Your event dashboard

Your event dashboard

Your event dashboard shows a limited set of statistics by default. You can configure and expand this dashboard any way you like. And to jump straight to the conclusion: el cielo es el límite! In this tutorial we’ll walk you through the basic principles so you can get started yourself.

Contents of this page:

Introduction
Data, values and metrics
Adding values to your dashboard
Types of graphs
More dynamics with Metric clusters
Dashboarding for advanced users

 

Introduction: dashboard and public dashboard

Your event dashboard lives safely behind the Puerto login. It’s the first page you see when you log in. What is shown on this dashboard, and how, is entirely up to you. There are countless diagram and graph types available to visualize the success of your event based on the data in Puerto.

The dashboard is updated once every fifteen minutes with fresh data. If you want to keep colleagues or other stakeholders without Puerto access informed, you can share the dashboard via a public link. You can summon this link using the button highlighted in red:

You’ll find these buttons in the top-right corner of your screen. If needed, you can exclude sensitive data from the public dashboard.

Before we dive deeper, here’s a very brief overview of the key concepts, which will be given more context throughout the rest of this tutorial:

1. Your dashboard can consist of multiple graph groups in addition to the standard General tab. Each graph group gets its own tab.
2. To create a graph (single value, table, chart or diagram) you need metrics: these are the underlying values.
3. You generate metrics from your guest (or order) overview by filtering on tags and/or attributes.
4. You can generate multiple metrics at once and use them as input for a graph using so-called metric clusters.
5. You can find your metrics and metric clusters in the Configuration of your event, at the bottom of the left-hand sidebar.

 

Data, values and metrics

If you click on one of the purple blocks in your dashboard, you’ll be taken to the guest data filtered for that specific statistic. Conversely, this is exactly how you can conjure up such values on your own dashboard: in most cases you apply a filter and then create a metric from it:

 

 

You can find more about creating guest selections in the tutorial Make guest selections with filters.

In the example above, we filter on the tag ‘Present’ and create a metric with the same name. By choosing Number of entities, the results are counted. You can also generate other statistics for this metric: the average, the sum, the number of distinct values, or the highest or lowest value. Always specify how many decimals you want to display. Good to know: you can adjust the properties of your metrics afterwards. You’ll find them in the Configuration of your event, at the bottom of the left-hand sidebar.

The best news in this tutorial: for all tags, the metrics that count the number of entities are already created by default, so you don’t have to do this yourself. You can, of course, tweak these metrics if you like.

 

Adding values to your dashboard

You can edit your dashboard using the button in the top-right corner of your screen:

By default, a dashboard only contains the General graph group. If you add a new graph group, it will be shown on a separate tab in your dashboard. A graph group can of course contain multiple graphs. For each graph you can specify the width, from 1/4 (25% of the available width) to 4/4 (full width), and indicate whether it may be shown on the public dashboard.

¡Tip! If you want to edit an individual graph, use the pencil button you’ll find in the top-right corner of each white block.

When it comes to displaying individual values (counters), multiple metrics can be shown within a single overarching graph. If you choose the counter graph type, each metric is displayed in its own purple block. But as you’ll see, there are several graph types, each with their own options and quirks.

 

Types of graphs

We’ve already covered the simple counter above, but you can also combine your metrics and display them in other graphs: a table, a pie chart, a bar chart, a line chart, or a sankey diagram.

Tables, pie charts and bar charts show values at a single point in time, usually the present, and are therefore static. Line charts and bar charts that include historical data show trends and developments over time. A sankey diagram (or flow diagram) is un poco more complex and visualizes how one or more datasets are distributed across other datasets.

Choose your type, determine the width, and add the metrics you want to display, and you’re already well on your way. Where applicable, select a period and define the horizontal distribution (time units on the x-axis).

¡Tip! Colors are generated automatically, but to really polish things off you can assign a custom color to each displayed metric. You can do this in the properties of the individual metric.

 

More dynamics with Metric clusters

Imagine you let your guests choose from five possible options in the registration form. For example, to display this in a pie chart, you would need to generate five separate metrics and add them to your graph one by one. That’s muy cumbersome, right? Sí, we thought so too, and that’s why we came up with something. Meet… Metric clusters.

Using a metric cluster, individual metrics are automatically created for all possible values. And they stay up to date: if you add an answer option at a later stage, the metric is automatically added to your chart.

Using a practical example, we’ll explain how to add a pie chart to your dashboard based on a metric cluster. Ready? ¡Vamos! In a form, we asked guests about their favorite cuisine. To generate a metric cluster, we first exclude all guests who didn’t answer the question using a filter in which we exclude empty fields (you can simply leave the search value empty):

Using the same button we used earlier to generate a metric, we now choose the option Create metric cluster. We give this cluster a name, choose guest counts (without decimals), and cluster on the attribute ‘Wat is jouw favoriete keuken?’:

 

 

Based on this metric cluster, we can now add a graph to a specific tab of our dashboard. We give the graph a name, choose the pie chart type, and make the graph visible on the public dashboard with a checkbox. Under Metric clusters we select the cluster we just created:

 

 

In the second half of the configuration, we determine the appearance: we choose a width (3/4, so 75%), optionally set a maximum number of metrics (in that case the lowest values are combined into a remainder category), and in this example we also choose to display the legend:

 

And there it is: the freshly created pie chart:

¡T­ip! If you click a category in the legend, you temporarily exclude it from being displayed in the pie chart.

 

Dashboarding for advanced users

By combining filters and heavily segmenting data, you can arrive at very telling statistics. There is muy muy much more possible, such as incorporating historical data into your tables, charts and graphs, but even on a smaller scale there’s plenty you can tweak. And while in this tutorial we mainly used tags and guest attributes to populate the dashboard, you can of course also include order information in your statistics. And then there’s the option to overlay graphs from different days by shifting a metric in time using the shifting function. We said it before: el cielo es el límite! If you have a clear idea of what you’d like to see, a bit of creativity and some trial and error will usually get you there. Still stuck? The specialists at Invitado are happy to help!