you should have those permissions, contact your Janrain representative.

  2. In the Create Dashboard dialog box, in the Name field, type Profiles Dashboard and then click Create Dashboard:

    The Create Dashboard Dialog Box
  3. When the new Dashboard opens, click Add Looks:

    Adding a Look
  4. In the Choose Looks dialog box, click User Registrations: Top 10 US States (the + Add button will change to Remove) and then click Update Dashboard:

    The Choose Looks Dialog Box
  5. A new Look Tile appears on your Dashboard:

    The Newly-Added Look
  6. To make the tile larger, hover the mouse over the tile, then click on the resizing handle in the lower left corner:

    The Tile Resizing Handle
  7. Hold the mouse button down and drag the mouse until the tile is the desired size:

    The Resized Tile
  8. In the Dashboard toolbar, click Text:

    The Dashboard Toolbar
  9. In the Add Text dialog box, type Profiles Dashboard in the Title field, type This Dashboard contains information about user profiles. in the Body field, and then click Save:

    The Add Text Dialog Box
  10. The new text tile is added to the Dashboard:

    The Newly-Added Text Tile
  11. To resize the text tile, hover the mouse over the tile, click the resizing handle, hold down the mouse button, and make the tile smaller:

    The Tile Move Handle
  12. Click the move handle in the upper left corner of the tile, hold the mouse button down, and drag the text tile beneath the Look Tile:

    The Repositioned Tile
  13. In the Dashboard toolbar, click New Tile:

    Adding a Query Tile
  14. In the Choose an Explore dialog box, click Profiles:

    Selecting an Explore
  15. In the left pane of the Explore, expand Profile Dim:

    The Profile Dim
  16. Click Gender to add the Gender dimension to your query:

    Adding the Gender Dimension
  17. Expand Profile Fact and then click Count:

    The Profile Fact

    This add the Count measure to the query:

    Adding the Count Measure
  18. To verify that the query returns the expected data, click Run:

    The Run Button
  19. You should get back information about gender preferences:

    The Initial Dataset
  20. To eliminate the null values (that is, to eliminate user profiles where no gender preference has been specified), in the left pane, under Profile Dim, click Filter next to the Gender dimension:

    Filtering on Gender
  21. Expand the Filters section. Click the Gender filter operator and then click is not blank:

    The Is Not Blank Operator
  22. To add a second clause to your filter, click the + next to the Gender filter:

    The Filters Section
  23. Click the filter operator for the new clause, and select is not null:

    The Is Not Null Operator
  24. Click Run to run the modified query. The unspecified values that make up the bulk of the profile responses should be filtered out:

    The Filtered Dataset
  25. To limit returned data to the top 10 responses, in the Data section, set the Row Limit to 10:

    Assigning a Row Limit
  26. Click Totals to tally the total number of profiles returned:

    Adding Column Totals
  27. To determine percentages for each gender type, click Calculations:

    Adding a Table Calculation
  28. In the Table Calculations dialog box, click in the filter field and type $:

    The Table Calculations Dialog Box
  29. Select Count ${profile_fact.count} and then type /:

    Adding an Expression to a Table Calculation
  30. Type $ and then select Count - Total ${profile_fact.count:total}:

    Completing the Table Calculation Expression
  31. To set the formatting for your table calculations, click Default Formatting and then click Percent 0 - 123,457%:

    Choosing  Formatting Style
  32. Click Save Table Calculations. A new column, showing profile percentages, appears in your dataset:

    The Table Calculations Column
  33. In the upper right-hand corner of the window, select the Untitled text:

    Changing the Tile Title
  34. Type Profiles by Gender to change the title of your Query Tile:

    The New Tile Title
  35. Click Save to save the changes to the Query Tile:

    Saving Your Changes

    Your Dashboard should look like this:

    The New Query Tile
  36. Click Done Editing:

    The Done Editing Button

You have completed your first Customer Insights Dashboard.

** For More Information**

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