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Data Management Workflow

This guide provides a step-by-step tutorial on how to utilize the Data module. You will learn how to ingest data, structure your analytical environment, and build interactive dashboards.

Step 1: Data Ingestion & Integrity Check

Before building any visuals, you must ensure your data is correctly loaded and indexed.

  1. Accessing Datasets: Click on the Datasets panel in the primary sidebar.
    • Select Existing: Browse the list of pre-loaded datasets and click one to activate it. The active dataset will be highlighted.
    • Upload New: If your data is local, click Upload. Drag and drop your .csv or .xlsx files. The system will automatically parse headers and identify data types.
  2. Verify via Data Pane: Look at the Data Pane on the far right.
    • Explore Tables: Expand the table icons to see the list of fields.
    • Identify Types: Fields marked with a Σ symbol are numeric (measures), while others are categorical (dimensions). Use the Search Bar within the Data Pane to find specific columns in large datasets.

Step 2: Designing the Dashboard Architecture

A good dashboard is organized logically across layouts and pages.

  1. Selecting a Layout: Open the Layouts menu. Choose from pre-defined grids (e.g., 2x2, 1x3, or free-form). This grid acts as a “snap-to” guide, ensuring your visuals are perfectly aligned and professional.
  2. Creating Pages: Look at the Pages bar at the bottom of the screen.
    • Add Page: Click the + icon to create a new workspace.
    • Thematic Separation: We recommend creating one page for “Volume Trends,” another for “Well Performance,” and a third for “Operational Stats.”
    • Rename: Double-click a page tab to give it a descriptive name.

Step 3: Engineering Interactive Visuals

This is where you turn raw numbers into insights using the Visuals Pane.

  1. Add Visual: Click the Add Visual icon in the top toolbar. A placeholder frame will appear on your current page.
  2. The Build Tab (Data Mapping): With the visual frame selected, use the Build tab in the Visuals Pane:
    • X-Axis: Drag a time or categorical field (e.g., “Date” or “Operator”) here.
    • Y-Axis / Values: Drag your numeric measures (e.g., “Daily Oil Rate”) here.
    • Legend / Color: Drag a categorical field here to split the data (e.g., dragging “Well Name” here will create a multi-line chart with one line per well).
  3. The Format Tab (Styling): Switch to the Format tab to customize the visual:
    • Titles: Create descriptive titles and adjust font sizes.
    • Data Colors: Customize the color palette according to your requirements.
    • Axes: Adjust scales (Linear vs. Logarithmic) and set custom Min/Max ranges.

Step 4: Advanced Data Discovery (Filtering)

The Filters Pane allows you to slice your data at different levels of granularity.

  1. Filter on this Visual: Select a specific chart and drag a field into this section. This only affects the selected chart (e.g., “Show only Top 5 wells in this specific bar chart”).
  2. Filter on this Page: Drag a field here to affect every visual on the current page. This is ideal for global filters like “Year” or “Reservoir Zone.”
  3. Filter on all Pages: Use this for universal constraints that should apply to the entire project (e.g., “Exclude inactive/abandoned wells”).

Step 5: Interactive Analysis & Export

  1. Cross-Filtering: Click on a bar, slice, or data point in one visual. Notice how all other visuals on the same page automatically update to show data related to that specific selection.
  2. Refine & Save: Once your layout is optimized, click Save in the top menu to preserve your dashboard configuration.
  3. Export: If you need to share your findings, use the Export icon to download the dashboard as a high-resolution image or export the underlying filtered data to Excel.