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Dataflake Documentation

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Email Scheduling

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Share/ Embed

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Security

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FAQs

Frequently asked questions

1. Which data sources do Dataflake support?

We are currenly supporting puopular Data Sources including: PostgreSQL, ClickHouse, BigQuery, MySQL, Microsoft SQL Server, Flat files

2. Does Dataflake store your data?

Dataflake doesn’t store any of our your data. Dataflake will send the query to your database server, take the result and send directly to viewer.

However, in case you use cache, Dataflake will store the query result in Dataflake based on the cache time. This will help us display the dashboard faster for viewer, and reduce the load for your database server.

3. Which permissions database role/user need (Readonly database)?

Dataflake sends the query directly to your database and no more than that, so the database user just needs the SELECT (Read) permission on tables used in the SQL. We always recommend giving enough permissions to your user to keep your database safer from cyber attacks

4. What makes Dataflake diffferent from other data visualization tools?

Dataflake is designed for Data Analysts from Small and Medium-Sized Businesses (SMBs) and Startups who are obsessed to tell better data story easily with highly customizable data visualization, and sharing, embedding analytics on websites or applications quickly and securely.

Dataflake aim to bring our users with seamless experience with high security and low cost so that you can empower your data visualizations without constraints.

Welcome to Dataflake

Welcome to Dataflake! Here, you'll find relevant articles help you on a specific feature or quick tutorials, making the most of our powerful data visualization tool.

What is Dataflake?

Dataflake is a data visualization tool to help data analysts from SMBs and startups who are obsessed to tell better data story easily and quickly with our intuitive data visualization experience without design, sharing, embedding and cost constraints.

Dataflake features

Highly Customizable Data visualization

Creating interactive dashboards has never been easier by easy-to-use features and advanced styling options. Visualize charts and share actionable insights to stakeholders easily.

Dashboard Delivery Schdedule

Configure sending dashboard via email easily with many advanced options. Set up time, subject and description to deliver your Dashboard to certain recipients. Configure your dashboard delivery to repeat daily, weekly, monthly, or even create a custom schedule.

Shared/ Embedded Analytics

Share or embed yoru dashboard/ analytics quickly and securely with advanced embedding configuration.

Manage queries in a single page (Coming soon)

Edit your queries, communicate and add reviews with your teammates to track the health of queries. Also, quickly see all query changes to get work done faster. All is in just one place.

Need Help?

If you have any questions or encounter issues, our support team is here for you. Reach out to us at [email protected]

More resources

Upcoming features Dataflake Blog Beta Program

Share my dashboard

Send dashboard via email

Dataflake supports automatically sharing your Dashboard with your colleagues via email based on your condition setting, what we call as Email Delivery. Configure recipients, title, body of email like you send normal email. Set starting time, ending time and repetition so that your report will be automatically sent to the right member.

Share/ embed your Dashboard

Another way of sharing your Dashboard is embedding dashboards to websites, applications or portals. Setting password, sealing and other authentication to ensure the right people are able to access the right Dashboards

Bar chart

When should we use a bar chart?

Bar charts are useful in various situations, and they are particularly effective when you want to display and compare the values of different categories or groups.

Create a bar chart

Read this section to learn about how to create a chart here

Style a bar chart

Read this section to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options here

Line chart

When should we use a line chart

A line chart is a type of graph that displays data points connected by straight line segments. It is commonly used to represent and visualize trends in data over a continuous interval or time span.

Create a line chart

Read this section to learn about how to create a chart here

Style a line chart

Read this section to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options here

Card chart

When should we use a card chart?

Card chart is a simple and concise visualization that displays a single, specific data point or metric. It is often presented in the form of a card or a small panel and is designed to provide a quick and easily digestible overview of a critical piece of information.

Create a card chart

Read this section to learn about how to create a chart here

Style a card chart

Read this section to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options here

Scatter chart

When should we use a scatter chart?

A scatter chart, also known as a scatter plot, is a two-dimensional graphical representation of a set of data points. Each data point in a scatter chart is represented by a marker (such as a dot) that is placed on the chart based on its values for two variables - one plotted along the horizontal axis (X-axis) and the other along the vertical axis (Y-axis).

Create a scatter chart

Read this section to learn about how to create a chart here

Style a scatter chart

Read this section to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options here

Manage charts

Custom charts

Dashboard

Drilldowns

Move a chart

You can move a chart from the current page to another page within a dashboard. Follow steps below:

  1. Select the graph/chart and click on the right mouse

  2. Choose move to pages and choose the page that you want to move the chart to

  3. The chart will be moved to the new page

Manage chart labels

Universally create and edit chart labels

Create a new label

Click icon in the top right of the Dashboard

Column name: enter the field you’d like to change the name for the label

Label: enter the name you’d like to use for the field instead of the original field name

Click Add to add the new label

All fields that are renamed in this tool will be universally updated all throughout the dashboard for all charts using the same field

To make update to a field for a single chart, you can edit fields individually for each single chart. You can delete by clicking icon

BigQuery

In this page, we'll show you how to add a BigQuery source to Dataflake

Steps to connect BigQuery source to Dataflake is like connecting PostgreSQL to Dataflake. Read this to learn more

From the top navigation bar click on the icon.

Choose the Connection strings tab.

Click the Add button.

Enter the Name of your connection.

Select BigQuery from the Connection type.

Enter your connection string .

Click Next then Click the Complete button to establish your Connection.

You can paste the host url in the Host box to connect to your database quickly

Microsoft SQL Server

In this page, we'll show you how to add a Microsoft SQL Server to Dataflake

Steps to connect Microsoft SQL Server source to Dataflake is like connecting PostgreSQL to Dataflake. Read this to learn more

From the top navigation bar click on the icon.

Choose the Connection strings tab.

Click the Add button.

Enter the Name of your connection.

Select Microsoft SQL Server from the Connection type.

Enter your connection string.

  1. Server: domain, port, for example: 127.0.0.1,1433

  2. Database: name of your database

  3. User: username of the Database you want to connect

  4. Password: password of the Database you want to connect

Click Next then Click the Complete button to establish your Connection.

You can paste the host url in the Host box to connect to your database quickly

Flat files

In this page, we'll show you how to import a flat file into Dataflake

Currently, we do not support import flat files (csv, tsv format) directly into Dataflake.

However, if you have your databases which Dataflake support to connect, you can import flat files (csv, tsv or custom format) to them, then you can continue executing to connect your database to Dataflake.

To import your flat files into your database:

From the top navigation bar, click on the icon.

Choose the Connection strings tab.

Select the data source that you want to import your flat file in. Make sure that you already connect the data source to Dataflake

Click to import your flat file to the data source

Browse the file you want to add.

Select the type of file.

Name your Table.

Check this option if you want to consider the first row as the Header.

Click Next

Configure Data types for each column.

You can rename columns

Click Import

Public Dataset

If you don't have your SQL database but want to explore Dataflake. No worries! We have curated, public Dataset for you

From the top navigation bar click on the icon.

Choose the Connection strings tab.

Click the Add button.

Click Use public dataset to connect to our public dataset

Edit, Rename, Delete a Data Source

Edit a data source

You can easily edit Data Sources in just a few steps.

  1. Select data sources icon

  2. Select Connection Strings. Then you will see your connection

  3. Click the edit icon on the right

You can edit the name, connection type and database.

Viewer can not see data source. Only owner admin can read and edit data source

Rename a data source

Like edit a data source, you just need to change the name of your data source, then click Next to save the renamed data source.

Delete a data source

  1. Select data sources icon

  2. Select Connection Strings

  3. On the right, click on Delete button

  4. Confirm the delete by clicking yes

Add a query

When you successfully connect to a database, you begin create query by writing SQL. Follow these instructions to add the query successfully!

To add a query:

  1. Choose Queries tab

  2. Click Add button to add a query

  3. Choose the connection

  4. Fill in the query name.

  5. You can choose cache time. Cache time help us display the dashboard faster for viewer, and reduce the load for your database server.

  6. Write your SQL in the query box. You can view Schema and Table to help you while you are executing your query

  7. After completing these steps, select Next to finish the process

That’s done, you already add a query to Dataflake!

Edit, Delete a query

Edit a query

To edit a query:

  1. Select Queries tab then we can see all the queries with edit buttons at the right

  2. Selecting Edit button

  1. We can edit data source, the query, its name, cache time, and other information

  2. Click Next to successfully edit the query

Delete a query

To delete a query

  1. Select delete button

  1. Select yes to delete your query

You can not undo your action when you delete your query

Create a chart

Follow steps below to create your Chart.

Click icon in the left menu bar and choose your desired chart you want to create

Click to add the chart on the canvas

On the right panel, choose connection and choose your created query

Move to the Data tab, you can see the available fields, which are from your created query

Drag and drop columns in availables field to create your Chart

Finalize the charts by adding title, choosing colors and style the graph

If you haven't written your query before you add a chart, you can add a query and chart simultaneously

Click icon in the left menu bar and choose your desired chart you want to create

Click to add the chart on the canvas

On the right panel, choose connection and write SQL on the query box, you can view the Schema and Table

Name your query after writing

Choose Cache time and Tags if you want

Move to the Data tab, you can see the available fields, which are from your created query

Drag and drop columns in availables field to create your Chart

Finalize the charts by adding title, choosing colors and style the graph

Pie chart

When should we use a pie chart?

Pie charts are useful in certain situations when you want to represent parts of a whole and emphasize the proportion of each component relative to the entire set.

Create a pie chart

Read this section to learn about how to create a chart

Style a pie chart

Read to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options

Horizontal bar chart

When should we use a horizontal bar chart?

A horizontal bar chart is a variation of the traditional bar chart where the bars are plotted horizontally instead of vertically. In a horizontal bar chart, the categories or groups are displayed along the vertical axis, while the numerical values are represented by the length of the bars along the horizontal axis.

Create a horizontal bar chart

Read this section to learn about how to create a chart

Style a horizontal bar chart

Read to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options

Mixed chart

When should we use a mixed chart?

A mixed chart, also known as a combination chart, combines two or more different types of charts in a single visual representation. This approach allows you to present diverse sets of data and relationships in a more comprehensive manner.

Create a mixed chart

Read this section to learn about how to create a chart

Style a mixed chart

Read to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options

Bubble chart

When should we use a bubble chart?

A bubble chart is a type of scatter plot in which data points are represented as bubbles. Each bubble typically has three dimensions: the horizontal position (X-axis), the vertical position (Y-axis), and the size of the bubble (diameter or area). The third dimension (size) is used to represent a quantitative value associated with each data point.

Create a bubble chart

Read this section to learn about how to create a bubble

Style a bubble chart

Read to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options

Sankey Diagram

When should we use a sankey diagram?

A scatter chart, also known as a scatter plot, is a two-dimensional graphical representation of a set of data points. Each data point in a scatter chart is represented by a marker (such as a dot) that is placed on the chart based on its values for two variables - one plotted along the horizontal axis (X-axis) and the other along the vertical axis (Y-axis).

Create a sankey diagram

Read this section to learn about how to create a chart

Style a sankey diagram

Read to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options

Map chart

When should we use a map chart?

A map chart, also known as a geographical map or choropleth map, is a type of chart that visualizes data based on geographic locations. It uses color-coded or shaded regions to represent values of a variable across different geographical areas.

Create a map chart

Read this section to learn about how to create a chart

Style a map chart

Read to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options

Delete a chart

To delete a Chart, you can:

  1. Select the graph and click on the right mouse

  2. Select Delete

  1. Confirm delete by selecting Yes

Another quick way is:

  1. Click the graph you want to delete

  2. Press Delete key on the keyboard

  3. Confirm delete by selecting Yes

You can delete several charts by dragging the area containing charts, click Delete key on the keyboard and choose Yes

Duplicate a chart

To duplicate a Chart

  1. Select the graph and click on the right mouse

  2. Select duplicate element

Right styling panel

Style a chart on the right panel

Nagivate from quick styling toolbar to right panel

Right styling panel

Watch video below for more advanced stlyling chart on the right panel

Add a dashboard

From the landing page, click to the New Dashboard button in the upper left side.

Then name the dashboard in the box and click Create

You’ll be directed to the Dashboard Editor

Dashboard Templates

When you access Dataflake, you can see many Dashboard templates with different purposes so that you can create a Dashboard from the template and start to customize it.

  1. Hover over the mouse to the template you want to choose and click Use template button

  2. Name your Dashboard, then you will have the Dashboard like this

  3. Begin customizing the Dashboard by modifying Connection string, query, chart styles and other elements if you wish

Dashboard template is the great option for you to quickly create a Dashboard without thinking too much on the styles and color. However, you can easily change them to meet your needs with customizable Dataflake styling options

Manage Legend Color

Universally assign color to a legend

Create a new legend color

Hover on the top right of the Dashboard editor to see all Dashboard Management options

Click to set a color for the legend you want

Column name: Enter the field you want to set color for the legend

Click on icon to create the new legend color

All legends color that are set in this tool will be universally updated all throughout the dashboard for all charts using the same field

To make update to a field for a single chart, you can edit fields individually for each single chart. You can delete by clicking icon

MySQL

In this page, we'll show you how to add a MySQL source to Dataflake.

Steps to connect MySQL source to Dataflake is like connecting PostgreSQL to Dataflake. Read this to learn more

To connect to MySQL, from the top navigation bar click on the icon.

Choose the Connection strings tab.

Click the Add button.

Enter the Name of your connection.

Select MySQL from the Connection type.

Enter your connection string.

  1. Hostname: where your database is hosted

  2. Port: add port name

  3. Database: name of your database

  4. User: username of the Database you want to connect

  5. Password: password of the Database you wish to connect

Click Next then Click the Complete button to establish your Connection.

You can paste the host url in the Host box to connect to your database quickly

PostgreSQL

In this page, we'll show you how to add a PostgreSQL source to Dataflake.

From the top navigation bar click on the icon.

Choose the Connection strings tab.

Click the Add button.

Enter the Name of your connection.

Select PostgreSQL from the Connection type.

Enter your connection string.

  1. Hostname: where your database is hosted

You can paste the host url in the Host box to connect to your database quickly

  1. Port:

  • The port the database server uses

  • For example, the default port number for PostgreSQL is 5432

  1. Database: name of your database

  2. User: username of the Database you want to connect

  3. Password: password of the Database you wish to connect

Click Next then Click the Complete button to establish your Connection.

Stop email delivery

When you want to stop delivering Dashboard via email, you just need a few clicks

  1. Open the dashboard you want to stop the email delivery schedule in view mode. Make sure that you must be an owner or editor of this dashboard.

  2. In the upper right, click Share

  3. Click Email delivery to go to the delivery schedule settings.

  1. At the bottom of the popup, click Stop schedule

The dashboard then will not be sent to the email that you enter before

Embed Iframe

You can embed it into any other website that supports iframes, making it easy to share your data story as widely as possible.

How embedding works

  • Any website or app that supports the HTML iframe tag can be used to incorporate an embed report.

  • Dataflake automatically generates the iframe code, which contains a link to your report. There is no need to know HTML.

  • Anyone who visits your page can access the embedded report according to the share configuration you have set up.

  • Users viewing reports are under viewing only mode.

  • Filters and date range controls work as they should in embedded reports. Due to the lack of a navigation bar, users are unable to edit, copy, or distribute the report.

  • The data in display cannot be refreshed by viewers. Data only refreshes following the cache settings.

Embed via HTML iframe

  1. Set up a new share configuration.

See this section to learn how to set up a new share configuration

  1. Save the new share configuration

  2. Go to Share demo section

  3. Select Embed in the Share type field

  1. Enter seal params value if any

  2. Change the width and height of the report to be embedded to your preference

  1. Copy paste the iframe to your site

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Copy a chart

Copy a chart within a page of a dashboard

There are two ways that allow you to copy a Chart

You can use the shortcut

  1. In the current page, select graph/chart.

  2. Use Ctrl C (Copy) (use Command C if you use Macbook). Use Ctrl V (Paste) (use Command V if you use Macbook).

  3. The copied chart will overlap with the previous chart.

  4. Let’s drag a copied chart to another space on the canvas.

Or you can use copy element

  1. Select the graph/chart and click on the right mouse

  2. Choose copy element

  3. Press Ctrl V / command V

Copy a Chart across pages of a dashboard

You can use a shortcut

  1. In the current page, select graph/chart

  2. Use Ctrl C (Copy) (use Command C if you use Macbook)

  3. Move to your desired page

  4. Use Ctrl V (Paste) (use Command V if you use Macbook)

Or you can use copy to pages

  1. Select the graph/chart and click on the right mouse

  2. Choose copy to pages and choose the page that you want to paste a chart

  3. The chart will be copied to the new page

Table Chart Comparison & Running

Comparison Calculations

You can include metrics that compare the overall value of a column to each row of your data.

  1. In Columns section, click the pen icon

  1. Click on the down arrow in the Comparison calculation field to select the type of comparison calculation you want to use

  2. Percent:total - the current row's value divided by the total for that field.

  3. Percent:max - the current row's value divided by the maximum value for that field.

  4. Diff:total - the total for that field minus the current row's value.

  5. Diff:max - the current row's value minus the maximum value for that field.

  6. Percent-diff:total - the total for that field minus the current row's value divided by the total for that field.

  7. Percent-diff:max - the current row's value minus the maximum value for that field divided by the total for that field.

Another quick way to turn on the running calculations box is click the icon near the header of the table chart

Running calculations

Running computations produce a set of summary outcomes based on a set of data. They produce a result for each row of input, indicating how that row relates to the rest of the collection.

  1. In Columns section, click the pen icon

  2. Click on the down arrow in the Running calculation field to select the type of comparison calculation you want to use

  • Running sum: sum all value from current row up

  • Running min: minimum value from current row up

  • Running max: maximum value from current row up

  • Running count: current row value

  • Running average: average value from current row up

  • Running delta: value of current row - value of the row above

Another quick way to turn on the running calculations box is click the icon near the header of the table chart

Zoomed-in Analysis

Analyze a specific range of a graph.

Zoomed-in analysis of a single chart

You can further analyze a chart in depth for a custom range to your needs.

Open in a view mode

  1. On the chart you’d like to analyze, click the "box" icon

  2. Drag select a specific range you’d like to analyze

  3. To unselect: click outside the selected area to deselect the selection

  4. To extend or reduce the range selection: drag right and left the icon to extend

  5. Once the range has been selected, right click and select Zoom analysis this range

Analysis comparison between multiple charts

Ability to do the same analysis as single zoomed-in analysis but can compare between multiple charts.

  1. On the chart you’d like to analyze, click the box icon

  2. Drag select a specific range you’d like to analyze

  • To unselect: click outside the selected area to deselect the selection

  • To extend or reduce the range selection: drag right and left the icon to extend

  • Once the range has been selected, right click and select Zoom and compare this range

A zoom analysis popup will show up

Zoomed-in analysis works in case types of chart are: Line chart, mix chart and bar chart, as well as, X scale = datetime

Create an email delivery Schedule

Email Delivery helps to ease your repetitive work by automatically sending dashboards periodically based on your configuration.

Set conditions for scheduling periodic email dashboards which contain your dashboard. When the recipient receives and clicks the email, they will easily access the dashboard

This article will show you how to schedule an email delivery.

  1. Open the Dashboard you want to schedule in view mode by clicking on the icon

You must be an owner or editor of this Dashboard

  1. In the upper right, click Share button

  2. Click Schedule email delivery to begin scheduling a dashboard. The email delivery will be shown as below, to schedule the email, you can:

  1. Enter the email address(s) of the recipients you want to send the dashboard to.

  2. (Optional): Custom email subject and message.

  1. Set the date and time you want to send the dashboard.

  1. Set the delivery frequency. Choose Custom to create a personalized schedule according to your needs.

The dashboard then will be sent to the email that you enter before

Security Overview

Ensuring your data security is our top priority

Go to our Page

Where are Dataflake Data Centers located?

  • Asia-Pacific Data Center is located in Singapore

  • Western Europe Data Center is located in Germany

Does Dataflake store my Data?

Dataflake does not store your data in our servers. You take full control over your data.

Dataflake sends the query directly to your database and no more than that, so the database user just needs the SELECT (Read) permission on tables used in the SQL. We always recommend giving enough permissions to your user to keep your database safer from cyber attacks

However, if you use cache, Dataflake will store the query result in Dataflake based on the cache time. This will help us display the dashboard faster for viewer, and reduce the load for your database server. When the cache time is expired, we no longer store your cache data in Dataflake servers.

How do Dataflake protect your database credentials?

We prioritize the utmost security for your data credentials throughout our data visualization process. From the moment you input your information, we employ SSL encryption to ensure a secure transfer, protecting your credentials from any potential unauthorized access. Once in our systems, your credentials are stored with the highest level of protection using public key cryptography, adding an extra layer of security to deter unauthorized access.

To minimize the risk of exposure, we adhere to a decrypt-only-when-necessary approach, ensuring that your credentials are only decrypted during specific query executions, thus avoiding any inadvertent leaks. Additionally, we take meticulous care to conceal your credentials in returned responses, providing an added layer of protection against accidental disclosure.

Privacy Policy

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Terms and Conditions

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Chart types

Learn types of charts that Dataflake is supporting!

Making your data impactful is the first thing you need to consider when compiling your Dashboard. That is why you need to know how to transform data into proper and efficient visualization. Different charts embody different purposes, and tell different stories, therefore, understanding each type of chart definitely does wonders for your Dashboard creation.

Dataflake highly customizable visualizations help you to ease your work with advanced styling options. But first, in this article, let's learn about Chart Types in Dataflake: Bar Chart, Line Chart, Mixed Chart, Card Chart, Table Chart, Bubble Chart, Horizontal Chart, Scatter chart, Sankey Diagram, Map Chart

Pie chart

Pie chart is used to illustrate the share of total. It presents well with simple proportions such as one-half, one-third, or one-quarter. Pie charts do not show changes over time such as bar and line charts.

Bar Chart

Bar chart is to describe the changes in a given period of time or to compare the difference between categories.

Stacked Bar chart

Stacked bar charts show totals and their shares, so we can see the comparison between categories in a given period of time.

Line chart

Line chart is to illustrate the changes overtime for one or more than two categories.

Mixed Chart

Mixed chart is the combination of different types of charts. It is used to visualize the differences between different sets of data.

Card Chart

Data card is to illustrate the overview of dashboards.

Table Chart

Table arranges data in rows and columns, which shows detailed and comprehensive data.

Bubble Chart

Bubble chart is much like a scatter chart, but a third column is added to show relationships amongst 3 numeric variables. The size of bubble illustrates the data points

Horizontal Chart

Horizontal Chart is a bar graph that draws horizontally. The data categories are presented on the vertical axis. The data values are on the horizontal axis. It is great to use in case the name of categories is long

Scatter chart

As known as scatter plot, scatter chart displays the relationship between two variables, helping to know a relationship or trend.

Sankey Diagram

Sankey Diagram is used to illustrate a flow from several entities (aka nodes) to another. Several entities are displayed in rectangles or text. The connections (aka links) are displayed by arrow. The wider the arrow, the more important the flow amount. Sankey Diagram is for mapping particular kinds of domains, for example, flow of electrical energy from source to destination.

Map Chart

Map chart is to represent geographical data. It is to show data distributed across a particular region.

When creating map chart in Dataflake, you must add the 2-digit country codes or 3-digit country codes in your data to show on map chart

Table

When should we use a table?

A table is a structured arrangement of data in rows and columns, where each intersection of a row and a column represents a specific data point. Tables are commonly used to organize and present data in a systematic and easy-to-read format.

Create a table

Read this section to learn about how to create a here

Style a table

Read this section to learn about how to use quick styling toolbar

Advanced styling options

Read this section to learn about styling chart with many advanced options here

Configure conditional format

Conditional format in Dataflake helps you highlight cells with a single color or multiple colors based on cells' values.

To Add conditional format, Click button on the quick styling toolbar

On the right panel, click Add condition format

Single color

Color style

  • Color style enables you to define the color for one row in one column or entire rows.

  • Select rows to format conditions

  • Select text color

  • Select cell's color

Format rules

If the cell's value is text, the conditions are as below:

  • Is

  • Is not

  • Is not empty

  • Is empty

  • Not containing

  • Contains

  • Ends with

  • Starts with

  • Match with (Regex)

If the cell's value is number, the conditions are as below:

  • Greater than

  • Greater than or equal

  • Less than

  • Less than or equal

  • Equal

  • Not equal

Color scale

Format based on Choose the column value that you want to set format

Color & style Apply on: The column that you want to apply the color scale. Click on save to apply conditional formatting

UI elements

Text

Add titles, headings, and descriptions to your reports using text.

Add Text

Select the icon from left toolbar.

Click on the canvas to place a box

Fill up the blanks with your text.

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Style Text

  1. Select the text you want to use.

  2. Change the font, size, color, alignment, overflow settings, border settings and other properties of the text in the toolbar underneath

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Shape

Shape is used to visually separate data components, banners, and other graphical effects

Add Shape

  1. Select the Shape icon from the toolbar to create a shape

  2. Square

  3. Triangle

  4. Octagon

  5. Oval / Circle

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On the canvas, click to place a box where you want the shape to appear.

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Style a shape

To adjust the shape’s look, use the shape Style toolbar underneath the shape

  1. Shape tyle: change type of shape

  2. Border style: include solid, dashed, dotted

  3. Border color: remove or set colors for border

  4. Shape color: choose colors for shape

  5. Border

  • Border weight: set the lightness or thickness for the border.

  • Border radius: make rounded corners for shapes

  • Style and color of border

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Image

Images are used to add logos and pictures to your dashboard

Add an image

Select the icon from the toolbar.

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Choose the type of image you would like to upload. From URL link: type in the URL for a web-based image. Upload from your computer: choose an image from your hard drive and insert it into the canvas.

On the canvas, place a box where you want the image to display. The image’s size is determined by the size of the box.

Choose image size type.

Fit: The image is sized automatically to fit the frame (the image ratio will change depending on the frame size) Contain: The image is scaled to maintain its aspect ratio. Cover: The image is sized to maintain its aspect ratio while filling the frame

Style image with background color and border radius option

JSON Card

Display JSON response data from API

How to add a JSON card

To add a JSON card to your reports,

  1. Click the icon on the left toolbar.

  2. Drag select an area you want to add the JSON card on the report.

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  • URL: enter the full URL that you want to get data from. Note:

  • Because of security policies, your URL have to use https scheme.

  • Can include a param and allow user to change it in a filter.

  • Example: https://my-domain/path/{path_param}?query_param={query_param}

  • Request method:

  • Get: retrieve data from a server at the specified resource.

  • Post: send data to a server to create/update a resource.

  • Request timeout: maximum time when trying to call API. When request time exceeds the maximum, we will show an error. Note: Leave it empty if you don’t want to set a maximum time.

  • Data path: path to a property of response JSON object (in case user don’t want to display whole response object)\

  • Note: leave it empty to display whole response

  • Example: When your api response with: { status: “success” data: { propertyA: “valuable data” } } And you want to show only “valuable data", you can config data path = data.propertyA

Style a JSON Card

Choose the look for your JSON card

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  1. Click on tab “Style” in the right panel

  2. Tooltip note: Note on the box, then you can see the question mark on the top right corner of filter

  3. The rest styling options appear on the bottom toolbar

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JSON Card style

  1. Fill color: Fill color to the box

  2. Border:

  3. Weight: choose weight for the line of filter box

  4. Radius: Choose to round filter box

  5. Style: Style the line of filter box

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  1. Add box shadow: enable if you want to give the log element a more prominent look

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Manage Dashboard

Create a new page

In the left of toolbar, click on page icon to expand the full page list

At the bottom of the list, click icon to create a new page

Page list options

Rename the page: click right away on the name and type to rename

Delete and Duplicate page

Click on the icon on the right of page. There are two options:

Delete: remove page from the dashboard

Copy: duplicate page

Page Reordering

Follow steps as below:

  1. Click and hold a page from the list

  2. While click and hold a page, move the page up and down to reorder the page list

Hide page in view mode

Unable on the right of the page name to hide page in view mode

Page setting

Current page setting

Click the in the top right toolbar

  • Adjust width and height

  • Adust background color

  • Enable box shadow

  • Set time for auto refresh

Choose Free style canvas or Grid layout if you want

Layout Settings

Hover on the top right of the Dashboard editor to see all Dashboard Management options

Click to set Header or Footer of the page

Header Show header: show/hide header H: add height for the header comparing to the furthest upper canvas Background color: Choose color for the header background

Footer Like header section, you can do the same to set the footer

Share/ Embed Dashboard link

You can create an URL to a Dataflake report that you may distribute, utilize in web sites, or do anything else with links. The dashboar’s current settings, such as styling, can be included in the URL.

Create a new share configuration

  1. Open Dashboard editor

  2. In the top right corner of the Dashboard, click Share button to generate a new share configuration

  3. Click Create a new share config button

  1. Enter the following information to set up and customize the share configuration

  • Title: enter title for the share configuration

  • Role: the role of the user who has access to this share configuration

  • Authentication method: select whether users need to enter a password to access the report

  • Password: enter password if selected to authenticate with password

  • Pages: select pages to be shared for the share configuration

  • By default pages that are chosen to Hide in view mode are not selected to be shared. If you would like to still share those pages, please make sure that you select those pages

  • Default page: the very first page the user will see upon accessing the report

Create sealing for your report

  1. Disable: no sealing for the report. Be careful when choosing Disable option because Your Dashboard is not protected when sharing external without sealing.

  2. Quick:

Quick seal seals some parameters values, in alpha order (ex. &token=xyz &customer=abc&date1=2020 will use abcxyz as sealing string, if you use "customer,token" or "token,customer" as sealing parameters, because customer before token in alpha order)

  • Hash function

A hash function processes an input value, such as a string, and produces a consistent, fixed-length output. There are 3 hash functions: MD5, SHA-1, SHA-25

MD5 creates a 128-bit hash, whereas SHA1 creates a 160-bit hash (20 bytes). The SHA-256 algorithm returns hash value of 256-bits, or 64 hexadecimal digits

For example, Your string: to_date = 2023-12-12 (param value you want to seal using Hash function)

MD5 Hash: Df491bce52045a447683f82bf9936173

SHA1 Hash: 889e732df68ae54778977e2869a5210102dd9d46

Now, the URL link returns: https://app.dataflake.co/s/………?to_date = 2023-12-12&quick_seal=Df491bce52045a447683f82bf9936173

  • Salt

To the high level of protection, hash salting generators matter. Salt is a cryptographically strong random string applied to a password before hashing. This salt is stored alongside the hash, enhancing security by thwarting attempts to decipher the original plaintext unless both sources are accessible to an attacker.

The applied secret key formula: Secret key = hash (params + salt)

When you want to create a secret key, you just need to enter plain text to compute the hash and type “salt”. For instance,

‍3. Advanced: coming soon

Click Save to save the new share configuration

Share Dashboard URL

  1. Click share configuration you created before

  1. Go to Share demo section

  1. Select URL in the Share type field

  2. Enter seal params value if any

  3. Copy paste the URL and share it with your teams

Or you can embed the Dashboard link into the application or website

Quick styling toolbar

Styling your chart easily and quickly with quick styling toolbar

Box

When you style a box, it means that you style all components in your chart

Elements in Box include:

  • Text color

  • Background color

  • Boder (Weight, Radius, Border line, Border color)

  • Shadow

Title

Style elements for Title

  • Font text

  • Font size

  • Text format (Bold, Italic)

  • Title color

Header

Apply for table chart

You can click the header section or click “Header” in the toolbar

Below are some options you can see to style the header (name of column) in the table From the left to the right, let’s discover

Font family: Change the font of your header

Fontsize: Change the size of your header

Bold: Bold your header

Italic: Format your header with italic side

Text Color: Color your header

Fill color: Fill color to your header area

Text Alignment: Align your header to the left, central, right

Legend

A legend is an explanation of characters, symbols in chart. Like style title, there are some options you can do to style legend

  • Font text for legend

  • Font size

  • Legend text format (Bold, Italic)

  • Legend color

Graph

Bar chart

You can enable

Bar stacking

Set stacking percentage

Unit type: choose unit type for your label

  • Digital storage: B, KB, MB, GB, TB. For example: 1MB = 1024B

  • Digital storage 10 base: B, KB, MB, GB, TB. For example: 1MB = 1000B

  • Metric length: Mm, cm, dm, m, dam, hm, km

  • Percentage: %

  • Time: Microseconds, milliseconds, seconds, minutes, hours

  • Other

For data label, there are many choices you should style:

Enable data labels: labels will show on bar graph

Label position: Above, Center, Below

Label orientation: Vertical, Horizontal

Font family: Choose font family for the label

Font size: Choose font size for the label

Font format : Bold, Italic

Color: Color your label

Pie graph

Chart type: Pie chart and donut-pie chart

Donut style: Choose inner radius to select the thick of donut chart

Slice label: Allow to choose percentage or label

Unit:

  • Digital storage: B, KB, MB, GB, TB. For example: 1MB = 1024B

  • Digital storage 10 base: B, KB, MB, GB, TB. For example: 1MB = 1000B

  • Metric length: Mm, cm, dm, m, dam, hm, km

  • Percentage: %

  • Time: Microseconds, milliseconds, seconds, minutes, hours

  • Other

For data label, there are many choices you should style:

Enable data labels: labels will show on bar graph

Label position: Above, Center, Below

Label orientation: Vertical, Horizontal

Font family: Choose font family for the label

Font size: Choose font size for the label

Font format : Bold, Italic

Color: Color your label

Line chart

Line style: Enable stacking line or/ and 100% stacking

For data label, there are many choices you should style:

Enable data labels: labels will show on bar graph

Label position: Above, Center, Below

Label orientation: Vertical, Horizontal

Font family: Choose font family for the label

Font size: Choose font size for the label

Font format : Bold, Italic

Color: Color your label

Horizontal bar chart

Horizontal bar chart is like bar chart, but it rotates to the horizontal style. You can style horizontal like style bar chart.

Note

Bottom axis of horizontal bar chart is the left axis of bar chart

Left axis of horizontal bar chart is the bottom axis of bar chart

Mixed chart

Line style

  • Line weight: the visual lightness, darkness, or heaviness of a line within a drawing from 0 to 14

  • Curve: Smooth, Straight, Stepline

  • Area: toggle to enable

Bar style

  • Column width: Extremely narrow, narrow, Default, Wide

  • Data label: See style a bar chart

Y axis

Reverse: reverse y axis to the opposite

Show value: Show or hide y axis value

Card chart

Mostly card chart are text and number, so, there are box and title options we can style

Table

Click the header section or Click “Data” in the toolbar Below are some options you can see to style your Data

From the left to the right, let’s discover

Select Column: Choose column to style. You can choose all columns

Font: Change the font of your data

Fontsize: Change the size of your data

Bold: Bold your data

Italic: Format your data with italic side

Text Color: Color your data

Fill color: Fill color to your data area

Text alignment: Align your data to the left, central, right

Bubble chart

Size: pull to choose the size of node

For data label, there are many choices you should style:

Enable data labels: labels will show on bar graph

Label position: Above, Center, Below

Label orientation: Vertical, Horizontal

Font family: Choose font family for the label

Font size: Choose font size for the label

Font format : Bold, Italic

Color: Color your label

Scatter chart

Size: pull to choose the size of node

For data label, there are many choices you should style:

Enable data labels: labels will show on bar graph

Label position: Above, Center, Below

Label orientation: Vertical, Horizontal

Font family: Choose font family for the label

Font size: Choose font size for the label

Font format : Bold, Italic

Color: Color your label

Sankey Diagram

Nodes

Aligment: Align nodes to the left, center, right or justify

Sort: Auto, Acsending, Descending, Input

Thickness: Adjust the thickness for nodes

Spacing: Identify the space beetween the source and the target

Border radius: Set for the nodes

Links

Enable gradient: enable to show gradient, unenable to unshow

Link contract: Adjust the size of link contract

Format

Unit: choose the unit for the value:

  • Digital storage: B, KB, MB, GB, TB. For example: 1MB = 1024B

  • Digital storage 10 base: B, KB, MB, GB, TB. For example: 1MB = 1000B

  • Metric length: Mm, cm, dm, m, dam, hm, km

  • Percentage: %

  • Time: Microseconds, milliseconds, seconds, minutes, hours

  • Other

For data label, there are many choices you should style:

Enable data labels: labels will show on bar graph

Label position: Above, Center, Below

Label orientation: Vertical, Horizontal

Font family: Choose font family for the label

Font size: Choose font size for the label

Font format : Bold, Italic

Color: Color your label

Map chart

Color: Choose the range of color topresent in the map

Border: Choose to set the border weight for area border

Unit type:

  • Digital storage: B, KB, MB, GB, TB. For example: 1MB = 1024B

  • Digital storage 10 base: B, KB, MB, GB, TB. For example: 1MB = 1000B

  • Metric length: Mm, cm, dm, m, dam, hm, km

  • Percentage: %

  • Time: Microseconds, milliseconds, seconds, minutes, hours

  • Other: Choose the unit for the value

X axis

X axis is applicable for bar chart, horizontal bar chart, line chart, mixed chart, bubble chart, scatter chart

Show value: Click to show x axis, Hide to disappear x axis

X scale: scale the x axis

  • Datetime: show time series in x axis. You can custom the date time format in “x tooltip format” field

  • Category: show a dimension in x axis

  • Numeric: order by number

Reverse: change the data’s x axis to the opposite

Dimension position: Horizontal, Incline, Vertical

Y axis

Y axis is applicable for bar chart, horizontal bar chart, line chart, mixed chart, bubble chart, scatter chart

Show value: Click to show left axis, Hide to disappear left axis

Min/max value: Min y axis value & Max y axis value Min & max value can be a number or math which is used to set max or min value for y axis

  • max(a, b, c,...): to get max value

  • min(a, b, c,...): to get min value

Reverse: change the data’s y axis to the opposite

Toolbar

Show toolbar: You can see the toolbar shown on the right, click to download chart as file svg, png, csv

Hide toolbar: Toolbar will disappear in your chart

Toolbar Position: Position the toolbar within a chart

Filter/ Data Control

Date range filter

Create a date range filter

Date range filter allows you to filter your report data based on a date and time range.

  1. Click on the icon on the left toolbar to show the list of available filters

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  1. Select Date range filter to begin adding this type of filter to the canvas

  2. Drag select an area on the canvas to place the filter on the dashboard

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  1. In the right panel, fill out the following fields in Filter tab to customize the functionality of the filter

  2. Label: enter the name you want to name the filter

  3. Key: select the parameters you’d like to use for the filter

  4. Default value: select the from and to date range for the date filter

  5. Show time select: select when you’d like to show the filter for time in addition to the date range

  6. Hide when exist on URL: You can show or hide filter when you share via URL

Style a date range filter

  1. Search: Search option you want to appear by text in the box

  2. Label font size: Choose the size for label

  3. Data font size: Choose the size for Data

  4. Line break between and input: Allow to break a line between label and data a. Tick box to enable b. Untick box to disable

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  1. Show description: Note on the box, then you can see the question mark on the top right corner of filter

Like style your chart, you can style your filter box by looking at the bottom toolbar below

From the left to the right:

  1. Font: Choose font for your filter

  2. Font size: Choose size for your filter

  3. Format: Bold, Italic

  4. Text color: Color the filter text

  5. Fill color: Fill color to the filter box

  6. Vertical alignment: align the filter to top, center, bottom

  7. Border:

  • Weight: choose weight for the line of filter box

  • Radius: Choose to round filter box

  • Style: Style the line of filter box

  • Color: Color the line of filter box

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  1. Box alignment:

Align the content inside the filter box to the side you want to set

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  1. Box shadow: Tick box to enable box shadow Untick box to unable box shadow

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Text filter

Filter for matching text.

Create a text filter

  1. Click on the "filter" to show the list of available filters

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  1. Select “Text” to begin adding this type of filter to the report canvas

  2. Drag select an area on the canvas to place the filter on the report

  3. In the right panel, fill out the following fields in “Filter” tab to customize the functionality of the filter

  • Label: enter the name you want to name the filter

  • Key: select the parameters you’d like to use for the filter c. Hide when exist on URL: When enabled, this filter will be hidden when its param exists on the URL.

Ex: filter is using params @my_param

Case 1: url is https://app.dataflake.co/s/xxx/?my_param=value => Filter is hidden

Case 2: url is https://app.dataflake.co/s/xxx=> Filter is visible

Case 3: url is https://app.dataflake.co/s/xxx/?not_my_param=value => Filter is visible

  • Select input: if enabled, set settings for the following

Multiple select: enabled if you want to allow viewers to apply multiple filter options at once Default all options: set default to all when using options from a datasource

Enabled Disabled: will need to set “Default value” if disabled

Condition: set the condition to be check against the value input

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Options source

Manual: input filter options by hand

  • Click “Add an option” to manually add an option

  • All added options are listed under “Options”

Data source: pull filter options from data through queries

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  • Choose database connection you would like to pull options from

  • Choose a query from an already existing query

  • Click "+" icon to add a new query

Style a text filter

To style the look of the filter, click on Style tab

  1. Search: Search option you want to appear by text in the box

  2. Label font size: Choose the size for label

  3. Data font size: Choose the size for Data

  4. Line break between and input: Allow to break a line between label and data

  • Tick box to enable

  • Untick box to disable

  1. Show description: Note on the box, then you can see the question mark on the top right corner of filter

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Like style your chart, you can style your filter box by looking at the bottom toolbar below:

From the left to the right:

  1. Font: Choose font for your filter

  2. Font size: Choose size for your filter

  3. Format: Bold, Italic

  4. Text color: Color the filter text

  5. Fill color: Fill color to the filter box

  6. Vertical alignment: align the filter to top, center, bottom

  7. Border:

  8. Weight: choose weight for the line of filter box

  9. Radius: Choose to round filter box

  10. Style: Style the line of filter box

  11. Color: Color the line of filter box

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  1. Box alignment

Align the content inside the filter box to the side you want to set

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  1. Box shadow: Tick box to enable box shadow Untick box to unable box shadow

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Absolute time range

Create an absolute time range

Use this filter if you would like to use something similar to “Date range” filter but with advanced customization options.

  1. Click on theto show the list of available filters

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  1. Select Absolute time range to begin adding this type of filter to the report canvas

  2. Drag select an area on the canvas to place the filter on the report

  3. In the right panel, fill out the following fields in Filter tab to customize the functionality of the filter

  • Label: enter the name you want to name the filter

  • Key: select the parameters you’d like to use for the filter

Default value

a. Absolute time range: enter the custom days from now () for from and to you would like to set

b. Around fixed value: the day you would like to use as “now()”

c.Relative time range: select a relative time range from now, Ex: when select “last 5 minutes” query params will have values “now()” and “now() - 5 minutes”

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Style an absolute time range filter

To style the look of the filter, click on “Style” tab

  1. Search: Search option you want to appear by text in the box

  2. Label font size: Choose the size for label

  3. Data font size: Choose the size for Data

  4. Line break between and input: Allow to break a line between label and data Tick box to enable Untick box to disable

  5. Description note: Note on the box, then you can see the question mark on the top right corner of filter

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Like style your chart, you can style your filter box by looking at the bottom toolbar below:

From the left to the right:

  1. Font: Choose font for your filter

  2. Font size: Choose size for your filter

  3. Format: Bold, Italic

  4. Text color: Color the filter text

  5. Fill color: Fill color to the filter box

  6. Vertical alignment: align the filter to top, center, bottom

  7. Border:

  8. Weight: choose weight for the line of filter box

  9. Radius: Choose to round filter box

  10. Style: Style the line of filter box

  11. Color: Color the line of filter box

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  1. Box alignment

Align the content inside the filter box to the side you want to set

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  1. Box shadow: Tick box to enable box shadow Untick box to unable box shadow

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Graph Max/ Min/ Average

Display the max/ min/ average values on the chart

  1. On the chart you’d like to show the max/ min/ average values right on the chart, go to Style tab on the right panel

  2. Scroll down to section Max./ Min./ Average

  3. Toggle ON the value you want to show on the chart

When enabled, the value will show on the bottom of the chart

Create my first dashboard

No matter which journey you are on, you are playing around with Dataflake in order to make the final decision of purchase or you are on a free plan. We're sure that you need information so that you can easily analyze data with Dataflake, and without obstacles. This article will deliver you a specific and visionable guild, therefore, you can build your first Dashboard in a matter of minutes

Create a workspace

After finishing creating your account with Dataflake, you have to create a workspace. A workspace is a place that gathers members involved in a project or campaign that shares all of your related dashboards present.

Create a dashboard

Within your workspace, you will quickly see the New Dashboard button. Just click this button and name your dashboard, then you will navigated to Dashboard Editor, where you are about to dive into your Dashboard creation

Connect to a Data Source

Dataflake allows you to connect to databases including: PostgreSQL, BigQuery, ClickhHouse, MySQL, Microsoft SQL Server, and Imported flat Files. Stay tuned, other databases will come soon to streamline your work.

All you need to do is choose your type of database and fill in required security credentials. Don’t forget to set the name for your database so that you can quickly search it while creating charts

You can read this section to learn more about how to connect to a data source

Query

Once you have successfully connected a data source, it’s time that you wrote a query to gather and structure data you want from your database using SQL. With Dataflake, you can directly query in the right panel within your dashboard. It is to help you save your time instead of navigating different page

Add Charts/ Visualizations

When you get your query results after retrieving from the database, you start with visualizing charts. Dataflake provides multiple types of charts to highlighted tell your story, so, you can select type of chart that fits your needs

Additionally, you can beautify your dashboard by adding other styling elements such as: image or shape.

Another thing to consider is customizing your visualizations to make your Dashboard attractive yet digestible so that you can captivate your audience. You can directly style your Chart title, Label, Legend, axis, etc in the toolbar. It is easy-to-use and time-saving

Build Dashboard

Make a great combination amongst visualizations, text, images, color, annotations, structure, so forth to turn into aesthetic and actionable dashboards. Make sure your audience can grasp your message that you want to deliver throughout your dashboard.

ClickHouse

In this page, we'll show you how to add a Clickhouse source to Dataflake

Steps to connect ClickHouse source to Dataflake is like connecting PostgreSQL to Dataflake. Read this section to learn more

From the top navigation bar click on the icon.

Choose the Connection strings tab.

Click the Add button.

Enter the Name of your connection.

Select ClickHouse from the Connection type.

Enter your connection string.

  1. Hostname: where your database is hosted

  2. Port: default port number for ClickHouse is 8123

  3. Database: name of your database

  4. User: username of the Database you want to connect

  5. Password: password of the Database you want to connect

Click Next then Click the Complete button to establish your Connection.

You can paste the host url in the Host box to connect to your database quickly