ZENfra Charts Instructions

Charts, dashboards, and visual insights are essential for efficient data analysis as they offer a clear and intuitive representation of complex information. With ZENfra's advanced charting capabilities, users can effortlessly understand complex datasets, identify trends, and make informed decisions. 

These visual charts provide a comprehensive overview, enhancing data understanding and facilitating strategic decision-making for improved business outcomes. Utilize ZENfra's dynamic charts and visual insights to streamline your data analysis process and gain valuable insights for better-informed decision-making.

To access the Chart Creation Page, click on the 'Charts' Button located at the top right corner of the page. This action will redirect you to the dynamic chart creation page, allowing you to create insightful visual representations of your data.

The above-mentioned picture is the landing page for chart creation. Here you will have the below-mentioned fields to create the charts.

Chart Name

Enter a descriptive name for the chart.

Chart Description

Provide a brief description of the chart's purpose or content.

Chart Type

Choose the required chart type from the drop-down options. 

(Bar, Line, Pie, Table, or Scorecard for the desired chart types.)

Value Fields

• X-Axis: Define the data category for the horizontal axis.
• Breakdown: Specify the breakdown or grouping of data points for clearer insights.
• Y-Axis: Determine the data category for the vertical axis for effective data comparison and analysis.

( the chart creation fields will vary depending upon the chart type selected. So, kindly provide input according to that chart type)

Filter Data

• Ruleset(s): Apply predefined rulesets to filter the data based on specified criteria.
• Rules: Utilize individual rules to filter the data according to specific conditions set within the system.

Adding the Charts to Required Analytical Spots 

• Report: Incorporate the chart into a comprehensive report for detailed analysis and presentation purposes.
• Overview: Include the chart in the overview section for a quick and concise view of key data points and trends.
• Dashboard: Integrate the chart into the dashboard for a centralized and interactive data visualization experience.

Visibility 

• Share Chart To Users:

You can share the charts with other users by assigning their usernames in the provided field. This feature allows for seamless collaboration and enables efficient sharing of insights among team members for enhanced decision-making processes.

• Share Chart To ZENPack:

You can share the charts to the solution package also, by enabling share to ZENPack. By choosing the required ZENPack (Solution Package), it will be sent as a request to the admin to share this particular as a common chart to the users who use this ZENPack. If the admin approves your chart, then it will be displayed under the user-defined dashboard.

Ensure to fill in all mandatory fields when creating the chart, including the Chart Name, Chart Type, and Value fields.

Utilize special features such as breakdown, chart description, and filtering for specific data sets, and consider the visibility of the chart in the dashboard, overview, and report for comprehensive data analysis.

Additionally, you can also utilize the sharing option of the chart with other users and ZENpack (Solution Package)  as needed to facilitate seamless collaboration and enhance collective decision-making processes.

Click the ‘Save’ Button to save the chart. After that, you will be directed to the report page.

During the chart creation process, you have the option to add the chart to the report, overview, and dashboard. Depending on the user's configuration, the chart will be displayed in these designated areas, allowing for convenient access and comprehensive data visualization across different sections of the platform. Below you can see the example picture of how the chart will be displayed if you enable these options.

ZENfra has 3 types of dashboards, each having a unique role and reason. The types of dashboards are

1. My Dashboard
2. System-Defined Dashboard
3. User-Defined Dashboard

• My Dashboard

This dashboard displays all the charts created by the user. This dashboard has the renaming option by the user. Also, the user can create any number of dashboards for his requirements and comfort for visually analyzing the data.

• System-Defined Dashboard

This dashboard are built-in dashboard featuring standard charts and filtration options. By utilizing the filtration feature, the user can customize the view.

For example:

If a user wants to analyze data for a specific severity on the system-defined dashboard, he can use the severity filter. He can simply input the desired severity, and the charts will automatically update to show analytics for that specific severity alone. This allows you to comfortably analyze visual data related to the chosen severity alone.

Limitations:

The user can only visualize the data in the required filtration view, he cannot make any changes or removal of the charts. Also, only the ZENfra admin has the privilege to manage this dashboard, users don't have the privilege.

• User-Defined Dashboard

This dashboard will be in the control of the admin. the charts displayed in this dashboard are those charts that were created by any of the users and shared with ZENpack. 

Once, the admin approves those shared charts from the users to the ZENpack, those charts will be displayed in this dashboard. 

Users can rename the dashboard and hide charts they no longer wish to display in this dashboard. Changes made by a particular user only affect that user's view and do not impact others.

• Click the three dots located on the top right side of any chart to reveal a drop-down menu.
• Select the 'Add from Inventory' option to navigate to the chart inventory.

• Now the user can access comprehensive information about all the charts within the chart inventory as displayed above.
• Also, enable or disable Chart Visibility to the required analytical spot using the toggle button provided. 
• To Edit or Delete a chart, click on the icons available under the 'Actions' field, enabling you to perform the respective editing or deletion processes for the selected chart.