Working With Dashboards

Statistica Dashboards support a wide range of information visualizations designed for fast comprehension and easy interpretation of static, time series, real-time streaming, and historic data sets. As no one visualization is ideal for every purpose, the appropriate visualization for the analytical task at hand must be used.

Examples

Statistica contains several example Dashboards.

    1. On the Home tab, in the File group, click the Open arrow.

    2. From the menu, select Open Examples to display the Open a Statistica Data File dialog box.

    3. Double click the Dashboards folder to open it, and double-click any files to open that Dashboard.

Equity Universe Example:

How to Drill Example:

Shopping Basket Analysis Example:

 

Multiple tabs with charts based on the same data

 

Create a simple dashboard

  1. Open a spreadsheet in the Statistica Examples file before you open the Dashboard.

  2. In the File Menu, select Open Examples. The Open a Statistica Data File dialog box displays.

  3. Open the Datasets folder. Click the Open button. For this example, select the Marketing spreadsheet.  

  4. Open a new Dashboard.

    1. Ribbon bar

      1. On the Home tab, click New.

      2. Select the Dashboard icon.  

    2. Classic menus

      1. From the File tab, select New to display the Create New Document dialog box.

      2. Select the Dashboard tab.

      3. Click OK to display a new Dashboard.

  5. The Dashboard will display in Edit view.

If a data file is already open, the Edit view is populated with the variables when it opens.

If no data file is open when you start a new dashboard, click the Connect to Data icon to display the Connect to Data dialog box.

The Statistica Dashboards/Connect to Data dialog box will display.  Depending on the kind of data you want to use and the folder you have last used, you may have to navigate to where your data is stored.

  1. Select this icon   to display the Dataprep view, where you can work with your Data Table.

Define/refine the Statistica data table

  1. Click the Add data source icon  adjacent to the data file name in the top-right panel of the Data Prep view to display the Connect to Data dialog box if you want to add more data sources to the table.

  2. Click the Edit Data Table icon  adjacent to the Data Table name dropdown in the top-left panel, and from the menu, select Settings to modify the table settings.

  3. When you select a column name in the bottom panel, an arrow is displayed. Click the Down arrow  to display a menu with actions you can carry out on the column.

This menu offers the following options:

    • Change Title

    • Change Data Type

    • Duplicate Column

    • Delete Column

    • Clean

    • Case

    • Split

    • Substring

    • Replace

    • Time

    • New Auto Generated key Column

    • New Calculated Column

    • New Grouping Column

       

    1. If you make any changes, click the Review change operations icon  to review column changes.

    2. Select a change and click Unapply to revert the changes.

    3. Click the OK button to display the main Edit Dashboard interface, ready to add visualizations.
    4. In the Edit view, the Enlarge icon     in the upper-right corner of the Edit view to toggle between just the columns of the data or the columns and the data columns/Dataprep combination dashboard.
    5. Click the Transforms button at the right top of the data columns to display the Datasource-Transforms dialog box.



      This dialog box offers the following transformation options:
  • Pivot

  • Unpivot

  • RTransform

  • Python Transform

 

  1. At any time, click the Save icon  to save the Dashboard.

Add a visualization

  1. In Edit mode, draw a rectangle in the dashboard canvas to create a visualization.



    A dialog box is displayed that contains the following sections:

  • Visualizations

  • Timeseries Visualizations

  • Legends & Filters

  • Layout

  • General

When you select a Visualization, a skeleton image of the Visualization will display on the canvas.

Each Visualization has different options that display at the top.

EXAMPLES: Columns, Rows, Color, X, Y, and Size.  

  1. Drag columns from the Data Table (the left panel of the Dashboard) to those options to define the hierarchical breakdown and visualization dimensions.

 

  1. Continue to drag columns to the options until you have a meaningful visual that represents your data.



    You can size and drag your Visualization around the screen or maximize it.

Enhance the visualization

  1. Draw another rectangle and select the Color Legend icon  in the Legends & Filters section.

    An empty box, the skeleton image of the Color Legend will display.

 

  1. Select the skeleton image of the Color Legend to display the Drag to connect button.

  2. Drag a column into the box.

 

 

  1. Drag the Drag to connect button to the Visualization to connect the two.

Add filters

  1. Draw another rectangle, and select click the Filter Box icon  in the Legends & Filters section. A skeleton image of the Filter displays on the canvas.

  1. Drag the text columns from the Data Table to the Filter box. You can drag multiple columns if needed.

 

  1. Edit the name of your dashboard where you see Click here to enter title displayed.
     

  2. Check and uncheck filters to see your filtered data.


 

Switch between Design and Presentation modes

  1. Click the View link in the top right corner of the Dashboard to switch between Edit and View modes.

    View
    mode removes all the design elements and provides a clean, simplified display for interactive analysis.
     

    1. Switch back to the Edit mode to add, edit, and remove Visualizations, Filters, Legends, and Dashboard Tabs.