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Zoola Analytics: Creating Intelligent Filters For Smarter Reports & Dashboards

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During this session, our VP of Products, Stewart Rogers, show you how to utilize the more advanced features of Zoola Analytics to create and use cascading filters, and enable hyperlinking in Dashboards.

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Zoola Analytics: Creating Intelligent Filters For Smarter Reports & Dashboards

  1. 1. Erin Melvin - Moderator Learning and Development Manager Stewart Rogers - Presenter VP, Products Lambda Lab Using Filters For Better Reporting And Insights
  2. 2. What is Zoola Analytics Zoola Analytics is an award winning, cloud-based reporting and analytics solution that allows you to prove the impact of your Learning. Zoola gives complete and secure access to your data, stunning reports and dashboards, embedded reports, and automated delivery. Zoola Analytics is built for Moodle, Totara Learn, and xAPI-conformant systems. ● Complete access to all your data including custom fields and tables, ● Choose from a library of over 30 out-of-the-box report and dashboards ● Use the drag and drop designer to create your reports and dashboards, ● Embed your reports and dashboards in your LMS, or ● Schedule them to automate the delivery to your stakeholders
  3. 3. Agenda ● Understand the difference between Filters and Input Controls ● Be able to create and add Input Controls to Reports ● Be able to add hyperlinking to Dashboards
  4. 4. The Zoola Information Hierarchy Data Connections Data Sources Ad Hoc Views Reports Dashboards This is the definition of the connection to your database. Only visible when you are creating Data Sources.
  5. 5. The Zoola Information Hierarchy Data Connections Data Sources Ad Hoc Views Reports Dashboards A metadata layer that provides a clean view of the database. A Data Source allows you to control access to the data based on security permissions.
  6. 6. The Zoola Information Hierarchy Data Connections Data Sources Ad Hoc Views Reports Dashboards An Ad Hoc view is used to explore, analyze, and visualize the data provided by the Data Source. Ad Hoc Views are used to create Reports and Dashboards.
  7. 7. The Zoola Information Hierarchy Data Connections Data Sources Ad Hoc Views Reports Dashboards Reports are finalized versions of Ad Hoc Views intended for presentation and analysis purposes, allowing stakeholders to interact with data and export the final result.
  8. 8. The Zoola Information Hierarchy Data Connections Data Sources Ad Hoc Views Reports Dashboards Dashboards combine Reports to deliver an at-a-glance and interactive summary of information for users to view the state of their Learning.
  9. 9. Ad Hoc View Filters 9 Ad Hoc View Filters allow the user to interact with the data to narrow their view.
  10. 10. Report Filters 10 Report Filters allow the user to interact with the data to narrow their view. Advanced ● Using Input Controls ● Create your own Input Control
  11. 11. Dashboard Filters 11 Dashboard Filters allow the user to interact with the data to narrow their view. When you add a report that has filters to a dashboard, the filters don’t appear on the dashboard until you explicitly add them, one-by-one. Advanced ● Hyperlinks
  12. 12. Query SELECT DISTINCT bzn.id AS id, CONCAT(bzn.name, ' | ', xc.cmid) AS name, xc.c_name_id AS c_name_id FROM mdl_block_zoola_module_name bzn JOIN (SELECT cm.id AS cmid, CONCAT(c.fullname, ' | ', c.id) AS c_name_id FROM mdl_course_modules cm JOIN mdl_course c ON (cm.course = c.id)) AS xc ON (bzn.coursemoduleid = xc.cmid) WHERE $X{IN, xc.c_name_id, course_fullnameid_1} ORDER BY bzn.name To get unique values
  13. 13. Query SELECT DISTINCT bzn.id AS id, CONCAT(bzn.name, ' | ', xc.cmid) AS name, xc.c_name_id AS c_name_id FROM mdl_block_zoola_module_name bzn JOIN (SELECT cm.id AS cmid, CONCAT(c.fullname, ' | ', c.id) AS c_name_id FROM mdl_course_modules cm JOIN mdl_course c ON (cm.course = c.id)) AS xc ON (bzn.coursemoduleid = xc.cmid) WHERE $X{IN, xc.c_name_id, course_fullnameid_1} ORDER BY bzn.name To concatenate Activity Name and ID
  14. 14. Query SELECT DISTINCT bzn.id AS id, CONCAT(bzn.name, ' | ', xc.cmid) AS name, xc.c_name_id AS c_name_id FROM mdl_block_zoola_module_name bzn JOIN (SELECT cm.id AS cmid, CONCAT(c.fullname, ' | ', c.id) AS c_name_id FROM mdl_course_modules cm JOIN mdl_course c ON (cm.course = c.id)) AS xc ON (bzn.coursemoduleid = xc.cmid) WHERE $X{IN, xc.c_name_id, course_fullnameid_1} ORDER BY bzn.name Zoola specific language. Essentially passing the values from the previous filter to the current filter to show only values that match. In this example, passing course name and ids (course_fullnameid_1) to match the course name and ids (c_name_id) Example: WHERE xc.c_name_id IN (Fields Studies | 23, Office Studies | 53)
  15. 15. Training
  16. 16. A word of caution. Input controls are difficult to understand and test. I strongly encourage you to discuss strategies with the Lambda Solutions Support Team prior to starting to avoid frustration and time lost.
  17. 17. Zoola Trial
  18. 18. Sign up for our monthly Zoola Analytics Newsletter https://go.lambdasolutions.net/subscribe-to-the-zoola-newsletter
  19. 19. Phone: +1.877.694.5289 Web: techsupport.lambdasolutions.net Email: support@lambdasolutions.net

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