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Creating a New Chart
The Create page displays a short description of your selected data source or column, which helps you understand the kinds of answers you can expect to get when searching.
Data source information includes:
- Name
- Description
- Dashboards created using the data source (if available)
- Tags or classifications (if available)
- Metadata
- Experts (top users)
Column information includes:
- Name
- Description
- Synonyms (if available)
- Column type
- Sample values. Note that if the column contains an aggregate formula, or if the data source contains a chasm or fan trap, Alchemer Dashbard does not show sample values.
- Chart-level formulas
- Parameters
To start a new search:
1. Select Create in the top navigation bar.
The Create page appears.
To select a data source, do the following:
2. Click Chart and choose default data source.
The Select data source window appears.
3. Find the new data source using the following methods:
In the Find sources search field, enter the name of a data source.
In the scrollable list of data sources, select a data source.
You can filter the list to a specific source type by clicking the gear icon and selecting a specific source type.
You can also filter data sources by how they are tagged.
4. Enter your search terms in the search bar, and click Go.
Alchemer Dashboard gives your new search an automatic title based on your search columns, and displays it as either a table or chart, depending on how it is best represented. You can change the view to fit your needs.
Adding a formula, parameter, or column set to your search
To add a formula, parameter or column set to your search, do the following:
At the top of the data panel, click + Add and select any of the following:
- Formula
- Parameter
- Set
After you add your formula, parameter or column set, it appears in the data panel
Editing a formula, parameter, or column set in your search
After you add a formula, parameter, or column set, you can edit it by doing the following:
Hover over the formula, parameter or column set to reveal the More menu, click the menu and select the option you want.
The options available for each include:
Formula:
Edit
Delete
Column set:
Add as filter
Edit
Delete
Parameter:
Chart-level: Change value, edit, or delete
Worksheet-level: Change the value
