Creating a Dashboard from Multiple Data Sources

Envision provides you the ability to link data from different data connections together in a single chart or dashboard. However, by default, filters apply to charts and visualizations only from a single data source. If you want your chart or dashboard to blend data from multiple data sources, you might want relate the data sources first.

For example, you may want to create a dashboard for an Automotive Sales department showing the Quantity sold by Product Line in the left area of your dashboard. And the right area uses a different data source for comparing total Monthly Sales by Product Line. Each chart in the dashboard would be created from a different data source. The objective would be to filter data simultaneously by using a single common column.

Envision also allows you to have multiple variants of the same Browsing dimension to enable independent browsing of the different measures of a chart within a dashboard. For example, if a dashboard comprises two charts that enable you to visualize Product Vs Revenue, you can create two variants of the Browsing dimension to browse each chart independently. Both these variants are tied to the same Browsing dimension, but allow you to visualize the dashboard with one chart showing the revenue for the year 2015, and another for the year 2016. For more information on using variants of the same Browsing dimensions within a dashboard, see Creating multiple variants of a Browsing dimension.

Creating a dashboard from multiple data sources

1.   Create a chart and then click the or icon on the chart area to split the chart area horizontally or vertically to add further visualizations.

2.   Select the active data source that you have used to create the first chart and then click the icon and then select Relate. For more information on how to relate two data sources, see Relating Data Sources.

3.   Create the second chart using the data source that you have related with the currently active data source.