Accessing Analytics

All data is presented in dashboards with similar filtering, sorting, and refining capabilities. In general, the following controls are available:

Clear the cache and refresh the report, Download data, and Reset report filters

This icon (available on hover) on a data group indicates that you are able to Clear the cache and refresh the report, Download the data, or Reset the report filters:

1. Click the icon, then click Download.
2. Use this dialog to select the file output format, either CSV or PDF:

   

Exports are limited to 500 lines of data, even if there are more lines of data on the report display. See Tile options if you would like to download the entire data set.

Filter data

Filter data by selecting the filter criteria under the dashboard title (Date and Project in the example below):

1. Click the filter buttons under the Date or Project label to access and input the associated filter's criteria.
2. Use the plus sign to the right of the filter criterion to add an additional criterion:

   

   When you click the plus sign, another criterion line is available and an X appears; use the X to remove the filter's criterion.

   

3. Click Update at the top right of the report to apply the new filter changes and regenerate the report.

   

Save a dashboard filter

You can save a filter for use later as a dashboard. After selecting your filter options and running the report, click in the top right corner to create a new dashboard:

The dashboard is saved both in My analytics and in the category under which you created it.

Share a dashboard

You can share a saved dashboard with other users, if you have permission, and if the dashboard is one that has been saved ( that is, not a default dashboard).

1. Click Share (next to Save).

   

2. Specify the individuals, or teams, with whom to share, select the desired permissions
3. Click Share.

   

   Any filters applied to the dashboard will be displayed above the dashboard when shared.

Access other dashboards

Click an ellipsis next to a specific entity to access a dashboard specific to that entity: For example, clicking the ellipsis next to a release name on the Release Activity dashboard, opens the dashboard regarding that particular release (or release candidate) as shown in the second image below:

In the resulting report you can perform actions on the data, explained below by report data display entity.

Tile options

Each tile in the report has its own 3 dot menu, where additional commands are accessed. Click the 3 dot menu icon () at the top right corner of a tile:

• Download data - Downloads data in the table.

  • Format - Selects the format for the data: TXT (tab separated values, Excel spreadsheet (Excel 2007 or later), CSV, JSON, HTML, Markdown, or PNG (Image of Visualization).

  • Advanced data options:

    • Results - With visualizations options applied means that any customizations done for this visualization will be reflected in the download. This includes options like re-labeling columns, hiding totals or adding conditional formatting. Learn more. As displayed in the data table shows only the values from the data table.

    • Data values - Formatted formats the values. Unformatted means no rounding, special characters, or other formatting are visible.

    • Number of rows to include - Current result table displays only the results as shown on-screen. All results shows all data results (and is not constricted to 500 data rows). Custom allows you to enter the number of rows to download.

  

• Autosize all columns - Autosizes all column widths in the table for a better data fit.

• Reset all column widths - Resets to the default column width.

• Clear cache and refresh - Deletes the tile data cache and refreshes the tile data.

Tables

You can sort by any column with a caret next to the name (^ for instance): click the column name or the caret to sort by that column. You can also act on the data in table cells:

• Click the underlined name (or the ellipsis) to open a menu of related dashboards; select one to display that dashboard, or select the Open in Onshape link to open the document in Onshape (in another tab)
• Click an underlined (on hover) data point in a column to open a detailed information panel

  For instance, click on a Modeling time to open a detail panel showing a breakdown of users and their time spent modeling:

  

  

  Click the X in the upper right corner of the detail panel to close it.

Charts

Hover over segments of the pie charts to see detailed information:

Hover over a line in the legend to see the coordinating section of the chart highlight.

Click the hover information to access a menu of related dashboards; click to select one or to open the referenced document.

Click an item (in a bar chart) or hover (in a pie chart) in the legend to toggle the display of that data (or the remaining data)

Maps

Maps show the worldwide locations of activities. Click and drag to reposition the map for access to specific regions. Use the zoom icons on the map to zoom in and out. Click a point on the map to display information about that location's activities. Click the information to open a panel with more detailed information.

Click the X in the upper right corner of the detail panel to close it

Web

Webs display summary information; hover over a hub point to display summary information. Click to reduce the web to information relating directly to the hub selected. Click again to revert to all data.

By default reports display and download only the first 500 rows of data. To access more than 500 rows of data, you must access the option to download all results.

1. Hover your mouse over the top right corner of the last column to show the 3 dot menu icon ():

   

2. Click on this menu option, and select Download data:

   

3. The Download dialog opens, click the Advanced data options dropdown, and then click the All results radio button:

   

4. Click the Download button.

The entire table generates a file that is placed in the Downloads folder on your computer. This file contains all rows of data in the report.