Quick Start Guide for Users
Zoomdata makes visual analytics easy. Even fun. For anybody. For everybody. But if you're starting at the login screen and not sure how to get started, start here.
What Can I Do With Zoomdata?
With Zoomdata, you can:
- View charts and dashboards
- Make a dashboard by adding more charts
- Save dashboards
- Share, export, and embed dashboards
- Create new data sources
Viewing Charts and Dashboards
When you log into Zoomdata, you'll see either a grid or list of dashboards that you have created or that others in your team have shared.
From here, you can:
- Look at a dashboard that a teammate has shared by selecting it.
- Create a new chart or dashboard. See Creating Charts and Dashboards for in-depth information.
When you're viewing a chart or dashboard, you can:
- Select alternate metrics and attributes to examine.
- Re-sort or set limits to the data.
- Change filters.
- Change color schemes.
- Change chart types.
You can do any of these things without overwriting the original dashboard, which means you can use any dashboard as a starting point for your own data exploration. You can also save dashboards that you have modified as new dashboards.
For more information about viewing and using dashboards, see Exploring Data.
Making a dashboard
Making a dashboard in Zoomdata really easy. To do make a dashboard, select New to choose a data source and a chart for it. Then, while viewing the first chart, select Add Chart.
For more information about creating a new chart or adding charts to make a dashboard, see Creating Charts and Dashboards.
After creating a dashboard, you can save your work so you can continue it later or share with somebody else. To save your dashboard, select Save. The save dialog allows you to decide whether to preserve the current time configuration as part of your saved dashboard. It also allows you to decide whether and with whom to share the dashboard.
For more information about saving dashboards and the options available in saving, see Saving a Dashboard.
Sharing, Exporting, and Embedding dashboards
After saving a dashboard, you share it with other Zoomdata users. You can also export for use as an image outside of Zoomdata. If you are working with HTML or building a web application, you can also embed the dashboard it there.
For information about:
- Sharing a dashboard with other Zoomdata users, see Sharing Dashboards.
- Exporting a dashboard, see Exporting a Chart or Dashboard.
- Using an IFrame to embed a dashboard in HTML, see Embedding Dashboards with IFrames.
Creating new data sources
You might need to add a data source to the set of data sources available for your team. If you have a flat file to upload or a database to connect to, you can use it to create a new data source. After you have created the data source, you and your teammates can visualize its data using charts and dashboards, just like with any other data source.
For more information about creating a new data source, see Connecting to Data.
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