This article covers how to use the Designer module for Nexudus Explore
Remember that, even though you can use the designer in any Nexudus Explore version, you can only create and update custom reports and dashboard if you have enabled Nexudus Explore Professional.
Accessing the Designer
You can access the designer to create a new query by clicking on the "Designer" tab.
If you want to edit an existing query within one of your dashboards, you can click on the menu and use the Edit option.
Using the Designer
The Nexudus Explore Designer lets you build Queries which you can then add to one of your Dashboards.
Queries use six important concepts:
- Measures: are quantitative data like the number of members or the total amount received in payments.
- Dimensions: are qualitative data like customer full names and the loss reason in your CRM board. Adding an attribute to a query "slices" your results to make them more useful.
- Segments: are pre-defined filters so your query run on a sub-set of all your data. For example, "Companies", as a sub-set of all your customers or "Lost Opportunities" as a subset of all your opportunities.
- Time: is the period of time the query will include data for. The time parameter for a query can also help you group data by a time range, for example, every week, every month or every day.
- Filter: is any additional criteria that will affect the data being returned by the query.
- Order: for tabular data, you can choose the order to show the records in. If no order is provided, Explore will use:
The first time dimension with granularity, ascending. If no time dimension with granularity exists...
The first measure, descending. If no measure exists...
The first dimension, ascending.
This becomes easier to understand with an example. Take the following query:
The number of bookings by each customer that was placed a week by members set as individuals during the last 6 months.
Let's dissect this query to understand how it maps to the different concepts in a query
- Measures: "the number of bookings"
- Dimensions: "by each customer"
- Segments: "set as individuals"
- Time: "during the last 6 months", "placed a week"
- Filter: "by members"
You can see below how these would be represented in the Explore Designer.