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If you are not familiar with creating dashboards, it can be a little overwhelming trying to figure out how to connect to all the data you have in different systems and build a dashboard to bring all your data together into a full 360-degree view of your business. Reveal is self-service, business intelligence software that enables you […]
If you are not familiar with creating dashboards, it can be a little overwhelming trying to figure out how to connect to all the data you have in different systems and build a dashboard to bring all your data together into a full 360-degree view of your business.
Reveal is self-service, business intelligence software that enables you to visualize your significant business metrics, like marketing performance, monitoring operational trends, visualizing KPIs, and optimizing customer portfolios, in one centralized location. To show you how to achieve this quickly this blog will walk you through the following steps using a sample data Excel file provided to you inside the application:
At the end, your dashboard will look like this:
When you come into Reveal for the first time you will be presented with the different samples that we built for you to explore. To begin creating your own, navigate to the Dashboards section on the left panel. Click the new button in the top right-hand corner and select dashboard.
To add your first visualization click the plus in the upper right corner. Here is where you will be able to choose your first data source to connect to your data:
Within OneDrive I navigate to the file I am looking to bring into my dashboard. Once I select my excel file Reveal will bring in the different sheets I have within that file with their names (Marketing, Sales). In addition, I can choose how often I want my data to sync to my dashboard. Here you can see I selected once an hour.
Once you select your sheet you will be brought into the widget editor. On the left hand side, you will see all the columns within that excel sheet along with an indicator for what type of field they are (Date, Value, Category). On the top bar is where you can select your visualization types.
As you begin dragging fields over to the columns field you will see your data start to populate on the right. Or, if you know the visualization you want to create you can select that first! Reveal will change the input fields to let you know exactly what you need in order to create that visual.
To show new sales over time follow these steps:
Just like that you have your first visualization!
Now, let’s add a dashboard filter so you can view a different date range on the fly.
To create another visualization, you have several options:
Here are three more powerful visualizations inside the editor to give you ideas on how you can add more to your dashboard:
Once you have your visualizations created, you can begin to adjust the size and order of them within your dashboard. Simply click on a visualization to drag it around or to use the nodes to resize it.
*Note: Auto Layout is on by Default until your resize a visualization
Next, using the overflow menu pick a new theme for your dashboard from any of Reveal’s built in options.
Once you are happy with how your dashboard looks, give it a title and click the check in the upper right corner. You will them be prompted to save it and to choose where you want to save your dashboard. By default, it selects the location where you started creating your dashboard. Along with the option to save to your personal space, (pending permission level), you can save this dashboard to your organization repository or any of the teams that you are a part of.
Just like that you have a beautiful dashboard!