Configuring an analysis panel
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Prerequisites
- Access the menu Registration > Analysis Panel (AN003).
- License Manager.
- Knowledge of SQL for creating the query that feeds the analysis.
Presentation
Analytics dashboards are tools that allow you to structure and explore large volumes of data in an organized way. They function as multidimensional structures, representing how different types of information are related to each other.
Through them, it is possible to create customized analyses that support data interpretation and decision-making.
After creating a dashboard, you can configure different views based on the data collected by your query.
Here's how to create an analytics dashboard:
Configuring an analysis panel
Check out more information about each step in creating the dashboard:
General information
Analysis types must be pre-registered before they can be selected in the general data. See more by clicking here.
Query Construction
• Database data sources must be previously registered in SoftExpert Data integration. Check more information by clicking here .
• The Materialize Data option will be available after the dashboard creation is complete. If, while editing an analysis, a message appears indicating that the analysis is slow, you need to edit the dashboard to review the SQL or enable materialization.
In many cases, the SQL query of an analytics dashboard can be extensive, involving multiple tables and a high volume of processing, which directly impacts performance.
To avoid slowdowns, it is common to use materialization scheduling, which processes the SQL at defined times and stores the result in a temporary table.
In this way, when the views are accessed, the data will already be ready for consumption, making loading much faster. This feature is especially recommended in production environments, where performance is critical and access to analytics needs to be fast and stable.
• When the Materialize data option is enabled, the Edit schedule field will be displayed , allowing you to define the synchronization interval for materializing the analysis.
• It is possible to configure one or more calculated fields to be displayed in the query execution result . The Calculated Field feature allows you to display additional information in the query result , such as the subtraction between the values of two columns, for example. Learn more about configuring this feature by clicking here .
• The Formatting column , in the Field step , can be used to change the data type when it is necessary to change the formatting of a field. It is possible to change the regional formatting of some type of information, such as date (dd/mm/yyyy, mm/dd/yyyy, etc.), currency ($, €, £, etc.), among others.
• The Aggregate Function column , in the Field step , will only be available for numeric data types. An aggregate function processes a set of values contained in a single column of a table and returns a single value as a result. The following functions are available:
- Sum : calculates the sum of the values in a single column and returns that result.
- Maximum : analyzes a set of values and returns the largest among them.
- Minimum : analyzes a set of values and returns the smallest among them.
- Average : calculates the arithmetic mean of the values in a column and returns that result.
- Count : returns the number of rows in a column, that is, the number of values in the field.
Security
• Responsible parties are those who can be added to the security list, and can be: a user, a team, an area, or a function.
• For the view to be used in a portal, it is important that users accessing it have at least the View permission configured.
• It is important to emphasize that security is applied through analysis; that is, when editing security settings via the View Editor , it is the security of the analysis that is being edited, not the security of the view itself.
The views created through queries performed on the various system components generate analyses, which are automatically recorded in the menu Registration > Analysis Panel (AN003) .
If the view is slow, you can access the analysis data through the menu to review your SQL query and enable materialization if necessary. To do this, simply select the analysis in the second quadrant and click the button in 
the toolbar.
In the dashboard settings, you can use Copilot , SoftExpert's artificial intelligence, to assist in creating the description. For more details, see the article Using AI in text creation and editing .
Conclusion
Done! Now you know how to set up an analytics dashboard in the system. See how to create views from it.