Vision Getting Started
Getting Started
Getting Started

What is Vision?

Last changed in 18/10/2024

Vision is a data analysis and visualization tool whose main features include ease of use and flexibility.

It provides interactive exploration mechanisms that enrich the user experience and the ability to interpret data.

Dashboards and reports built with Vision are designed for the presentation and dynamic consumption of information. To achieve this, they offer interactive filtering mechanisms and graphic configuration options that help users analyze data.

The end user can:

  • Explore data independently through tables, charts, maps, and other visual elements;
  • Export this information to formats such as PNG, Excel, or CSV.

Dashboards & widgets

A dashboard is made up of widgets: charts, tables, maps, indicators, or HTML content. When the content is extensive, it can be split across tabs, so the user navigates between different related views within the same dashboard.

Vision lets you create interactive dashboards that make it easier to dynamically explore business data and customize report configurations.

A dashboard is a web page that can include interactive visual content, such as charts, tables, maps, indicators, text, or HTML content.

A single dashboard can be made up of several tabs, each with one or more visualizations. Users can access them by clicking the corresponding tab. In addition, tabs can be linked to one another to provide sequential navigation through the data.

Each tab is made up of a set of widgets, the components responsible for displaying and presenting the dashboard's information.

Dashboard & navigation across tabs

Each widget has a dataset associated with it as its data source. However, the widget does not display the dataset's content directly, but rather the result of a query run against it.

The query is built using a query builder that uses a language and format specific to Vision.

Example of a query in a widget

In most cases, widget queries are simple. For example, it is common to run aggregations on specific dataset columns to display information as a table or a dynamic chart.

Pivot table based on a "Grouped" query

However, from the perspective of a Cegid product, there can be different scenarios regarding a widget's content and its relationship with the available datasets. That's why, before developing a dashboard, it's important to be clear about:

  • What the data model Vision works with looks like;
  • How datasets should be designed based on the information you want to display on the dashboard.
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