Frequently Asked Questions: Dashboard Capabilities

This page provides information about dashboard capabilities.

What are dashboards?

You can access the sample dashboards from the Dashboards tab. In the sample dashboards you can export the visuals to CSV, view summary data or apply filters.
With the Self-Service feature, you can create new dashboards. To create a dashboard, you must first create a data analysis with all the visuals and configurations that you want to include. You can then publish the analysis as a read-only dashboard that can be accessed from the Dashboards tab.

What are analyses?

A data analysis is the basic workspace for creating data visualizations, which are graphical representations of your data. Each analysis is a collection of visuals that you arrange and customize.
You analyze and visualize your data in an analysis. You can create a new analysis and customize it according to your needs by editing, renaming or deleting it.
An analysis can contain multiple sheets. A sheet is a set of visuals that are viewed together in a single page.
You can publish analyses as read-only dashboards that you can access from the Dashboards tab.

What are the key features?

You analyze and visualize your data in an analysis. You can create a new analysis and customize it according to your needs by editing, renaming or deleting it.
You can then publish the analysis as a read-only dashboard that can be accessed from the Dashboards tab.
You can choose from a variety of options to format and style your data visualizations.
A visual is a graphical representation of your data. You can add a wide variety of visuals to an analysis, using different types of charts and custom elements.
To create the visual, you can select the data fields and use AutoGraph to automatically determine the most appropriate visual type. Or you can select a specific visual type and choose fields to populate it.
You can sort an axis ascending or descending by a data field within a visual.
You can embed custom content, such as images, online forms, webpages, and online videos, in an analysis.
You can display the visuals in full-screen view.
You can create analyses and dashboards with multiple sheets and set up drill-downs. A sheet is a set of visuals that are viewed together in a single page.
You can add more filtering and other parameters to allow viewers of the dashboard to customize and interact more with their view.

How do the current dashboards differ from the old ones?

In the sample dashboards you can export data to CSV, view summary data or apply filters.
The dashboards can no longer be edited with the Self-Service feature. To create or edit a dashboard, you must first create or edit a data analysis and publish it.
You can duplicate and rename existing dashboards.

How do I use the current features?

In the sample dashboards you can export data, view summary data or apply filters directly from the Dashboards tab.
All the dashboards that you created and the dashboards that were shared with you are displayed in the Dashboards list on the Dashboards tab. You can select a dashboard in the list to view it in the workspace.
To create a new analysis, you can add a wide variety of visuals to an analysis, using different types of charts and custom elements.
You can create a range of visual types to help you explore and better understand your data. You select the chart type, specify the data that you want to include in the visual, and customize its appearance.

Where can I find tutorials or guides for the current features?

You will be able to read about the current features in RICOH Predictive Insight documentation.
A series of video presentations of the current functions have been available since end of 2024.