Before You Start

Upland Analytics allows you to create insightful dashboards and data visualizations that allow the discovery of hidden insights in your data easily.

To create a useful, easily understood report, it helps to make a plan. Some of the things you might want to consider before you get started are:

What data do you want to see?
What do you want your Upland Analytics Object to look like?
Do you need to create your own calculations?
Should the data be filtered?
How are you going to deliver your report?

What data do you want to see?

The type of data source you choose depends on the type of report you want to create.

Some examples of data sources are:

Client Purchase Order
Expense
In Out Timesheet
Invoice
Organization
Project Scheduling
Resource Bookings
Role Scheduling
Timesheet
User Scheduling
Work

Note: Your data sources will depend on the modules licensed and the permissions granted.

What do you want your Upland Analytics Object to look like?

The use of a variety of charts, widgets, pivot tables and view components allow for the creation of insightful reports and dashboards

The Display Format of your Upland Analytics Object is a very useful means of presenting information so that changes and patterns can be quickly recognized.

Available Display Formats within Upland Analytics are:

	Report	The Report is a simple spreadsheet-like presentation of data.
	Pivot Table	A Pivot Table is an interactive way to quickly summarize large amounts of data. You can use a Pivot Table to analyze numerical data in detail.
	Bar Graph	A Bar Graph displays series as sets of horizontal bars and is used to show a comparison among different items, or show a comparison of items over time.
	Stacked-Bar Graph	A Stacked-Bar Graph (or stacked-bar chart) is a chart that uses bars to show comparisons between categories of data, but with the ability to break down and compare parts of a whole. Each bar in the chart represents a whole, and segments in the chart represent different parts or categories of that whole.
	Line Graph	A Line Graph displays a series as a set of points connected by a single line. Line charts are used to representing large amounts of data that occur over a continuous period of time and can be used to show many different categories of data.
	Pie Graph	A Pie Graph displays data as a proportion of the whole. Pie charts are most commonly used to make comparisons between groups.
	Radial Gauge	A Radial Gauge chart has a circular arc and displays a single value that measures progress toward a goal/KPI.
	Scatter Graph	A Scatter Graph displays a series as a set of points. Scatter Graphs can be used when there are many different data points, and you want to highlight similarities in the data set.
	Bubble Graph	A Bubble Graph is similar to a Scatter Graph in that it can show distribution or relationship.
	Motion Graph	A Motion Graph is a dynamic display that is used to explore several data fields over time.
	Heatmap	A Heatmap shows the relationship between two items and provides rating information, such as high to low or poor to excellent.
	Radar Graph	A Radar Graph displays a series as a circular line or area.
	Area Graph	An Area Graph is basically a line chart, but the space between the x-axis and the line is filled with a color or pattern. It is useful for showing part-to-whole relations.
	Waterfall	A waterfall chart is a type of bar graph, similar to a Stacked-Bar chart except that bars don't overlap and the origin of each bar starts where the previous bar ended, allowing negative values to be readily depicted.
	Sunburst	The Sunburst graph shows hierarchy through a series of rings, that are sliced for each category node. Each ring corresponds to a level in the hierarchy, with the central circle representing the root node and the hierarchy moving outwards from it.
	KPIs	A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives.
	Gantt	A Gantt chart is a type of bar chart that illustrates a project schedule. This chart lists the tasks to be performed on the vertical axis, and time intervals on the horizontal axis.

Note: For more information on the Display Formats click here.

Do you need to create your own calculations?

Upland Analytics Custom Fields tab allows you to build your own formula or Function using an easy to use formula engine, offering extensive mathematical and statistical functions.

Should the data be filtered?

Use filters to pare down your report until it only shows the data that you want.

How are you going to deliver your report?

Upland Analytics Dashboard capability allows you to combine multiple reports into a single dashboard and drill down on the data. For more information on dashboards click here.

You may also export or print reports or dashboards for offline access or presentations. For more information click here.