Advanced Analytics Features - Analytics Help Center

Before You Start

The Analytics Module provides powerful advanced features for sophisticated data analysis. Understanding these advanced capabilities will help you create more effective dashboards and gain deeper insights from your data.

Overview

The Analytics Module provides powerful advanced features that enable sophisticated data analysis, interactive visualizations, and comprehensive reporting capabilities. This guide covers advanced functionality including KPI tracking, drill-down capabilities, advanced filtering, and interactive dashboard features.

KPI (Key Performance Indicators)

What are KPIs?

Key Performance Indicators (KPIs) are visual reference lines that help you track performance against specific targets. They appear as dashed red lines on your charts to show target values and help you quickly assess performance.

Setting Up KPIs

KPI Configuration

Access KPI Settings: When creating or editing a chart, locate the "KPI Details" section
Define KPI Name: Enter a descriptive name for your KPI (e.g., "Monthly Target", "Quality Goal")
Set Target Value: Enter the numerical target value for your metric
Unit Display: The system automatically shows the appropriate unit for your metric

KPI Visualization

Reference Line: Appears as a red dashed line across the chart
Target Comparison: Easily compare actual performance against targets
Visual Alerts: Quickly identify when performance falls below targets

KPI Best Practices

Realistic Targets: Set achievable but challenging targets
Regular Review: Update targets based on changing business conditions
Context Matters: Consider seasonal variations and business cycles
Multiple KPIs: Use different KPIs for different metrics and time periods

KPI Examples by Metric Type

Inspection KPIs

Completion Rate Target: 95% inspection completion rate
Quality Score Target: 85% average inspection score
Response Time Target: 30-minute average inspection duration

Task KPIs

Task Completion Rate: 90% task completion within deadline
Task Efficiency: 2-day average completion time

Issue KPIs

Issue Resolution Time: 48-hour average resolution time
Issue Volume: Maximum 10 open issues per site

Resource KPIs

Resource Utilization: 80% resource utilization rate
Resource Performance: Average readings within normal range

Advanced Filtering and Segmentation

Multi-Dimensional Filtering

Filter Types

The system supports multiple filter types for different data categories:

Inspection Filters:

Status Filters: Completed, In Progress, Pending, Archived
Template Filters: Filter by specific inspection templates
Resource Filters: Filter by specific resources or equipment

Task Filters:

Status Filters: To Do, In Progress, Completed, Cancelled
Template Filters: Filter by task templates
Resource Filters: Filter by assigned resources
Priority Filters: High, Medium, Low priority tasks
Label Filters: Filter by task labels
Type Filters: Filter by task types

Issue Filters:

Status Filters: Open, In Progress, Resolved, Closed
Priority Filters: Critical, High, Medium, Low
Category Filters: Filter by issue categories

Resource Filters:

Template Filters: Filter by resource templates
Resource Filters: Filter by specific resources

Advanced Filter Combinations

Multiple Criteria: Apply multiple filters simultaneously
Exclusion Filters: Exclude specific data points
Conditional Filters: Apply filters based on conditions
Dynamic Filters: Change filters in real-time

Global vs. Local Filters

Global Filters

Global filters apply to all charts in a dashboard:

Date Range: Apply consistent date filtering across all charts
Site Selection: Filter all charts by selected sites or site groups
Dashboard Type: Control data visibility based on user access

Local Filters

Local filters apply to individual charts:

Chart-Specific: Each chart can have unique filters
Granular Control: Fine-tune data for specific visualizations
Independent Configuration: Modify filters without affecting other charts

Date-Based Filtering

Predefined Periods

Today: Current day's data
Yesterday: Previous day's data
Last 7 Days: Past week
Last 30 Days: Past month
Last 90 Days: Past quarter
Last 4 Weeks: Past 4 weeks
This Month: Current month
Last Month: Previous month
Custom Range: User-defined date range

Time Partitioning

Daily: Data segmented by day
Weekly: Data segmented by week
Monthly: Data segmented by month
Quarterly: Data segmented by quarter
Yearly: Data segmented by year

Drill-Down and Data Exploration

Interactive Data Exploration

Click-to-Drill Functionality

Chart Interaction: Click on chart elements to explore detailed data
Data Details: View specific data points and their context
Related Information: Access related records and information

Drill-Down Levels

Summary Level: High-level overview data
Detail Level: Specific data points and records
Record Level: Individual inspection, task, or issue details

Data Detail Views

Chart Item Details

When you click on a chart element, you can access:

Detailed Breakdown: See the specific data points that make up the chart element
Related Records: View the actual records (inspections, tasks, issues) that contribute to the data
Context Information: Additional context about the selected data point

Detail Drawer

The system provides a detailed view drawer that shows:

Data Summary: Summary of the selected data point
Record List: List of individual records contributing to the data
Filter Options: Additional filtering options for the detailed view
Export Options: Export the detailed data for further analysis

Cross-Chart Navigation

Linked Charts: Navigate between related charts
Context Preservation: Maintain filter context across chart interactions
Related Data: Access related data from different chart types

Interactive Dashboard Features

Dynamic Dashboard Layout

Grid-Based Layout System

Resizable Charts: Drag to resize chart containers
Repositionable Elements: Move charts to different positions
Responsive Design: Charts adapt to different screen sizes
Layout Persistence: Save and restore dashboard layouts

Layout Management

Grid Positioning: Position charts using a grid system
Size Optimization: Optimize chart sizes for better visibility
Layout Templates: Use predefined layout templates
Custom Arrangements: Create custom dashboard arrangements

Real-Time Interactivity

Live Data Updates

Automatic Refresh: Charts update automatically with new data
Real-Time Filters: Apply filters and see immediate results
Dynamic Calculations: Metrics recalculate based on current data
Live Notifications: Receive alerts for significant data changes

Interactive Elements

Hover Effects: Detailed information on hover
Click Actions: Perform actions by clicking chart elements
Zoom and Pan: Zoom in on specific data ranges
Selection Tools: Select multiple data points for comparison

Dashboard Customization

Personalization Options

User Preferences: Save individual user preferences
Custom Views: Create personalized dashboard views
Favorite Charts: Mark frequently used charts as favorites
Quick Access: Quick access to commonly used dashboards

Theme and Styling

Color Schemes: Customize chart colors and themes
Font Options: Adjust text size and font styles
Layout Themes: Choose from different layout themes
Branding: Apply organizational branding to dashboards

Advanced Chart Configurations

Dual-Axis Charts

Configuration Options

Primary Axis: Configure the primary (left) Y-axis
Secondary Axis: Configure the secondary (right) Y-axis
Axis Synchronization: Synchronize axes for better comparison
Scale Options: Choose linear or logarithmic scales

Use Cases

Performance Comparison: Compare different metrics with different scales
Trend Analysis: Show trends for related but differently scaled metrics
Correlation Analysis: Identify correlations between different metrics

Stacked Charts

Stacking Options

Full Stacking: Stack all data series
Partial Stacking: Stack only selected series
Percentage Stacking: Show data as percentages of total
Custom Stacking: Define custom stacking rules

Configuration

Stack Order: Control the order of stacked elements
Color Schemes: Define colors for stacked elements
Legend Display: Configure legend for stacked elements
Tooltip Information: Customize tooltip for stacked data

Horizontal Charts

Orientation Options

Vertical Orientation: Traditional vertical bar charts
Horizontal Orientation: Horizontal bar charts for better label readability
Dynamic Orientation: Switch between orientations based on data

Benefits

Better Label Display: Longer labels are more readable
Comparison Clarity: Easier to compare values
Space Efficiency: Better use of horizontal space
Mobile Optimization: Better display on mobile devices

Advanced Chart Options

Display Options

Show Zero Values: Include or exclude zero values
Data Labels: Show or hide data labels on charts
Grid Lines: Configure grid line display
Axis Labels: Customize axis label formatting

Animation and Effects

Chart Animations: Enable or disable chart animations
Transition Effects: Configure transition effects between data updates
Hover Effects: Customize hover effects and interactions
Loading States: Configure loading state displays

Data Export and Sharing

Export Options

Chart Export

Image Export: Export charts as PNG, JPG, or SVG images
PDF Export: Export charts as PDF documents
Data Export: Export underlying data as CSV or Excel files
Interactive Export: Export interactive charts for web use

Dashboard Export

Full Dashboard: Export entire dashboard as PDF
Selected Charts: Export only selected charts
Custom Reports: Create custom reports with multiple charts
Scheduled Exports: Set up automated report generation

Sharing Capabilities

Share Options

Direct Links: Share dashboard links with team members
Embedded Views: Embed dashboards in other applications
Email Reports: Send reports via email
Public Access: Create public access links for external stakeholders

Access Control

Permission-Based Sharing: Control access based on user permissions
View-Only Access: Provide read-only access to dashboards
Edit Permissions: Grant editing permissions to specific users
Expiration Dates: Set expiration dates for shared links

Report Generation

Automated Reports

Scheduled Reports: Set up automated report generation
Email Delivery: Automatically email reports to stakeholders
Report Templates: Use predefined report templates
Custom Formats: Create custom report formats

Report Customization

Cover Pages: Add custom cover pages to reports
Executive Summaries: Include executive summaries
Detailed Appendices: Add detailed data appendices
Branding: Apply organizational branding to reports

Real-Time Data Updates

Live Data Integration

Update Mechanisms

Automatic Refresh: Charts update automatically at regular intervals
Manual Refresh: Manual refresh option for immediate updates
Event-Driven Updates: Updates triggered by data changes
Incremental Updates: Update only changed data for better performance

Update Frequency

Real-Time: Updates as data changes occur
Near Real-Time: Updates within minutes of data changes
Scheduled Updates: Updates at predefined intervals
On-Demand Updates: Updates when requested by users

Data Synchronization

Multi-Source Integration

Database Integration: Direct database connections
API Integration: Integration with external APIs
File Import: Import data from external files
Manual Entry: Support for manual data entry

Data Consistency

Validation Rules: Ensure data consistency across sources
Error Handling: Handle data errors gracefully
Data Quality: Monitor and maintain data quality
Backup and Recovery: Ensure data backup and recovery

Advanced Query Capabilities

Complex Query Building

Query Types

Simple Queries: Basic data retrieval queries
Complex Queries: Multi-table joins and complex conditions
Aggregation Queries: Grouped and aggregated data queries
Time-Series Queries: Time-based data analysis queries

Query Optimization

Index Usage: Optimize queries using database indexes
Query Caching: Cache frequently used queries
Query Analysis: Analyze query performance
Query Tuning: Tune queries for better performance

Advanced Filtering Logic

Conditional Logic

AND Conditions: Multiple conditions that must all be true
OR Conditions: Multiple conditions where any can be true
NOT Conditions: Exclude specific conditions
Nested Conditions: Complex nested conditional logic

Dynamic Filtering

User-Based Filters: Filters based on user permissions
Time-Based Filters: Filters based on time conditions
Context-Based Filters: Filters based on current context
Calculated Filters: Filters based on calculated values

Data Aggregation

Aggregation Functions

Count: Count of records
Sum: Sum of numeric values
Average: Average of numeric values
Minimum/Maximum: Min/max values
Custom Aggregations: User-defined aggregation functions

Grouping Options

Single Grouping: Group by one attribute
Multiple Grouping: Group by multiple attributes
Hierarchical Grouping: Group in hierarchical structures
Dynamic Grouping: Group based on dynamic criteria

Custom Calculations and Formulas

Formula Builder

Basic Operations

Arithmetic Operations: Addition, subtraction, multiplication, division
Mathematical Functions: Square root, power, absolute value
Statistical Functions: Mean, median, mode, standard deviation
Date Functions: Date calculations and manipulations

Advanced Functions

Conditional Logic: IF-THEN-ELSE statements
String Functions: Text manipulation and formatting
Aggregation Functions: Custom aggregation calculations
Window Functions: Running totals and moving averages

Custom Metrics

Metric Creation

Derived Metrics: Create metrics from existing data
Calculated Fields: Add calculated fields to datasets
Custom KPIs: Define custom key performance indicators
Business Logic: Implement business-specific calculations

Metric Management

Metric Library: Store and reuse custom metrics
Version Control: Track changes to custom metrics
Documentation: Document custom metric calculations
Testing: Test custom metrics for accuracy

Data Transformation

Transformation Types

Data Cleaning: Clean and validate data
Data Enrichment: Add additional data to existing records
Data Normalization: Normalize data for comparison
Data Standardization: Standardize data formats

Transformation Tools

Data Mapping: Map data between different formats
Data Validation: Validate data quality and consistency
Data Deduplication: Remove duplicate records
Data Merging: Merge data from multiple sources

Performance Optimization

Query Performance

Optimization Techniques

Index Optimization: Optimize database indexes
Query Caching: Cache frequently used queries
Query Optimization: Optimize query structure and logic
Database Tuning: Tune database configuration

Performance Monitoring

Query Performance: Monitor query execution times
Resource Usage: Monitor system resource usage
Response Times: Track user response times
Error Rates: Monitor error rates and types

Dashboard Performance

Loading Optimization

Lazy Loading: Load data only when needed
Progressive Loading: Load data progressively
Caching: Cache dashboard data and configurations
Compression: Compress data for faster transmission

Rendering Optimization

Chart Rendering: Optimize chart rendering performance
Data Visualization: Optimize data visualization performance
Interactive Elements: Optimize interactive element performance
Mobile Optimization: Optimize for mobile devices

Scalability

System Scaling

Horizontal Scaling: Scale by adding more servers
Vertical Scaling: Scale by increasing server resources
Load Balancing: Distribute load across multiple servers
Database Scaling: Scale database for increased load

Data Scaling

Data Partitioning: Partition data for better performance
Data Archiving: Archive old data to improve performance
Data Compression: Compress data to reduce storage requirements
Data Distribution: Distribute data across multiple locations