Quick Start: Creating Your First Dashboard

This article takes you step-by-step through the process of creating a Dashboard in Customer Insights. What this article doesn’t do is explain is exactly what you are doing, or why you’re doing it. If you’d like that type of information, please see the For More Information section at the end of this article.

We should also mention that this Quick Start assumes that you created the Look User Registrations: Top 10 US States described in the article Quick Start: Creating a Look.

You can create a basic Dashboard by following these steps outlined below. If you complete the entire procedure, you’ll end up with a Dashboard that includes three tiles: a Look Tile, a Query Tile, and a Text Tile. In other words:

To create this Dashboard, complete the following procedure:

  1. In Customer Insights, in your personal space, click New and then click Dashboard:

If you don’t see the New button, that typically means that you do not have the permissions needed to create Dashboards. If you believe that you should have those permissions, contact your Janrain representative.

  1. In the Create Dashboard dialog box, in the Name field, type Profiles Dashboard and then click Create Dashboard:

  1. When the new Dashboard opens, click Add Looks:

  1. In the Choose Looks dialog box, click User Registrations: Top 10 US States (the + Add button will change to Remove) and then click Update Dashboard:

  1. A new Look Tile appears on your Dashboard:

  1. To make the tile larger, hover the mouse over the tile, then click on the resizing handle in the lower left corner:

  1. Hold the mouse button down and drag the mouse until the tile is the desired size:

  1. In the Dashboard toolbar, click Text:

  1. In the Add Text dialog box, type Profiles Dashboard in the Title field, type This Dashboard contains information about user profiles. in the Body field, and then click Save:

  1. The new text tile is added to the Dashboard:

  1. To resize the text tile, hover the mouse over the tile, click the resizing handle, hold down the mouse button, and make the tile smaller:

  1. Click the move handle in the upper left corner of the tile, hold the mouse button down, and drag the text tile beneath the Look Tile:

  1. In the Dashboard toolbar, click New Tile:

  1. In the Choose an Explore dialog box, click Profiles:

  1. In the left pane of the Explore, expand Profile Dim:

  1. Click Gender to add the Gender dimension to your query:

  1. Expand Profile Fact and then click Count:

This add the Count measure to the query:

  1. To verify that the query returns the expected data, click Run:

  1. You should get back information about gender preferences:

  1. To eliminate the null values (that is, to eliminate user profiles where no gender preference has been specified), in the left pane, under Profile Dim, click Filter next to the Gender dimension:

  1. Expand the Filters section. Click the Gender filter operator and then click is not blank:

  1. To add a second clause to your filter, click the + next to the Gender filter:

  1. Click the filter operator for the new clause, and select is not null:

  1. Click Run to run the modified query. The unspecified values that make up the bulk of the profile responses should be filtered out:

  1. To limit returned data to the top 10 responses, in the Data section, set the Row Limit to 10:

  1. Click Totals to tally the total number of profiles returned:

  1. To determine percentages for each gender type, click Calculations:

  1. In the Table Calculations dialog box, click in the filter field and type $:

  1. Select Count ${profile_fact.count} and then type /:

  1. Type $ and then select Count - Total ${profile_fact.count:total}:

  1. To set the formatting for your table calculations, click Default Formatting and then click Percent 0 - 123,457%:

  1. Click Save Table Calculations. A new column, showing profile percentages, appears in your dataset:

  1. In the upper right-hand corner of the window, select the Untitled text:

  1. Type Profiles by Gender to change the title of your Query Tile:

  1. Click Save to save the changes to the Query Tile:

Your Dashboard should look like this:

  1. Click Done Editing:

You have completed your first Customer Insights Dashboard.