Key terms to know when getting started:

• Looks
• Dashboards
• Tiles
• Explores
• Dimensions
• Measures

Looks

Looks are the same thing as a report, it's the first step towards building a dashboard

• Can be sent, scheduled or downloaded as
  Excel, PNG, HTML, JSON, TXT, CSV
• Can be designed as (amongst others)
  • Table Chart
  • Bar Chart
  • Line Chart
  • Donut & Pie Chart
  • Single Value
  • Scatter plot
  • Area Chart
  • Map (Geographic & Heat Map)
• Can't be controlled by viewing permission settings
• Looks are created from Explores

Dashboards

A dashboard can contain one or more looks as it is a collection of multiple data sources. Users are not limited to creating looks from one particular Explore. Instead, Dashboards allow for looks to be combined into a shared space regardless of the Explore it derived from. This makes dashboards highly versatile and flexible in terms of cross-referencing data from more than one business area.

• Is a collection of looks in one canvas
• Can contain one or more looks
• Can be downloaded, scheduled, or sent as a PDF or CSV
• Can be made private or global
• Is subject to permission settings per role
• Dashboards are created from Looks

Tiles

A Tile is an alternative way to create a Look. The difference between creating a Tile and a Look is that a Look may be a separate entity and saved in the "Reports" tab whereas Tiles are always connected to a Dashboard. Looks are created form Explores in the "Explores" tab while Tiles are created from within a Dashboard. There are no other functional differences between Looks and Tiles in terms of downloading, sending, scheduling, filtering etc. When creating a Tile, the report will automatically (and only) be connected to the Dashboard from which the Tile started. Once the "New Tile" button is selected, the user is shown a menu from which one will select an Explore. From this stage, the process of building a Look/Report/Tile is the same as when starting from the Explores tab - this way, you simply don't have to save it to a Dashboard.

To access Tiles, hit the Edit button in the top right corner of your Dashboard upon which you will be presented with these options.

• Tiles are Looks that are always adjoined to one dashboard
• Tiles can be duplicated
• Tiles can be sent, scheduled, downloaded, and filtered
• Tiles cannot be moved to another dashboard

Explores

• Qualitative fields
• Dimensions break down measures
• They are often text or date fields

Typical examples of Dimensions are:

• Users
• Dates
• Addresses
• Products
• Roles/Teams
• Order Stage

Measures

• Quantitative fields
• Aggregates, sums, averages, numerical values
• They are always numbers or percentages

Typical examples of Measures are:

• Number of orders
• Order value
• Average pipeline value
• Conversion rate (%)
• Currency rate

Good to know

• All fields derive from your Upsales account
• The input values in Upsales are directly reflected in Insights
• Custom fields are also available through an import by a B.I. Consultant
• Insights have an instantaneous connection with the Upsales Database for zero lag time