Custom Data Tiles feature on INFINCE lets you extract business data from different sources to visualize and track them on the dashboard.
Administrator, Department Admin and Team Admin roles have the right to create new Custom data tiles.
To create a Custom Data Tile, go to the Administration Tab and click on “Tiles” menu. This page shows a list of all the Tiles that can be modified by the user. Click on the “+” button to begin creating a new Custom Data Tile.
Step 01: Choose a Data Source
In the first step, you need to choose the source for the data you need to visualize. This can either be
a) Applications that have been subscribed on INFINCE or
b) Custom Sources that you can configure.
Click on the desired option to choose one of these.
Click on “Subscribed Applications” if your data resides in one of the INFINCE Applications. Applications subscribed on INFINCE come bundled with its own set of APIs to extract data.
If you choose “Custom Sources”, it could be external API or JSON data or CSV files accessible over a URL. You could also access CSV files or JSON data stored in your Drive (INFINCE Files). Every new source added will get saved, and can be used later for building more visualizations.
Step 02: Choose a Data Set
In the second Step, you would see the list of all the APIs/Data Sets that are available for the source chosen in the Step 01. For newly added CSV/JSON data, this step would be skipped and you would directly move to Step 03.
Click on an API/Data Set to select and view the details. Most Application APIs would one or more input parameters. The mandatory ones are marked with an asterisk.
There are 3 ways to feed the value for the parameters:
- Static: With this option, you can set one static value for that input parameter and that would be used for every instance of the Tile in any dashboard.
- User Input: This option would let a user set the value dynamically from the dashboard. This would let you alter the filters as required and also to have varied instances of the tile for different filters.
- Environment: This option will allow you to automatically set the value from an environmental variable. For eg; Mautic needs login Email as authentication for the APIs, so we can set the value to be fetched from the EMail ID in the environment.
Provide the required inputs and click on “Next” to move to the next step.
Step 03: Choose the Parameters
In Step 03, all the variables available in the result-set of the API are listed along with sample values.
You can pick and choose the variables that you are interested in visualising. Alternatively, you can also select all the variables and then shortlist them in the next step.
The data-type of these variables are automatically detected, but you can switch it here, if required.
Step 04: Customize the Visualization
In Step 04, you can customise the visualisation as desired by choosing the desired Chart type, the variables, Tile Name, Labels and Legends. The preview is drawn with sample data, and is only for representational purposes.
At the end, you can preview the settings and if everything looks okay, set the sharing for the Tile by choosing the groups who would need access to this Tile. Do note that, in case of Application Tiles, these users/groups also need access to the corresponding Application for them to be able to view the tile.
The Tile is now successfully created. From the Administration > Tiles listing, you can click on the edit icon at the far right to make minor edits to the Tile/Chart, like editing labels, legends, switching to another chart type etc. You can also delete the Tile and change its Sharing.
The new Tile would be available in the “Add Tile” list on the Dashboards and can be added to the desired dashboards.
You can click on the Edit icon at the bottom right of the tile to set/edit the values for “User Input” parameters. If you leave an optional parameter as blank, the API will simply skip that filter.
Here are few Help Videos related to Custom Data Tiles:
- Creating Custom Data Tile from a Subscribed Application
- Creating Custom Data Tile from an External API or JSON or CSV data