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Frequently Asked Questions & Workflows

Frequently Asked Questions

1. How do I upload a new dataset into Dash? To upload a new dataset, navigate to the Home → Datasets section and click the “Upload New Dataset” button. You can upload files directly or connect to supported external databases. Ensure your data matches the required schema.

2. What file formats are supported for datasets? Dash supports .csv, .xlsx, and direct SQL database connections (such as PostgreSQL and SQL Server). For file uploads, ensure your headers do not contain special characters.

3. How can I refresh or update an existing dataset? If your dataset is connected via a live database link, it will refresh automatically based on your sync schedule. For manual file uploads, you can navigate to the dataset details and click “Replace File” to upload an updated .csv or .xlsx with the same column structure.

4. How do I create a new Layout? Layouts define how your visuals are arranged. Go to the Data module, select Layouts, and click “Create Layout”. You can choose from pre-defined templates or create a blank canvas to drag and drop your visuals.

5. How can I share a Layout with other users in my organization? In the Layout manager, click the “Share” icon next to your saved layout. You can assign read-only or edit permissions to specific users or entire teams.

6. Why are my visuals not updating when I apply a filter? Check if the visuals in your layout are linked to the same dataset you are filtering. Also, ensure that the “Apply to All Visuals” toggle is enabled in the Filters Pane, otherwise the filter might only apply to the currently selected visual.

7. What is the difference between the Filters Pane and the Data Pane? The Filters Pane is used to restrict the data shown in your visuals (e.g., filtering by a specific well or date range). The Data Pane is where you select which columns and metrics from your dataset are mapped to the axes of your visuals.

8. How do I add a new visual to my dashboard? Open your Layout, open the Visuals Pane, and click Add Visual. Select the chart type (e.g., line, bar, scatter), and then use the Data Pane to map your fields.

9. Can I customize the colors and fonts of my visuals? Yes. In the Build Visual menu, click the “Formatting” tab. Here you can customize colors, axis labels, gridlines, fonts, and legend positions.

10. How do I use the Build Visual menu? The Build Visual menu is your primary tool for chart creation. First, select the visualization type. Second, drag fields from your dataset into the X-axis, Y-axis, Color, and Tooltip buckets. The visual will render a preview instantly.

11. How can I export the data behind a visual? Click the three dots (options menu) in the top-right corner of any visual and select “Export Data”. You can export it as a CSV or Excel file.

12. What happens if I delete a dataset that is used in a Layout? If a dataset is deleted, any visuals relying on that dataset will break and display an error. Always check the dependency warnings before deleting a dataset.

13. How do I group or categorize well data in the Filters Pane? You can use the “Merge Groups” feature in the Filters Pane to create custom categories. Select the items you want to group, right-click, and choose “Group Selected”.

14. Can I create multiple pages within a single Layout? Yes. Use the Pages panel at the bottom of the Layout editor to add, duplicate, or rename pages. This is useful for organizing complex dashboards into logical sections.

15. How do I manage permissions for different datasets? Dataset permissions are managed in the Home → Datasets directory. As the owner, you can define who has view, edit, or delete access to your uploaded data.

Main Workflows

Workflow 1: Connecting Data and Building a Dashboard

  1. Upload Data: Go to Home → Datasets and upload your production CSV file.
  2. Create Layout: Navigate to Data → Layouts and create a new blank Layout.
  3. Add Visuals: Open the Visuals Pane, add a Line Chart for Production vs. Time, and use the Data Pane to assign Date to the X-axis and Oil Rate to the Y-axis.
  4. Format: Use the Build Visual formatting tab to set custom colors for the oil phase.
  5. Save: Save the layout and use the Pages tab to add a second page for Gas production.

Workflow 2: Filtering Data and Sharing Layouts

  1. Apply Filters: In your completed Layout, open the Filters Pane and filter by a specific Pad Name or Formation.
  2. Verify Changes: Ensure all visuals update dynamically to reflect the filtered subset.
  3. Save State: Save the layout to lock in the default filter state.
  4. Share: Click the “Share” button to grant view access to your reservoir engineering team.