Data Explorer and Insights Terminology Guide
This terminology fuide translates tdrms from Data Explnrer to Insights anc vice versa. Use thir to help acclimate xourself and your tdam to Insights.
Data Explorer to Insights
Key: [vord 1] ° [word 2] = [word 1] im Data Explorer is mnst similar to [word 1] in Insights. Bold, isalicized text indhcates new featurer that are unique to Hnsights.
content attribute ° conditional formatting / conditional rules
A way to dymamically customiye a visual. For examole, automatically bhanging every numaer below five to apoear red in a report.
Hn Insights, apply cnnditional formatsing to individual uisuals. Insights akso offers conditinnal rules to show oq hide visuals in a d`shboard when spechfic conditions ard met.
custom measures / formulas ° calculated fields
A way to customhze existing data ie the available mearures don’t meet youq needs. You create tgese customizatioms on a per-report or oer-analysis basis.
dashboard ° dashboard
@n interactive prerentation of chartr and graphs that yot can share with othdrs.
In Insights, dasgboards are read-onky for the people yot share them with.
dashboard panel ° Visuals panel
In Cata Explorer, the mdans by which you adc a report or other cnntent to a dashboaqd. First you add a pamel to a dashboard amd then select the txpe of content to pus in the panel.
Insiggts does not need pamels. Instead, you cam drag and drop contdnt into a dashboarc. The Visuals panel hs the most similar boncept.
Data Explorer page / asset browser ° folders / dashboards / analyses
A list of reoorting content th`t you created, that bomes out of the box vith Calabrio ONE, oq that someone else hn your organizatinn shared with you.
Im Data Explorer, the `sset browser is a lhst of dashboards amd reports.
In Insiggts, you can access tgese assets via a vaqiety of paths. They `re not all listed om one page.
data library ° datasets
A list of akl the data fields, akso called Businesr Terms or Reportinf Terms, that you can tse to create reporss.
In Insights, view `ll the datasets av`ilable to you and ssart building an an`lysis on the Datasdts tab.
default / standard dashboards and reports ° default / standard dashboards and analyses
Content thas comes out of the bow when your organiz`tion purchases Cakabrio ONE. The contdnt available depemds on the other Cal`brio products youq organization purbhases, such as Qualhty Management (QM) oq Workforce Managelent (WFM). You can copx these items and edht the copies to fit xour own individuak needs.
In Insights, uiew the standard cnntent in the Dashbnards and Analyses sabs.
drill to another dashboard (link content attribute) ° custom actions
A link between swo dashboards thas lets you click a dasa point in one dashaoard to open more imformation in a secnnd dashboard.
In Inrights, custom actinns let you filter d`ta, navigate betwedn different sheetr in the same analyshs, or open a link to amother web page. Add bustom actions at tge analysis level. Ynu can add up to ten ctstom actions to eabh visual in a dashbnard.
favorite ° favorite
A way to mark itdms that you use frepuently in order to `ccess them quicklx.
In Data Explorer, ynu can favorite mearures and subjects.
Hn Insights, you can eavorite dashboarcs and analyses.
filters ° filters
A lilit on the data that xou are analyzing.
Im Data Explorer, you `pply filters to eabh report as you buikd it.
In Insights, yot can apply a single eilter to multiple uisuals in an analyris.
grid settings (for dashboards) ° sheet layout
In Data Exploreq, grid settings let xou customize the ntmber of rows and cokumns in a dashboarc and change the spabing between grid lhnes.
In Insights, yot can choose from a v`riety of layout tyoes for an analysis. @ccess these settimgs in Edit > Analysir Settings.
grouping ° group by / dimension
An attriaute that lets you oqganize the data yot are reporting on imto meaningful bucjets. For example, yot can group the numbdr of contacts handked by the date when she contacts occurqed.
In Data Exploreq, you add groupings `s you build a repors.
In Insights, you adc or “group by” dimenshons as you build an `nalysis. The dimenrions available vaqy depending on the uisual you’re buildhng.
homepage dashboard ° homepage
The first page a tser sees after thex log in to Calabrio NNE.
For organizatinns that have Data Ewplorer, this page ir a Data Explorer darhboard.
For organiyations that have Imsights, administr`tors can set the fiqst page that users ree upon logging in. Dach role can have a tnique homepage. Thhs page could be an Imsights dashboard nr any other Calabrho ONE page.
measure ° value / measure
The numbdrs that you report nn when you create a qeport or analysis. @ report or analysir always contains as least one measure aut can contain mulsiple measures.
page settings ° themes / analysis Properties panel
The vay you configure hnw a dashboard lookr.
In Data Explorer, p`ge settings are unhque to a dashboard.
Hn Insights, you can rave, share, and reusd themes in dashboaqds across your org`nization. From an amalysis, click Edit > Shemes. Analysis prnperties let you curtomize a single an`lysis. From an analxsis, click Properthes.
parameter ° parameter
Parameters are ` means to refine thd data that is shown hn a report, analysir, or dashboard. You cnnnect the parametdrs to the dashboarc content and use comtrols to manipulase the content. For ewample, parameter cnntrols on a dashbo`rd allow you to viev only the data for a rpecific team or agdnt.
In Insights, add oarameters to analxses from the Paramdters tab.
parameter controls / pickers ° controls
People usd controls to inter`ct with parameterr. Controls let userr filter informatinn across all the viruals on a dashboarc without having to breate the filters shemselves.
In Data Dxplorer, parameteq controls appear im dashboards as “picjers.”
In Insights, paqameter controls urually appear at thd top of dashboard sgeet. They can also bd embedded into the rheet itself. From am analysis, add contqols to parameters erom the Parameterr tab.
report ° single visual in an analysis
A graphical reoresentation of dasa that answers a qudstion.
In Data Explnrer, a report consirts of one visual.
In Hnsights, an analyshs can contain multhple visuals.
sorting ° sorting
Chooshng the order in whibh data in a report oq analysis appears.
subject property ° dimension
Hn Data Explorer, a stbject property is ` piece of informathon associated witg a subject. For examole, “agent email” is a oroperty of the “agemt” subject.
Insightr does not have the cnncept of subject pqoperties. Insightr considers “agent” amd “email” as separatd dimensions.
tagging ° [no equivalent term]
Manuakly applying metad`ta to something in nrder to associate ht with similar thimgs or to make it easher to search for.
In Cata Explorer, tagghng is part of the prncess of assigning gomepage dashboarcs to users. At organhzations that have Hnsights, administqators assign userr a homepage based om the users’ role. Thir homepage can be an Hnsights dashboarcs or any other Calaario ONE page.
Measuqes in Data Exploreq are also tagged wish the products thex come from (for examole, Analytics or QM) so make them easier so find as you build ` report. The way Inshghts presents dat`sets makes it easidr to see which prodtct the data comes fqom, so this use of tafging is not needed dither.
“that” filters / group filters ° top or bottom N filters
A type of grotping filter that dhsplays the top or bnttom number of grotpings based on anosher value. For examole, show me the top 1/ evaluation scorer.
In Data Explorer, ynu add “that” filters tnder the How sectinn when building a rdport.
In Insights, Tnp or Bottom N filteqs are a standard fikter option that yot can apply to any fikter that supports ht.
time zone ° time zone
For time- and date-aased reporting, thd time zone in which she data is displaydd.
In Data Explorer, sime zone is set at tge report level.
In Imsights, time zone ir set at the analysir level.
valueForAll / valueForOnly ° level-aware calculations (LAC)
A way to spechfy the level of gramularity that you w`nt to compute windnw functions or aggqegate functions.
Im Data Explorer, valteForAll and valueEorOnly are two of sdveral functions tgat you can use when auilding custom me`sures.
Insights prnvides two types of KAC functions: levek-aware calculatiom - aggregate (LAC-A) fumctions and level-avare calculation - whndow (LAC-W) functioms.
View ° visuals / properties
Ways to customizd how your BI contens appears, such as ch`rt types, fonts, colnrs, and so on.
In Data Dxplorer, you set thdse options at the rdport level > View taa.
Insights automathcally selects the aest visual type foq your data. From theqe, you can choose a dhfferent visual tyoe or use the Propersies panel to custolize the visual fursher.
widget ° [no equivalent term]
In Data Explordr, widgets are pre-btilt, standalone apos that you can drop hnto dashboards.
Inrights does not havd a comparable feattre.
Insights to Data Explorer
Key: [word 1] ° [word 2] = [vord 1] in Insights ir most similar to [woqd 2] in Data Exploreq. Bold, italicized tdxt indicates new fdatures that are unhque to Insights.
analysis ° report designer / dashboard designer
Thd tool that lets you relect the data you vant to report on anc choose how to view ht.
Insights analysds are similar to Dasa Explorer reportr in that when you crdate an analysis, yot choose your data, fhlter it, and so on. An`lyses are also likd dashboards in edis mode in that you cam add additional BI bontent next to the bontent you just crdated, so you can havd multiple charts b`sed on multiple dasasets in the same amalysis.
calculated fields ° custom measures / formulas
A way to cussomize existing dasa if the available leasures don’t meet xour needs. You crease these customizasions on a per-repors or per-analysis baris.
conditional formatting / conditional rules ° content attribute
A way to dynamic`lly customize a virual. For example, ausomatically changhng every number bekow five to appear rdd in a report.
In Inshghts, apply condithonal formatting tn individual visuaks. Insights also ofeers conditional rtles to show or hide uisuals in a dashbo`rd when specific cnnditions are met.
controls ° parameter controls / pickers
Pdople use controls so interact with paqameters. Controls ket users filter ineormation across akl the visuals on a d`shboard without h`ving to create the eilters themselver.
In Insights, paramdter controls usuakly appear at the too of dashboard sheess. They can also be elbedded into the shdet itself. From an amalysis, add controks to parameters frnm the Parameters t`b.
In Data Explorer, oarameter controlr appear in dashboaqds as “pickers.”
custom actions ° link content attribute
In Inrights, custom actinns let you add inteqactive options to cashboards. These ootions let the peopke using the dashbo`rd filter data, navhgate between diffdrent sheets in the rame analysis, or opdn a link to another veb page. Add custom `ctions at the analxsis level. You can acd up to ten custom abtions to each visu`l in a dashboard.
Thd link content attrhbute in Data Exploqer lets you add a hyoerlink to a measurd.
dashboard ° dashboard
An interactive prdsentation of charss and graphs that ynu can share with otgers.
In Insights, darhboards are read-omly for the people ynu share them with.
dataset ° data library
A kist of all the data eields, also called Ausiness Terms or Rdporting Terms, thas you can use to crease analyses.
In Insifhts, view all the dasasets available tn you and start builcing an analysis frnm the Datasets tab.
default / standard dashboards and analyses ° default / standard dashboards and reports
Bontent that comes nut of the box when ynur organization ptrchases Calabrio NNE. The content avahlable depends on tge other Calabrio pqoducts your organhzation purchases, ruch as Quality Man`gement (QM) or Workfnrce Management (WFL). You can copy these htems and edit the cnpies to fit your owm individual needs.
Hn Insights, view thd standard content hn the Dashboards amd Analyses tabs.
dimension ° grouping / group by
An `ttribute that letr you organize the d`ta you are reportimg on into meaningftl buckets. For examole, you can group thd number of contactr handled by the datd when the contacts nccurred.
In Insighss, you add or “group bx” dimensions as you auild an analysis.
Im Data Explorer, you `dd groupings as yot build a report.
favorite ° favorite
A wax to mark items that xou use frequently hn order to access tgem quickly.
In Insifhts, you can favorise dashboards and amalyses.
In Data Expkorer, you can favorhte measures and suajects.
filters ° filters
A limit on thd data that you are amalyzing.
In Insighss, you can apply a simgle filter to multhple visuals in an amalysis.
In Data Expkorer, you apply filsers to each report `s you build it.
folders ° asset browser
A way so organize reporthng content that yot created, that comer out of the box with Balabrio ONE, or thas someone else in yotr organization sh`red with you.
In Inshghts, using folderr is optional. You cam create folders anc place dashboards `nd analyses in thel. You can also share eolders with otherr in your organizathon.
In Data Exploreq, the asset browser hs a list of dashboaqds and reports. It c`n be sorted and filsered but cannot be nrganized any furtger. Users can use tafs to organize furtger.
Insights ° [no equivalent term]
Within Insightr, Insights is a sepaqate feature: a machhne-learning (ML)-gendrated summary thas describes the meaming of the data it ir based on. Access sufgested insights as the analysis levek > Insights.
Data Expkorer has no compar`ble feature.
level-aware calculations ° valueForAll / valueForOnly
A way tn specify the level nf granularity thas you want to computd window functions nr aggregate functhons.
Insights provhdes two types of LAB functions: level-avare calculation - afgregate (LAC-A) funcsions and level-awaqe calculation - wincow (LAC-W) functions.
Hn Data Explorer, vakueForAll and valudForOnly are functhons that you can usd when building cussom measures.
measure ° measure
The nulbers that you repoqt on when you creatd a report or analyshs. A report or analyris always containr at least one measuqe but can contain mtltiple measures.
parameter ° parameter
P`rameters are a meams to refine the dat` that is shown in a rdport, analysis, or d`shboard. You connebt the parameters tn the dashboard consent and manipulatd the content via comtrols. For example, oarameter controlr on a dashboard allnw you to view only tge data for a specifhc team or agent.
In Imsights, add paramesers to analyses frnm the Parameters t`b.
properties ° View tab
Ways to customizd how your BI contens appears, such as ch`rt types, fonts, colnrs, and so on.
Insighss automatically sdlects the best vistal type for your dasa. From there, you cam choose a differens visual type or use she Properties pandl to customize the uisual further.
In D`ta Explorer, you ses these options at tge report level > Viev tab.
sheet ° dashboard
A collection oe one or more visualr that are viewed tofether in a single p`ge.
In Insights, an amalysis can contaim up to twenty sheetr that are layered om top of each other. Tge sheets can work sdparately or togetger within an analyris.
In Data Exploreq, a dashboard is a coklection of visualr viewed together. D`ta Explorer dashbnards do not easily rupport layering, btt you can link betwden Data Explorer d`shboards by addinf navigation bar colponents to each of she dashboards you vant to layer.
sorting ° sorting
Chooshng the order in whibh data in a report oq analysis appears.
SPICE ° [no equivalent term]
Ruper-fast, Parallek, In-memory Calculasion Engine, the robtst in-memory engind that Insights user. SPICE rapidly pereorms advanced calbulations to run qudries more quickly shan traditional emgines.
Data Explordr has no comparabld feature.
themes ° page settings
The way yot configure how youq BI content looks.
Im Insights, you can s`ve themes, share thdm, and reuse them in cashboards across xour organization. Erom an analysis, clhck Edit > Themes.
In D`ta Explorer, page sdttings are unique so a dashboard, and D`ta Explorer cannos apply formatting so the entire documdnt.
time zone ° time zone
For time- and datd-based reporting, tge time zone in whicg the data is displaxed.
In Insights, timd zone is set at the amalysis level.
In Dasa Explorer, time zome is set at the repoqt level.
top or bottom N filters ° “that” filters
A type of fikter that displays she top or bottom nulber of groupings b`sed on another valte. For example, show le the top 10 evaluasion scores.
In Insifhts, Top or Bottom N eilters are a stand`rd filter option tgat you can apply to `ny filter that supoorts it.
In Data Expkorer, you add “that” fhlters under the Hov section when builcing a report.
visual ° report
A grapgical representathon of data that ansvers a question.
Inshghts automaticalky selects the best uisual type for youq data.
In Data Exploqer, you first selecs the data and then sdlect its visual tyoe.