Siren Platform User Guide

The Dashboard Data Model

A Siren Investigate dashboard displays a set of saved visualizations in a customizable grid layout. Dashboards can optionally display a search bar, a filter bar, and (at top right) a ‘time range’.

Investigate provides three types of dashboards:

dashboard_DM_options.png
Dashboards that do not represent a search (informational or summary dashboards)

The Dashboard does not represent a search option is used when the dashboard is not primarily about a set of entities, such as companies or investments in the Siren Community demo.

The following screenshot from the demo shows an example of this informational or summary dashboard:

summary_dashboard.png

Dashboards without a search:

  • Do not display a count (number of records) on top or in the sidebar

  • Cannot be targets or origin of relational navigation (for example, via the Relational Navigator)

With this dashboard type, it is usually better to hide the search/filter bar and the time filter. This can be done from the Options menu in Edit mode.

Dashboards that are about a search

If a dashboard is to represent a specific search (for example, the companies or articles searches), you select the Dashboard is about a search option, and then select the appropriate search from the drop-down menu.

dashboard_DM_search.png

This effectively binds the dashboard to the search, which enables the following:

  • The dashboard displays the count on top, as well, the icon associated with the search in question; the count is also displayed on the sidebar.

  • Components like the Relational Navigator start working and can be used on the dashboard (blue links).

  • The content of the dashboard itself can be added to a Graph Browser.

For example, in the following screenshot (from the tutorial demo) the all articles dashboard is set to be about the Articles search. This makes the Relational Navigator component (blue buttons) work and shows the count (646,902) on top and on the sidebar.

dashboard_allarticles.png
Dashboard 360: Showing data from multiple connected searches on the same dashboard

Siren 10.3 introduces the new Dashboard 360 feature which, thanks to a dashboard-specific data model, enables a single dashboard to contain visualizations that are based on different searches, and to perform coherent filtering across all of them.

In the following example screenshot, the all companies dashboard contains a visualization Companies by Country, which is based on the on the Companies search.

Thanks to the dashboard data model (which will be explained shortly), it is possible to add a visualization (the Investments by Year pie chart) based on the Investments search; clicking on the pie chart then coherently filters the Companies by Country visualization.

dashboard_allcompanies.png

Note how additional icons appear on the top left of each visualization’s container in Dashboard 360 mode, indicating the searches that are in use.

Creating a data model for Dashboard 360

To get visualizations to be relationally connected (Dashboard 360), we need to create a dashboard data model that defines how the ‘main search’ for the dashboard is to be relationally joined with the other searches that will then power the visualizations.

To configure Dashboard 360, click on EditData Model ① and select Dashboard 360 with filter strategy (leave the filter strategy at Left Join Filter for the moment) ②. You can then click Add Main Search ③, which is the same concept as in ‘Dashboard about a search’.

ddm_1.png

This opens a dialog that enables you to select the appropriate search.

dashboard_addmainsearch.gif

In the following screenshot, Companies has been added as the Main Search. By default, the side panel ② shows the list of Dashboard 360-compatible visualizations and whether or not they are assigned to a search node.

At this point, neither of the visualizations are assigned yet (① and ②).

companies_mainsearch.png

To assign a visualization, click the search node to select it; then click the + button ① beside the required visualization, as shown in the following screenshot.

assign_visualization.png

We are now going to build the dashboard data model in Siren Investigate by defining how this search is to be relationally connected with other searches (that is, which path in the relational data model to take). To do this, click the + button on the Main Search node (② above).

This opens the following dialog which shows all the possible relations that come from the chosen search, as well as all possible searches that can be reached through those relations. In the case of our demo data, these are the options, and we choose Investments ① via the only possible relation, secured ②.

datamodel_path.png

This adds other searches to the dashboard data model so that visualizations can be connected to the appropriate search.

The following screenshot shows how the dashboard data model and the visualizations look after they have been assigned (notice the icons on the top left of each visualization’s container, indicating they have been assigned to the appropriate searches).

ddm_visualizations.png

Once this is done, and the dashboard saved, filtering will work coherently across the visualizations.

Left Filter Join and Inner Filter Join

When ‘Dashboard 360’ is selected, you can specify either a Left Filter Join or an Inner Filter Join.

If Inner Filter Join is selected, this immediately hides from any search all the records that are not fully connected (related) to records in the other searches.

For example, in our demo, if Inner Filter Join is selected and the companies search is connected to the articles, investments, and investors searches, then only 5,615 companies remain; each of these is guaranteed to be connected to at least one article and one investment (which in turn is connected to at least one investor).

ddm_2.png

The Inner Filter Join logic can be too restrictive in many scenarios as it often removes many records from the main search (all those that are not fully relationally connected).

To gain a broader view of the data, the Left Filter Join logic filters the Main Search only if an explicit filter is present on one of the other searches connected to the dashboard datamode.

In our example, selecting Left Filter Join now makes all the companies appear (160,026).

Visualizations that refer to searches other than the Main Search still display only the records that are relationally connected to those in the Main Search. For example in the following screenshot, the pie chart Investment by Year only shows records that are connected to the companies search.

left_join_filter.png
Understanding a specific visualization context

When visualizations are part of the Dashboard 360 data model, they display an icon in the top left of their container.

Hovering on this icon shows which node of the dashboard data model they are connected to and the current status of the filters. In the following screenshot, we see that the Investment by Year visualization is relationally filtered to operate on the Investments (41,343 with the current filters) that have been secured by Companies (160,026).

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