Search-Driven Analytics: Search

To conduct a search in Search-Driven Analytics (SDA):

  1. From within the RizePoint application, navigate to REPORTS > SEARCH-DRIVEN ANALYTICS.

  2. Click SEARCH in the top menu. The Search page will display the following:

    SDA Search page

    • Data Panel - Use this panel to select a data source, then view the attributes and measures available for reporting from the data source.

    • Search Bar - Type your search criteria in the Search Bar.

    • Visualization Display - View results and configure the visualization of those results in the display area.

  3. To begin a search, select a data source by clicking CHOOSE SOURCES in the Data Panel. A list of all available data sources—called Worksheets—will display in the SOURCES selection box. Click the check box next to the worksheet from which you want data to be available.

    RizePoint recommends choosing only one single worksheet for each search. Combining worksheets could result in execution errors and/or unexpected results.
    Notice that after you click the check box next to a worksheet, the name of the worksheet displays in the Data Panel to the left.
    SDA data sources have been configured by RizePoint for your use and contain a combination of the relevant attributes and measures of your data.


    Click CHOOSE SOURCES


  4. Click DONE after you have selected the data sources from which your SDA report will be designed.

    Click DONE

  5. In the Data Panel on the left, click the toggle arrow next to the name of a data source to expand the list of available attributes and measures. Click the arrow again to collapse the list.

    Click the toggle arrow to expand the list   

  6. Enter the search criteria by typing it in the search bar. Alternatively, you can double click a specific data source from the Data Panel list and the search term will autopopulate in the search bar.

    Notice that as you add or remove search criteria in the search bar, the visual representation of the data loads or updates in the visualization display in real time.  SDA automatically selects grids or charts that it determines are the best visualization choice for the search results. An SDA Creator can change the visual display to a different format. See Change Report Visualization.  

    7. Search Box


    When you enter text in the search bar, Search-Driven Analytics offers suggestions of possible alternatives for the text you've entered. Over time, search suggestions adapt to your search behavior and patterns. Such suggestions will include recent searches as well as Answers or Pinboards that have results with information you are identifying in your search. Select one of these configured search solutions when appropriate to leverage existing visualizations.

    Additional suggested search terms

    All SDA searches are driven by keywords in a similar way to searching on Google or Amazon. Keywords pull up data. To view all available SDA keywords, navigate to the SDA Help menu. Select HELP > KEYWORDS. A help menu of SDA keywords will display.

    Select KEYWORDS    

    SDA Keywords

  7. When the data and its visualization displays in the format that best explains the metrics you want to emphasize, click the pin icon. The ADD TO PINBOARD dialog box displays.

    Click the pin icon

  8. Click CREATE NEW PINBOARD

    Select CREATE NEW PINBOARD

  9. Enter the name of the pinboard. Click ADD.

    Click ADD, then DONE

    The name of the pinboard you created will now display in the pinboard list. Click DONE.

    View the name of the new pinboard

    To view a list of all pinboards, including the one you just created, navigate to the SDA menu at the top of the screen, then select PINBOARDS.

    For a full description of pinboards and their functionality, see Search-Driven Analytics Pinboards.