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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 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 delete a report or a page?
A report or a page can be deleted altogether by following these steps, To delete a report: * Click on the edit icon next to the report name in the menu bar * In the ‘Edit reports’ window, click the ‘Delete’ button to delete the report To delete a page: * Click on the edit icon next to the page name …
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…
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 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 create a new report in Happyfox BI?
A report is a collection of pages . 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? * Log in to your HappyFox BI account and click the menu b…
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 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 create and use a Report Template?
A Report template can be used to replicate a report and then tweak the replicated report based on your needs if required. Creating a Report template: * Create a report . * Click on the edit symbol next to the report name in the menu. * Click on ‘Save as report template’. * Add a name for the report…
