How to use Visualization Templates?
What are Visualization templates? Visualization templates are pre-built visualizations curated for certain use cases. You can make use of them to quickly create visualizations. Choose the template of your choice from the list and drag it to your page. The visualization would get loaded based on the data in your ac…
How to move, clone and delete visualizations?
To move a visualization: Visualizations can be moved within and across reports, pages in HappyFox BI. * Click on the icon on the top right of the visualization * Choose ‘Move’ from the list * Select the page you want to move the visualization to (the page can be from any report) To clone a visualizatio…
How to set timezone for your Happyfox BI account?
HappyFox BI allows you to configure your timezone so that the reports can be shown in your timezone instead of UTC. Steps to be followed: * Click on the profile icon on the top right of the page. * Click 'My Settings' from the dropdown * Click on the 'Timezone' option and choose your timezone from the drop…
What are Business hours in HappyFox BI?
What are Business hours and how does that affect your reporting? Business hours refer to the actual work hours of your support agents. By default metrics like response time, resolution time etc..consider the calendar hours. If you would want these to be reported only within Business Hours, then you can include the…
How to sort data in a visualization?
Sorting allows us to rearrange the order of the dataset based on our requirements. A visualization can be sorted based on a field that is not used in the current visualization as well. More than one field can be used to sort a visualization. How to sort a visualization? * Click the ‘edit’ icon on the top right…
How to group values of a numeric field?
HappyFox BI allows you to custom group the values of a numeric field into buckets to help visualize the data across groups. For instance, Let’s say you want to view the total number of tickets whose first response time is within 0-5 hours and 5-10 hours respectively. The first response time field can be grouped in…
How to view and download the raw data behind a visualization?
The data used to build the visualization can be viewed and consumed for further analysis by downloading the same. Prerequisite: -> Create a Report and a Page -> Create a visualization and save it. Steps to be followed: To view the data: * Click the data blocks icon on the top right of the visua…
How to apply date filter?
A date filter determines the time range to extract the data for your visualization. This time filter affects all the visuals across your account. The date range selected will be saved until changed otherwise. Steps to be followed: * Click on the date range on the right-top of the page. * You can select a …
What are the filters available in Happyfox BI?
Filter and its types: There are three types of filters available within HappyFox BI, * Implicit filter * Explicit filter * Top N filter Implicit filters: Implicit filters allow users to choose a field to be a custom filter on the visualization. Implicit filter values are set in the settings tab and …
Glossary of Key Terms used in Happyfox BI
These are a few common terminologies you will come across while using HappyFox BI. Visualization: A single table, tile or a graph that represents information. You can create and edit visualizations based on your business needs. It can also be referred to as a “Visual”. Learn more about creating a new visualizati…
