Let's get started!
The visualisation wizard is a simple way to gain insights on your data. Using the Visualisation Wizard helps create a Dashboard based on selected data. It will recommend an output format, such as a chart or table.
To do this:
Go to Serf Service via the Business intelligent menu.
Click the + Add button.
Choose a template or double click on the Blank Dashboard.
Click the + Add button.
Then select (tick) on your tenant name: yourcompanyname.servicegeeni.com
This is where your data is held.
Click OK.
Once a data binding has been saved to your dashboard you won't need to select again.
You can now find your data table and field in the dropdown.
Click on the arrow to the left of the dataset to expand the selection of fields available.
You can either tick the checkbox on left or drag the fieldname over into the middle of the screen, to populate the component that forms your dashboard report.
The dashboard isn't saved yet, only the datatable you've just created.
It will recommend an Output format that might suit your requirements - you can change this.
