Understanding RubiSight Home Page

Understanding RubiSight Home Page

RubiSight home page is the area where you create data visualization using charts and graphs. When you create a new dashboard, the following icons and fields are displayed.



The dashboard screen has four panes, as given below.

  1. Data Pane: This pane displays the datasets and their dimensions and measures that can be used in the dashboard.
  2. Widgets Pane: This pane displays the several types of charts, graphs, and tables used in the data visualization dashboard. It also displays the detailed formatting options associated with the widgets.
  3. Function Pane: This pane displays the various functions that can be performed on the dashboard.
  4. Dashboard Canvas: This is the work area where you can create widgets of your choice, select the parameters to plot them and format them according to your requirement.
  5. Dashboard Page bar: This bar lists the pages that are created in a dashboard. You can create more pages, rename them, or move them right or left.

The table below describes the fields and icons on the Workbook Canvas.

Icon/Field

Description

Data pane


It displays the list of datasets, and a list of dimensions and measures present in them.

Widget Pane


It displays all the available widgets, that is, charts, graphs, and tables used for data visualization.

Function pane

Data Level Security

It helps to restrict access to the data in dashboards.

Save

It saves your dashboard.

Annotation

It helps you to number the charts and graphs.

Comment

It helps you comment on the dashboard.

View Mode

It displays the dashboard in the 'view only' mode. You can define column-level access on the database, which will show data of only the allowed columns.

Ellipsis

It displays the following additional functions that are available in the function pane.

  • Save As
  • Refresh
  • Publish
  • Export in PDF
  • Export in PPT
  • Schedule

Dashboard Canvas


It is the area where you can create charts, tables, maps and other widgets for the selected datasets. The selected widget can be plotted using various configuration parameters and modified with various formatting options.

Dashboard Page bar


This bar lists the pages that are created in a dashboard. You can create more pages, rename them, or move them right or left.

Dimensions measure conversions

The dashboard contains various panes like Data Pane, Widget Pane, and Function Pane. The Data Pane consists of Dimensions and Measures. In Rubiscape, all dataset numerical variables are considered as measures. Other than numerical variables are displayed as Dimensions. However, many times you face an issue to display independent values. In such a case, you need to convert the measure to dimensions and vice versa. Let's have a look at how to convert it.
Follow the steps mentioned below.

  • In the Data pane, click on the three dots, that appear next to the variable.
  • Click on the convert button

The figure below displays the Convert option



When you click on the Convert option, a popup window opens. You can modify the variable type in this window.



You can convert the variable to the numerical, interval, and categorical types. The variable contains characters other than numbers. You convert this variable to numerical. In such a scenario, you will see only the Count aggregate function. Once you convert the variable type, the variable is displayed in the Dimensions or Categorical section.


Notes:
  • Date hierarchies are applicable in the Dimensions section only. If you convert it to a Numerical variable type then Date hierarchies are not displayed in the measures section.
  • However, you can revert the variable to its original type by clicking on the Reset option. The Reset option is visible when you hover over the three dots next to the converted variable.

Example of a Measures to Dimension conversion

Consider Sales Dataset with measures like Postal Code, Sales, Quantity, and Discount. You want to use a table widget to display Postal code-wise sales.
A postal Code is a numeric field. It appears in the measures section. When you select the Postal code as a measure, you have to use aggregate functions like Sum, Count, and Min. You are not able to display the data in table format.
The following figure displays the table data when Postal Code is in measure.



The following figure displays the table data when the Postal Code variable is converted to a Categorical variable.




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