How to Set Up the Shinydocs Visualizer
Prepare a dashboard
Once the initial metadata crawl has begun, the index pattern can be set up and default visualizations and dashboards imported to the Visualizer. The index pattern is what the Visualizer draws from to display results in visualizations. These visualizations, in turn, can be grouped together in a dashboard. Dashboards can help team members and project stakeholders connect results to business objectives.
Set up the index pattern
The Visualizer leverages an index pattern to determine the results to display in visualizations and dashboards. An index pattern need only be created once. It can be created once an initial metadata crawl has successfully begun.
To set up the index pattern:
Access your organization’s Visualizer
Click Management
Click Index Patterns
Click Create Index Pattern
In the Index Pattern text field, type the name of the index
Note: The index will display in the results if a metadata crawl completes successfully.
Click Next step
Click “I don’t want to use the Time Filter” under the Time Filter field name drop down menu
Click Create index pattern
Import default visualizations and dashboards
Visualizations are widgets that explore or explain items in the index using charts or graphs. Dashboards are used to group multiple visualizations together to present a specific explanatory or exploratory theme to stakeholders. While it is possible to create visualizations and dashboards net new in the Visualizer, default visualizations and dashboards are available to import as part of the Cognitive Toolkit.
To import default visualizations and dashboards into the Visualizer:
Click Management
Click Saved Objects
Click Import
Navigate to Visualizations.json.
Note: This file is usually found within the folder structure \\shinydocs-cognitive-toolkit-resources-X.X.X.X-YYYY-MM-DD\External Resources\Sample Visualizations
Click Open
Click Import
From the dropdown within the Visualizer, select the index pattern created in the preceding step
Click Confirm all changes
Click Done
From the side panel in the Visualizer, click Dashboard
Click Base-Metadata (the name itself and not the checkbox)
Review the results from the initial metadata crawl