In this article, we will learn how to install Helical Insight License or replace the old license with the new license. Primarily, we are required to install license in 2 cases which are: On purchasing the application After expiration of current license Before installation, a license file named “hdi.licence” (please note spelling is different) will be
Read More
In this article we will learn about how to connect to a datasource using Helical Insight (HI) What is Datasource and why it is needed in Helical Insight (HI)A data source is a location from which the data required for creating a report is fetched. The data may be stored in databases, csv files, excel
Read More
In this article we will learn about how to do add flip functionality in a Dashboard Panel. After logging into helical insight just navigate to “Dashboard Designer” as show below. Then, on left side where we will have an option to add the HTML, CSS & Java Script coding for Customizations. For HTML Code, Double
Read More
In this article we will learn how to add a new chart to an Adhoc Chart List. Chart list shows the list of chart available to the user while creating a chart report using Adhoc. Whenever we open an Adhoc report in edit mode, we can see the predefined charts in the list. If we want to add
Read More
In this article we will learn about how to change the default Email-id for Scheduling. Whenever a report is created using EFW or with Adhoc in Helical Insight, such report can be email scheduled by the user on a daily, weekly, monthly basis and so on. For report scheduling, a default email-id need to be configured
Read More
In this article you will learn how to use Crosstab in Adhoc. Crosstab report can be easily used for comparing the data values between multiple entries. Drag and drop the columns into canvas and create a report. Here we would be using Travel data. In order to visualize the report in a crosstab format, click
Read More
In this article you will learn about how to change the chart background color and its opacity. First, open the chart report created using Helical Insight. Also, you can create your own customize report by connecting the datasource with Helical Insight. For your understanding we have used an “AreaSplineChart”. Default view of a generated chart
Read More
Different functions like sum, group by, and Count etc. can be applied to the variables. If the user drags or selects a column in the selection area, a function would be applied to that column by default, depending upon the type of variable. Mostly, a group by function is applied automatically for categorical variables and
Read More
Following are the mathematical functions that can be applied to the column: Group by Sum Distinct Count Max/Min Avg Users can observe that by default, categorical variables take ‘Group by’ function and Numerical variables take ‘Sum’ function. These default applied functions can be seen and changed in the Meta data file which is present in
Read More
Metadata is basically a logical DB schema which gets stored locally in the backend DB of Helical Insight and allows users to define which tables, columns they would want to keep. Thus, different Metadata can be created for the different set of users like finance metadata, sales metadata, operations metadata which then can be shared
Read More