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Using Analytics

Guides on how to use all of Re:infer's analytics features

Updating a dashboard

User permissions required: ‘View Sources’ AND ‘View Labels’

 

Introduction

  

The Dashboard page is where users can create customisable dashboards containing all of the charts and visuals in the platform that are most useful or relevant to them for this dataset. Each dataset has a default dashboard, which can be customised, and each user can further customise another dashboard associated with the dataset. 

 

This page is particularly useful when you have a live integration set up for the source(s) in your dataset, and you can periodically check in to see how things have changed over time.

 

As a default, each dashboard has a few example visuals already added, however, users have complete control over what gets shown on each dashboard. 

 

You can customise a dashboard by adding (or removing) charts with your choice of filters applied from the Reports page, or specific data related visuals from the Dataset settings page. 

 

You can also rename the dashboard simply by clicking the title and typing.


Creating a customised dashboard

  

Selecting a dashboard

 

As you can edit multiple dashboards, before you try and add anything to one of them, you need to ensure you have the intended dashboard selected.


To select the right dashboard, go to the Dashboard page, click the dropdown in the top righthand corner of the page, and select the dashboard you want to update.


When you go to Reports or the Dataset Settings page to add charts or visuals, they will be added to the dashboard you have just selected on the Dashboard page.

 

 

Renaming the dashboard


Each dataset has a 'Default Dashboard', entitled as such, and each user can edit another one nominally assigned to their username until it is renamed. Once they edit this dashboard, it will become available to others working in the dataset.


To rename any dashboard, simply click on its title at the top of the page, and type in the new name. This will then be reflected in the dropdown menu too.



Please Note: Dashboards are dataset specific and not user specific. Users will still be able to edit the dashboard nominally assigned to your username if they have the correct permission (Modify datasets).

 

 

Adding charts

 

As a default, a dashboard contains the default visuals shown below. These can all easily be removed if users prefer – see the next section of this article for how. 

 

 

Default Dashboard page


When you add a chart to a dashboard, the platform will intuitively try to fit it in the most obvious space available. If there is space to accommodate the default chart size, the platform will add the chart as close to the top of the page as it can.

 

To add a chart from Reports to the selected dashboard:

 

  • Ensure you have the intended dashboard selected in the Dashboard page (see above)
  • Navigate to the Reports page via the left-hand dataset navigation bar or where it says ‘Reports’ on the empty Dashboard page (as shown above)
  • Apply the relevant filters to find the chart that you want (see here)
  • Click the       icon that appears in the bottom or top right-hand corner of the chart when you hover over it with your mouse
  • This will add the chart to the selected dashboard with the filters and chart type selected at that point in time
  • Repeat this process from the Reports page until you’ve added all of the chart views that you want in your dashboard

 

When you add a chart from Reports with filters applied, you will see the icon (as shown below). You can click it to reveal which filters are applied. The icon will change to look like this: (as shown below).



 

Filtered report from Dashboard page with and without filters showing


 

To add one of the dashboard cards from the individual Dataset settings page:

 

  • Ensure you have the intended dashboard selected in the Dashboard page (see above)
  • Navigate to the Dataset settings pages using the cog icon at the top of the page
  • Select the 'Settings' tab
  • Under 'Dashboard Settings' select the relevant cards you want to add or remove from the dropdown menu

 

The cards you can add from the individual Dataset settings page are:

 

  • An example recent verbatim (which can be filtered to show 5 recent verbatims)
  • Accuracy of the latest model (precision vs. recall)
  • Most interesting unlabelled verbatim
  • A taxonomy health indicator (which shows how many labels require more training examples)

 

The ‘Recent verbatim’ card also has some additional options available in the dashboard. 

 

By clicking the icon in the top right-hand corner of this card, users are then able to:

 

  • Show the predicted labels for the recent verbatim
  • Hide the user properties (i.e. metadata) of the recent verbatim
  • Show multiple verbatims (this will increase the number shown from 1 to 5)
  • Filter recent verbatims (based on their metadata fields)
  • Remove chart from the dashboard (this is a standard option for all charts)

 

 

Recent verbatim dashboard card options

 

For any chart that you’ve added to a dashboard from the Reports page, you can click the  icon in the corner of the chart to be taken to a view of that chart (with its applied filters) in the Reports page

 

From there you can download an image of the chart or the underlying data, or you can click through to the underlying verbatims in Explore.

 


Next: Removing charts

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