Lesson 5 - Setting Up & Interacting with Dashboards/Looks

Welcome to Lesson 5 of your Safety Intelligence Self-Guided Onboarding Program! 

If you do not see this module or features discussed in this article in your instance and are interested in adding them, please contact your Customer Success Manager or shared email:csoffice@ecoonline.com

Learning Objective

In this lesson, you are going to learn about:

• Drilldowns: what they are and their limitations

• Explore from here

Drill down on tiles

Drill Downs in Safety Intelligence can be a great tool to look deeper at high-level data very quickly; however, it does have some limitations. 

Using drill-downs is contingent upon the measures selected during the creation of the tile; for example, if you were to use the measure "Count forms,".

When you have saved that tile and come back to the dashboard, you can click on a particular bar in a bar graph, and it will show you all of the forms being counted and show you where they have been submitted, who has submitted them, and the form name.

A limitation with drill-downs is that you cannot use a customer measure as that would be too advanced for a drill-down to show that data. So using the default measures will allow you to use the drill-down feature to work and also make sure you have deactivated cross-filtering on your dashboard. 

Explore from here

Explore from here is a great tool for starting a new dashboard or taking a tile from a previous dashboard and moving it to another dashboard.

This tool can also be used for learning purposes; you can look through an anatomy tile outside of a dashboard. Using "explore from here" will open up the tile, allowing you to see what filters and dimensions it is using.

To use this tool you will need to go to the tile you want to explore and then click on the three dots at the top right of that tile.

These three dots are the "Tile Actions", when you click those dots you will get a drop-down and you should select Explore from here.

From here you will able to see the anatomy of the tile, you can either save the tile to an existing dashboard or a new dashboard.

To save a dashboard you should click on the Cog symbol in the top left of the tile next to the "Run" button.

Then you can select save, it will show you three options,  " as a new dashboard", " to an existing dashboard" and "as a look".

We are going to be focusing on the two dashboard options in this lesson, however, the process of creating a look is the same.

Once you have selected which option you will get another box presented, below is the option for a new dashboard.

To add to an existing dashboard you would add the name to the tile and then select the folder and dashboard you want it to go into.  

Then in the bottom left, you would click save to dashboard, you will see this tile in that dashboard normally at the bottom of the dashboard.

Top 2 key takeaways from this lesson are:

1. Understanding how to drill down on tiles and what are the limitations.
2. How to use the "Explore from here" tool on tiles.

Homework - To solidify your grasp of these concepts, complete the following:

• Create a new dashboard using the Explore from Here.
• Save a tile to a pre-existing dashboard using Explorer from here.
• Use the drill-down tool are different tiles to see how it works with different measures.

Continue to the next lesson by clicking here: Lesson 5 - Setting Up & Interacting with Dashboards/Looks