Viewing Data with Sheets

The sheets feature in Bipp provides the ability to view and visualize data corresponding to any data model created using Bling. It offers an opportunity for data analysts to verify the data model they created for discrepancies. Sheets also serve as visualization units that can be directly incorporated on Ding dashboards. Thus, sheets form an important link between the data model and the dashboard.

Sheets for New Datasets

Sheets corresponding to newly defined data models or datasets can be created from the Bipp Home screen by clicking on the “View” link on the dataset information box.

New Dataset Sheets

A blank sheet creation screen will be displayed with tables from the selected data model. You can now begin his data visualization journey with Bipp.

Visualizing Data

In order to start visualizing data on sheets, select a few columns from the tables listed on the left hand side and click on the Fetch button at the top-right corner of the screen. The data will be presented in a grid format by default as shown in the following diagram.

New Dataset Sheets

This is the very basic visualization offered by sheets. Lets dig deep to find what other options are available with respect to visualizations and settings.

Column Settings

Column data settings allow for usage of different features like aggregation, filtering and ordering when visualizing data. Following are the column level settings available when creating sheets.

  1. Aggregates: By default all integer columns are aggregated as a sum of values grouped by the other selected columns when visualizing data. The default aggregation may be changed in the data model itself using the column - default_aggregate property. Alternately, it may be changed on the sheets user interface. Allowed aggregations include Count, Count Distinct, Count If, Lower, Sum, Avg, Min and Max. There is also an option to disable aggregation for specific columns, so that the aggregate will not be calculated. When aggregation type “Count If” is chosen, you will be requested to enter the value that the aggregated column should be compared with.

  2. Filters: Bipp provides 3 methods to filter data on sheets. Let us look into these one by one.

    • Params: Parameter columns defined in the Bling data model would automatically appear on the sheet as a filter. You would be required to enter a value for the parameter if a linked column is selected.

    • Column Filters: These can be created by selecting “Filter” from the menu options available for a specific column. The compare operator and value to be used for filtering may be entered in the filters section on the right hand side. The condition will be used when fetching the data.

    • Custom Filters: A custom filter allows you to key in the condition to be used for filtering data directly in the “Filters” section. This condition would be appended as it is to the SQL query when fetching data.

    Following image shows a sheet that uses all of the 3 types of filters defined above. Filter Types

    Following is the query generated with the filters Filter Types

  3. Order: Data may be ordered by selecting “Order By” from the menu options available for a specific column. If multiple columns are used for ordering, they will be applied in the order in which they were selected. Default order is selected as DESC but may be changed to ASC under the “Order By” tab on the right hand side of the screen.

  4. Tooltips: Tooltips may be specified for columns by clicking on “Add Tooltip” from the menu options available for a specific column. On adding a tooltip a small (i) icon will appear next to the column heading. The tooltip can be viewed by hovering on this icon.

Visualization types

Bipp sheets support many different types of visualizations for the same data. The visualization selected at the point of the last-save is used when displaying the sheet on the dashboard. Following are the types of visualization supported.

  • Table: This is the default visualization that shows the selected columns in a grid format with data in different rows. The grid comes with customizable pagination with default set to 10 rows at a time.

  • GridChart: This visualization can be used to analyze data across multiple dimensions in a pivot view. The fields to be shown in rows and columns as well as measure to be shown in the grid can be customized.

Grid Chart

  • Bar: This visualization presents the data in a bar chart format. By default the first non-aggregate column selected is mapped on the X-axis, while all the aggregate columns selected are mapped on the Y-axis using different colors. A legend is included and can also be used to select a particular Measure or aggregate for visualization. The chart type and column mapping may be changed through Visualization Settings

Bar Chart

  • Pie: This visualization presents the data in a pie chart format. By default the pie is created using measures of the first aggregate column selected and labelled with values from the first non-aggregate column selected. Columns mapped may be changed through Visualization Settings

Pie Chart

  • Map: Columns with location coordinates or names of places as data can be visualized using this type of visualization. Bipp uses the echarts library to render the map visualization. For example the following data may be visualized on a map as shown below.

Map 1

Maps can be also configured to show scatter pattern of data by country + city, or to display the network or path for flow of goods/commodities.

  • gMap: Similar to Map, places can also be visualized by using the gmap configuration. The only difference is that this uses Google maps in the background. Similar configuration settings are available for both maps and gmaps. Following image shows the visualization for the same data on a gMap.

Map 2

  • Metric: This visualization may be used for single value data points or high level metrics. It can be used on the dashboard to present a metric that can be drilled down further if required.

Metric

  • Graph: The graph type of visualization may be used to understand the relation or hierarchy between data points using nodes of a graph. For example, the following image shows the visualization for the map data as a graph. The source and target nodes as well as the column used to represent the value, may be configured for graphs.

Metric

  • Custom: The custom type of visualization can be used if you have created a custom visualization as a JavaScript extension using the Bipp Extensions API.

Visualization settings

Every visualization available for viewing sheets can be customized using the available settings. Following is a list of all available settings applicable to different types of visualizations. These can be accessed using the settings icon at the top right of the screen.

Setting type Applicable to Description Values
Auto Format All Types This can be used to format numbers to use K for thousands, M for Millions and so on. E.g., 2450 will appear as 2.45K, 5870000 will appear as 5.87M. Yes/No
Nav Bar Table Show or hide the pagination or navigation bar displayed on top of the data grid Yes/No
Index Column Table Show or hide the index column that appears as the first column in the grid to display the row index. Yes/No
Grand Total Table, Bar Show or hide a row for grand totals at the end of the grid or chart Yes/No
Transpose Column Table It can be used to provide a pivot view for the data where the aggregate columns are transposed to rows. Yes/No
Color Palette Bar, Pie, Map, gMap Allows selection of colors to be used for displaying charts graphs or maps Available color palettes for selected visualization
X Axis Bar Column to be mapped on the X-Axis Selected non-aggregate columns
Columns for Metadata Bar Columns to be mapped on the Y-Axis Selected aggregate columns
Orientation Bar Orientation of the chart Horizontal or vertical
Chart Type Bar Type of plot to be used for every column on the Y-Axis none, line, bar, dot, area, stack
Chart Type color Bar Color to be used to plot the column on the Y-axis Depending on the color palette selected.
Axis Alignment Bar Show the Y-Axis at the left or right of the chart for each column on Y-Axis Left Axis, Right Axis
Range Bar, Metric Allows use of different colors for different range of values. You will be requested to key in the ranges and select colors for each range on enabling this option Yes,No
Y-Axis Range Bar This can be used to limit the range of the Y-Axis. The chart will be cropped to fit into the defined range. Yes/No. Min and max of range to be entered if Yes is selected.
Reference Line Bar Include one or more reference lines for specific values, define a label to be displayed along the line, select the color and type of the line Yes/No with option to choose value, label, color and line type when Yes is selected.
Hide Y Axis Bar Show or hide the labels on the Y-Axis Yes/No
Hide X Axis Bar Show or hide the labels on the X-Axis Yes/No
Data Labels Bar Show or hide the exact column value on the chart as a label Yes/No
Hide Range Legend Bar Show or hide the range legend which is shown when ranges are defined using the Range setting. Yes/No
Hide Legend Bar Show or hide the legend for colors used for every column on the Y-Axis Yes/No
Stack All Bar Stack multiple dimensions in the same bar using different colors Yes/No
Dimension Pie Column to be used for mapping the pie chart Selected non-aggregate columns
Measure Pie Column to be used to calculate the portions of the pie Selected aggregate columns
Type Pie Type of Pie Chart Pie, Doughnut
Show Label Pie Show/Hide the data mapped in dimension column as labels near each slice of the pie. Yes/No
Map Type Map, gMap Type of map to be generated Geo Map, Scatter, Network, Path
Lat-Long Mode Map, gMap To be used if data contains location coordinates instead of names of places. Yes/No
State, Source State, Target State Map Column to be used for location state or country if Lat-Long mode is set to off List of available non-aggregate columns
City, Source City, Target City Map Column to be used for location city if Lat-Long mode is set to off List of available non-aggregate columns
Country, Source Country, Target Country gMap Column to be used for location country if Lat-Long mode is set to off List of available non-aggregate columns
Latitude, Source Latitude, Target Latitude Map, gMap Column to be used to map the latitude part of the location coordinates if Lat-Long mode is set to on. List of available non-aggregate columns
Longitude, Source Longitude, Target Longitude Map, gMap Column to be used to map the longitude part of the location coordinates if Lat-Long mode is set to on. List of available non-aggregate columns
Measure, Primary Measure, Secondary Measure Map, gMap Column to be used for mapping data values on the map List of available aggregate columns
Map Theme gMap Apply one of the available themes Standard, Snow, Retro, Gray, Blue
HTML Metric Can be used to specify formatting for the columns displayed in the metric. Valid HTML for each of the selected columns.
Columns Metric Number of columns to split the sheet screen into when displaying the selected columns as a metric. Range 1 to number of selected columns
Label Font Metric Font Size of Label Range 1 to 100
Text Font Metric Font Size of Text/Data Range 1 to 100
Spacing Metric Spacing between Label and Text Range 1 to 100
Border Metric Show/Hide border around each metric Yes/No
Background Metric Use transparent background or default background Yes/No
Reverse Metric Show label under the value when reversed Yes/No
Fill Space Metric If yes, then empty columns after distributing data points available amongst number of columns selected will be merged in the last row Yes/No
Hide Label Metric Show/hide labels for all metrics Yes/No
Range
No Data Label Metric Text to be shown when there is no data Free Text
Columns to hide Metric Option to hide selected columns All selected columns
Node Type Graph Node type to be shown on the graph Box, Dot
Source Graph Column to be mapped as source nodes List of available columns
Target Graph Column to be mapped as target nodes List of available columns
Value Graph Column to be used to display value on graph connectors List of available columns
Quick View Grid Chart Can be used to view the data in a simple grid without pivot Yes/No
Columns Grid Chart Select fields to be displayed in columns List of available columns
Rows Grid Chart Select fields to be displayed in rows List of available columns
X-Axis/Y-Axis Grid Chart Select values to be displayed as data in the pivot chart List of available columns
Colors Grid Chart Select the column based on which color variation would be applied to the data List of available columns
Fill Container Grid Chart Select if chart should fill the width of the container Yes/No
Measures Scrollable Grid Chart Select if horizontal scroll should be available Yes/No
Limit Column Width Grid Chart Select if column width for all columns should be limited/optimized Yes/No
Show Serial Number Grid Chart Select if serial number should be shown for rows Yes/No
Merge Cells Grid Chart Select if rows or columns with same values should be merged Yes/No

Additional features

Following are the additional features available when creating and managing sheets using the sheet editor.

  1. View SQL: The SQL generated corresponding to the original data source can be viewed by clicking on the “View SQL” button. This displays the SQL based on the columns selected, filters and order applied and the operations defined in the Bling data model.

  2. Save: The Sheet may be saved and given a name. A unique sheet Id will be generated when the sheet is saved.

  3. Download: Sheet data may be downloaded using the “Export to PDF” option. This is possible even without saving the sheet. The current visualization visible on the screen is downloaded as PDF.

  4. Search: In case there are many tables and columns available in the data model, you can search for a specific column by keying the name in the search box.

  5. Sort: Listed columns for each table may be sorted, alphabetically or by data type. By default, columns are not sorted and are shown in the order in which they are defined in the data model.

  6. Undo/Redo Actions: The sheet editor provides Undo and Redo buttons to undo or redo previous actions.

  7. Unselect Columns: Selected columns may be removed from the visualization by unselecting a specific column using the column menu or clicking the “Unselect All” button on the top-left of the screen.

  8. Add New Sheets: New sheets may be added corresponding to the same version of the data model by clicking on the “+” button at the bottom of the screen. This will add a new blank sheet tab in the sheets editor.

  9. Download Data: Data corresponding to the sheet may be downloaded by clicking on the “Download Data” menu option from the sheet menu. This will provide options to select the number of rows to be downloaded, file format for download and an optional filename.

  10. Tag Sheets: You can tag sheets so that similar sheets can be found easily in the future. This can be achieved by using the “Add Tag” feature from the sheet menu. You can then search for all similarly tagged sheets by keying in the tag text in the search box available inside the application header.

  11. Threads: You can capture a screenshot of the sheet and annotate it or start a discussion about it with other members of your group/team by clicking on the “Create Thread” option in the sheets menu. An email will be sent to all included members on the creation of the thread. You can also view all threads related to the sheet by clicking on the “View Threads” option.

  12. Scheduled Reports: You can schedule delivery of reports corresponding to the sheet by using the “Scheduled Reports” option from the sheets menu. You can configure the title, frequency, timezone, recipients and delivery format for the report on the set schedule screen as shown below.

    Scheduled Reports

  13. Alerts: You can create alerts corresponding to the data on the sheet by using the “Alerts” option from the sheet menu. An alert may be scheduled whenever there is a specific change in data that is displayed on the sheet. The condition for the alert may be defined in natural language using the (NLP) section of the alert. The condition may be validated by clicking “Enter/Return” after keying in the condition. Any errors or warnings will be displayed at the bottom of the NLP section.

    Alerts

    A condition may be defined based on the row count in the resultset. A condition may also be defined by using a combination of aggregate functions, columns, comparison operators and user defined values in the condition section of the alert. All the conditions defined in the different sections should be true for the alert to be generated.

    The alert may be configured by specifying the title, frequency, schedule and recipients. Alerts may also be configured to include a file attachment with data from the sheet.

Access and Manage existing Sheets

Existing sheets can be accessed and managed from the Sheets listing screen. This screen is shown when the “Sheets” option is selected from the Bipp main menu.

Manage Sheets

Following operations are available for every sheet listed on this screen.

  1. View/Edit: A sheet may be viewed or edited by clicking on the Sheet name or the “View” option corresponding to the sheet.

  2. Permissions: The sheet may be shared with other users by clicking on the “Permissions” option in the sheet menu. Email Id of the user with whom the sheet needs to be shared should be entered in the Permissions dialog box.

  3. Delete: The sheet may be deleted by clicking on the “Delete” option in the sheet menu. The sheet will be deleted upon confirmation.

  4. Pin/Unpin: The sheet may be pinned for easy access. Links to all the pinned sheets and dashboards will be available on the home page under the “Pinned” tab so that they may be accessed directly. Pinned sheets may be unpinned later

Sheets - Data model Version

New sheets created from the home screen as defined in the “Sheets for New Datasets” section always refer to the latest version of the data model. All sheets grouped together in the sheet editor refer to the same version of the data model. Subsequent revisions of the data model may be applied to existing sheets by using the “Change Sheets Version” functionality on the project screen. This feature may be used to apply a specific version of the data model to existing sheets.

Last updated 15 days ago.