Navigating the Databox Designer Tool
The Designer tool gives you the ability to customize your databoards with different metrics, time intervals, visualization types, logos, colors, and more. This article will take a closer look at the functionalities that make up in the Designer tool.
IN THIS ARTICLE
Lefthand Panel: Datablock Types
On the left side of the screen, you'll find two icons. One represents Available Datablocks. Clicking on this icon produces a list of pre-configured datablocks for each data source. This is a great way to find popular reporting metrics and strategies for each connector. The other icon, Visualization Types, is strictly a list of ways you could display your data (i.e., line graph, table, progress bar, etc.). This gives you more freedom to create a unique report that fits your own needs.
Righthand Panel: Datablock Properties
By clicking on an individual datablock, you open up the righthand panel, which displays the properties of the block. From here, you can customize each datablock to fit your reporting needs.
Start by naming the datablock, then selecting 1. Data Source, 2. Metric, and 3. Time Interval. Everything else is optional, but gives you a lot more freedom in the tool.
Adding "Additional Intervals" lets you have multiple times available in the same datablock via a drop down list. You can also choose "Compare with" to view your metrics against the previous period, the average, the trend, the goal, and much more. Lastly, the gear icon to the right of the block title triggers the "Advanced Setting" window to appear. Advanced settings lets you change the scale, format, comparison metric, and much more.
Top Bar: Customization Tools
The top panel of the designer gives you the ability to customize your databoard in more functional ways. Let's go through the 9 main icons found on the top of the designer:
Carousel mode is great for looping databoards and really steering the conversation with your clients. Databoards can be automatically looped every x seconds, or you can manually click through the presentation.
Restricted access allows for even more security by limiting viewing rights to certain IP addresses or by making databoards password protected.
The best way to learn the functionality of this tool is to try it out for yourself! Play around with different visualization types, properties, and settings to truly understand the reporting capabilities that are made possible through the Databox Designer.