Data Exploration Enhancements

The following enhancements were made in Zoomdata 3 that target improving your data exploration experience.

  • You can now add, modify, duplicate, or remove derived fields and custom metrics from the dashboard. This allows you to create higher-level data elements and perform enrichments, conversions, and data cleansing without going to your data administrators.

    Specifically, derived fields and custom metrics can be maintained from the:

    • Metric selection sidebar for a chart
    • Group selection sidebar for a chart
    • Color sidebar for a chart
    • Filters sidebar for a chart or dashboard.

    In addition, these sidebars now operate in a consistent manner with regards to derived fields and custom metrics. See About Derived Fields and About Custom Metrics.

  • You can now copy charts in a dashboard. See Copying Charts for more information.

  • Smart loading of charts on a dashboard was introduced. Smart loading improves the performance for loading charts on a dashboard. This is especially important with dashboards containing many charts.

    Without smart loading, charts cannot be used until all of the charts in a dashboard are loaded. With smart loading, an initial maximum number of charts are loaded simultaneously. The rest of the charts are put on hold. After one or more initial charts are loaded, other charts in the dashboard are taken off hold and loaded, but only up to the set maximum. As charts are loaded, they can be used immediately, without waiting for all of the dashboard charts to load.

    Charts are loaded from the top down. The immediately viewable charts (the ones at the top of the dashboard) are loaded first, up to the set maximum. If you scroll down through a dashboard, a chart that is on hold and is placed farther from the top of the dashboard is started at a higher priority than other charts on the dashboard.

    For information on managing smart loading, including changing the maximum number of charts that are loaded simultaneously (the default is eight charts), contact Zoomdata Technical Support.

  • A new option to refresh the data in the charts on a dashboard has been added. The option appears on the dashboard menu and is called Refresh Data. For more information, see Refreshing Data on a Dashboard.

  • The workflow for creating a new dashboard in the Zoomdata user interface (UI) changed.

    The New menu on the home page now automatically creates an untitled, empty dashboard and prompts you to select a data source and a chart type for it. In past releases, you were prompted to select a data source and a chart type before the dashboard was created. For more information, see Creating Dashboards.

  • The radial menu and the Apply Filter to dialog for charts in the Zoomdata UI have changed in the following ways:

    • The radial menu no longer includes the Filter All and Unfilter All options. Instead, when you select Filter on the radial menu, you can now apply the filter to all linked charts in a dashboard by clicking Select All on the resulting Apply Filter to dialog.
    • The list of charts you can select on the Apply Filter to dialog are now listed in alphabetic order. If there are more charts listed on the dialog than easily fit on it, you can now scroll through the list.
    • You can now cancel a filter using the new Cancel button on the Apply Filter to dialog.
    • The Apply Filter to Selections button has been shortened to Apply on the Apply Filter to dialog.

    For more information about the radial menu, see Using the Radial Menu. For information about applying filters to linked charts on a dashboard, see Using Cross-Source Links for Cross-Source Filtering.