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Help - How to use spotzi dashboards

Help Center Spotzi Studio How to use Spotzi dashboards?

Dashboard. How-to Guide

5 MIN BEGINNER DASHBOARD FILTERS, MAP FILTERS, DATA FILTERS, HOW-TO GUIDE


This how-to-guide is made for the people that have access to one of our dashboards. These dashboards are packed with exciting features and functionalities. In this guide we will give you more information on how navigate through our dashboards, how to use features like map- and data filters and we will give you some quick tips along the way. Let's get started!

Create a filter with list of addresses/postal codes

The true power of Spotzi dashboard lies in the ability to create the most advanced filters. You can upload a extensive lists of postal codes (Excel file) to only show assets that are located in your defined postal code areas, but you can also create filter by simply drawing your filters on the map. Best of all, you can also combine multiple filters for the most advanced insights.

Create a filter with list of postal codes

1. Click the filter option in the top left corner of the screen. Dashboard Filters - Create filter with list of postal codes

2. Now a dropdown menu will appear. Click the option IMPORT POSTAL CODES. Dashboard Filters - Create filter with list of postal codes

3. Drag and drop your Excel file or click the SELECT FILE button and select the right file from your computer. Dashboard Filters - Create filter with list of postal codes

Having trouble creating an Excel file?
No worries. We also offer a template file that is ready to use.

4. Now select the postal code column of your dataset. In many cases, the system will automatically find the column that holds the postal code information. Dashboard Filters - Create filter with list of postal codes

5. Click IMPORT POSTAL CODES to confirm. Dashboard Filters - Create filter with list of postal codes

6. You have successfully created a filter of your list of postal codes. Dashboard Filters - Create filter with list of postal codes

Quick note!
Please notice that the postal code that you use in your Excel file need to have the same amount of digits as the postal codes used in the dashboard. Otherwise, it will not be able to find and filter the right areas.

Create a filter by drawing a selection on the map

1. Click the filter option in the top left corner of the screen. Dashboard Filters - Create filter by drawing on the map

2. Now a dropdown menu will appear. Click the option DRAW SELECTION. Dashboard Filters - Create filter by drawing on the map

3. Now you can start drawing your selection. Dashboard Filters - Create filter by drawing on the map

4. Click DONE to confirm. Dashboard Filters - Create filter by drawing on the map

5. You have successfully created your filter. Dashboard Filters - Create filter by drawing on the map

Create a data filter

1. Click the filter option in the top left corner of the screen. Dashboard Filters - Create data filter

2. Now a dropdown menu will appear. Click the option DATA FILTER. Dashboard Filters - Create data filter

3. When opening the data filter, a small menu will appear on the left side. To create your data filter, first select the field (column) that you want to use as a filter. Dashboard Filters - Create data filter

4a. When the field you selected is a category (string) field, you have to select one or multiple fields. Dashboard Filters - Create data filter

4a. When the field you selected is a numeric field, you have to set a specific range. Dashboard Filters - Create data filter

5. Click ADD FILTER to confirm. Dashboard Filters - Create data filter

6. You have successfully created your filter. Dashboard Filters - Create filter by drawing on the map

Deleting filters

When creating a new filter, this will automatically be added to the filter that you have already defined earlier. Every active filter can be found in the bar above. When you want to create a new filter, you have to delete the active filters first by clicking the small x icon. Dashboard Filters - Deleting filters from dashboard

Combining multiple filters

As mentioned earlier. Every filter you add to your dashboard is added to the filter that are already there. Dashboard Filters - Combining multiple filters in Spotzi dashboards

Please notice how you order your filters
The order of these filters is very important when creating an advanced filter based on multiple criteria. So when you first create a filter based on a selection you have drawn and you add a data-based filter after. This filter will be applied to the drawn filter you defined earlier.

Info buttons

Some data needs some additional information. To visualize this information, just click the small info icon in the top right corner. Dashboard - Info Buttons

Click the small x in the top right corner to visualize the data. Dashboard - Info Buttons

The search bar in the top left corner of your dashboard is to easily navigate through your map. Just enter the location (address, city, postal code, province etc.) and press ENTER or the small loop icon on the right. Dashboard - Search Bar

Now the system will search its database and give you a small dropdown with suggestions. Select the right location. Dashboard - Search Bar

Now the dashboard will automatically navigate to the right place on the map. Dashboard - Search Bar

The search bar is no filter option
Please notice that the search bar is for quickly zooming and panning to the right location. It will not add a filter to your data.

Dashboard sections

Got a long list of data and information to scroll through? Fortunately, every dashboard has some sections in the top of the menu so you can easily scroll directly to the right section. Dashboard - Sections

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Whether you are new to data analytics or already an expert. We offer solutions for everyone. You don’t need to be a data expert to work with Spotzi Location. For more tailor made solutions we offer Spotzi Studio. With this plan you cannot only manage the data yourself but also connect to our API and manage users for the dashboards you create. Or work with our Market Ready Dashboards and drive on autopilot.