FoodLogiQ’s Embedded Analytics can empower your operations with data-driven insights right from within the FoodLogiQ platform. The provided dashboards offer customizable FoodLogiQ data and expand upon existing FoodLogiQ reports.
Key features of FoodLogiQ Embedded Analytics include:
- A wide variety in graph types and data presentation layers - choose from Bar, Line, Donut, Area, Scatter, Box, Pie, Gauge, and more.
- Automated, scheduled downloads of report data at specified intervals - or ad-hoc notifications when certain conditions occur.
- AI-enabled capabilities to guide usage and explain visualization.
The steps below provide a high-level walkthrough of the Analytics solution and how to utilize it to view FoodLogiQ data.
Embedded Analytics High-Level Walkthrough
Accessing Embedded Analytics
For businesses that have purchased Embedded Analytics, the Analytics module will be available in the left navigation directly below Reports by clicking on Analytics.
By default, all Administrators have access to Analytics. Administrators can grant permission to use Analytics to other roles through role permissions for custom user roles, in which entitled businesses will now see a new Analytics section at the bottom of the permission list.
Workbooks and Pages
When a user first visits Analytics, they will see a default pre-built workbook containing multiple pages that display sample charts based on your FoodLogiQ data. Note that while the default workbook aligns pages (like Excel tabs on the bottom navigation to FoodLogiQ modules, that is just an example - individual pages can contain charts from across the platform, for example, allowing users to view incident data alongside document or to-do data.
To start a new workbook, you can click the Save As button on the bottom right to clone the existing External Workbook. This will give you a good starting point for building your own charts and graphs.
In your new workbook, you will now be able to remove existing pages, add new pages, color them to differentiate them, reorder the pages, or perform many other options. This is very similar to how sheets work in Excel.
To practice, create a new page by clicking the + icon on the bottom left, which will then allow us to build a new chart.
Workbook Access
Workbooks are tied to your logged-in user - meaning that only your account can view the new workbook. If you want to share workbooks across other users in your business account, there are a couple of options, depending on if you require multiple users who can view the workbook or configure the workbook:
- View: Use the export features to send the workbook results to whoever you want at recurring intervals.
- Configure: Utilize a common login for configuring the workbooks
Building Your First Chart
Once you are on a page (whether a new page or an existing page), you can add charts to the page. The basic flow for adding charts follows these steps:
- Choosing a chart type from the wide range of available chart types
- Selecting a data source from which to populate the data behind the chart
- Configuring the chart by determining the axes and ranges
- Customizing the chart with colors, labels, and more.
Choosing a Chart Type
Click the Charts icon to bring up a window with the available chart types.
For this walkthrough, we'll pick a standard line chart.
Selecting a Data Source
Next, we need to select a Data Source. The available Data Sources correspond with the FoodLogiQ modules; this selection chooses the data we'll use to populate our graph.
For instance, if we want to chart incident data, we'll type incidents into the search and view the results.
The table icon next to the source name indicates that these are tables - that's what we're looking for.
NOTE: For certain sources you may see multiple available sources - using Incidents as an example:
- Incidents Fact will contain only data from the last 40 days. This source is most suitable if you're using a graph for alert thresholding or only want to view recent history, as the smaller data source will load faster.
- No Date Filter Incidents Fact will contain all data from all time. This will be a complete picture of the data source, which can still be filtered to view more recent data as desired.
More advanced options (like Joins, Unions, and Transpositions) are available here as well, but are out of scope for this walkthrough.
To continue this example, we will select Incidents Fact to load the incidents information.
Configuring the Chart
At this stage, the next step is to identify what you want to plot on the selected graph type's axes and how to group data.
For line charts, it is most common to have a time-based X-axis, so we will use the incident's Created date for that value. The X-axis can be set by either clicking the + icon in the X-AXIS section or dragging the desired column from the bottom.
The Y-axis will depend on the use case for the chart, but most commonly, we're looking at the count of incidents - so to do that, we'll use the Count of the unique incident ID through the ID Flq Incident attribute. This is very similar to how you would use a Pivot Table in Excel.
After selecting both the X-Axis and Y-Axis, we now have our first chart!
Customizing the Chart Look and Feel
There is a high level of customization on workbooks, charts, and more - everything from the colors of the background and lines, the tick marks on the graphs, legends, number of decimal places, trend lines, and more. This can all be found on the individual chart's Format tab.
Where to Go For More Information
The Sigma Documentation is a rich source of information about how to use the Analytics product - everything from documentation on individual chart types to how to use formulas.
For information about the specific FoodLogiQ attributes that are available to use in reporting, please contact support@foodlogiq.com.