How to Format & Filter

Getting Started

Formatting Your Dashboard

Stratifyd offers endless customized visualization options. Dashboards do not have to have any standard format, enabling you to place your widgets in a format that is best for your analysis. There are two overall dashboard themes, Light or Dark, and you can create your own customized templates to use for future analyses.

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Simply click on, hold, and drag widgets to re-arrange their positions. Dragging and dropping the bottom right corner of any widget will adjust its size.


Changing the Dashboard Properties

In the dashboard, select the drop down arrow from the main dashboard file menu in the upper left corner, then select Properties. You can also access the dashboard properties module by clicking the blue Info icon from the main dashboards homepage.
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From here, you can change the name of the dashboard, add tags to let users find and understand the purpose of the dashboard, and enter a description for the dashboard’s purpose. Dashboard images can be chosen from our own proprietary library of dashboard avatars or you can upload/link to an image of your choice. The theme of the dashboard determines the background of the widgets and the dashboard. You may save your dashboard as a template to use in the future by changing the dashboard type to Template from Default.


Filtering

There are 3 different filtering options available in Stratifyd. You can filter an entire dataset, an entire tab, or an individual widget. Each filtering option allows for multiple filters on original, Stratifyd generated, and Calculated fields. Filtering allows users to investigate data for specific results and present visuals that reflect supporting data while eliminating irrelevant data.

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Filtering a Dataset (Global Filters)

  1. Click the filter icon on the data manager tab to the left of your dashboard.
  2. Click Add Filter under the dataset you wish to apply filters to.
  3. Select the data field you wish to filter. You can apply inclusion, exclusion, range, greater than, less than, etc. filters for most data fields.
  4. Apply the filter to visualize the dashboard with the filtered dataset.

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Filtering a Tab

  1. Click the dropdown arrow on the tab, then select the Filter option to bring up the filter prompt.
  2. Choose whether to apply a filter to all widgets in the tab or to specific datasets represented in the tab under View Mode
  3. Choose whether to apply a filter on top of any global filters currently applied to entire datasets or a locked filter that ignores global filters and filters only the tab data or widgets.
  4. Select the dataset containing the field(s) you wish to filter by clicking Apply Filter. You can apply inclusion, exclusion, range, greater than, less than, etc. filters for most data fields.
  5. Apply the filter to visualize the tab with the filtered data.

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Filtering a Widget

  1. Click the widget options icon in the top right corner of the widget, then choose Filter.
  2. Choose whether to apply a filter on top of any global filters currently applied to entire datasets and tabs or a locked filter that ignores global filters and filters only the widget.
  3. Select the dataset containing the field(s) you wish to filter by clicking Apply Filter. You can apply inclusion, exclusion, range, greater than, less than, etc. filters for most data fields.
  4. Apply the filter to visualize the widget with the filtered data.

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Tab Functions

Tabs have five additional functions other than filtering. Clicking the tab drop down arrow presents you with the options to:

Show Original Data
This option changes the tab view to show individual documents that comprise the datasets present on the tab.

Rename
You can rename the tab for better labeling and navigation of your dashboard.

Memo
You can insert a memo to the tab to describe or explain the tab’s purpose and point out any interesting results to draw conclusions from.

Insert a Duplicate Tab
Inserting a duplicate of the tab is helpful when you want to apply different filters and compare the results on the same tab rather than having to enable and disable filters constantly.

Remove
Sometimes a tab is no longer useful for your data analysis and needs to be removed.