Synergy’s BI tools make it easier than ever to gain insights from your project data. Both your standard Analytics Dashboards and the Analytics Plus Dashboards (available as an additional add-on) present a range of visualised data in the form of graphics, charts, graphs and tables.
Navigating and interacting with your dashboards
Each dashboard has a range of interactive elements, to help you refine and understand your data in more detail. The list below details the different ways you can interact with your data to refine, sort, or gain deeper insights.
Analytics Dashboards
Widgets
Each dashboard is made up of a collection of widgets which each show an individually titled piece of data. Each widget has a white background, and the title which indicated the data presented is in the top left corner of each widget. Almost every widget can be interacted with to customise the data you are viewing.
Filtering
Each dashboard has a number of filtering widgets located across the bottom of the dashboard. All five Analytics Dashboards can filter by Office, and one or more additional filters specifically for that data.
Focus Mode
By clicking the Focus Mode icon in the top left of a widget, you will see that specific data displayed on its own page, allowing you to view it in isolation. You will still have the same interactivity in Focus Mode that you have on the dashboard.
Data Hierarchies
Some widgets present data structured in hierarchies. You can determine which widgets have hierarchical data by reading the title – if the title suggests multiple ways the data can be viewed, such as ‘Aged WIP by Project Manager, Primary Contact, or Project per Ageing Category’, then it contains a hierarchy that can be interacted with. This can also be determined by hovering over the widget, and having a unique hierarchical menu appear, as shown below.
The options available in this menu are listed below, however it is important to note that not all options are available in all instances of these menus.
Drill up
This enables you to move to another level of the hierarchy.
Next hierarchy level
This enables you to move to another level of the hierarchy.
Filters on visual
This informs you of the different filters affecting the data visualisation.
Analytics Plus Dashboards
In addition to the interactions and filters available in the Analytics Dashboards, the Analytics Plus Dashboards offer a wide range of other filtering options and interactions.
Filtering
A series of filtering widgets are located across the bottom of the dashboards, to help you customise your data ready for analysis. The filtering options available change depending on the organisational function and individual dashboard you are in.
The most common filters which are available across most dashboards include: Office, Cost Centre, Discipline, and Project Manager, allowing you to refine the data you see based on those parameters. Below is a list of additional filters that are available across some of the other dashboards, however, not all of them are available across all dashboards.
Unique Dashboard Filters
Business Dashboards: Monthly or Cumulative, Date Slider, Organise By.
Finance Dashboards: Include Not Due, Transaction status, Transaction Date, Invoice Date.
Sales Dashboards: Weighted, Project Status Group, Fee/Cap or Forecast, Value or Count, Organise, Project Start Date.
Projects Dashboards: Project Status, Stage Status, Display Value, Project Number (search bar), Cost Display Value, Transaction Date, Forecast Value.
People Dashboards: Office, Team, Reports To, Rate Name, Organise per, Headcount or FTE, Active, Staff Name, and date options.
Cross Filtering
Some widgets will allow you to filter the data across your dashboard by a specific element within that widget’s data.
For example, in the WIP Analysis Dashboard within the Finance operational function, the Aged WIP by Project Manager per Ageing Category data can be used to cross filter the entire dashboard data by a specific Project Manager. By clicking the name of a Project Manager, the data across the entire dashboard will be filtered to show only the information that relates to that person.
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Data Hierarchies
Some widgets present data structured in hierarchies. You can determine which widgets have hierarchical data by reading the title – if the title suggests multiple ways the data can be viewed, such as ‘Total Charge & Invoiced Revenue by Office, Cost Centre, or Discipline’, then it contains a hierarchy that can be interacted with. This can also be determined by hovering over the widget, and having a unique hierarchical menu appear, as shown below.
The options available in this menu are listed below, however it is important to note that not all options are available in all instances of these menus.
Drill up
This enables you to move to another level of the hierarchy.
Drill down
Turning this on enables you to click on a data point to refine your dashboard information according to that data point.
Next hierarchy level
This enables you to move to another level of the hierarchy.
Expand hierarchy by one level
This enables you to include multiple hierarchies in the data being presented.
Filters on visual
This informs you of the different filters affecting the data visualisation.
Focus Mode
By clicking the Focus Mode icon in the top left of a widget, you will see that specific data displayed on its own page, allowing you to view it in isolation. You will still have the same interactivity in Focus Mode that you have on the dashboard.
Drill Throughs
From the Projects Snapshot Dashboards, you can interact with the table with a function called a Drill Through. This allows you to access further, more detailed information on a specific project. Simply right click on a project and from the drop-down menu select Drill Through, then select Project Detail.
Pop Up Tooltips
By hovering over some widgets, a tooltip will appear to offer further insights into a specific piece of data.
Table Expansions
Some tables presented will allow you to expand your data to show further detail. If this option is available, you will see an expand or collapse icon at the start of the row in that table.
More Options Menu
Located at the top right corner of some widgets are three dots which indicate that more options are available. Clicking these dots will open menu with further ways to interact with your data in these widgets.
The options available in this menu are listed below, however it is important to note that not all options are available in all instances of these menus.
Export Data
This enables you to export the data in the widget into a different format.
Show as a table
This enables you to change the way your data is presented, allowing you to read it in a table instead of as a visualisation in a graph or chart format.
Spotlight
This offers you a more focused view of the widget by fading the other dashboard widgets and effectively highlighting the chosen widget. You can still interact with the widget as normal when in Spotlight.
Sort axis
This enables you to customise the order of data presented according to the defined parameter of the axis. Typically, you can sort by ascending or descending, as well as the defined parameters available to the individual widget.
Sort legend
This enables you to customise the order of data presented according to the data groups defined in the legend. Typically, you can sort by ascending or descending.
Learn more about Synergy’s Analytics Dashboards and Analytics Plus Dashboards by following the links below: