Create data baskets /custom queries based on filtered or selected data

Modified on Thu, 14 Dec, 2023 at 5:46 PM

Omniscope enables users to create both static (read-only) and dynamic queries (refer to the article), as well as the more recent addition of 'data baskets'.

What distinguishes these query types?

* Read-only queries serve as data containers that can be utilised as sources for visualisations, enabling quick navigation to specific data subsets, such as a customer cluster (e.g., female customers aged 35-45). These queries are defined by the report creator and linked to some visualizations. Viewers have no control over them.

* Dynamic queries are live queries in which filter choices on one tab control connected visualisations on other tabs, effectively serving as a remote control. This functionality eliminates the need to manually filter to the same group on multiple tabs. These queries are visible to viewers and aid in data exploration.

* Data baskets allow both the report creator and viewer to explore the dataset and 'fill the basket' during the process. They enable the creation of a query using a customised mix of filtered and selected data, allowing users to select specific elements of the dataset for further analysis.

To Create a Basket Query

* In the Report Settings, select whether the new Basket query will be available solely on the current tab or if you want to create a basket that will be active across multiple tabs (in this case, configure it on the Global tab).

* If the 'Show Barometer' option is selected and linked to the specific dataset for basket selection, it provides a useful record count as you filter or select and reset devices during the exploration process.

* In the Query section, add and configure new queries and baskets. By default, a query contains all data, while the basket is initially empty, allowing users to add data points and groups as needed.

* Connect some visualisations to the basket query to visualise and explore the contents of your basket further (refer to the last image).

In the following example, we analyse employee performance and decide to create a 'Promotion Group' basket containing employees who are deserving of a pay increase during the upcoming pay review.

Initially, we apply a filter to add employees with an 'outstanding' performance score to the basket. Then, we select a group of women in the Production department (refer to the selected table cell below) to address the identified pay gap highlighted in the Pivot view.

It is possible to configure multiple baskets within the same report - some exposed on one tab, some global, exposed on several tabs. As we filter and select different records, we have an option to add the records to one or both baskets (current tab or global). Next to each basket name there is also a diagnostic button - displaying the contents of each basket with AND/ OR/ NOT rules.

We can now connect our charts to the baskets to visualise the content: in the chart's Settings > Query section pick the query / basket.

Pay attention to the fact that you can expose both contents of the basket, and the items left out by using the 'inverted' state.

Here we can now compare side-by-side the promoted group Vs the rest of the company's employees.

Important: Editor Vs Viewer Basket UX

Note: In the Edit mode, the report creator can configure a basket query and add records to it. The basket contents will be preserved even after the report is closed, reopened, or reset.

If the report viewer adds contents to the basket in the Viewing mode, the basket's state is temporary, and its contents will be lost after the report is closed or reset. To preserve contents, the viewer can use the table button in the basket menu to view or download the records.

The report creator has the option to expose or hide this data preview feature in the Report settings > Sharing > Advanced menu.

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