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Fetching Data and creating visuals

Overview

Pre - requisite

  • Data source has been added
  • Relationships are defined / auto detected by PersivX - when available


Before you start creating a visual, always frame a story in your mind in the form of - "For every X show me A, B and C"

For Example:

  • For every country, show me the number of customers and the total order value.
  • For every year, show me the client churn rate.
  • Show me customer name, country name and customer number.

Note

"For every" can be ignored, but "Show me" should have atleast 1 attribute (feature)


In PersivX build mode, you can now drag-and-drop attributes that you would like to see in the relevant box.

From the examples,
  • 1. For every country, show me the number of customers and the total order value.
    Country goes in "For every", Count of customers and Total Order Value go in "Show Me"

  • 2. For every year, show me the client churn rate.
    Year goes in "For every", client churn rate goes in "Show Me"

  • 3. Show me customer name, country name and customer number.
    Customer name, country name and customer number go in "Show Me". "For Every" section remains empty.
Builder Screenshot

Creating the first visuals

Once you drag and drop fields from the attributes panel, PersivX will fetch the data, and display it on the screen -


STEP 1:
Click and drag in an empty area on the canvas to create a new tile. A tile is where individual visuals are created.
First Tile


STEP 2:
Drag and Drop attributes from the concerned objects (tables) that you want to display in the correct box

Tip

Click on an object (table) in the list to view the attributes (columns) in it. Then drag-and-drop attributes in the correct box.

alt text

Tip

Similarly, you can add any number of attributes in the concerned box. The attributes can be added from any object (table), as long as relationship exists between them (directly connected, or via other tables in between). alt text


That's it, you should now see the data on your tile. Next, lets try to visualize - "For every" country, "Show me" the number of customers:


STEP 1:
Drag-and-drop the country attribute from "Show me" box to "For every" box alt text


STEP 2:
Remove Customer Name from "Show me" box. We want to display the "count of customer names" and not the "customer name"

Tip

Don't worry if the table does not display any rows after removing the customer name

alt text


STEP 3:
Click on the arrow next to attribute (column) name, and PersivX will show the list of available aggregators for the column. Drag-and-drop "Count All" to the "Show Me" section alt text


STEP 4:
Now that you have the required data, you can update how you want to present it. Lets turn this into a "Bar" chart. alt text

Similarly, you can turn this into a Line chart / Scatter Chart / Pie Chart or any other available visuals. It's that simple!


Next, lets look at customing this chart to make it presentable Customizing Visuals