This getting started tutorial is aimed at beginner edgeCore administrators. It may also be useful for general users that would like to understand the basics of how edgeCore works to deliver dashboards and interaction.
The overall goal of the tutorial is to build an interactive sales dashboard and use this to present an overview of major features within edgeCore. The tutorial is limited in scope and should be possible to complete within 30 minutes.
The scenario in this tutorial is similar to the Getting Started tutorial for the AppBoard product. This will enable the student who may already be familiar with AppBoard to complete both tutorials, and thus understand some of the key similarities and differences between the two products.
To complete this tutorial the following is required:
In part one of this tutorial, the focus will be on bringing up some basic content. This will consist of:
The first step is to log in to edgeCore as an administrator. If using a clean install on your local system, then the default access and credentials are as follows:
If the “Manage License” screen is displayed, perform the following steps to load a license:
You will need to provide some data that you want to visualize and then tell edgeCore how to connect to that data. The data Connection that you create will enable you to build a data Pipeline that you can use to create Visualizations.
edgeCore allows you to access data from external sources such as files, databases, web services, third-party connectors, and custom commands. In the data Pipeline, you will define a connection to the outside data, define associations between different Data Source entities, and configure other properties such as polling and caching.
In this section, you will create a Connection for a directory containing comma-separated-values (CSV) files. One file contains US state information, and the other includes a breakdown by counties for each state. The two files to be used in this tutorial are called states.csv and state_counties.csv. They are included as sample files with the default product installation.
Perform the following steps to create the Connection:
Perform the following steps to connect to the location of the sample data files in the Add Connection Wizard:
Connection Type: File / Server Filesystem
Click the Next button.
Let’s also create a summary for each sales region. Since this information is not in the CSV files, we can use the tools in the Pipeline to perform this function.
Perform the following steps to create a feed from one of the CSV data files:
Perform the following steps in the Add Feed: CSV Wizard:
Perform the following steps to create a Transform from the “states” Feed:
Perform the following steps in the Add Transform: SQL Transform Wizard:
Finally, we will create a Filter Transform that only contains the top 5 states with the strongest sales. Perform the following to create the Filter Transform:
Perform the following to complete the steps in the Add Transform: Filter Wizard:
You have connected to the CSV data source and created several transforms of the data. You are now ready to create visualizations. edgeCore includes a variety of visualization types that can present data in different ways to the user. We are going to create the following visualizations that can then be placed on pages to be viewed by the user:
Perform the following steps to create the Map Visualization:
Perform the following to complete the steps in the Add Visualization: Map: Icons Wizard:
Perform the following steps to create the Bar Chart Visualization:
Perform the following to complete the steps in the Add Visualization: Chart Wizard:
Perform the following steps to create the Pie chart Visualization:
Perform the following steps to create a page that can display the three Visualizations in a single view:
Perform the following steps to edit the Sales page:
You have connected to data, transformed it, and visualized it in several ways. Next you are going to create actions and variables that will empower the user to interact by showing in-context tooltips as well as navigating to another page and dynamically filtering data.
Perform the following steps to create a Tooltip Action:
Next you will configure an Action that will switch to another Page when a user clicks a node on the map. This new page will display sales data for all of the counties in the state that the user selected. This will take a few steps to set up. First, you will need to configure the data and Visualization that you want to display on the new page. Next you need to create the Page. Then you can create the Action to switch to the Page.
Perform the following steps to create a new data set with county data:
Perform the following steps to create a Transform of the county data:
Perform the following steps to create a Table Visualization with county data:
Perform the following to complete the steps in the Add Visualization: Table Wizard:
Perform the following steps to create a Page with the Table Visualization:
Perform the following steps to create an Action that will switch to the new Page when a user clicks a node on the map:
Perform the following to complete the steps in the Configure Action: Switch To Page Wizard:
Now that the Pages are complete, you need to create a User so they can log in to view the Visualizations.
Perform the following steps to create a User and provision the Sales Page to that User:
Perform the following steps to log in as the User and validate access to the Page:
Congratulations! You have completed the Getting Started tutorial, including the following: