Table of Contents
Fleetio's Advanced Analytics integrates data from multiple sources within Fleetio, providing you with enhanced data visualizations and actionable insights into your fleet operations.
IMPORTANT: Advanced Analytics is only available with the Fleetio Premium plan.
PERMISSIONS: Only Account Owners and Administrators can access Advanced Analytics. See User Management Overview for more information.
To access Advanced Analytics, click Reports in the Sidebar Navigation and select Advanced Analytics.
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Custom Dashboards
Advanced Analytics organizes your data into Dashboards based on use cases that best represent your reporting needs. Each Dashboard pulls live data from Fleetio. When you interact with your Dashboards, you're querying the current data in Fleetio.
TIP: Learn more about the data in each Dashboard in Advanced Analytics - Data Overview.
Advanced Analytics also gives you the flexibility to create Custom Dashboards where you can pin tiles and data that matter to you the most.
Create a Custom Dashboard
To create a Custom Dashboard:
- In the Advanced Analytics sidebar, click New Dashboard.
- Give your dashboard a Name, then click Save.
Now that you've created a Custom Dashboard, you can start pinning tiles from other Dashboards.
Pinning Tiles
Tiles can be pinned to a Custom Dashboard directly from another Dashboard, or after manipulating a tile's data in the Explore window.
- To pin a tile from another Dashboard, click the More Actions Button and select Pin.
- To pin a tile from the Explore window, click the Pin button.
TIP: Learn more about Exploring Tiles in Advanced Analytics - Working with Your Data.
In the Pin to Dashboard pop-up, select your Custom Dashboard (a), then click the Pin button to pin the tile.
In this window, you can also:
- Click to change the tile Name
- Click to Add a description
- Search your Custom Dashboards
- Click Create Dashboard to create a new Custom Dashboard
Creating a Chart
Advanced Analytics also supports creating your own custom charts and visualizations from scratch.
To guide you through the process, we'll create a chart using the following example:
The top 10 vehicles that have cost the most money over the past three quarters
Start by opening a Custom Dashboard.
NOTE: Custom charts and visualizations can only be created in a Custom Dashboard.
- Click + Add Chart in the top right.
- Click Select a Data Source to select the data sources for your search.
- In the Select Data Source window:
- Use Search to locate a specific data source
- Click the source to select it. When selected, you'll see a description on the right.
- For our example, select Maintenance Costs
- (Optional) Use the toggle to Enable multiple sources
- When you're finished, click the Select button
- A list of attributes and pre-aggregated measures will appear in the navigation bar.
- You can further refine each attribute or measure by clicking the Filter icon.
- Depending on the type of source, you can filter by:
- Add Conditions
- Include or exclude Values
- Select a rolling or fixed date range
- When you click on a Measure or Attribute, you'll be shown information about it from the Data Dictionary, including a Description, Synonyms, and Sample values (when available)
- You can hide this information by clicking the Column Information icon (highlighted below)
- Use the checkboxes to select the Measures and Attributes you'd like to use.
- When you select a Measure or Attribute, it will appear in the search bar
- The search bar displays boxes around each search phrase, allowing you to easily see where it begins and ends. Your search phrases still appear as text when you are typing, but whenever you click out of the search bar, they are boxed.
- Phrases in the search bar are color-coded: Measures are green, Attributes are blue, and filters are gray
- For our example, choose these sources: Vehicle Name, Sum Total Amount Dollars, and Work Orders Count
- You can further refine your chart by adding Formulas and Parameters.
- You can input your own formulas and parameters by clicking + Add, then selecting Formula or Parameter.
- Learn more in the Formulas & Parameters section below.
- Next, we need to add a date range. Date ranges can be entered into the Search bar as rolling time windows (such as
Yesterday,Last Quarter,Year to Date, etc.), or fixed date ranges (such asin Jan 2020,between March and June).- To finish our example, add a timeframe of quarterly and last 3 quarters and an additional filter for top 10 using the search bar.
- Click Go in the search bar to create your chart.
Advanced Analytics will create a visualization based on the attributes, measures, and query you’ve selected. For example, if your query is time-based, it will most likely choose a bar or line chart.
Once the chart has been generated, it can be further customized to fit your needs:
- Click to switch between table or chart view
- Click on the X and Y axes to filter, sort, rename, or add conditional formatting.
- Click on a color in the key to change the graph colors.
Click the Settings icon on the right to further modify your chart. Here you can:
- Under Configure you can click and drag the different attributes to:
- Change the X and Y axis
- Slice with color
- If an attribute is not visualized, drag it to an axis or slice with color.
- Under Settings you can change the display to show data markers or axis gridlines, configure the legend, and add tooltips
- Click Advanced Settings for more granular options such as background colors, font sizes, and gridline styles.
Change the type of visualization by clicking on the Chart icon on the right.
Here are a few different visualization options using our example:
- Line
- Stacked Column
- Donut
- Line Stacked Column
- The chart shown here has a double axis. You can change the labels of the axes (as shown above) if you want to change "Total Count Work Orders Count" to simply "Total Count".
Finishing Up
Once you are satisfied with your chart, it can be pinned to your Custom Dashboard by clicking the Pin button.
Once you are back on the dashboard, your pinned tiles can be adjusted or rearranged by clicking Edit at the top right. See Managing Custom Dashboards below for more.
Formulas & Parameters
You can input your own formulas and parameters by clicking + Add and selecting Formula or Parameter.
Formulas
Advanced Analytics provides out-of-the-box formulas for you to use located within the Sources list, but you can also use the Formula Editor to create your own.
Formulas include many types of operators, such as logical (if, then, else), math, date, and text string functions.
- You can add a formula directly within a search. Some common reasons for using a formula in a search are to perform mathematical functions, check for and replace null values, or add if…then…else logic.
- You can view or edit a formula that has been added to a search by selecting the edit icon next to its name in the Columns listing.
- Formulas can be broken down into two types: standard formulas and aggregation formulas.
Standard formulas act on individual rows and return one result per row. Standard formulas use functions like:-
add,subtract,multiply,divide,contains,if...then...else
Aggregation formulas combine rows together and return a single result for a group of rows. Some examples of functions you find in aggregation formulas are: -
average,cumulative_sum,moving_average,stddev(standard deviation)
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- Some formulas require the input to be of a particular data type. If you find that you want to pass a value to the function, but it is of the wrong data type, you can convert it using a conversion formula.
-
to_bool,to_date,to_double,to_integer,to_string
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- Date formulas allow you to apply date-related functions to your formulas.
- You can use simple number functions to perform useful percent calculations.
-
Conditional formulas, or operators, allow you to apply
if/then/elseconditions in your formulas. - Nested formulas, or formula on formula, allow you to reference a formula within another formula.
Name and enter your formula in the Formula Editor. The Formula Editor supports multi-line wrapping of long formulas. To continue the formula on a new line, press Enter or return on your keyboard. The Editor displays suggestions after you enter at least one character.
You can see a list of formula functions or operators with examples by selecting the help icon ? in the upper-right corner. Use the search bar to search for specific functions. Expand a category, such as Comparison, and select a formula operator for a definition and example.
To change what your formula returns, use Advanced settings. Select the settings icon in the upper-right corner. Depending on your formula, you may be able to change the following aspects:
-
Data type: Determines the type of data that the formula generates. For example, use
datefor anadd_daysformula. -
Measure or attribute: Determines if the output of the formula is a measure or an attribute. For example, choose
attributefor a formula that generates age groups, and choosemeasurefor a formula that generates profit. -
Aggregation: Determines the default aggregation of the formula output. For example, choose
minto see minimum profit.
Parameters
A parameter is a container or a placeholder, such as a number, date, or string, that can replace a constant value or a list of values. Parameters are useful for 'what-if' analysis, financial planning, cohort analysis, and so on. Use parameters to run different scenarios with adjustable values, without creating or modifying the constants in formulas for each new value.
- In the Create Parameter window, enter a name for your Parameter. This name should be unique for the object and easy for users to understand.
- Optionally, enter a description for the Parameter in the Add a description text box. Use this field to add additional information users might need before using this Parameter in their analysis. It is a best practice to use this field to specify the formulas this Parameter is used in, in addition to any other information you add.
- Under Data settings, specify the data type the Parameter must be: Integer, Double, String, Boolean, or Date.
- For integer, double, or date data types, specify the allowed values: Any, List, or Range. For the string data type, specify either Any or List.
- For the boolean data type, optionally set custom names for
trueandfalse; for example,0and1. - Set the default value for your Parameter. In the default value text box, enter the value this Parameter should default to. For the boolean data type, the Default value option is a dropdown where
trueandfalseare the only options. - Select Save.
Managing Custom Dashboards
You can personalize the layout of your Custom Dashboard to best suit your needs by rearranging and resizing tiles, adding tabs, additional filters, or notes.
To edit your Custom Dashboard, click the Edit button in the top right.
Rearrange and Resize Tiles
To rearrange your tiles, click the top of a tile and drag it to the desired spot:
To resize a tile, click and drag the bottom right corner:
After making any changes, remember to click the Save button in the top right.
Add Tabs
Tabs allow you to create separate views of your Custom Dashboard to better organize your data.
To add a tab to your Dashboard, click the Add Tab button.
Tabs will appear at the top of your Dashboard. You can click the arrow next to the tab name to Rename or Delete it.
To move tiles between tabs, click the More Actions Button on the tile, select Move to tab, and then select the new tab from the list.
After making any changes, remember to click the Save button in the top right.
Add Notes
Notes let you provide additional details in a text box on your Dashboard.
To add a Note, click the Add Note button.
A text box will appear on your dashboard where you can type your note.
- Use the text formatting options to format your text, add links, change the background color, insert images, tables, embed an iframe, or add a divider.
After making any changes, remember to click the Save button in the top right.
Add Filters
Add additional filters to your Custom Dashboard to drill down further into your data points.
To add a filter, click the Add Filter button.
This will open a list of available filters in a sidebar.
Search for a Column to filter by, or select one from the list.
In the pop-up, select your filter parameters, and when you're ready, click the Apply button.
After saving, the selected filters will appear at the top of your Dashboard. You can remove a filter by clicking the Edit button and then clicking the X next to the filter.
Sharing Custom Dashboards
Share your Custom Dashboards to distribute metrics to other administrators in your organization, or to help lower the learning curve for less data-savvy users by leveraging dashboards created by more experienced users.
Learn how to share your Custom Dashboards in Advanced Analytics - Sharing Dashboards.
