How can I analyze my data using TraceGains?
To get value from your data, you need a way to analyze it. TraceGains provides the Analytics tab for this purpose.
Within Analytics, you can create visual charts such as pie charts, bar charts, and gauges. These are organized into pages called Dashboards.
You can also use Reports, which are preconfigured templates that display data in a table format.
Key Concepts
UDD (User Defined Dashboard)
A UDD is a custom grid view available on all tabs except Market Hub. It allows you to define which data fields you want to display in a table.
UDDs are built by selecting one or more Attributes.
Attribute
An Attribute is a specific type of data, such as:
- Supplier Name
- Status
- Length
Attributes are used to define what data appears in a UDD.
For more detail, see: Overview of Attributes
Analytics Dashboards
Analytics Dashboards allow you to build customized, real-time visual reports.
They can be used for:
- High-level summaries for stakeholders
- Operational or production-level insights
Dashboards are built using:
- A UDD
- One or more Attributes included in that UDD
Before creating a chart, ensure your UDD includes the Attributes you want to report on.
Navigating Analytics Dashboards
Hover over a chart (such as a pie chart, bar, or gauge) to display available controls. Hover over each control icon to view a short description.
Hover over any section of a chart to see detailed information about that segment.
Clicking a chart section opens a new browser tab and navigates to the corresponding TraceGains page with the selected data view.
To add a new chart, select the Add Chart button in the top-right corner of the Dashboards panel.
Access Requirements
If no charts are visible in Analytics, you do not have the required Reports Permissions in your user role.
See: Creating a New Role for details.
Create a New Analytics Dashboard
Step 1: Hover over the Analytics icon and select Dashboards.
Step 2: Select New Dashboard in the upper-left corner.
Step 3: Enter a title for your dashboard.
Step 4: Select the role(s) that can access the dashboard.
- Hold Ctrl to select multiple roles
- Hold Shift to select a range of roles
Step 5: Select Add Chart and choose a data source (typically From UDD).
Step 6: Select a tab. Your tab must contain a UDD with the Attribute you want to report on.
Step 7: Select a User Defined Dashboard (UDD).
Step 8: Select the Attribute you want to report on.
Step 9: Enter a chart title. You may also add a subtitle if needed.
Step 10: Select a chart type.
Step 11: (Optional) Configure sorting preferences.
Step 12: Set a refresh rate.
If no refresh rate is selected, the chart will display static data based on the time it was created. A refresh rate updates the chart automatically at the selected interval.
Step 13: Select Add Chart.
Analytics Reports
Analytics Reports are preconfigured tabular templates created by TraceGains to support common analysis needs.
You cannot currently create or add new report templates. If you require additional report types, contact the TraceGains team.
Below is an example of a preconfigured report.
Running a Report
Before running a report, all required fields must be completed.
Most fields are dropdown menus that support multi-select via checkboxes.
After making selections in a field, click outside the dropdown (in the blue area) to close it and activate the next field.
Once all fields are complete, select View Report in the top-right corner to generate results.
Important Notes
Some reports may take several minutes to run, depending on the volume and complexity of the data requested.
Using filters effectively can help improve performance and reduce load time.