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A Quick Start Guide to Visualize Free


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A Quick Start Guide to Visualize Free

  1. 1. InetSoft Presents A Quick Start Guide to Visualize Free<br />For use with Dashboard Insight’s Dashboard Design Competition <br />
  2. 2. Getting Started<br />Go to and login or register for a free account.<br />Click on the Datasets Tab and find the DashboardInsight Dataset. Click on the link, and from the next page click on ‘Create a new visualization’<br />
  3. 3. The Data<br />The Competition Data has already been uploaded for you. When you expand the DashboardInsight folder, you’ll find all of the data sheets and columns within them. <br />We’ve also added a couple of custom fields that will allow you to perform data mashup with two or more different sets.<br />
  4. 4. This is the Visual Composer<br />Drag and drop your data directly onto the design grid to create tables<br />Get your data from up here<br />Drag and drop one of your tools and then add the data to them<br />Get your tools from down here<br />
  5. 5. These are your Data View Tools<br />Display your data visually by selecting different Chart types<br />Use Crosstabs and Tables to provide detailed information<br />
  6. 6. The Chart Binding Pane<br />Change the Chart Type<br />1. Open the Chart Binding Here<br />Edit Dimensions and Measures<br />2. Drag and drop your data into the Chart Axes and Visual Fields<br />
  7. 7. The Crosstab Binding Pane<br />1. Open the Crosstab Binding<br />Highlight data and edit below<br />2. Drag and drop data into Crosstab regions<br />
  8. 8. These are your Selection Tools<br />(Drag and Drop data onto them)<br />Selection Lists and Trees allow you to update the data displayed in your Data View Tools<br />Range Sliders allow you to filter data between two points <br />Calendars allow you to select a specific date, a date range, or compare between two dates<br />
  9. 9. These are your Output Tools<br />(Drag and Drop data onto them)<br />Gauges, Thermometers, Sliding Scales, and Cylinders all allow you to summarize information at a glance<br />Text can be used to create label or as a data output<br />
  10. 10. These are your Input Tools<br />Input Tools like RadioButtons and ComboBoxes allow you to create Top N analysis and change aggregation method, date granularity, or Data View binding <br />After creating your Input Components, go into your Data View Tools and designate them by selecting the ‘Variable’ option<br />
  11. 11. These are your Shape Tools<br />Rectangles, ovals, and lines can be used to improve the overall aesthetics of your dashboard, or to aid in increasing the users’ overall comprehension <br />
  12. 12. Change the Look and Feel of your Dashboard<br />Resize the items from your toolbox by dragging on the corners<br />Use the Formatting menu at the top of the Visual Composer to change the text, color, size, or alignment of your data or tools<br />Access tool Properties or Format options by right-clicking to change their appearance or behavior<br />
  13. 13. Need more Information?<br />1. Visit the Visualize Free Documention<br />2. Check out the InetSoft Dashboard Insight Contest Forum<br />3. Ask Mike a question by email at<br />1. Dashboard Insight's Dashboard Design Contest Rules<br />2. Download the Dashboard Design Requirements<br />Good luck to all contestants and Happy Dashboarding!<br />