How Do I Visualize Data Using Views and Widgets?

· Understanding Views and Widgets in Tribe

· Creating and customizing a view

· Grouping and Filtering Data in Views

· Creating and Customising a Widget

· Adding the Widget to a Dashboard

Views and widgets are the two main tools in Tribe for displaying, organising, and visualising your data:

1. You can display a list view of a given relationship by clicking on its given tab in the organisation widget. For example, click the Customers tab in the organisations area.

2. Select Show as List View. This will show a list view of all customers in your database.

3. You can customize these views by adding or removing columns. To do this, click on Enable Configuration mode.

4. Click Add column.

5. A table with all customer-related information in your database will appear. Choose the fields you wish to segment by (for example, select Group to view customer groups).

Adding fields as columns let you take actions like searching the database, filtering, and sorting from within the view.

6. Rename the view, then click "Save as new view".

7. You can set this view as the default by clicking the "Is Default view" slider button. You can also keep the view private by clicking the "Is Private" button.

8. Share private views with colleagues or Teams by selecting their individual names or teams respectively.

9. Switch between visualisation types (such as List View and Column View) as needed.

10. Filter visible data by clicking Add Filter and choosing relevant options.

11. When finished, click on ''Save''. Then exit configuration mode to view your updated list, by clicking on Disable configuration mode.

1. Select Group by to categorize the data according to the selected field. For example, to determine the number of customers within each group.

2. Filter data by clicking on Filter and choosing relevant options.

3. Remove filters and groups at any time by clicking the cross. This returns you to your original, unfiltered list.

Widgets give you a clear visual representation of the data you have. Standard widgets are available, but you also have the option to create your own. To make a widget:

2. Select the entity for which you want to create a widget. The widget will be specific to this relationship only. In this case, we want to create a widget that displays customers per customer group, just like we did with the list view.

3. Click on Widgets within the entity settings.

4. Select New Widget.

5. Name your widget.

6. To choose the field for segmentation, click on "Segmentation + " and select the field to segment by (for example, Group).

7. Pick a visualisation style: tiles, pie chart, bar chart, graphic, funnel, or list.

Optional: Link a list view to your widget by selecting "Linked View", then click on ''+ Create''.

This will give you the list view of customers. You will need to add a column and include the respective fields as you did previously.

8. Click Save to finalise your widget.

3. In the pop-up window you will see all available widgets, including default widgets and those you have created in the system. To visualize the widget you just created, go to its corresponding location within the relationship organigram.

4. Locate your widget and click to add it to the dashboard.

Creating and customising views and widgets in Tribe helps you tailor your workspace to your needs. Views provide detailed lists for deep-dive data management, while widgets offer visual summaries immediately. By following these steps, you improve your Tribe’s data’s clarity and usefulness, making it easier to track, analyse, and share key information across your team.