Page 10 - Unanet AE: Using Analytic Dashboard Designer

Overview of Analytic Dashboards

Analytic dashboards use rich data visualizations allowing you to perform business
analysis and gain powerful insights into your data. Analytic dashboards are built on two
components: Data and Design. As such, we’ve built dedicated applets for working with
each. Each applet is available from the Utilities module.

Like any other report, analytic dashboards rely on a dataset - we call this an analytic
model. Each model contains a query that draws from a data source.

Analytic models provide the data for designing dashboards, which can be done with the
Analytic Dashboard Designer. Created dashboards are then managed in the Analytic
Dashboards applet.

Each aspect of an analytic dashboard is governed by assigned User Permissions.

Moving Parts

• Permissions for working with analytic dashboards are assigned in AD >
Permissions. Please complete the steps below to grant permissions as
appropriate to the applets used by this tool.
o Data Source – This is the source of data used in analytic models.
Defaults to InFocus, but third party data sources are supported
(Administration > Global Settings > External Data Sources).
o Analytic Models - Analytic models are at the core of building great
dashboards. Model is just another term for query. These are the datasets
used to design dashboards. InFocus-optimized models are available in AE
Marketplace. Additionally, models can be built and managed with
Dashboard Queries Manager (UT > Dashboard Queries Manager) and
Query Builder (UT > Query Builder).
o Analytic Dashboard Designer – This is the tool used to create your
analytic dashboards (UT > Analytic Dashboard Designer). The Analytic
Dashboard Designer applet features an intuitive, interactive design
environment that displays your dashboards in real time as you build them.
Each design uses a data source (defaults to InFocus) and an analytic
model.
o Analytic Dashboards – Once an analytic dashboard is created, you'll
manage your new dashboard in the Analytic Dashboards applet (UT >
Analytic Dashboards). Similar to other reporting applets, analytic
dashboards allow you to edit, copy, delete, import, and export your
dashboard.

Querying Data
Querying data in analytic dashboards involves retrieving and presenting information
from a data source or multiple data sources in a visual and interactive format. Analytic

Lesson 1: Introduction to Analytic Dashboards ©2024 Unanet. All rights reserved. 10