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][1]_ and a _[Page][2]_** **-> _[Create a visualization][3]_ and save it.** **Steps to be followed:** **To view the data:** 1. **Click the data blocks ic…
How to Integrate Wrike with HappyFox BI
Integrating HappyFox BI with Wrike is quick and easy. In this article, let's go over the steps: 1. Log in to your HappyFox BI account. **Note**: you need to have relevant permissions to integrate 3rd party apps. Please check with your account administrator for more information. 2. Click the "Atom" icon on the to…
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?** 1. **Click the ‘edit’ icon on the to…
How to create a new report in Happyfox BI?
**A report is a collection of _[pages][1]_. Any number of pages can be added to a report. Grouping of pages into reports makes sharing easier within and outside the organization. Reports help organize your pages and visualizations.** **How to create a new Report?** 1. **Log in to your HappyFox BI account and click…
How to create a new page?
**A page is a collection of visualizations. The page helps you to group similar visualizations under one screen. Each visualization of a page can be separately created, cloned and moved across pages. ** **How to create a new page?** 1. **Log in to your HappyFox BI account and click the menu bar icon on the top lef…
How to add users to your Happyfox BI account?
You can easily share the reports created within HappyFox BI using the **Invite User** feature. Users can edit as well as add a new visualization to your account. A [client][1] on the other hand can only view the reports. **Adding Users:** Click on the **Invite User** button. ![][2] Enter the email id of the User w…
How to build a Data tile in HappyFox BI?
**Data Tile:** A data tile is suitable to depict a unit value of any attribute. ![][1] **Steps to build a Data tile using HappyFox BI:** **Basic Settings** * Click on **Add Visualization** button. * Give a name for your visualization under the field **Name**. * Choose **Data tile** from the **Visualization …
How to choose the appropriate Dataset for HappyFox Help desk data?
**What are Datasets?** All the data from the Helpdesk account gets moved to HappyFox BI after daily data sync and this data gets stored in different datasets. These datasets are ideally different data tables with unique columns stored in the database. Based on your reporting needs, you can choose the right data table…
How to combine the values of a text field?
**HappyFox BI allows you to combine the values of a text field values into groups to help you analyze them.** **For instance, let’s say you want to view tickets that are currently in 'Open' or 'In Progress' status against the rest of the other tickets, you need to combine all the ticket statuses except ‘open’, 'In Pr…
Tickets Dataset
**Tickets Dataset:** Tickets dataset is used when you are looking to analyze the response, resolution, volumes, performance and other characteristics of a ticket. This dataset contains information on every ticket and the aggregation of data helps you understand the overall ticket characteristics. ![][1] In the Tick…
