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Widgets & Datasets

A Dataset is a logical grouping of data (typically the results of a query).

A Widget is a visualization on a dataset. One or more widgets can point to the same dataset.

A dataset and widget is automatically created by Knowi for a query.

Creation

Widgets and Datasets can be created in the following ways:

  1. Results of queries against your datasources, from the UI or via the Agent.
  2. Using our Push Data API.

To create a widget from an existing dataset, go to the widget listing menu or the Add Widget to Dashboard menu to create and point to an existing dataset.

Add Widget

Widgets can also be cloned from other widgets with its own filters and data manipulation.

Query, Dataset and Widget Mapping

To see a visual mapping of how widgets are related to datasets and their associated queries, click on Data Config on the widget settings.

You can preview visualizations, edit the query directly from the diagram as well as zoom into any derived datasets.

Data Management

The diagrams are also accessible the query listing page.

Widget Settings

Widget settings can be accessed from the options menu of a widget in a dashboard.

Add Widget

Field Comments
Widget Name Unique Name of the widget
Type Type of Widget, from various chart types, to grid, etc.
Category Optional, to easily categorize widgets into groups. Category lists are displayed as a dropdown on the widget list
Description Adds a popover description icon on the widget when present
Plot Data/Y-Axis Y-Axis fields, when applicable (Chart types only). Leave empty for multiple series
Series Categories/By Legend Grouping for multiple series for chart types, where applicable. Categories show up as separate legend items for each item.
X-Axis X-Axis field name (for chart types)
X-Axis Ordering Specify ordering for X-Axis values
X-Axis Type Enables Date/Time
Display Theme For chart types, there are two theme options available: Light/Dark
Data Feed Live option enables live autoupdated charts. Specify number of seconds to the update the chart
Max Records Maximum number of records to profile for this dataset
Footnote Adds an optional footnote to the bottom of the widget (always visible)

Types

We support over 20 types of visualizations to choose from. See Visualization Options for more details.

Filters

  • Basic filtering can be used to set filtering on the data.
  • Cloud9QL can be used to further manipulate the data in advanced ways. See Cloud9QL documentation for more details.

    Filter

Basic Filtering

Supports Equals/Not Equals/Greater Than/ Greater Than Equals/ Less Than/Less Than Equals/Contains criteria for each field. Multiple filters can be added using the + icon. Multiple filters implies an AND condition (Use Cloud9QL for OR criteria).

Setting Filter Audience

There are two types of filters - Personal and Global:

  • Global are only available to admins, dashboard owners & users with edit rights. This filter set the default for all users.
  • Personal filter is seen by you only. This filter has higher precedence then Global. By default it is set to the Global filter applied.

If you set a Personal filter, the "Reset to default filters" link will become visible. It resets Personal filter back to what Global filter is set to.

Nested fields

If data contains JSON, the nested fields will be shown in list to filter, so you can filter through inner fields. Note that list contain only few nested fields as we not scan whole dataset for the JSON data. You are welcome to use Cloud9QL to filter any nested field.

Auto Suggestions

By default, we'll sample the dataset associated to the filter element to populate the sample fields.

In addition, you can also set the hit list to be from the results of another dataset (typically the results of another query). To do this:

a. Create a query that returns the values you want to display.

b. Use the database icon next to add/remove filter buttons. This will set auto-suggestions populated as a result of other query or dataset.

If dataset is selected, the list of auto-suggestions appends following the rule:

  • if dataset contains a column with the same name as the column to be filtered, the values of that column are added
  • if dataset does not, the first column values are returned

Note: The icon is available only on edit modes. If dashboard for example, is shared via URL, the set-up icon will not be shown for dataset autosuggestions. In view only modes, the suggestions are shown based on the dataset associated with the auto-suggestions, (if configured) or will default to the sampling method.

Cloud9QL Filtering

Cloud9QL filters enable advanced filters with or without basic filtering. Use it to transform data, perform aggregations, change field names and perform data manipulations in advanced ways.

Ad hoc Analysis

Data associated to a widget can be analyzed using a drag & drop interface. See Ad Hoc Analysis section for more details.

Drilldowns

Drilldowns enable powerful point and click drilldowns from one widget into another widget. Data from the parent widget can be used as keys into the drilldown widget to filter the data specifically for the point selected.

Filter

Cloning

Cloning copies an existing widget with out without original data. Typically used in the following two cases:

  • To create a new widget with the same settings as the existing data, but pointing to a new dataset.
  • To create a separate view of the same data.

    Filter

Filters and Cloud9QL can be applied to the new widget to further manipulate the cloned widget.

Sharing

Share - Internal Users and Groups

A Widget can be shared with multiple internal users and groups within your organization. From the widget settings menu, 'Share' icon, check users and/or groups to share the Widget to.

Share - Public

A Widget can be shared in isolation (not as part of a dashboard) by selecting the 'Share' icon. This will generate a public URL for a widget.

Note: This makes the widget publicly accessible, without requiring a login. Do not use this option for sensitive data.

The widget shared in isolation will have no dashboard filters applied, so please always check how widget looks via url before sharing widget link to someone.

In addition, the embed code can also be used to embed the widget into your own portal/HTML pages.

To turn off a unique public URL, click on 'Disable Share URL'.

To add filter parameters to the share URL, pass in contentFilters parameter to the URL, where the value is in encoded JSON form.

Example: URL Parameter example: contentFilters=[{"fieldName":"opened","values":[1000],"operator":">"}]

Full URL, with the parameter and encoded JSON: 
https://www.knowi.com/w/3cKltxiizxNFgxjRvanZwY2WZoiikPo5ip3EqS13cii1KdQie?contentFilters=%5B%7B%22fieldName%22%3A%22opened%22%2C%22values%22%3A%5B1000%5D%2C%22operator%22%3A%22%3E%22%7D%5D

Embedding

We provide a number of options for embedding, depending on the level of access required. See embed docs

Data Management

Click on the Data icon within Widget Options for Data Management options.

Filter

Viewing

The View/Edit Data tab displays the current data visualized in tabular form.

Contains two modes: * Data For Current View - Displays data for the current visualization, after any Filters applied. * All Data for this Dataset - All data, before any filters are applied.

Exporting

Click on the Export button to export data in CSV form. The export is based on the dropdown selection.

Removing

To remove records, select the checkbox on the left of View/Edit Data tab to select the records, with All Data for this Dataset dropdown option selected. A Delete button will appear.

Last Updated

Date/Time of the last data upload/update for this dataset is listed at the bottom of the View/Edit tab.

Alerts

An email alert can be set when a dataset has not been updated for a (configurable) period of time or for data related alerts, for non-direct queries. See Alerts documentation for more details.

Dynamic Widget Names

Widgets can be dynamically named, based on parameters passed into the dashboard, or via data elements within the widget.

To dynamically pass in widget name via a runtime parameters, use the $c9$ syntax and pass the token in via contentFilters in the UI/embed mode, or using the filters. Example: _A widget for $c9orgname$. In this case, the $c9orgname$ token is dynamically populated. See Content Filters for more info.

To dynamically populate widget names driven by a field within the data, use the {{fieldname:n}} syntax where fieldname is the field to use and n is the row position of that field. Example A widget for {{orgId:1}}. In this case, the first item in the orgId field in the dataset is used to dynamically display the widget name.