4. Data Visualization Techniques
Report Source➡️
Report Partition➡️
Column Table➡️
Indicator Card➡️
Line Chart➡️
Pie Chart➡️
Funnel Chart➡️
Portal Introduction➡️
Portal Creation and Partitioning➡️
Portal components configuration➡️
Visualizing Data with Reports📈
Introduction
Understanding and optimizing business operations requires comprehensive data analysis, which is where the power of reporting comes into play.
Report Source
Forms
Forms are a fundamental component in Qingflow, acting as the primary interface for data entry. They are designed to be highly customizable to suit various business needs. Forms in Anffy enable users to capture information efficiently and in a structured manner. They can be used for a wide range of applications, such as surveys, order forms, registration forms, and more.
Key Features:
Customizable Fields: Users can choose from a variety of field types, such as text, number, date, dropdowns, and checkboxes, to design forms that collect the exact information they need.
User-Friendly Interface: The drag-and-drop interface makes form creation intuitive and accessible, even for those with no technical background.
Data Validation: Forms support data validation rules to ensure that the information collected is accurate and complete.
Integration and Automation: Forms can be integrated with other modules and systems, enabling automated workflows and data processing.
Data Sheet
The Data Sheet in Qingflow serves as a centralized hub for storing and organizing the data collected through forms. It acts much like a database, allowing for the aggregation, sorting, and analysis of data inputs.
Key Features:
Data Organization: Users can view and manage all collected data in a structured and tabular format, making it easy to navigate and understand.
Filtering and Sorting: Advanced filtering and sorting capabilities allow users to quickly find and organize data based on specific criteria.
Collaboration: Multiple users can access and work on the data sheet simultaneously, facilitating teamwork and data management.
Customization: Columns and data presentation can be customized to fit the specific needs of each project or workflow.
Report
Reports in Qingflow are designed to transform data into insights. They provide powerful tools for analyzing and visualizing data, helping users to make informed decisions based on the information collected through forms and stored in data sheets.
Key Features:
Data Visualization: Offers various chart types, such as bar, line, pie charts, to visually represent data, making it easier to identify trends and patterns.
Customizable Reports: Users can create custom reports by selecting specific data fields, applying filters, and choosing the preferred format for data presentation.
Real-Time Analysis: Reports are updated in real-time as new data is entered, ensuring that users always have the most current information at their fingertips.
Shareability: Reports can be shared with other team members or stakeholders, providing a clear and concise overview of key metrics and findings.
Report Types
Accessing Report Creation Interface:
- At the top of the Anffy interface, locate and click on the "Statistics Button."
- Once clicked, you'll be taken to the report creation interface.
- Choose "Create Report" to begin the process.
- Start by setting the report's name and determining its visibility range.
- After these initial settings, proceed to the report editing page to design and customize your report.
Types of Reports in Anffy
- Bar and Column Charts: Ideal for comparing different groups or tracking changes over time. Useful in visualizing sales figures, performance metrics, or survey results.
- Line Charts: Best for showing trends and progressions over time. Commonly used in financial forecasting, resource utilization, or tracking project milestones.
- Pie Charts: Suitable for displaying proportions and percentages. Often used to illustrate market share, budget allocations, or demographic distributions.
- Funnel Charts: Ideal for representing stages in a process, like sales pipelines, conversion rates, or customer journey stages.
- Data Sheet: The Data Sheet report type in Anffy is designed to organize and present data in a tabular format. This format is particularly useful for easy analysis or review of individual data entries. It offers a clear and straightforward way to display raw data, making it accessible for users who need to examine specific details or patterns within the dataset.
- Summary Table: The Summary Table report type is ideal for a comprehensive analysis and presentation of data. It utilizes specific indicators along with row and column dimensions to provide a detailed overview. This type of report is useful for summarizing large datasets, identifying trends, and drawing insights from various data points. It allows for a more in-depth analysis compared to the Data Sheet, focusing on aggregating data to reveal broader trends and patterns.
- Indicator Card: The Indicator Card report type in Anffy focuses on a single metric, allowing users to perform calculations such as totals, averages, and other statistical measures. This report type is particularly useful for highlighting key data points or metrics that are critical for decision-making. It provides a quick and clear view of specific indicators, making it easier to track performance or status against predefined goals or benchmarks.
Report Partition
- Report Type Area: Located on the left side, this area allows users to select from 7 different chart types for their report. Easy to navigate, it lets users switch between various report formats quickly.
- Preview Interface: In the center, this section shows a real-time preview of the report as changes are made. It helps users see how their report looks with each modification, enhancing the design process.
- Report Configuration Section: Positioned on the right, this section is where users can customize their report. It includes settings for the report title, operation permissions, data range, and additional parameters like dimensions and indicators for more complex reports.
Data Sheet
The Data Sheet report type is structured to provide a comprehensive overview of data in a tabular format, ideal for preliminary analysis or specific data checks. Here’s a breakdown of its key features:
- Report Title: This is the editable name of the report.
- Data Details Operation Permissions: Settings here can enable various functionalities for report viewers, including the ability to export, view process logs, leave messages, print, share, batch process, and add data.
- View Selection: Determines how data from the data table is presented.
- Effective Permissions: The permissions set in the current report can override those in the management background. This allows certain ordinary users, who may not have data access and operation permissions in the management background, to view and operate data.
- Data Range: Filters the current report data. Options include displaying only data related to the current user or the user's department, as well as other relevant data filters.
- Field Permissions: Allows control over the editing and visibility permissions of certain fields, particularly when modifying specific data details.
- Default Sorting: Retrieve form field data to set sorting in either ascending or descending order.
- Custom Buttons: System operation buttons or custom buttons can be added to the report for enhanced functionality.
- Remarks: Upon opening and entering the report, notes or annotations can be added for reference or clarification.
Summary Table
- Report Title: The title of the report.
- Data Details Operation Permissions: Enable permissions for report viewers to export data.
- Row Dimension: Serves as the basis for classifying data during analysis, typically representing the title of each row. Multiple row dimensions can be used.
- Column Dimension: Similar to row dimensions, these are used for data classification, usually representing the title of each column. Multiple column dimensions can also be applied.
- Indicator: Represents the data value to be analyzed, generally numerical. Supports various forms like summation and averages, and can be calculated using functions. Indicators can be arranged in ascending or descending order.
- Effective Permissions: Permissions set in the current report can override those in the management background. This allows certain users, who may not have data access and operation permissions in the management background, to view and operate data within the report.
- Data Range: Filters data within the current report. Options include displaying only data related to the current user or the user's department. Data can also be filtered to display only certain parts based on ranking, such as the top or bottom XX data entries.
- Remark Information: Upon opening and entering the report, add any necessary remarks or annotations for clarification.
Column Table
- Report Title: Editable name for the report.
- Dimension: Categorizes data for analysis. Allows multiple dimensions.
- Indicator: Analyzes numeric values. Supports basic calculations and sorting.
- Effective Permissions: Overrides management background permissions for specific user access.
- Data Range: Filters report data by user or department.
- Remark Information: Enables notes or annotations in the report.
- Color
Indicator Card
Use a single indicator to calculate the total, average, and extreme values of application data.
- Report Title: Customizable name for easy identification.
- Indicator: Analyzes numerical data with options for sum, average, and function calculations. Supports sorting in ascending or descending order.
- Effective Permissions: Overrides management background settings, allowing specific users to view and operate data.
- Data Range: Filters data to display only relevant information for the current user or their department.
- Remark Information: Provides a section for additional notes or explanations within the report.
Line Chart
Using line charts, the trend of indicators within the same dimension is displayed, offering managers valuable insights into business trends.
- Report Title: Customizable name for the report.
- Indicator: Analyzes numerical data with options like sum, average, and function calculations. For standard cards, only indicators are present, sortable in ascending or descending order.
- Effective Permissions: Current report permissions can override management background settings, enabling specific users to view and interact with report data.
- Data Range: Filters report data, displaying only relevant information for the current user or their department, with additional filtering options.
- Remark Information: Facility to add notes or annotations for clarity within the report.
Pie Chart
Pie charts display the proportion of indicators based on different dimensions in a cake or fan-shaped format.
- Report Title: Editable name of the report.
- Dimension: Basis for classifying data, used in pie charts to represent data categories.
- Indicator: Numerical data value for analysis, supports sum, average, and functional calculations. Can be sorted ascending or descending.
- Effective Permissions: Overrides default permissions, allowing specified users to view and operate data within the report.
- Data Range: Filters data to display only relevant entries related to the user or department. Includes ranking-based filters.
- Remark Information: Provides space for necessary remarks or annotations for clarity.
- Color: Option to customize the pie chart's color scheme for enhanced visualization and differentiation.
Funnel Chart
Funnel charts are used to calculate and clearly display the conversion rates of indicators at each level, based on specified dimensions.
- Report Title: Editable name for the report.
- Dimension: Classifies data during analysis; funnel charts support only one dimension.
- Indicator: Numerical data value for analysis, supports sum, average, and function calculations. Can be sorted in ascending or descending order.
- Effective Permissions: Overrides management background permissions, enabling certain users to view and operate data.
- Data Range: Filters report data, showing entries related to the current user or department, with additional filters available.
- Remark Information: Space for necessary remarks or annotations for clarity.
- Color: Option to customize the funnel chart's color scheme for improved visualization.
Portal Introduction
An interactive portal in Anffy centralizes application portals and data reports into a single interface, creating an efficient enterprise business workbench. This setup streamlines system collaboration, allowing business personnel to directly access business functions and data without navigating through multiple application layers. It enhances work efficiency and improves user experience by providing a user-friendly front-end that consolidates various system components.
Workbench Explained
In a digital context, a "workbench" refers to a virtual space where tools and resources are available for efficient work management. In enterprise systems, it acts as a unified platform that combines different applications and data dashboards, simplifying the management of business processes.
Portal Creation and Partitioning
Portal Creation Process
Initiate portal creation by clicking the "➕" icon located above or using the "Create" button on the system homepage’s navigation bar.
Enter the portal's name, avatar, visibility range, and application package. Click 'OK' to proceed to the portal editing interface.
Portal Editing Interface
The portal editing interface is divided into three areas: Component, Editing, and Configuration.
Component Area
Located on the left side of the interface, this area is dedicated to component selection.
Offers a variety of report components, totaling 9 different types.
Editing Area
The central part of the interface serves as the portal editing area.
Adjust the size, length, and width of components by dragging their lower right corner.
Reposition components within the layout by clicking and dragging.
Configuration Area
Access this area by clicking on a component in the editing area.
Located on the right side, it allows setting the component’s configuration, including styling and global refresh options.
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