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Creating charts in Explore view

 

Inset has 2 main interfaces for exploring data: 

  • Explore: no-code viz builder. Select your dataset, select the chart, customize the appearance, and publish. 
  • SQL Lab: SQL IDE for cleaning, joining, and preparing data for Explore workflow 

We’ll focus on the Explore view for creating charts right now. To start the Explore workflow from the Datasets tab, start by clicking the name of the dataset that will be powering your chart. 

You’re now presented with a powerful workflow for exploring data and iterating on charts. 

  • The Dataset view on the left-hand side has a list of columns and metrics, scoped to the current dataset you selected. 
  • The Data preview below the chart area also gives you helpful data context. 
  • Using the Data tab and Customize tabs, you can change the visualization type, select the temporal column, select the metric to group by, and customize the aesthetics of the chart. 

As you customize your chart using drop-down menus, make sure to click the Run button to get visual feedback.  

In the following screenshot, we craft a grouped Time-series Bar Chart to visualize our quarterly sales data by product line just be clicking options in drop-down menus. 

Creating a slice and dashboard 

To save your chart, first click the Save button. You can either: 

  • Save your chart and add it to an existing dashboard 
  • Save your chart and add it to a new dashboard 

In the following screenshot, we save the chart to a new “Sales Dashboard”: 

To publish, click Save and go to Dashboard. 

Behind the scenes, Inset will create a slice and store all the information needed to create your chart in its thin data layer (the query, chart type, options selected, name, etc). 

To resize the chart, start by clicking the pencil button in the top right corner. 

Then, click and drag the bottom right corner of the chart until the chart layout snaps into a position you like onto the underlying grid. 

Click Save to persist the changes. 

Congrats! You’ve successfully linked, analyzed, and visualized data in Inset BI. There are a wealth of other table configuration and visualization options, so please start exploring and creating slices and dashboards of your own 

Table of Contents

Lester Firstenberger

Lester is recognized nationally as a regulatory attorney and expert in consumer finance, securitization, mortgage, and banking law.

Lester is recognized nationally as a regulatory attorney and expert in consumer finance, securitization, mortgage, and banking law. In a variety of capacities, over the past 30 years as an attorney, Mr. Firstenberger has represented the interests of numerous financial institutions in transactions valued in excess of one trillion dollars. He was appointed to and served a three-year term as a member of the Consumer Advisory Council of the Board of Governors of the Federal Reserve System. He has extensive governmental relations experience in the US and Canada at both the federal and state and provincial levels.

Shamshad (Sam) Ansari is an author, inventor, and thought leader in the fields of computer vision, machine learning, artificial intelligence, and cognitive science. He has extensive experience in high scale, distributed, and parallel computing. Sam currently serves as an Adjunct Professor at George Mason University, teaching graduate- level programs within the Data Analytics Engineering department of the Volgenau School of Engineering. His areas of instruction encompass machine learning, natural language processing, and computer vision, where he imparts his knowledge and expertise to aspiring professionals.

Having authored multiple publications on topics such as machine learning, RFID, and high-scale enterprise computing, Sam’s contributions extend beyond academia. Sam’s book, titled “Building Computer Vision Applications Using Artificial Neural Networks,” has garnered acclaim with two published editions. It received recognition as one of the top 10 books ever written on this subject by bookauthority.org, highlighting the significant impact and quality of Sam’s contributions to the field. He holds four US patents related to healthcare AI, showcasing his innovative mindset and practical application of technology.

Throughout his extensive 20+ years of experience in enterprise software development, Sam has been involved with several tech startups and early-stage companies. He has played pivotal roles in building and expanding tech teams from the ground up, contributing to their eventual acquisition by larger organizations. At the beginning of his career, he worked with esteemed institutions such as the US Department of Defense (DOD) and IBM, honing his skills and knowledge in the industry.

Currently, Sam serves as the President and CEO of Accure, Inc., an AI company that he founded. He is the creator, architect, and a significant contributor to Momentum AI, a no-code platform that encompasses data engineering, machine learning, AI, MLOps, data warehousing, and business intelligence. Throughout his career, Sam has made notable contributions in various domains including healthcare, retail, supply chain, banking and finance, and manufacturing. Demonstrating his leadership skills, he has successfully managed teams of software engineers, data scientists, and DevSecOps professionals, leading them to deliver exceptional results. Sam earned his bachelor’s degree in engineering from Birsa Institute of Technology (BIT) Sindri and subsequently a Master’s degree from the prestigious Indian Institute of Information Technology and Management Kerala (IIITM-K).

Moghisuddin Raza

Mogishuddin Raza is a technology leader. As the COO of Accure he is having global product delivery responsibility along with overall strategic and operational responsibility.

Mogishuddin Raza is a technology leader. As the COO of Accure he is having global product delivery responsibility along with overall strategic and operational responsibility.

Having extensive background in technology product development and integration, in particular to Enterprise storage, virtualization, cloud computing, high availability & business continuity technology/solutions, and Big Data & related technologies. Has been passionate and evangelizing the usage of Big data technologies using Momentum to implement advanced analytics (descriptive and predictive) to directly impact the business via an intuitive set of use cases.

Having approximately two decades of experience in high-tech industries which includes big MNCs corporate like EMC Corp and Hewlett-Packard to mid-size organization such as Netkraft, Trados Inc driving transformation in strategizing, planning and architecting product engineering, execution and delivery of high quality products releases within budget & time.

Skilled in all aspects of big MNCs as well as company startups and growth including: strategizing, business planning, market research, finance, product development and profit margins & revenue management. Excellent leadership and people motivation skills. Expert in managing cross-functional, cross cultural global team and building strategic partnership in the global virtual matrix team environment.

Overall, a senior software business professional, skilled in the management of people, resources and partnerships which enables building an eco system for a winning organization.



Rajesh Kumar Nedungadi

Scion of A Former Royal House of Kerala, India President Garuttman Group, USA. Rajesh is an entrepreneur & visionary specializing in International Business Strategy and Market Development with focus on Middle East & North America. With over 20 years’ experience in international trade, Rajesh is an expert on Business Strategy Development, Market Opportunity Development and International Sales & Marketing of Products and Services including the IT Industry. Rajesh is working as Managing Partner / Board Member of many companies including, Globistic Company USA, Castlewick Companies, USA.

Former Gartner Analyst having authored or co-authored over 280 research notes, on emerging technologies like AI, SD-WAN, 5G, mobile video, cloud CDN, IoT, SASE in Cybersecurity, 6G, etc. in the past decade. A frequent speaker at tech events, he is often quoted in leading institutions like CNN, Wall St. Journal, etc. He is a former CTO of one of the first video/WiFi smartphone firms. Currently also a Cybersecurity Advisor at Lionfish Tech Advisors, and on the advisory board for a few startups.

 Sharma helped contribute to fly-by-wire standards used in avionics and holds an Engineering degree in Computer Systems Engineering from Carleton University in Canada and completed graduate coursework in AI/ML from there.

His Engineering Thesis was on the application of Hopfield’s Neural Networks applied to Combinatorial Optimization.

Suresh Sharma is a business leader with diverse experience in technology, entrepreneurship, and innovation. He is recognized for his exceptional knowledge of commercializing innovations and has made significant contributions to the fields of venture capital, investments, and entrepreneurship.

As a former GE executive-turned-entrepreneur, Mr. Sharma has a unique understanding of building profitable innovation ecosystems in private, public, and university domains worldwide. In addition to his extensive industry experience, Mr. Sharma has been actively involved in academic research and teaching. He served as a special faculty member at the Georgia Institute of Technology, where he worked with cutting-edge R&D teams to commercialize innovations in various fields, including energy, digital technologies, sensors, analytics,AI, nanomaterials, power electronics, manufacturing, biotech, and biomedical areas.

He is the author of the books Industrializing Innovation – The Next Revolution (2019) and The 3rd American Dream (2013) and has extensively published in leading technology journals, magazines, and newspapers. Mr. Sharma has created significant value in energy, power, and healthcare through his entrepreneurial journey. He has served on the boards of public and private companies and in VC/PE investment firms.