How To Create Dashboards

Getting Started

What is a dashboard?

  • Visual Data Representation
  • Interactive UI
  • Collection of Visualizations


Creating a Dashboard from Templates

  1. Click on the plus (+) icon in the bottom-right corner of the home page of the Stratifyd platform to create a new dashboard.
  2. Select a business scenario from the left-side navigation menu, or select "All Templates" to view all available templates.
  3. Choose the template to create the new dashboard with.
  4. Replace with new data.
  5. Save the new dashboard

Templates are ready-to-use dashboards with visualizations for an analysis set to certain business scenarios.

Creating a Blank Dashboard

  1. Click on the plus (+) icon in the bottom-right corner of the home page of the Stratifyd platform to create a new dashboard.
  2. Select "Blank", then click the (+) Create icon.
  3. Input a unique identifying name for your dashboard, then click OK.
  4. Import your data.
  5. Click Submit.

How to Replace Data

  1. Click the "Replace With..." icon in the Data Manager menu.
  2. Select New Data to provide the data connector with new data to process or select a previously processed dataset.
  3. Follow the prompts on the data connector.
  4. Click “Add to Dashboard”.

If you replace with new data, the dashboard will populate after Stratifyd processes and analyzes the data.

How to Import Data

  1. Navigate to the Data Manager menu in your dashboard on the left-most navigation bar.
  2. Click “Import data”.
  3. Select New Data (you can also select previously imported datasets).
  4. Choose a data connector or import your own CSV/Excel file.

How to Use Data Connectors

  1. Fill out the parameters.
  2. Schedule your analysis.
  3. Add/modify taxonomies, sentiment, stopwords, or other advanced settings.
  4. Name the dataset.
  5. Submit for processing.

Scheduling Analyses

You can schedule your analysis on a rolling or fixed time frame. A rolling time frame means your dashboard will show a sliding window of data (e.g. always the last 7 days). Parameters of the rolling time frame option are:

  • Time Frame Size - the length of the sliding window
  • Delay Analysis - analyses start at the current time and date unless specified for delay
  • Scheduled Analysis Start - a date of your choosing when the machine will reprocess your data
  • Frequency - how frequently you want the analysis to run

A fixed time frame gives you the historical view of data with a start date. The dashboard will accumulate the latest data at a frequency of your choosing. Parameters of the fixed time frame option are:

  • Collect Data Since - the start date for historical data
  • Scheduled Analysis Start - the date when analysis will start
  • Frequency - how often your analysis will run