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Showing articles from BI tag

How to build an area chart using HappyFox BI?

Area Chart: An area chart is a combination of a bar and a line chart. Like Line charts, Area charts are also used to display trends over an interval. The variable that is analysed is on the X-axis and a numeric value is aggregated on the Y-axis. To analyse multiple numeric values, a Multi-area chart is used. St…

How to build a Multi-area chart using HappyFox BI?

Multi-Area Chart: A Multi-area chart is used to compare trends of multiple numeric values across another variable. The variable that is analysed is on the X-axis and multiple numeric values are aggregated on the Y-axis as individual area graphs. Steps to build a Multi-area chart using HappyFox BI: Basic Sett…

How to integrate HappyFox BI with Salesforce account?

Integrating your HappyFox BI account to Salesforce account: Integrating your Happyfox BI account to the Salesforce account will establish the connection for HappyFox BI to pull data from your Salesforce account. You can then build meaningful and interactive dashboards on top of your Salesforce data within HappyFox…

How to build a table in HappyFox BI?

Table: A table displays a subset of your dataset in a matrix format. It shows information in rows and columns and it does not aggregate data. How to build a table using HappyFox BI: Basic Settings * Click on the Add Visualization button. * Name your visualization. * Choose Table  from the Visua…

How to build a Multi-line chart using HappyFox BI?

Multi-Line Chart: A Multi-line chart is used to compare trends of multiple numeric values across another variable. The variable that is analysed is on the X-axis and multiple numeric values are aggregated on the Y-axis as individual line graphs. Steps to build a Multi-line chart using HappyFox BI: Basic Sett…

How to build a Doughnut chart in HappyFox BI?

Doughnut Chart: A doughnut chart is suitable to depict parts of a whole relationship, where all units together represent 100%. It is a variation of the pie chart. Steps to build a Doughnut chart using HappyFox BI: Basic Settings * Click on Add Visualization button. * Give a name for your visualiza…

How to build a line chart using HappyFox BI?

Line Chart: A line chart is generally used to display trends over a time period. The variable that is analysed is on the X-axis and a numeric value is aggregated on the Y-axis. To analyse multiple numeric values, a Multi-line chart is used. Steps to build a line chart using HappyFox BI: Basic Settings * …

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…

Comparing periods within HappyFox BI reports

Comparing the values of a certain attribute with its previous period across various visualizations can be done using the compare periods feature in HappyFox BI. This can be done by simply clicking on the ‘Compare Dates’ button on the top right side of the page. You can then select the period you want the vi…

Using a Visualization template in your report:

Visualization templates are pre-built visualizations for various scenarios, which when dragged into your report will get populated for your dataset, making report creation faster and easier. There are hundreds of visualization templates available in HappyFox BI template library, which can be used to build your rep…

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