Let's create your very first dashboard in Labelf Analytics! We'll start with something simple: a dashboard with a single bar chart showing the number of customer calls per team in customer service.
The goal:
We want to create a dashboard that answers the question, “What types of questions does our customer service team get the most calls about?”
Step-by-step guide:
Create a New Dashboard:
Click on the big “+” button, usually located at the top right.
Select “Dashboard”.
Give your dashboard a name, for example “Customer Calls - Overview”.
Create a new chart:
You will now see a blank dashboard.
Click on the button “+ Create a new chart”
At the top, under “Choose a dataset” start typing the name of your dataset. If you are unsure, ask your Project Manager or Analysis Architect which dataset you should use.
Select Chart Type:
Now you should select the type of chart you want to create. We are going to create a Bar Chart.
Look up “Bar Chart” in the list of chart types. You can use the search bar and type “Bar”.
Click on “Create new chart”
Select what you want to show (X-Axis and Metric):
Now you will be taken to the actual “Chart Builder” (where you create the chart). Here you should decide what you want to show and how you want to show it.
X-Axis (How should we break it down?):
We want to break down the number of calls by team in customer service. Look for a column called something like “Team” or similar. (note that this depends on what type of data you have connected to Labelf)
Metric (What should we count?):
We want to show the number of calls. To do this, we will want to count the number of unique calls we have. We therefore choose call_id. We need to aggregate unique calls so we choose count_distinct as the type of aggregation.
Update Chart
Click on the big blue button “UPDATE CHART”. Now Labelf will retrieve the information from your dataset and create the chart.
If you want to change the colors of the bars, you can use this guide.
Save the chart:
Click on “Save” (or “Save as” if it's your first time).
Give your chart a clear name, for example “Number of Calls per Team”.
Select “Save and go to dashboard”.
Done!
Now you've created your first dashboard with a Bar Chart showing the number of calls per team.
Next steps:
Congratulations! You have now created your first dashboard. In the next article, you will learn more about the different Chart Types available in Labelf Analytics.