Visual Builder Overview

1. In your IntelliBoard dashboard, click the “Create New” button and select “Create Dataset.”

2. Complete the Visual Builder Form.

Direct link to “Visual Builder” here.

Open

Visual Builder Form Steps

Open

Step 1 Settings: Add Name and Description. You can utilize the description box to give
more information to the user (Instructions, messages about how to utilize the
data, etc).

Step 2 Visualization: Choose the visualization you’d like for your dataset: Table, Cross-Tab Table, Multi-Level Table, Bar Chart, Pie Chart, Line Chart, Scatter Chart, Bubble Chart, or Heat Map.

Step 3 LMS: Choose the LMS connection you wish to use to build the report. Click the “Go To Report” to start building your own data story.

1. Preview: See the what the new report will look like before finalizing

2. SQL Code: Preview the SQL code for the newly created report

3. Settings: Settings menu to change the name, description, or add tags for easy searching.

4. Update Preview Authomatically: Toggle that allows you to turn on/off automatic data update to preview any changes on Layout. When it is on, data is updated right away as you add, modify, and remove columns and filters on Layout. When it is Off, the preview remains unchanged.

5. Cancel or Save: “Cancel” to exit out of builder and delete what you’ve created or “Save” to add the new report to your “My Datasets.”

6. Layout: Layout menu that lists the columns you can add to the report or “Add Field” to add datapoints and columns

7. Filters: Filter menu to create drop down filters or hidden filters to narrow the data in the report

8. Format: Format menu to change the look of the report-colors, fonts, and conditional formatting

9. Calc: Calculation Menu to create stored formulas and columns to reuse in other reports

10. Layout Area: Displays columns, filters, and formatting as you build.

11. Arrow: Toggles between the tabs: Layout, Filter, Format, Calc

12. Dataset Type: Change the visualization of the dataset: Table, Cross-Tab Table, Multi-Level Table, Bar Chart, Pie Chart, Line Chart, Scatter, Bubble Chart, or Heat Map.

13. Add Column: Add Columns of data to your table from: Unified Tables, InContact, PLA, and InForm. You can check the box next to a data field and add them one at a time to your report or slide the “Bulk Mode” toggle at the top to add several data fields at once.

14. Default Column Sort: Once you have added columns to the table, you can choose which column will be used as the default column to sort by when the report is initially opened.

Visual Builder Layout Menu

Table Type Options

Choose the Table Type(s) to select data to build Columns in your dataset. You can select multiple options, a single option, or all options. The menu will populate with categories that expand to show available datapoints (columns).

Visual Builder Filter Menu

Similarly to the Layout Menu, the Filter Menu displays categories with available datapoints that can be filtered.

Filter Operation Options:

Visual Builder Format Menu

Column Format Menu:

Select the icon to the far right of the column name to open the Column Format Menu.

1. Open the report you wish to edit in “My Datasets.”

2. Click the “Edit” button in the top right of the dataset.

3. Visual Builder menu will open on the right.

4. Click “Save” to save any changes or “Cancel” to revert back to most recent saved version of the report.