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Quickstart Guide

Goals of this guide

In this quickstart guide, we'll walk you through a simple example of connecting some data, visualizing it, and sharing it with colleagues. We'll use a basic CSV file as our data source, but you can connect data from any number of data sources that we support on the platform. By the end of this guide, you'll have:

  1. Connected a data source
  2. Built a visualization using our Explore functionality
  3. Added your visualization to a dashboard
  4. Shared your workspace with a colleague

Sound good? Great, let's get started.

Creating An Account

We'll get started by heading over to Apteo's signup page and creating an account. If you've already got an account, go ahead and login now.

Signup

Once you sign up, you'll be asked to create your first workspace. Click on the "Blank Workspace" link, enter a workspace name and description, and click "Create Workspace".

On the new workspace page that shows up, you'll see a quick tutorial that walks you through some of the main links on your new space. For now, you can click through all of tutorial steps so that you see your empty workspace page.

The next step for us is to connect some data.

Click on the "Data" link in the left sidebar to get to the new data connection page

Data

Adding A Dataset

The next step is to connect some data to your new workspace. You can connect data from several different types of sources right now, and the list of data connectors that we support is constantly growing. For this guide, we'll use a CSV file of avocado prices over time, which was originally made available on Kaggle. We've made the CSV available at https://resources.app.apteo.co/docs/avocado.csv

Click on the link for "Connect a CSV" on the data connection page. On the next screen, you'll have the option to enter the URL of a publicly available CSV file or to upload a file from your computer. You don't have to worry about filling out any other options on this page, but other data sources may require you to put in additional information like username or password. If you do need to upload other sources, you can rest assured that we encrypt all credentials at rest and in transit.

For now, let's connect the CSV by entering its publicly available URL, https://resources.app.apteo.co/docs/avocado.csv.

Copy and paste that URL into the input box on the page, and you can optionally name the file as well, then click the Connect CSV button.

Connect a CSV

After a brief loading screen, you'll see your data loaded into a table.

Avocado Data Table

Your workspace now has an exact replica of the original data in the file. Whenever you connect a remote CSV, database, API, or other remote system, you'll always have the option of getting the latest data from your data source by hitting the "Refresh" button in the top right of the page. CSV files that you upload don't have a "Refresh" option. If you ever need to update data from a CSV file that you uploaded, you can simply upload it as a new data source.

Examine Your Data

At this point, you can get to know the data that you imported by browsing through the columns and rows shown on the data table. One thing to note is that the type of each column is listed above the name of each column. It's important to verify that numeric columns are listed with "Number" instead of text, otherwise it might be hard to analyze these columns.

Visualizing Data

Now that you've connected a dataset, you'll be able to graph it, perform statistical analyses, and create predictive models from it. In this guide, we'll show you how to visualize your data using our Explore feature.

Click on the "Explore" link on the left hand navigation bar. You'll be brought to the empty Explore configuration screen. From here, you can create, save, and share all sorts of visualizations of your data.

Let's start by creating a graph of all average avocado prices over time.

  1. First, set the Y-Axis metric to AveragePrice
  2. Then, set the X-Axis metric to Date
  3. Next, click on the pill labeled "SUM", next to AveragePrice, in the Y-Axis configuration box, and set the value for "Summarize Value By" to "AVERAGE"
  4. Then click the Visualize button

Avocado Prices Over Time

After a brief moment, you should see a bar graph of avocado prices over time. In the screenshot below, we've also created a title for the graph.

Avocado Prices Over Time

Now this chart is nice, but it doesn't tell us the whole story. In our dataset, we have two types of avocados: conventional and organic. What if we wanted to show prices over time broken down by avocado type? In that case, we could specify the "Grouping".

Next, add a grouping and set the value to "type" and hit the Visualize button. You'll now see a graph with two series: the price of organic avocados over time and the price of conventional avocados over time.

Avocado Prices By Type Over Time

Let's clean up the chart a bit now. Since these bars are a little cluttered, and since this is a chart of prices over time, let's turn this into a line chart by clicking the button that says LINE:

Avocado Line Chart

Finally, let's add a name to the primary Y-Axis and set the minimum value of the Y-Axis to 0. Open up the chart configuration screen by clicking the "Edit Chart" button and adjusting the appropriate settings.

Chart Configuration

We're now ready to add this chart to the Home dashboard. Click the "Add to Dashboard" button at the top right of the page. When you do this, the chart will be automatically saved for you and will be added to the top of your main dashboard. You can also manually save and load visualizations yourself with the relevant buttons at the top of the page.

Dashboard

Graphs by themselves convey limited information. Let's add some text and a photo to provide additional details to our workspace's members. Click on the "Add Component" button at the top of the page. This will open up the Component Library. Click on the "Annotation Component" to add a new component to the page.

Component Library

From here we can add some text and an image.

Annotated Dashboard

Adding Members To Your Workspace

As the last step, let's add a member to our workspace. Click on the "Members" link in the left hand navigation bar. Enter the email address of a colleague and click the "Add Member" button. They'll be sent an invitation email and will be added to your workspace when they confirm their invite.

Add Member

Wrapping Up

You can now continue to add additional visualizations, statistically analyze your data, and even build and host predictive models. Feel free to add your own data to your workspace, try out some of the additional analytics features, or add new members to your workspace.