SpreadSheet (Datablocks)

Overview / Description

Spreadsheet datablock allows you to upload CSV and Excel files from dashboard itself.

Common Use Case

If there is no concrete datasource to connect with eMite for data onboarding, then upload of CSV/Excel file via spreadsheet datablock is the solution.

Pre-requisites

• Ability to upload a CSV and XLSX file to the server and process it using the Excel adapter

  • Excel adapter needs to be set up

• Links from datablocks

  • Cube report

Add Spreadsheet to a Page

1. Select the page where you want to add a datablock. In this example, Training Demo page is selected.

2. From Edit Page menu, select Add Content.

Open

The Add Content setting will display.

3. Input the number of datablocks you want to add to the page, then click Add.

Open

The Select Datablock sub-setting will display.

4. Select SpreadSheet from the datablock options.

5. Update the Datablock Title and Datablock Style accordingly.

6. Click Add.

The added datablock will display on the page.

7. Under Edit Page menu, select Save Page to save the datablock in the page.

Once the changes have been saved, a success message will display on the top right corner of the screen.

Choose Datasource for SpreadSheet

The SpreadSheet datablock is blank by default upon adding it to the page and needs to have a data source.

1. On the datablock header, click the Choose Datasource icon.

The datasource dropdown options will display below the datablock header.

2. Select a report set and a report.

3. Click Run.

The SpreadSheet will be populated according to the selected and run data source.

The spreadsheet’s data source will display as the datablock header.

4. Under Edit Page menu, select Save Page to save the datablock in the page.

Link Cube Report to SpreadSheet

An existing datablock can be linked to a spreadsheet.

1. On the cube report header, click the Link icon. In this example, Cube Report demo - %Answered by Queue datablock will be linked to the spreadsheet.

The Link Targets window will display.

2. Select the SpreadSheet.

3. Click Link.

The cube report datablock is now linked to/interactive with the spreadsheet.

To check if the link is working,

4. On the cube report, click on a dimension which details/raw data you want to display on the spreadsheet. In this example, Support dimension is clicked.

The spreadsheet will be populated according to the selected dimension in the datablock.

5. Under Edit Page menu, select Save Page to save the datablock in the page.

The selected dimension on the datablock is displayed on the spreadsheet’s header.

SpreadSheet Functions

Upload

Click the Upload icon to upload the data in the spreadsheet to a folder on the server. A CSV adapter will process it in the scheduled time (if configured).

The uploaded spreadsheet is stored at apps\DashboardAPI\Content\Adapter\admin. It is under the <user name> folder (e.g. “admin”) and contains the uploaded time.

Open

Export

Excel formulas

SpreadSheet UI Controls

Show/Hide Columns

Show/Hide Columns allows you to select the columns you only want displayed on your view.

Settings

Settings allows you to enable Hide Toolbars and Use As Drillthrough settings.

Indexsearch Setting

Indexsearch Setting allows you to perform FIXED complex drillthrough queries via the Elasticcsearch DSL Query String Query. Click here for details about the Elasticsearch query syntax.

Select an indexgroup, one or multiple factqueries, time range, and dimension for linking. It will show raw query result in the drillthrough grid.

Enter your query string to run the query. You can also click on the Help icon to see the example query term.