Classic: support articles

Create, save and share dashboards using a visualization library referencing manually uploaded data or digital integrations.

 

Getting started

SOLUTION FUNCTIONALITY

With Dexibit Classic you can: 

  • Create, save and share dashboards
  • Reference our templates or start your own
  • Browse visualizations from the library
  • Upload data
  • Integrate digital data sources
  • Add context in the almanac
  • Document business rules  

Upgrade to access:

  1. Reporting
  2. Insights
  3. Forecasts

Plus your data concierge and data operations, including complex integrations.

Users (4)

If you’re logging into Dexibit for the first time, refer to your inbox for your user invitation and details. If you haven’t received an invitation, ask your Account Administrator or contact us for help.

To login to Dexibit, go to login.dexibit.com or click ‘Login’ from the top right of dexibit.com, enter your name and password and click Login.

For security, you’ll need a complex password for your Dexibit login. After three failed attempts, your user account will be locked. If your account is locked, ask your Account Administrator to reset it or contact us for help.

 

To manage your user profile, click on the down arrow under your name at the top left. From here, you can adjust your name, email and profile picture. Click Update Details when complete.

On the preferences tab, you can adjust your regional settings such as your timezone and measurement system. Click Update Details when complete.

To logout of Dexibit, click on the down arrow under your name at the top left, then click Sign out.

To change your password, click on the down arrow under your name at the top left.

From here, click Change password. On the pop up modal, enter your new password and confirm the entry.

 

Once ready, click OK to continue or Cancel to exit.

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Dashboard (10)

To navigate to the Dashboard module, select the Dashboard module from the left hand menu.

In order to support Dashboards that load quickly, the number of visualizations on each Dashboard is limited to 12. For working with lots of visualizations, we recommend using dashboard templates to switch between various dashboards.

To add, change or delete visualizations from your dashboard, click the Dashboard right hand side pull out panel.

 

On this panel, you can flip between two tabs to display the visualizations on your dashboard or to browse the catalog of the visualization library to add more.

For visualizations on your dashboard, you can click the up or down arrows to change their order, or click the cross to delete a visualization from your dashboard.

To search the visualization library for a visualization to add, flip the tab to the catalog view, enter a search term and enter. Click the plus to add a visualization to your dashboard (a yellow tick indicates the visualization has been added).

Once you’ve edited your dashboard, click the refresh arrows to reload.

To edit the date range of data displayed:

  • Click the calendar icon on the top right hand corner
  • Select a From date
  • Select a To date (your To date will need to be following your From date)
  • Click OK
  • Once you have made a selection, your screen will refresh.

If you are viewing data for over a year at a time, a message may display to indicate you are viewing a long period of data.

To download raw data from any visualization, click the download icon on the top right of a visualization. The data will download a CSV file to your desktop.

To expand a visualization, click on the expansion arrows cog icon at the top right of visualizations in a dashboard, insight, forecast or simulation.

From there, for select master visualizations, you can view summary and periodic totals for weeks, months, quarters and years, including downloading this data.

To save your current dashboard view as a template, click the Dashboard right hand side pull out panel.

Scroll to the bottom on this panel and click the save icon.

From there, select whether you’d like to save a new template or overwrite an existing template. You’ll need to nominate a template name, and select whether you’d like the template to be available to just you privately as a user, or if you’d like to share the template with other users in your account. Only administrators can create templates for others to use.

To delete a template, select an existing template and a delete button will appear.

When you’re ready, click OK to complete or Cancel to exit.

To apply a template to your dashboard, click the Dashboard right hand side pull out panel.

Scroll to the bottom on this panel and click the load template (pages) icon.

From the pop up modal, select the dashboard you wish to apply. Global templates available to all Dexibit users will appear first, followed by account templates available to your user group, followed by templates you have saved for your personal use (scroll to access the entire list).

When you’re ready, click OK to complete or Cancel to exit. If you already have a dashboard personalized, you may be prompted to be sure you want to overwrite your current view.

To clear your template by deleting all visualizations, click the Dashboard right hand side pull out panel.

Scroll to the bottom on this panel and click the delete (trash) icon.

You may be prompted to be sure you want to delete your current view.

When you’re ready, click Yes to complete or No to cancel.

To adjust a visualization’s appearance, click on the visualization control graph icon at the top right of select ‘Master’ visualizations.

From there, you can configure the chart appearance:

  • Which data series you wish to display on the visualization
  • What chart type you wish to choose (area, bar, line or spline; including whether to stack area charts)
  • Whether you wish to display the visualization’s labels, where the actual numeric value will display above the data
  • Whether you wish to display the visualization’s markers, where shapes will appear on the series for each data point on a series
  • Whether you wish to overlay visitation
  • Whether you wish to overlay the almanac calendar items
  • The granularity of data to display (daily, weekly, monthly, quarterly or yearly)

You can also reset a visualization back to its default settings. Click OK once complete, or cancel.

To apply a query to a visualization, click on the query cog icon at the top right of visualizations of select data series:

  • In a dashboard, the query will apply to the entire dashboard
  • In a report, the query will apply to the select visualization

Queries are common to all users within a venue and can only be edited by administration users.

From there, you can create a new query, edit an existing query, or edit the default query (which applies for all users, until they select an alternate query), choosing which data categories should display (for example with ticketing data, which products). You can also reset your view back to the default query. Click OK once complete, or cancel. Your view will refresh to apply the change.

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Integration (5)

Before starting this integration, make sure you have administration access to your organization’s Google My Business, YouTube and Google Analytics (or a selection of which you wish to integrate). 

Google (Google Analytics and Google Reviews) and YouTube are owned by the same vendor, so can be integrated with a single connection link.

To connect Google and YouTube, navigate to the Venue module on the left hand side menu, and select to browse Sources to connect integrations.

From the Sources page, select the Social tab from the top horizontal menu.

Click Add.

Click the Google logo.

The application will open a new window in Google. Login using your Google profile which has administration access to your organization’s Google Analytics, Google Reviews and/or YouTube page. Google will ask you if you wish to grant access to a list of items for your Google systems, to which you will need to authorize to complete.

Note: This is a third party application and from time to time, the vendor may make changes to its interface – if you encounter an error message, please contact us.

Once you have completed your integration, you can close this screen.

Before starting this integration, make sure you have administration access to your organization’s Facebook page on your Facebook profile.

Facebook and Instagram are owned by the same vendor, so can be integrated with a single connection link.

To connect Facebook and Instagram, navigate to the Venue module on the left hand side menu, and select to browse Sources to connect integrations.

From the Sources page, select the Social tab from the top horizontal menu.

Click Add.

Click the Facebook logo.

The application will open a new window in Facebook. Login using your Facebook profile which has administration access to your organization’s Facebook page. Facebook will ask you if you wish to grant access to a list of items for your Facebook and Instagram pages, to which you will need to authorize to complete.

Note: This is a third party application and from time to time, the vendor may make changes to its interface – if you encounter an error message, please contact us.

Once you have completed your integration, you can close this screen.

Before starting this integration, make sure you have administration access to your organization’s Twitter profile.

To connect Twitter, navigate to the Venue module on the left hand side menu, and select to browse Sources to connect integrations.

From the Sources page, select the Twitter tab from the top horizontal menu.

Click the Connect to Twitter icon.

The application will open a new window in Twitter. Login using your organization’s Twitter profile. Twitter will ask you if you wish to grant access to a list of items for your profile, to which you will need to authorize to complete.

Note: This is a third party application and from time to time, the vendor may make changes to its interface – if you encounter an error message, please contact us.

Once you have completed your integration, you can close this screen.

Before starting this integration, you will need to setup a Google Alert for your organization’s name or keyword (for example, an exhibition title).

Record the name, URL and description of your Google Alert. Please note due to the nature of RSS feeds, this data cannot be backdated.  

Setup alert      Google help documentation

To connect Google Alerts, navigate to the Venue module on the left hand side menu, and select to browse Sources to connect integrations.

From the Sources page, select the Google Alerts tab from the top horizontal menu.

Click the Add button.

In the pop up modal, enter the name, URL and description of your Google Alert. Click OK to proceed, or Cancel to close.

Note: This is a third party application and from time to time, the vendor may make changes to its interface – if you encounter an error message, please contact us.

On implementation, Dexibit will connect and backdate a weather source on your behalf. 

To view your weather integration, navigate to the Venue module on the left hand side menu, and select to browse Sources.

From the Sources page, select the Weather tab from the top horizontal menu.

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Entry (1)

Expenditure data can be used towards calculations of Net Value Per Visit for monitoring margins on a unit economics basis. Most organizations choose to only include Operational Expenditure (OPEX), rather than also Capital Expenditure (CAPEX). Expenditure can be entered on whatever granularity desired (usually monthly, quarterly or annually) and can be entered as a single or multi line item budget. 

To center expenditure data, navigate to the Venue module on the left hand side menu, and select to browse Sources.

From the Sources page, select the Expenditure tab from the top horizontal menu.

Click the Add button.

 

In the pop up modal, enter the name, start date, end date and cost of your budget.

When ready, click OK to complete or Cancel to exit.

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Venue (10)

The administration section is a free form notes area for the documentation of data provenance, such as data sources, business rules and integrity checks to help users govern where data comes from, what happens to it and how it has been verified.

To add, edit or view administration documentation, navigate to the Venue module on the left hand side menu, and select to browse Administration to manage governance documentation.

Add or edit your documentation.

When you’ve finished your update, click Save.

In Dexibit there are two types of user privileges:

  1. Account administrators who have write access to change data sources, business rules, create templates and more
  2. General users who have read only access to view data

Additionally, users’ permissions can be adjusted to select data sources. 

To add, edit, suspend or delete users, navigate to the Venue module on the left hand side menu, and select to browse Access to manage venues and users.

Click the Users tab.

Click to Add a user, or alternatively select a user’s row from the table below and click to Edit, Disable, Enable (for example, if the User has locked themselves out through multiple incorrect password use, or if the User has previously been Disabled, such as during furlough) or Delete the user.

When adding a new user, enter the user’s name and email. You’ll need to choose their first dashboard template (we recommend ‘highlights’) and select the level of privilege you’d like the user to have. If you have multiple venues, assign them a primary venue.

When you’re ready, click OK to complete or Cancel to close.

Some functionality, visualizations and insights in Dexibit reference targets.

To add, edit or view targets, navigate to the Venue module on the left hand side menu, and select to browse Targets to add goals.

Select from the top horizontal tab menu of KPI targets, admission targets or exhibition targets. If you have more than 100 goals, navigate to page through the list. Click Add.

In the pop up modal, give the target a Name, select its Performance Indicator, provide a Start Date and End Date and define the Goal.

When finished, click OK to complete or Cancel to close.

To edit a goal, select the target from the table and click Delete.

To delete a goal, select the target from the table and click Delete.

Users’ data permissions can be restricted to exclude sensitive data sources (for example, if revenue is not desirable to be shared amongst all users), or only include select data sources (for example, an external user such as a third party retail operator who only access access to visitation data).

To restrict a user’s permission, navigate to the Venue module on the left hand side menu, and select to browse Access to manage venues and users.

Click the Users tab.

Select the user from the table, then click to Edit. In the modal pop up, select a Source to exclude and click the right motion arrow to move the source to the right hand column.

When finished, click OK to complete or Cancel to close.

In Dexibit, your account can support multiple venues (each with their own users, sources and configurations).

To swap venues, navigate to the Venue module on the left hand side menu, and select to browse Access to manage venues and users.

Click the Venues tab.

Select the venue you wish to view from the table and click to Load. You’ll notice your venue photo and name (top left) will update to reflect your selection.

Alternatively, click to Load portfolio view to view all venues at once*.

As you navigate back to your dashboard, you’ll see your data now summarizes all your venues together.

To configure your visualizations to view one, more or all venues, click the Venue icon at the visualization top right.

A pop up modal will display to make your selection.

When you’ve made your select, click OK to continue or Cancel to close.

To exit Portfolio mode, navigate back to Venues and click Exit portfolio mode.

*Requires Portfolio addon.

If your data sources include footfall, you can manage your footfall counter hardware infrastructure, whether manual (such as a hand clicker) or automated (such as a thermal counter, beam break or footfall camera).  

To manage footfall counters, navigate to the Venue module on the left hand side menu, and select to browse Hardware.

Click the Counters tab.

To add a counter, click Add.

Enter the Device ID (provided by your hardware equipment manufacturer) and enter an alias (a business name you wish to use for this device). You can select whether the device is enabled (for example, you may wish to disable hardware while it is being installed, tested or commissioned), represents an entrance and is automated (and should reference a data source integration as opposed to a manual upload).

To edit, select a counter from the table and click Edit.

To enable or disable, select a counter from the table and click to Enable or Disable.

When ready, click OK to complete or Cancel to close.

If your data sources include footfall, you can apply scaling factors to this data to manually force the data up or down. This is usually used to override footfall counters following a periodic audit using a manual test, to allow for undercounting or overcounting by the hardware device or to account for staff using an entrance. When using scaling factors, 1.0 is ‘normal’, 0.95% would scale down, 1.05 would scale up. 

To manage scaling factors, navigate to the Venue module on the left hand side menu, and select to browse Hardware.

Click the Scaling tab.

To add a counter, click Add.

Enter the Scaling Factor, select whether you wish to apply the factor to historic or forecast data and enter the start date and end date for the factor to apply for.

When ready, click OK to complete or Cancel to close.

To edit, select a factor from the table and click Edit.

To delete, select a factor from the table and click to Delete.

If your data sources include location analytics (such as WiFi or RFID), you’ll need to provide a floor plan, used in visualizations such as the heat map. We recommend using a simple floor plan, easy for business users to identify, such as the version used on visitor facing signage or brochures. You will need to have your floor plan as a single page PDF for each indoor level or outdoor area (such as a garden). 

To manage floor plans, navigate to the Venue module on the left hand side menu, and select to browse Hardware.

Click the Plans tab.

To add a plan, click Add.

Enter a business friendly name of the floor or area (such as ‘Ground floor’) and the sequence, starting at 0 for the lowest level or first logical area (you will need to use a numbered sequence for subsequent levels or areas to determine what order they should be presented in a list). Click Select plan image to upload the PDF file. The location of indoor positioning assets are configured elsewhere in the Hardware section.

When ready, click OK to complete or Cancel to close.

To edit, select a Plan from the table and click Edit.

To delete, select a Plan from the table and click to Delete.

If your data sources include WiFi, you can manage your access point hardware infrastructure from your onsite network.

To manage access points, navigate to the Venue module on the left hand side menu, and select to browse Hardware.

Click the Access Points tab.

To edit, select an access point from the table and click Edit.

When ready, click OK to complete or Cancel to close.

To enable or disable, select a counter from the table and click to Enable or Disable.

For key analytics concepts, business rules control where your data is sourced from and how it is transformed.

Changes made impact data integrity for all users.

To add, edit or view business rules, navigate to the Venue module on the left hand side menu, and select to browse Administration to manage governance documentation. Only administration users can change business rules. Click Rules.

Visitation

Visitation can be sourced from one or more of:

  • Footfall (including certain counters and scales)
  • Ticketing (including certain ticket products, types, statuses and scales)
  • Membership card or seasonal pass checkins or scans (including certain products, types and scales)

You’ll land on the Visitation tab.

Under Visitation source, select how you recognize a visitor.

If your visitation is counted from ticketing, select the applicable ticket products and types and the corresponding status (sold, scheduled or redeemed). When you have finished making changes, click Apply at the bottom of the screen to commit your changes.

If you scale some tickets to count these more than once (such as a multi day, plus one or family pass), select a ticket product or type and then edit the corresponding scaling factor below. When you have finished making changes, click Apply at the bottom of the screen to commit your changes.

Revenue

Revenue can be sourced from one or more of:

  • Footfall (including certain counters and scales)
  • Ticketing (including certain ticket products, types, statuses and scales)
  • Membership card or seasonal pass checkins or scans (including certain products, types and scales)

Click to navigate to the Revenue tab.

Under Define lines of business, click to Add various lines of business as you usually refer to these (such as ticketing, parking, cafe, retail, etc).

Once you have defined your lines of business, under Configure lines of revenue, select a revenue line identifier from your database from the table and click to Edit.

Associate the line from your database with a line you’ve defined (you can reuse a line multiple times to consolidate your database representation). Dexibit provides prebuilt visualizations and insights for various revenue categories (such as ticketing or retail). To have this line displayed on corresponding visualizations, use the drop down list to tag the line with applicable categories. Dexibit also provides insights for per visitor analysis (such as average revenue per visit). To have this line included in these calculations, check the Visit related box. When finished, click OK to complete or Cancel to close.

Ticket

Often raw ticketing data is complex. In Dexibit, you can configure business rules to automatically transform data into a state ready for the user.

Click to navigate to the Ticket tab.

Under Define ticket product groups and Define ticket type groups, click to add group names.

Once you have named your groups, under customize product and ticket type groups, check a ticket identifier from your database from the table. Below the table, associate the line from your database with the lines you’ve defined via the drop down list (you can reuse a line multiple times to consolidate your database representation). When finished, click Assign to commit.

To remove a grouping, check a ticket identifier from the table. Below the table, click Remove groups to undo the assignment.

Timing

Some functionality, visualizations and insights in Dexibit reference the financial year. 

Click to navigate to the Timing tab. Use the calendar picker to choose the day of the year your organization’s financial year starts on. When finished, click Save to commit.

Presence

When location analytics sources data from your WiFi network, it can reference either connected devices or all devices (even those not connected to your WiFi network). For more information, see location analytics. In Dexibit, you can set the default your users will see, though they can change this filter at a visualization level if data is available. 

Click to navigate to the Presence tab. Select your preferred device. When finished, click Save to commit.

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