Example Typical Scenario: Analyzing Sales Data of a Product Using DataArts Insight

Scenario

Procedure

Figure 1 Analyzing data using a dashboard

Data Description

To protect user privacy and data security, all data has been sampled and anonymized.

Step 1: Create a Project

1. Log in to the DataArts Insight management console.
2. Create a project space.
   1. Click Create Project in the upper right corner to create a project space.
      • In the displayed dialog box, enter the project name and description.
   2. Click OK.
      Note

      • The project name can contain only letters, digits, underscores (_), slashes (/), backslashes (\), vertical bars (|), parentheses (()), and square brackets ([]).
      • The maximum length for a project name is 50 characters.
      • The maximum length for a description is 512 characters.

Step 2: Connect to a Data Source

1. Click the name of the project you created in the My Projects area in the right pane. In the navigation pane on the left, choose Data Management > Data Sources. On the displayed page, click Create Data Source.
2. Source Database Type: Select a data source as the data input for data analysis.

   In this example, DataArts Insight connects to GaussDB(DWS) through VPC.

   Table 2 Parameters

   Parameter	Mandatory	Description
   Source Database Type	Yes	Type of the accessed data source. In this example, GaussDB(DWS) is selected.
   Access Network Type	Yes	In this example, GaussDB(DWS) is selected.
   Region	Yes	Region where the GaussDB(DWS) service host is located.
   Name	Yes	Name of the data source displayed in the list, which is user-defined.
   Description	No	Description of the data source.
   Instance	Yes	Role instance corresponding to the GaussDB (DWS) service.
   Servers	Yes	List of GaussDB(DWS) servers. NOTE: If the cluster is associated with an ELB, the ELB address will be automatically populated. However, if there is no ELB associated with the cluster, the IP address and port number of the first node will be used by default.
   Database	Yes	Name of the database to be logged in to.
   Username	Yes	Username for logging in to the database.
   Password	Yes	Password for logging in to the database.
   SASL_SSL	-	It is used for trusted identity authentication and secure data transmission when DataArts Insight retrieves data from the data source. This function is enabled by default.

3. Click Test Connection.
4. Once the connection test is successful, click OK.

Step 3: Create a Dataset

1. In the navigation pane of your project, choose Data Management > Data Sources.
2. Find the desired data table in the list and click Create Dataset in the Operation column.
3. Click the refresh button in the upper right corner to view the data in the current data table.
4. Click next to column fields to set these fields.
5. In this example, perform the following operation on column fields:

   Hidden column fields: model_id and gender.

6. Click Save on the right to save the dataset configuration.
7. Enter the dataset name and click OK.

Step 4: Create a Dashboard

1. Click Create Dashboard in the upper right corner of the page.

2. Create a visual chart. In this example, a line chart is created. For details about how to create other visual charts, see "Visual Controls on a Dashboard" in DataArts Insight User Guide.
   1. OI the Field tab, select dimensions and metrics.

      For example, to view the number of users who have purchased different categories of products, you can customize the chart type and data metrics as needed to create various types of charts.

   2. Click Update to obtain the required chart.

      Figure 2 Number of users who have purchased different categories of products

      
      

      You can adjust the chart type and data metrics as needed to create different types of charts, such as viewing the number of users who purchased different products and the average age range of those users.

      Figure 3 Number of users who purchased different products and the average age range of consuming users

      
      
   3. Click Save on the right to save the intelligent report.
   4. Enter the dashboard name and click OK.

      You can also click Save and Publish to save and publish the dashboard. Once the dashboard is published, you can view it.

Step 5: View/Preview the Dashboard

• Viewing a dashboard

  You can only view the dashboards that have been published.

  1. In the navigation pane of your created project, choose Data Analytics > Dashboards.

     Figure 4 Viewing a dashboard

     
     
  2. On the displayed page, locate the row containing a desired dashboard and click View in the Operation column to view the dashboard.

• Previewing a dashboard

  You can click Preview in the upper right corner to preview a dashboard.

  Figure 5 Previewing a dashboard