In this basic tutorial you will learn how to connect to data, and how to build your first dashboard.
The demo data in this tutorial is based on sample ECommerce data, and a common market analysis scenario will be used.
If you have already connected to data sources, you can skip this section and go directly to Step 2 – Your First Dashboard.
To work with data in Sisense you need ElastiCubes. An ElastiCube is Sisense’s proprietary analytical database, which enables you to connect multiple data sources and run complex queries in split seconds.
You can connect to databases (like SQL Server, MySql, Oracle, etc.), files (text, csv, Microsoft Access, etc.) and online web services (Google AdWords/Analytics, Salesforce, Zendesk, etc.).
In this tutorial you will create your first ElastiCube using some sample ECommerce data.
Please download the following two sample files:
- GettingStarted ECommerce.csv – A CSV file with a few hundred thousand entries.
- GettingStarted Brands.xlsx – An Excel file with info on brands sold in our ECommerce sample.
1. Open the ElastiCube Manager
Look for Sisense ElastiCube Manager in your Windows Start Menu and open it.
From the menu, select File >New ElastiCube File, and give your ElastiCube the name “Tutorial”:
Now you have a new and empty ElastiCube. Continue by adding data to it.
2. Add data sources
Table #1 – CSV File
Import the base table, which is in the form of a csv file. This table contains info about what kind of products have been purchased, and how much they cost.
- Hover over Add Data and select CSV File from the list:
- You will be prompted to choose a csv file. Find and select “GettingStarted ECommerce.csv”, which you downloaded in step 1 (you can also download the file here). Click OK.
- From the drop-down list, select Comma (,) as your line delimiter, as shown here:
- Click Add.
Congratulations, you have connected to your first datasource. You can now see the csv file represented as a table.
The name of the table in the ElastiCube defaults to the file name in this case. You can double-click the title to rename it and remove the CSV extension.
Your ElastiCube should look like this:
Table #2 – Excel File
Information about the brands that were sold in the main table exists in another table, this time in an Excel file.
- Click Add Data and select Microsoft Excel File from the list.
- You will be prompted to select an Excel file. Find and select “GettingStarted Brands.xlsx”, which you downloaded in step 1 (you can also download the file here).
- In the new window leave the default settings and click Add.
Congratulations, you have now added your second table, an Excel file.
To rename the table, double-click the “Sheet1” title and rename the table to “Brands”.
Your ElastiCube should look like this:
3. Connect different data sources
So far you have added two tables from two different data sources. Now let’s see how to connect them.
In the ElastiCube, creating and deleting relationships between tables is as simple as drag and drop.
Any two fields of the same type (numeric/text/date) can be connected. In this sample, both tables have a “Brand ID” column. Let’s connect them:
- Click on the Brand ID field in the Brands table, and change its type from Decimal to Int, so that both Brand ID fields will have the exact same type. Note that the icon changes accordingly.
- Drag the Brand ID field from one table on top of the Brand ID field in the other table, as shown in the animated image below:
4. Build the ElastiCube
Now that you have defined your ElastiCube, you are ready to build it. This will pull the data from the data sources into the ElastiCube.
- Click Build in the top menu.
- The build window will open. Click the Build button at the bottom.
- The build will start. You will see the progress at the bottom of the ElastiCube Manager window. Wait for the build to finish:
Congratulations! You have successfully built your first ElastiCube.
5. Dashboard Time!
Click Dashboard in the top menu to open the Sisense Web Application and create a new dashboard.
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