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 pivot table in HappyFox BI?
Pivot Table: A pivot table is a table that helps you aggregate your data in a meaningful manner. Basic Settings * Clicking on Add Visualization button. * Give a name for your visualization under the field Name . * Choose Pivot table from the Visualization type dropdown. * Select the preferred …
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 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 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…
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…
How to build a Text tile in HappyFox BI?
Text Tile: Text tile is a visualization that allows you to type plain text in your report. Steps to build a Text Tile using HappyFox BI: Basic Settings * Click on Add Visualization button. * Give a name for your visualization under the field Name . * Choose Text tile from the Visualization ty…
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…
Getting started with your HappyFox BI account
Once you are on board to try HappyFox BI, you will receive a registration link to your e-mail id from our engineering team. You can then register yourself by entering the username and password in this link. To log in to your account go to and enter your credentials. In case you have forgotten your credentials, pl…
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 …
