Creating your First Scorecard
After Login (on the Dashboard tab) click on the "Add Chart" button in the "Create New Dashboard" dialog, or click on the plus (+) button in the "Edit Dashboard" dialog. The setting section has 8 parts namely:
1. Access the Dashboard
2. Choose the Chart Type
3. Add a Chart Tag
4. Add a Chart Title
5. Add a Chart Description
6. Add Units (Optional)
7. Display Variation (Optional)
8. Add a Query
To start creating your Scorecard chart, you'll first need to access your dashboard. If you don't have a dashboard yet, you'll need to create one. Once you're in your dashboard, click on the "Add Chart" button if you're in the "Create New Dashboard" dialog, or click on the plus (+) button if you're in the "Edit Dashboard" dialog.
A dialog box will appear for you to select the type of chart you want to create. From the dropdown menu, select "Scorecard".
Next, you'll need to add a chart tag. This tag should be related to the Scorecard you're creating. For example, if you're creating a Scorecard for sales, you might choose a tag like "score_sales".
Now, add a title for your chart. This title should represent what the chart is about. For example, if your Scorecard is about sales generated from each shop visit, you might choose a title like "Visit Sales".
It's always a good idea to add a description for your chart. This helps other users understand what the chart is about and what the query does. For example, you might write "This chart displays the sales generated for each shop visit".
The "Units to Display" feature allows you to specify the units of measure for your metric. This can be particularly useful for providing context to the data being displayed. For example, you might specify units such as kilograms (kg), grams (g), US Dollars (USD), etc. If you want to use this feature, simply enter the appropriate units in this step. However, this is optional and can be left blank if it's not applicable to your chart.
The "Display Variation" toggle button allows you to show the percentage change in your data from the last period. This can be particularly useful for tracking trends over time and identifying significant changes in your key metrics. If you want to use this feature, simply enable it in this step. However, this is optional and can be left disabled if it's not applicable to your chart.
Finally, you'll need to add a query that will fetch the data from the respective table. This query should return one column to display on the Scorecard. Make sure to test your query to ensure it returns the expected results.
Add your filters accordingly
And that's it! You've created your first Scorecard chart. Remember, you can always edit your chart later if you need to make changes or adjustments.
1. Access the Dashboard
2. Choose the Chart Type
3. Add a Chart Tag
4. Add a Chart Title
5. Add a Chart Description
6. Add Units (Optional)
7. Display Variation (Optional)
8. Add a Query
1. Access the Dashboard
To start creating your Scorecard chart, you'll first need to access your dashboard. If you don't have a dashboard yet, you'll need to create one. Once you're in your dashboard, click on the "Add Chart" button if you're in the "Create New Dashboard" dialog, or click on the plus (+) button if you're in the "Edit Dashboard" dialog.
2. Choose the Chart Type
A dialog box will appear for you to select the type of chart you want to create. From the dropdown menu, select "Scorecard".
3. Add a Chart Tag
Next, you'll need to add a chart tag. This tag should be related to the Scorecard you're creating. For example, if you're creating a Scorecard for sales, you might choose a tag like "score_sales".
4. Add a Chart Title
Now, add a title for your chart. This title should represent what the chart is about. For example, if your Scorecard is about sales generated from each shop visit, you might choose a title like "Visit Sales".
5. Add a Chart Description
It's always a good idea to add a description for your chart. This helps other users understand what the chart is about and what the query does. For example, you might write "This chart displays the sales generated for each shop visit".
6. Add Units (Optional)
The "Units to Display" feature allows you to specify the units of measure for your metric. This can be particularly useful for providing context to the data being displayed. For example, you might specify units such as kilograms (kg), grams (g), US Dollars (USD), etc. If you want to use this feature, simply enter the appropriate units in this step. However, this is optional and can be left blank if it's not applicable to your chart.
7. Display Variation (Optional)
The "Display Variation" toggle button allows you to show the percentage change in your data from the last period. This can be particularly useful for tracking trends over time and identifying significant changes in your key metrics. If you want to use this feature, simply enable it in this step. However, this is optional and can be left disabled if it's not applicable to your chart.
8. Add a Query
Finally, you'll need to add a query that will fetch the data from the respective table. This query should return one column to display on the Scorecard. Make sure to test your query to ensure it returns the expected results.
Add your filters accordingly
And that's it! You've created your first Scorecard chart. Remember, you can always edit your chart later if you need to make changes or adjustments.
Updated on: 28/08/2023
Thank you!