Data Lab User Guide

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Data Lab provides organizations with direct and flexible access to all their data. 

  • Data Lab power users can query all of their TrackTik data, as it is generated, using Data Lab’s query language, TQL (TrackTik Query Language), to build customized reports and answer critical data requests. 
  • Managers, administrators, and even executives across the organization can track personalized key performance indicators in highly customizable, shareable dashboards to monitor business performance & health, facilitating better-informed decision-making at all levels of the organization.  


With Data Lab, you can add value to your client’s experience and your service delivery by personalizing how your organization interacts with its data to drive better security practices and business processes.

 

In This Section:

Getting Started with Data Lab

Step 1

 

 

Log in to Data Lab by navigating to the URL link using your

Chrome Browser.

 

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Step 2

 

 

Enter your portal URL in the Application Domain Field.

 

 

 

 

 

 

 

Step 3

 

 

 

Use your portal credentials to access Data Lab with all the access and permissions configured

 

 

Sign in, and let’s get started!

 

 

 

 

Navigating Data Lab

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In the top menu bar, you’ll find options to:

  1. Toggle the first icon to open and close the left-hand menu
  2. Use “Create” to create a new dashboard, widget, or TQL query.
  3. Use the search field to find your projects regardless of location. Begin typing your widget or dashboard title, and a dropdown menu will display the relevant search results.
  4. Toggle from “Dark Mode” to “Light Mode” using the moon icon.
  5. Open Data Lab in full-screen mode by clicking the full-screen icon.
  6. View your profile details by clicking the account icon, set your preferred language, and sign out from your session using “Sign Out.”

In the left-hand menu bar, you’ll find options to:

 

 

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  1. Access the different folders you’ve created inside your “My Insights” collection.
  2. Find widgets and dashboards that were shared with you inside your “Shared with me” section.
  3. Check out you archived widgets, dashboards, and folders in the “Archive” section.
  4. Explore the structure of your data by opening the “Open Model Library” section.
  5. Access the “TQL Playground” to write TQL queries at the command prompt.
  6. Select “Documentation” to access Data Lab and TQL Resources in the help center

 

 

 


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The Home Page

 

From the Home page, you can quickly navigate your workspaces.



 


 

Insights Collection

“Insights Collection” contains the predefined dashboards and groups them by business functions to help you focus on data that matters most.

 

My Insights

“My Insights” displays your folders, widgets,subfoldertoOptionallyboards and lists your most recently created projects first.

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First Dashboard

“Create your first dashboard” outlines the steps required to build your first dashboard. You can get started using the “Create” button at the end of the section.

 

Tutorials

“Tutorials” includes video tutorials to help you navigate the main features of Data Lab to start building your widgets and dashboards.

 

The Open Model Library

 

 

 

 

Explore your data and the structure that governs it in your Open Model Library.  Expand Data Models to find all the data endpoints. Use the attributes that make up the objects to help answer your business questions.

 

 

 

When you build your widgets, use your knowledge of Data Models to create accurate and informative dashboards. You can also find the available Functions and Relative Dates in the Open Model Library.

 

 

 

 

Creating Folders

 

 

 

Create folders to organize your projects.

 

From inside your “My Insights” section, use “Create New Folder” to create a new sub folder. You can create new folders at every level of your folder structure

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Once you give your new folder a descriptive title, SAVE it. Your new folder is now saved at the level at which you created it.

 

 


Folder Customization

 

 

 

Customize your folders with advanced options.

Click the folder options button (...) to access the “Edit” button.

 

 

 

Rename your folder as well as expand the “Advanced Options”.

 

Set a custom icon and select a color.

 

Input the URL for an image to display on your folder.

 

Hit SAVE to finish customizing your folder.

 

 


Creating Widgets

Widgets are fundamental units of information. Use “Create” in the top navigation bar to create a widget directly from the Home page. Select the “New Widget” option, then choose a widget type. You can also “Copy from existing” to create a widget based on an existing widget.

 

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The next step is to name your widget and select a “Data Source.” The Data Source identifies the endpoint in your Data Model from which you want to extract information.

 

 

 

Step 1

 

 

 

 

 

 

Give your widget a descriptive title

 

 

Step 2

 

 

Input a data source from which to extract information.

* If you are creating a widget for a scalar result set then you will not need to add a group by clause or apply any measure to the configuration.

 

 

Step 3

 

 

 

 (aggregation widget)

Add a group by clause to aggregate the results of your widget based on some common attribute.

 

 

 

 

 

 

Step 4

 

 

 

 

 

 

  • Add a measure to the data
  • Depending on the intent of your widget, select the appropriate “Measure” from the measure dropdown field:

COUNT

AVG

SUM

MIN

MAX

DISTINCT

EXPRESSION

 

 

 

 

 

 

Step 5

 

 

Filter the result set of your widget using attribute filters and narrow the scope of your investigation.

 

 

 

For more details on data source endpoints and how to configure your widgets,  refer to the "Getting Started with Data Lab" article, linked here.

 

 

 


 

Saving A Widget

Once you are satisfied with your new widget’s configuration, click the “Save and Close” or “Save and Continue” button to finalize your widget. Your new widget is now saved in the new folder you configured, or if you didn’t, you’ll find your widget in the “My Insights” folder.

 

 

Copying A Widget

You can copy from existing widgets in order to speed up your creation workflow. If different stakeholders are tracking similar KPIs with only minor differences, you can easily use a basic configuration from which to create many different informative projects.

 

 

Widget Types

Broadly speaking, there are two ways in which you can visually express your data using widgets: Scalar records and in Aggregation.

 

If you need your result set to display scalar data (individual records of data rows), such as a list of late shift records, you can use a List widget or a data table widget to display that information.

 

 

 

If you need to view an aggregate measure of some characteristic (attribute) of your data, such as  SUM of the price for your billable items on every contract you have, you might use a Column chart widget or a TreeMap widget.

 

 

Creating Dashboards

Dashboards contain a selection of widgets that help you monitor and communicate the status of your KPIs.

 

The “Create” button in the top navigation bar initializes the dashboard creation workflow.

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Select the “New Dashboard” option then choose a dashboard template.

 

 

Or you can also “Copy from existing” dashboards and create a new one based on the original one.

 

 

Step 1

 

 

 

 

 

 

Give your new dashboard a descriptive title by clicking into the dashboard title field along the top left.

 

 

 

 

 

Step 2

 

 

 

 

 

 

Open the “Select a Widget” section to drag and drop your existing widgets into your new dashboard.

 

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  • Optionally, build new widgets from inside your new dashboard by clicking the “New” button inside any one of your widget windows. The new widget creation flow is similar to the one outlined in the “Creating Widgets” section of this user guide. Note that a widget built inside a dashboard is saved only to that dashboard and not in any other folder.

 

 

Step 3

 

 

 

 

 

 

 

  • Modify the layout of your new dashboard using the “Row Settings” to add rows and columns using the “Add Row” and “Add Columns” arrows. Use the widget window size options to create “extra small,” “small,” “medium,” “large,” and “extra-large” widget windows along the row. Delete an entire row with the “delete row” button.

 

  • Use the “+” button along the top left to add tabs to the window. You can use multiple tabs to “stack” widgets inside the same widget window.

 

  • Delete a single widget window (and all tabbed content) by clicking the “trash” button.

 

  • You can edit the widget inside the window by clicking the “gear” button

 

 

Step 4

 

 

 

 

 

 

Set a default date scope filter to restrict the data displayed by the widgets inside your dashboard. If you select a default “THIS YEAR” scope on your dashboard, it will only display data generated this year.

Saving a Dashboard

Never forget to “SAVE AND CLOSE” or “SAVE AND CONTINUE” to save your new dashboard in its current configuration.

 

 

* Your new dashboard is now saved in the folder from which you initiated the process

(the default location is inside your “My Insights” folder).

 

Dashboard Manipulation

Manipulate the result set displayed by the widgets in your dashboards by applying “Top Binding Filters” that modulate the data output. Restrict your dashboards to specific date ranges, Regions, and Account to narrow the scope of your data investigation.

Copying Dashboards

You can copy from existing dashboards to speed up your creation workflow. If different stakeholders are tracking similar KPIs with only minor differences, you can easily use a basic configuration from which to create many different informative projects.

 

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Predefined Dashboards

A selection of predefined dashboards is grouped by business function inside your Insights Collection section on the Home page. Open a predefined dashboard and capture information on HR, Finance, and Operations activities by clicking into these Insights Collections.

 

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Sharing Widgets and Dashboards in Data Lab

Data Lab allows teams to collaboratively provide insights and reports to both internal and external stakeholders, and help business leaders make more informed, strategic decisions.

 

Once you’ve finished creating dashboards and widgets, you can share your work with other members of your team.

 

 

 

Allow an “Editor” permission to recipients with whom you work collaboratively, and send projects with a “Viewer” permission to both your internal and external stakeholders. Sharing your work makes the distribution of critical information easy and efficient

 

 

Finding Shared Files and Folders

Find all the files that were shared with you inside your “Shared with me” section.

 

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Archiving Widgets and Dashboards

Manage your workspace more efficiently by archiving widgets and dashboards.

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Widgets and Dashboards that you archive will be removed from their folders and placed inside your Archive section. Team members with whom you have shared the file will lose access to the archived file and it will no longer be available to them in their Shared with Me section.

 

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Files that you archive can always be restored with or without the previous shared permissions. Once restored, the file will open and will be saved inside your My Insights section.

To archive a file (dashboard or widget):

  1. Right click on the file or open the file option by clicking the “options” icon
  2. Click the Archive option
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    NOTE: You can also Archive a file from its open view.
  3. Confirm to Archive the file and complete the action.
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The file is now removed from the folder in which it was originally saved and can be found inside your Archive section.

To restore an archived file (dashboard or widget), find it in your Archive section and click it to confirm the Restore action.

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NOTE: You can restore a file with its original shared permissions by checking the Restore shared permissions option.


Learn and understand TQL

Fluently query and manipulate your data using TQL to return exact answers to specific business questions. If you’re familiar with Structured Query languages (SQL) already, you’ll quickly recognize many of the features and functions of TQL. And if you aren’t, don’t worry. Learning TQL is straightforward and empowering.

 

For more information on TQL syntax, refer to the "Getting Started with Data Lab" article, linked here.

 

TQL Widgets

Create a TQL widget type to quickly create and run queries that you can insert into your dashboards. Simply write out your query inside the command prompt and click Apply to run it. Give it a title and run a successful new TQL query. Click Save and Close to save your new TQL widget.

 

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TQL Playground

Navigate to your TQL Playground by clicking the link in the left side menu, then open the  TQL Playground to write queries and explore your data models. You can write your queries inside the command prompt and analyze your data by searching through the Model Library sections. Use the search field to quickly find what you’re looking for or expand the Data Models, Functions, and the Relative Dates sections to see all the information you need to write successful TQL queries.

 

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To learn more about Data Lab, its advanced features, and functionality, refer to Getting Started With Data Lab 

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