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Analytics Fact Sheet
Agvance Analytics equips businesses with interactive dashboards to easily explore and analyze data. Data can be viewed from either a summary or detailed
level with the ability to easily drill down or roll back. Create new dashboards or customize predefined dashboards and easily export and share data.
SKY Analytics Project Descriptions
Overview The home page for Analytics where Recently Added and Favorite dashboards can be found. Accounts Receivable Dashboards using Sales Invoice data and Payment data. Admin Dashboards containing activity data for both SKY and Agvance. A...
Enabling New Analytics Dashboard Categories - SKY Analytics
Analytics now has new categories - Accounts Receivable , Agronomy , and Energy . Dashboards from the Customer section that fit under these categories have been moved. If these categories are not visible, a Company Admin may need to enable them...
Overview Page - SKY Analytics
View Recently Added dashboards on the SKY Analytics Overview page. Favorites display under the recently added dashboards and are grouped by category. The Search Dashboards field searches for dashboards across all projects in Analytics. Use...
Downloading Specific Dashboard Sheets as a PDF
The default PDF download in SKY Analytics will only save a screenshot of the dashboard to a PDF. However, it is possible to download specific sheets to a PDF which will include all rows of data.
Go to the sheet to download on the dash...
Web Authoring Terminology - SKY Analytics
Terminology commonly used in web authoring for SKY Analytics.
Filtering Data - SKY Analytics
Analyze data by filtering, displaying interactive filters, and formatting filters in the view. Keep or Exclude To filter marks from the view, choose a single mark (data point) or select and drag in the view to select several marks. Select Keep O...
Formatting - SKY Analytics
Format text to capture the company brand and style. Changes at the workbook level quickly change fonts, titles, lines, grids, colors, or themes throughout all the Analytics sheets in a workbook. Themes A new workbook automatically defaults to a th...
Shelves and Cards - SKY Analytics
Build structure and add context for better visualization in the Analytics Dashboard Worksheets. Every Worksheet contains shelves and cards, such as Columns , Rows , Marks , Filters , Pages , Legends , and more. Options for Starting a View D...
Toolbar Reference - SKY Analytics
The following are options available in the bottom toolbar when viewing a dashboard in Analytics. Undo – Reverse the most recent action in the workbook. Reverse an unlimited number of times back to the last time the workbook opened, even aft...
Web Authoring - SKY Analytics
Connect to data to edit existing views or create new with Web Authoring in Analytics. To access these capabilities, a user’s role must be set for authoring. Select a Workbook Select a category on the left and choose a dashboard with the typ...
What is Show Me - SKY Analytics
On an Analytics Worksheet, Show Me creates a view based on fields already being used and any fields selected in the Data pane. Select the fields to analyze in the Data pane. Hold the Ctrl key to make multiple selections. Select Show Me on ...
Workbooks and Sheets - SKY Analytics
A workbook contains sheets which can be a worksheet, a dashboard, or a story. A Dashboard is a collection of views from multiple worksheets. Creating Worksheets, Dashboards, or Stories There are multiple options when setting up new Worksheets, Da...
Web Authoring Toolbar Reference - SKY Analytics
When creating or editing a view, use the toolbar at the top of the view to perform common actions in Analytics.
Undo – Reverse the most recent action in the workbook. Reverse an unlimited number of times back to the last time the workbo...
Dashboard Does Not Open in SKY Analytics After Selecting
A change was made in Analytics to use Tableau’s Connected Apps, which gives the ability to log into Tableau without using the Sign In button. If signed into one Tableau site but signed into a different company in SKY, the spinner displays after s...
Implementing RLS in Company Content Dashboards
The following explains how to implement row-level security on a dashboard using the User Location restrictions set up in Agvance to determine which records should be included in the data for a specific User. 1. Adding Data Source Depending on wh...
Analytics Authoring - Creating and Editing Dashboards
Those designated as Analytics Authors have the ability to create and edit dashboards in SKY Analytics. SKY Admins have the ability to see who is set up as an Analytics Author by editing the User in Admin . The setting cannot be edited in SKY. To...
Explanation of Analytics Errors
The following is an explanation of potential errors that could occur in SKY Analytics. A broken tractor with a message displays. Tableau & SKY Mismatch There was a problem displaying the dashboard. This can be due to a number of reasons: th...
External Data Sources and Analytics
Spreadsheets or other documents can be used as a data source within Analytics to build reports/dashboards. Data from the spreadsheet will need to be blended with data from Agvance. External Data Source To use an external data source (like Excel)...
Troubleshooting Tips for Mobile Devices - SKY Analytics New
Testing was performed with an iPhone 13 on iOS 18.0. Only Chrome and Safari were used for testing as they are the browsers supported for SKY.
Be sure both the device iOS version and browser applications are updated to the latest versions.
B...