00:00 In this video, you’ll see how to create and share a dynamic dashboard in Watson Studio. 00:06 Business analytics dashboards provide a great way for line-of-business users to begin investigating data for patterns and insights before handing off to data scientists for deeper analysis and predictive modeling. 00:21 Business analytics dashboards inside Watson Studio provides analysts with an easy-to-use, drag-and-drop authoring tool without the need to understand coding or SQL. 00:34 The dashboard is completely interactive, allowing line-of-business users to explore the data using a variety of charts and tables and home in on areas of greatest interest. 00:48 This functionality is enabled using IBM Cognos Dashboard Embedded, a new service available in the IBM Cloud catalog, which allows developers to embed the dashboarding capabilities of Cognos Analytics into their applications
using a set of Javascript APIs. 01:07 Start in a Watson Studio project where you want to create the dashboard. 01:12 First, view the data set. 01:16 In this case, it’s a CSV file containing information about bakery sales. 01:24 Now, add to the project a dashboard. 01:29 Just provide a name for the dashboard and then select a Cognos Dashboard Embedded service instance. 01:37 If you don’t already have an instance associated with this project, you can associate the service right from here. 01:45 When you’re ready, create the dashboard. 01:49 This example will show a dashboard based on the three-section template. 01:57 Now, select the data source, which is the bakery sales CSV file from the project. 02:05 Great! 02:08 Now, if you expand the CSV file source, you’ll see all of the columns from the data set. 02:15 You can open the data tray to see a preview of the data. 02:22 Now, you’re ready to add data to the sections by dragging columns from the left into a section. 02:29 In this case, the “Number of transactions” column. 02:32 Notice the icon indicating that if you drop the column inside that icon, then the data will fill the section. 02:41 You can Ctrl-click to select the “Number of transactions”, “Sales in USD”, and “Product group” columns and drag them together and drop them into a section. 02:55 Here, the dashboard service looks at the selected columns and determines the best way to display the data. 03:01 In this case, it’s a line and column chart. 03:05 But you can always change the visualization, if you prefer a different chart type. 03:10 Each chart has a set of customizable properties, such as: the color palettes, grid lines, access elements, and labels. 03:25 Drag the “Season” column into the last empty section. 03:29 You can see the dynamic dashboard, even in the authoring tool, by selecting different seasons from the list and seeing the other sections change. 03:42 Let’s name this tab “Main Dash” and then create a second tab using the four-section template. 03:53 Show the “Visualizations” panel and drag a bar chart onto the top left section. 04:01 This chart will show the number of transactions for each promotion by season. 04:10 Next, make a scatter plot showing the number of transactions versus the dollar value in a given month. 04:25 Suppose you want to investigate the relationship between the product group and sales, but color the chart by the season. 04:33 This way, you’ll get greater insight into the seasonal effects on the various products. 04:41 Right now, this chart is showing the total sales. 04:45 But it would be interesting to see the average sales per season. 04:50 Note that you can also create your own calculation. 04:54 There’s one empty section. 04:58 So, drag the “State” and “Number of transactions” columns into that section. 05:03 The obvious choice, given the data in those columns, is a map visualization. 05:10 Taking a quick look at the chart options, you can see the location uses the “State” column and the location color uses the “Number of transactions” column. 05:20 That looks pretty good. 05:23 But let’s change a few properties in this chart, namely: suppress the legend and remove the automatic zoom. 05:35 Note that you can change other properties here and add a chart title. 05:42 You can also change the properties for the whole dashboard, like: changing the theme and background color. 05:50 Dynamic dashboards mean that you can create custom linkages across all parts of your visualizations. 05:58 By default, all of the assets in a single tab are linked. 06:02 So, you can select a month on the scatter plot and see the data for promotions in that month. 06:09 Click the filter icon to see which filters have been applied and remove filters. 06:15 You can add filters for the dashboard users to interact with the charts. 06:20 Filters in the top, left section will be available for all tabs. 06:24 So, add the “Weather” column there. 06:27 And filters in the top, right section will be available on this tab only. 06:32 So, add the “Seasons” column there. 06:35 Note that you can also add the filter to the canvas, if you’d like. 06:40 The second tab just needs a name and you’re done with this tab. 06:46 Now, you’re ready to save the dashboard and then share it. 06:51 Check the option to share the dashboard with anyone who has the link and then copy the link. 06:58 Here’s what the dashboard looks like at that URL. 07:02 You can see that it’s completely interactive. 07:05 So, you can select a season to see that change reflected in the rest of the charts. 07:10 Take a look at the custom charts tab. 07:14 Select “Mailed coupon” to see the data for the just that promotion. 07:20 If you hover over any of the chart elements, you’ll see the underlying data. 07:26 And you can see the sales from promotions based on the weather or season. 07:35 So, you can see how quickly and easy it is to create dynamic dashboards with Watson Studio. 07:42 Find more videos in the Cloud Pak for Data as a Service documentation.