Getting Started with Analytics

Accessing Analytics

The Analytics module is accessible through the main navigation menu and provides a comprehensive interface for creating and managing custom dashboards for data analysis across your organization.

Navigation Steps

Main Menu Access: Navigate to the Analytics section from the main menu
Dashboard List: You'll see a list of all created analytics dashboards

Analytics Overview

The Analytics module provides comprehensive data visualization and reporting capabilities for the Set-List application. It enables organizations to create custom dashboards with various chart types, metrics, and filters to analyze inspection, task, issue, and resource data across different dimensions.

Key Capabilities

Custom Dashboards: Create personalized dashboards with multiple charts and visualizations
Multiple Chart Types: Bar charts, line charts, pie charts, tables, and dual-axis charts
Advanced Filtering: Global and chart-specific filters for precise data selection
Interactive Features: Drill-down capabilities, zoom, pan, and cross-chart filtering
Data Export: Export charts as images, data as CSV/Excel, and generate PDF reports
Real-time Updates: Live data updates and automatic refresh capabilities

System Architecture

The Analytics module is built on a robust architecture that supports complex data analysis requirements and provides high-performance visualization capabilities.

Core Components

Data Engine: Handles data queries, aggregation, and processing for analytics
Visualization Engine: Manages chart rendering and interactive features
Dashboard Manager: Handles dashboard creation, layout, and configuration
Filter Engine: Manages global and local filters for data selection
Export Engine: Handles data export and report generation
Performance Optimizer: Optimizes queries and chart rendering for large datasets

Data Flow

Data Source Selection: User selects data sources and metrics for analysis
Query Processing: System processes queries and retrieves relevant data
Data Aggregation: Data is aggregated based on selected dimensions and metrics
Visualization Generation: Charts are generated based on processed data
Dashboard Assembly: Charts are assembled into dashboard layouts
Interactive Features: Interactive features are applied for user interaction

User Interface Overview

The Analytics interface is designed to be intuitive and powerful, providing easy access to all analytics features while supporting complex data analysis workflows.

Main Interface Elements

Dashboard List: Displays all created dashboards with search and filtering capabilities
Create Dashboard Button: Quick access to dashboard creation interface
Dashboard Builder: Comprehensive interface for creating and configuring dashboards
Chart Library: Collection of available chart types and visualization options
Filter Panel: Global and local filter configuration options
Export Options: Various export and sharing capabilities

Navigation Structure

Dashboard Overview: List of all analytics dashboards with management options
Create Dashboard: Step-by-step dashboard creation wizard
Dashboard Editor: Full-featured dashboard editing interface
Chart Configuration: Detailed chart setup and customization options
Data Sources: Management of data sources and metrics
Export & Sharing: Export options and dashboard sharing features

Data Sources and Metrics

The Analytics module integrates with all major data sources in the Set-List application to provide comprehensive analysis capabilities.

Available Data Sources

Inspections: Inspection data, completion rates, scores, and flagged responses
Tasks: Task creation, completion, status distribution, and assignment analysis
Issues: Issue tracking, status distribution, category analysis, and resolution times
Resources: Resource readings, trends, distribution, and performance metrics
Users: User activity, assignment analysis, and performance metrics
Sites: Site-based analysis and geographic data

Key Metrics Available

Count Metrics: Total counts, completion counts, and status counts
Rate Metrics: Completion rates, success rates, and performance rates
Time Metrics: Duration, response times, and resolution times
Score Metrics: Average scores, performance scores, and quality metrics
Distribution Metrics: Status distribution, category distribution, and priority distribution

Getting Started Checklist

Follow this checklist to get started with Analytics effectively:

Prerequisites

✓ Ensure you have analytics permissions
✓ Familiarize yourself with available data sources
✓ Understand your organization's data structure
✓ Review available metrics and dimensions

Initial Setup

✓ Access the Analytics module
✓ Review existing dashboards and configurations
✓ Understand the different chart types available
✓ Learn about filtering and data selection options

First Dashboard Creation

✓ Create a simple dashboard with basic charts
✓ Configure basic dashboard information and layout
✓ Add charts with appropriate metrics and dimensions
✓ Set up basic filters and data selection
✓ Test the dashboard and verify data accuracy

Advanced Configuration

✓ Explore different chart types and visualizations
✓ Configure advanced filtering and data selection
✓ Set up interactive features and drill-down capabilities
✓ Configure export options and sharing features
✓ Optimize dashboard performance and layout

Best Practices for Analytics

Follow these best practices to create effective analytics dashboards:

Dashboard Design

Clear Objectives: Define clear objectives for each dashboard
Logical Organization: Organize charts logically and intuitively
Consistent Design: Use consistent colors, fonts, and styling
User-friendly Layout: Design layouts that are easy to navigate

Chart Selection

Appropriate Chart Types: Choose chart types that best represent the data
Data Complexity: Consider data complexity when selecting charts
User Audience: Design charts for the intended audience
Performance Impact: Consider performance impact of chart complexity

Data Analysis

Meaningful Metrics: Focus on metrics that provide actionable insights
Context Matters: Provide context for data interpretation
Trend Analysis: Include trend analysis for better understanding
Comparative Analysis: Enable comparisons across different dimensions

Next Steps

Now that you understand the basics of Analytics, you can:

Create Your First Dashboard: Follow the step-by-step guide to create a new analytics dashboard
Explore Chart Types: Learn about different chart types and visualization options
Configure Metrics: Set up metrics and data analysis for comprehensive insights
Set Up Filtering: Configure advanced filtering and data selection options

The Analytics module provides powerful tools for data-driven decision making. Start with simple dashboards and gradually explore more advanced features as you become comfortable with the system capabilities.