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

Feature: Personal Workspace

Upsolve AI

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

Set up a Data Plane to manage your connections

Data Plane

Visualize your customer-facing data by creating charts

Create Chart

Point-and-Click Interface

Visualize your customer-facing data by creating dashboards

Create Dashboard

Filtering

Controlled Filters

Timezones

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

Tenancy Management

Customize your dashboard to fit seamlessly in with your product

Overview

Use the Upsolve React SDK to get your dashboard pixel perfect

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

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

Use geographical maps to represent information tied to specific locations or regions

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

Heat Map

Represent the relationship between two numerical variables. Each data point is plotted as a dot on a Cartesian coordinate system

Scatter Plot

Connect your data sources into a unified SQL Layer

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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.