There are three steps that need to be completed in order to visualize data in Kooltra Analytics.
1. Select the Data.
Before any data can be visualized, Kooltra Analytics needs to know where the data is coming from.
You can get data from:
Your Kooltra Platform
An Imported Excel Sheet
External Data Source
In order to specify the data used, you will need to create what is called a dataflow. Dataflows are the underlying instructions that specify what information you'd like to be a part of your dataset and how you'd like to massage (transform) this information. To learn more about getting your data into Analytics, refer to the user guide here.
2. Create the Dataset.
Schedule the dataflow to run, which will pull data from the specified sources and create the dataset.
In Analytics, dataset fields come in three different flavours:
Date - A field type that can show the day, month, year, and, optionally, time.
Dimension - A qualitative value (text field), like transaction ID and Counterparty (Account name). Dimensions are used for grouping and filtering the available data.
Measure - A quantitative value, like premium amount and rate. Mathematical operations can be performed on measure fields.
To learn more about datasets, refer to the user guide here.
3. Build the Dashboard
Once the dataset is available, you can use it to build steps (queries) which display the data on your dashboards. This can all be done without any coding.
Using the steps, you can visualize your data using a large number of visualization tools such as bar charts, scatter charts, heat maps, geo maps, matrix charts, rating charts, timeline charts, and tables. Click here for a full list of visualizations.
To learn more about building dashboards, refer to the user guide here.
Navigating Around Analytics
In order to build new dashboards in Kooltra Analytics, you will need to have an Analytics license. If you do not have this license or aren't sure if you have this license, please check with your Kooltra Administrator.
To access Kooltra Analytics, click on Analytics > Analytics Builder in the right-hand navigation pane. This will take you to the Analytics Studio which by default displays all recently accessed apps, dashboards and datasets.
The navigation bar in the Analytics Studio is highlighted in green. This navigation bar lets you quickly move between Apps, Dashboards, Lens and Datasets categories. Each one of these categories is summarized below.
Another key section of the Analytics Studio to note is the Data Manager (highlighted in blue). The Data Manager is where you would go to complete Step 1 of the analytics dataflow - Selecting the Data. To learn more about the Data Manager, click here.
Note that the Analytics Studio uses a tab based navigation menu, meaning any app or dashboard that you open will open in a new tab at the top of your screen.
Apps - Analytics apps allow you to organize your datasets, lenses, and dashboards. By organizing your analytics data, you can more easily find the information that you're looking for when you need it.
Dashboards - Dashboards let you explore the data that you're visualizing. Kooltra Analytics dashboards can be interactive allowing you to drill in to find the information you need in a few clicks.
Lenses - You can create a lens when you'd like to explore data that may not be available in a dashboard. A lens allows you to to focus on a subsection of your dataset and can also be used as a building block for dashboards.
Datasets - Datasets contain the data which your dashboards and lenses are built from. You can click on a dataset in the Analytics studio to start building a lens and exploring the data, or you can click Edit in the right-hand dropdown menu and view the dataset details (shown below). Datasets are discussed more in the datasets user guide.
Why do I get an error when I click on Analytics > Analytics Builder in the Navigation pane?
If you're getting an error when clicking on the Analytics Builder page, Analytics may not yet be set up in Kooltra, or you may not have permissions to access Analytics. Contact your Kooltra Administrator to get you set up.
analytics overview, Kooltra Analytics
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