Fullscreen Image

Advanced Dashboards - Amazon QuickSight

Amazon QuickSight is a cloud-based business intelligence (BI) tool. When integrated with Accruent Field, QuickSight helps you create and share dashboards and reports. It replaces DOMO as the default advanced dashboard provider. This integration adds advanced dashboard capabilities directly in Accruent Field.

These are the capabilities Amazon Quicksight supports:

  • Data preparation: Clean, transform, and combine data for better visualizations.

  • Data visualization: Create graphs, charts, and other visualizations with a drag-and-drop interface. You can create custom dashboards and collections to organize, analyze, and report business data.

  • Data permissions: Control data access by role, department, or KPI.

  • Data sharing: Schedule reports for individuals or groups at specific dates and times.

For more information about Amazon QuickSight, contact your Accruent Customer Success manager. For detailed information about how to create dashboards and manage data in QuickSight, check the Amazon QuickSight documentation.

Analyses and dashboards

QuickSight separates author and reader experiences into analyses and dashboards. It has three main roles: Admin, Author, and Reader.

Role Description
Admin Can add and update datasets. They can also complete administrative tasks, such as purchasing additional SPICE capacity. Admins can also complete Author and Reader tasks.
Author Are able to edit analyses and publish dashboards. In Accruent Field, users with the Solution Admin or Solution Developer role also have Author permissions.
Reader Readers can view and interact with dashboards. In Accruent Field, users with the Web User role, or a similar role, also have Reader permissions.

An analysis represents the author experience. You create and edit dashboards, build visuals, and adjust filters. A dashboard represents the reader experience. You view content, interact with visuals, and export data.

Cross-organization data access

Organizations can share data across related entities. For example, a parent organization can use data from child organizations by pointing to the same namespace. This setup allows you to create dashboards that combine data from multiple organizations.

Reader view

The Reader view appears in the QuickSight Dashboard module inside the Accruent Field web app. Users with a Web User role, or a similar role, have Reader permissions.

Out-of-the-box dashboards

By default, the Reader view provides access to these dashboards.

  • Work Order by Status, shown as a pie chart

  • Tasks by Status, shown as a pie chart

  • Technician Efficiency, shown as a bar chart

  • Task Completion Rate by day, shown as a bar chart

  • SLA Compliance, shown as a bar chart

Reader actions

As a Reader, you can complete these actions:

  • Filter dashboards: Filter dashboards at the page level or for individual visualizations.

  • Drill down: Double-click a dashboard item to see more detail.

  • Export data: Export visualization data to a CSV file.

Author capabilities

If you have the Solution Admin or Solution Developer role, you can edit and publish changes to default dashboards from Studio Z.

  1. Open the Studio Z app from the Accruent Field Apps icon.

  2. Go to Studio Z > Dashboard.

  3. Open the analysis named <org_name>_analysis.

  4. Edit the default dashboards.

  5. Select Publish dashboard.

  6. Select Override a Dashboard to apply your changes to the existing dashboard.

Create and publish new visualizations

  1. From the Dashboard module in Studio Z, open your organization analysis.

  2. Select a visual type from the menu on the left.

  3. Add the visual to an existing sheet or a new sheet in the analysis.

  4. Select fields from the dataset field list to build the visualization.

  5. Confirm that your solution dashboard is selected. If it is not selected, search for <org_name>_dashboard.

  6. Select Publish dashboard.

  7. Select Override a Dashboard to apply your changes to the existing dashboard.

Authors can only add sheets to an existing organization analysis. Solutions cannot create new analyses or embed dashboards in other Accruent Field modules.

Standard chart types

QuickSight supports these standard visual types:

Visual type Purpose
Single measure bar chart Show values for a single measure across one dimension grouped by another dimension. Each bar represents the grouped dimension, and each partition represents the child dimension value.
Clustered bar chart Compare values for a single measure across one dimension grouped by another dimension. Each group represents the parent dimension, and each bar represents the child dimension.
Stacked bar chart Show values for a single measure across one dimension grouped by another dimension. Each bar represents the grouped dimension, and each partition represents the child dimension percentage.
Stacked 100 percent bar chart Show changes for one or more dimensions over time.
Line chart Compare values with color-coded areas below each line.
Area line chart Compare values with lines and color-coded areas below each line.
Combo chart Combine a line chart and a bar chart to compare two types of data.
Pie chart Show how dimension values relate to each other as proportions.
Donut chart Show the relative weight of each value in a dimension.
Gauge chart Compare one dimension with another dimension.
Key performance indicator (KPI) Show a key value and its target value.
Scatter plot Compare two or three measures for a dimension. Bubble size represents the number of items for each measure intersection.
Heat map Show the intersection of two dimensions with color coding for category or intensity.
Tree map Show one or two measures for a dimension. Each rectangle size represents the value proportion compared with other values.
Word cloud Show how often words appear compared with other words in a dataset.
Geospatial chart Map values for one or more dimensions across geographic locations. Circle size represents the value for each location compared with other locations.
Table Show data in a custom table view.