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Infigo Insights in Metabase
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gives you the ability
to generate information packed dashboards
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based on the questions
that you've specified, such
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as the ones we've seen
in our previous tutorials.
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Multiple questions are placed onto
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and positioned within one dashboard.
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These dashboards can be viewed
from within Metabase
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or from within your Infigo admin area.
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If covered by your Insights, plan,
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we're going to create a dashboard
from scratch here.
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If I just go to New Up on the top right
and click on dashboard.
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We can import a dashboard name
description,
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and the Collection
in which we want to save the dashboard.
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Then hit create.
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If you have the correct Insights level
and wish for these dashboards
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to be available from within Infigo admin,
then place them within
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the name of your particular platform,
which in my case is training DOT
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and then dashboards.
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you'll be able to add
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the results
of your previously specified questions.
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These could be, for example, tables
of data or preconfigured charts.
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Search through your collections
and locate your questions of interest.
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If I click on the plus icon on the top
right, that allows me to add a question.
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And it's just a case of searching
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through all of our relevant collections
or hitting the search icon here
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and then just finding the questions
we wish to add to the dashboard.
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So you'll see
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all of your previously asked
questions will be listed here, will
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give you an icon to show the type of data
that you'll see as a result.
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So we've got a graph, for example,
we've got a table,
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we've got a single value and a pie chart.
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So it gives us an indication
of what they're going to be.
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And I can
just click on the pieces of information
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I want to add to the dashboard,
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and then you'll see that
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there's these little squares
consisting of the background
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of the dashboard
that allows us to actually
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position and resize
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and create things on this dashboard
that we
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and have them orientated the exact way
that we want them.
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So for example, just to
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go, I just resize and reposition
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a couple of these elements.
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We can see how we start
to get a very useful set of data
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all on one screen.
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We also have the ability to add text box
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areas onto the dashboard
using this icon on top of the screen here.
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And this allows you to specify
specific text
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where you can include things like markdown
if specifically required.
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Now, before we can actually see
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this dashboard properly in action,
we do need to save it.
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So the same process as with a question,
just go to save up on the top.
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Right?
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If you haven't already specified
where that needs to be saved,
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you'll need to do so.
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Otherwise it will just save it to the pre
specified area.
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And then it takes us to this screen here,
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which is a slightly larger
version of that dashboard.
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Now, just want to draw your attention
to a couple of the settings
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on the top right of the screen.
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So one of them is the ability to edit
the dashboard.
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That takes us back to the previous view.
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Next along, you have subscriptions
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that allows you
to actually send this dashboard
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to whatever email address
you like on a regular basis.
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So for example, if I say I want to email
it I'll have my own email address
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in there as an example.
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We can specify
how often we want this to be sent,
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specify
when it's going to be sent an alternative.
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We we've got the ability to just send it
now if we wish to do so, and that will
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provide us
with an email version of that data.
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Also on here,
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we have the ability to auto refresh,
so by default the auto refresh is off.
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But let's say we just want to leave
this dashboard in the background
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and keep an eye on it.
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You can specify how often it refreshes
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and then the icon at the end here,
we do have the ability to duplicate this.
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If you want to make modifications to
a similar one, you can archive or move it
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and you do have the ability to enter
full screen, which is nice and simple.
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But if you have a specific monitor
set up to keep
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hold of these metrics, the full screen
might be a useful thing for you to keep on
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hand.
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Now, if you wish to modify
any of the questions on your dashboard,
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you can do so from within the dashboard
itself and go direct to that question.
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Simply click on the title of the question
box to be taken directly
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to that question.
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And from here you can modify the question
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in the same manner
as we've seen in previous tutorials.
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So here
we're seeing the resulting dataset.
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But if we go back to show editor,
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we can modify how that question
is being asked.
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Alternatively, we've got the filter
and the summarize options
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at the top of the screen here.
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Once you've made
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a modification, click on the save icon
that will appear and you'll get the option
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to either replace the existing question
or to create a new question.