Creating an Analysis

You can create new analyses and customize them according to your needs.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
Reference: For a video presentation of this function, go to Ricoh How-to Videos.
To create an analysis:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
    Dashboards tab - New dashboard
  3. On the Analyses dialog, click New analysis.
    Dashboards tab - New dashboard
  4. On the analysis page, create a visual. You can add a wide variety of visuals to an analysis, using different types of charts and custom elements. For more information about creating visuals, see Creating Visuals.
    Dashboards tab - New dashboard

You can choose to publish an analysis, and that analysis becomes a dashboard that can be shared with other users. For more information about publishing an analysis, see Publishing an Analysis.

In this section:

  1. Adding Sheets
    A sheet is a set of visuals that are viewed together in a single page. When you create an analysis, you place visuals in the workspace on a sheet. You can add sheets and make them work separately or together in your analysis. The top sheet, also called the default sheet, is the one on the far left. This sheet displays on top in an analysis or dashboard. Each analysis can contain up to 20 sheets.
  2. Changing the Analysis Themes
    You can easily change the color scheme of the analysis to match your preferences.
  3. Customizing Layouts
    You can customize a dashboard's layout to organize your data to fit your requirements. You can choose from three dashboard layouts. You can also change the size, background color, border color, and interactions of a visual to create a fully customized dashboard.
  4. Configuring Analysis Settings
    You can use the Analysis Settings menu to configure the refresh and date time settings of an analysis.
  5. Using Parameters
    Parameters are named variables that can transfer a value to an action or an object. By using parameters, you can create an easier way for dashboard users to interact with dashboard features. Parameters can also connect one dashboard to another and let dashboard users drill down into data that is in a different analysis.
  6. Using Custom Actions
    To add interactive options for dashboard users, you can create custom actions for the visuals in your analysis. Enhancing dashboards with custom actions helps users explore data by adding more context from within the dataset. It can make it easier to drill into the details and to find new insights in the same dashboard, a different dashboard, or a different application. You can add up to 10 custom actions to a visual.
Parent topic: Creating and Managing Dashboards