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Demo of feature Personal Workspace, allowing your end users to customize dashboards and reports within your application

Feature: Personal Workspace

Upsolve AI enables you to build customer-facing analytics via generative AI or point and click interface.   You can then embed it as native frontend components in your product

Introduction

Set up connection to your data sources to get started

Set up connection

Visualize your customer-facing data by creating charts

Create Chart

Point-and-Click Interface

Create Dashboard

Filtering

Controlled Filters

Timezones

Tenancy management allows you to have flexible and granuar data permissioning control

Tenancy Management

Embed and deploy your dashboard natively in your product for your end-users

Deployment Overview

Set up user authoization in the backend for dashboard deployment

Backend Setup

Frontend Setup

Dashboard Link Sharing

Displays quantitative data with connected data points and shaded areas beneath the lines to emphasize trends and magnitudes

Area Line Chart

Displays quantitative data with connected data points

Line Chart

Displays single or multiple categories of data within each group side-by-side for easy comparison across different groups

Grouped Bar Chart

Stacked Bar Chart

A vertical list of horizontal bars representing data values, used to compare multiple items' magnitudes visually

Bar List

Shows proportional data and the relative sizes of parts to a whole as a circular graph

Pie Chart

Shows proportional data and the relative sizes of parts to a whole as a circular graph with a blank center

Donut Chart

Presents a key metric or statistic in a visually concise format

Stat Card

Organizes data into rows and columns for easy comparison and detailed analysis

Table

Uses color gradients to represent data values across a matrix, highlighting variations and patterns at a glance

Heat Map

Scatter Plot

Integrate with your existing data sources

Use this endpoint to securely register a tenant to Upsolve and pass metadata relating to the tenant. This metadata payload will be used to secure data when the user accesses an Upsolve dashboard.

Register Tenant

Creates a new blank chart that can be used as a starting point for additional operations

Updates a chart row by id if the current tenant can edit it

Update Chart

Completely delete a chart from the charts database.

Delete Chart

Gets the ids of all charts marked as published by either an org admin tenant, or the current tenant.

Get All Published Charts

Mark a chart as no longer published. It will still be visible in the upsolve hub, but will not be returned as part of a GET request