Ikigai Onboarding Tutorial

Welcome to Ikigai! This is a short onboarding tutorial to get you started in minutes. In this video, we will be creating a simple flow that selects a few columns and saves the output. Please start a free trial to follow along.

Watch Video

Transcript

Welcome to Ikigai!

In this video, we will be creating a simple flow that selects a few columns and saves the output.

We will then build a simple dashboard on top to interact with the data.

After you sign up and sign in for the first time, you will see your homepage.

Let’s start by creating a project.

Next let’s create a new flow inside of this project.

Flows are our data automations that you can build by drag-and-dropping boxes called facets together.

They ingest data, transform data, and then output data.

Flows can do anything from data cleaning all the way to forecasting, scenario analysis, optimizing decisions, creating alerts, and more.

As an example, we are going to create an extremely simple flow.

We have a dataset with many columns, and we simply want to create a new dataset by retaining only a few columns.

Precisely, we will read the dataset with many columns, select certain columns, and then write the selected columns to a new dataset.

This is what the flow canvas looks like.

Let’s start off by uploading a CSV or Excel.

If you don’t have one on hand, we have a link down below for you to download the example dataset we are working with today.

Click on the add button and you will see this window.

Name it and then drag and drop the file into the gray box.

You should now see the dataset populated in the left Inputs menu.

Drag and drop the the dataset into the canvas.

This creates the import dataset facet.

Facets like this one are the building blocks of the flow.

They allow us to import data into the workspace, further process the data, and enable writing data or other downstream tasks.

In this flow, as you may recall,

we simply want to select some of the columns of the imported dataset.

To that end, let’s add our next facet.

We will add a select facet, which we can use to select the columns we want to keep

Search for “select” in the facet search bar up here and click on select.

Let’s keep the Product, Channel, and Quantity columns, and hit update.

Now we are ready to save the data with the selected columns.

For this, we need to bring in a facet that enables writing or saving data.

This is done through the Exported facet.

The Exported facet will take whatever data comes in and save it as a dataset inside the same project workspace.

Now let’s hover over to the arrow, and click on the eye icon.

We allow you to peek any arrow to see what the data looks like at any specific point of the flow.

Let’s first see what the dataset looks like.

This is what the data looks like at the first arrow.

While you are peeking,

if you want to quickly visualize the data, you can do that by clicking the chart button.

Let’s quickly walk through an example.

Click on the settings button, which will reveal this window for us.

Then, click on bar chart, Product for X-axis, and Quantity for Y-axis.

Now let’s peek the second arrow to see how the data transforms after the select facet.

We can confirm that the data now only has the three columns we selected.

Let’s fill out the arguments for the exported facet.

Select csv for file type and put in any name you want.

Now we can run the flow and output our results as a dataset.

We got the green check mark which means that the flow ran successfully

and you can also see the exported dataset in the Inputs menu now.

We just finished building a working flow inside Ikigai.

You can even schedule this flow to run whenever you want.

Now let’s build a dashboard using our data.

Let’s start by adding charts.

Charts are built on top of datasets.

We will build charts on top of our output dataset.

Hover over to your new chart and click on the three dots then browse.

You will be taken to our chart building view.

Click on the bubble under visualization type.

Scroll up to #Popular.

We have an extensive range of charts from pie charts to pivot tables

but for now, let’s choose the bar chart.

Next, under Metrics,

click on add metric.

Then click on simple, Quantity for column, and SUM for aggregate.

Then click on the dropdown for SERIES and select Product.

Finally, hit Run Query.

Next, hit Save

and then SAVE again.

Then click on the back arrow.

Let’s add another chart.

This time we will be making a filter for the dashboard.

Click on the bubble under Visualization Type again.

Search “filter”

and select the filter box.

Click on RUN QUERY.

Click on the plus button to add columns we want to filter by.

Let’s add the Product column.

Click on the box for Instant Filtering.

Click on save and save again.

Let’s now add a dashboard.

Select Interactive.

You should now see the newly created dashboard.

Hover over to click on the three dots and click browse.

Click on the pencil icon to go into edit mode.

Click on the Charts tab.

Drag and drop the Filter chart and Bar chart we created.

Hover over to the bottom right corner,

and click and drag to resize the charts.

Now hit the save button.

You have built your first dashboard!

Play around with the filter to see it filter your chart down to specific products in real time.

Check out the rest of our tutorials to build more advanced projects.

Also, join our community!

You can get answers to your questions and find product support there.

WEBINAR

Ikigai Onboarding Tutorial

Welcome to Ikigai! This is a short onboarding tutorial to get you started in minutes. In this video, we will be creating a simple flow that selects a few columns and saves the output. Please start a free trial to follow along.

December 6, 2022 10:00 AM
EST
SPEAKERS
No Speakers found.
Description

Welcome to Ikigai!

In this video, we will be creating a simple flow that selects a few columns and saves the output.

We will then build a simple dashboard on top to interact with the data.

After you sign up and sign in for the first time, you will see your homepage.

Let’s start by creating a project.

Next let’s create a new flow inside of this project.

Flows are our data automations that you can build by drag-and-dropping boxes called facets together.

They ingest data, transform data, and then output data.

Flows can do anything from data cleaning all the way to forecasting, scenario analysis, optimizing decisions, creating alerts, and more.

As an example, we are going to create an extremely simple flow.

We have a dataset with many columns, and we simply want to create a new dataset by retaining only a few columns.

Precisely, we will read the dataset with many columns, select certain columns, and then write the selected columns to a new dataset.

This is what the flow canvas looks like.

Let’s start off by uploading a CSV or Excel.

If you don’t have one on hand, we have a link down below for you to download the example dataset we are working with today.

Click on the add button and you will see this window.

Name it and then drag and drop the file into the gray box.

You should now see the dataset populated in the left Inputs menu.

Drag and drop the the dataset into the canvas.

This creates the import dataset facet.

Facets like this one are the building blocks of the flow.

They allow us to import data into the workspace, further process the data, and enable writing data or other downstream tasks.

In this flow, as you may recall,

we simply want to select some of the columns of the imported dataset.

To that end, let’s add our next facet.

We will add a select facet, which we can use to select the columns we want to keep

Search for “select” in the facet search bar up here and click on select.

Let’s keep the Product, Channel, and Quantity columns, and hit update.

Now we are ready to save the data with the selected columns.

For this, we need to bring in a facet that enables writing or saving data.

This is done through the Exported facet.

The Exported facet will take whatever data comes in and save it as a dataset inside the same project workspace.

Now let’s hover over to the arrow, and click on the eye icon.

We allow you to peek any arrow to see what the data looks like at any specific point of the flow.

Let’s first see what the dataset looks like.

This is what the data looks like at the first arrow.

While you are peeking,

if you want to quickly visualize the data, you can do that by clicking the chart button.

Let’s quickly walk through an example.

Click on the settings button, which will reveal this window for us.

Then, click on bar chart, Product for X-axis, and Quantity for Y-axis.

Now let’s peek the second arrow to see how the data transforms after the select facet.

We can confirm that the data now only has the three columns we selected.

Let’s fill out the arguments for the exported facet.

Select csv for file type and put in any name you want.

Now we can run the flow and output our results as a dataset.

We got the green check mark which means that the flow ran successfully

and you can also see the exported dataset in the Inputs menu now.

We just finished building a working flow inside Ikigai.

You can even schedule this flow to run whenever you want.

Now let’s build a dashboard using our data.

Let’s start by adding charts.

Charts are built on top of datasets.

We will build charts on top of our output dataset.

Hover over to your new chart and click on the three dots then browse.

You will be taken to our chart building view.

Click on the bubble under visualization type.

Scroll up to #Popular.

We have an extensive range of charts from pie charts to pivot tables

but for now, let’s choose the bar chart.

Next, under Metrics,

click on add metric.

Then click on simple, Quantity for column, and SUM for aggregate.

Then click on the dropdown for SERIES and select Product.

Finally, hit Run Query.

Next, hit Save

and then SAVE again.

Then click on the back arrow.

Let’s add another chart.

This time we will be making a filter for the dashboard.

Click on the bubble under Visualization Type again.

Search “filter”

and select the filter box.

Click on RUN QUERY.

Click on the plus button to add columns we want to filter by.

Let’s add the Product column.

Click on the box for Instant Filtering.

Click on save and save again.

Let’s now add a dashboard.

Select Interactive.

You should now see the newly created dashboard.

Hover over to click on the three dots and click browse.

Click on the pencil icon to go into edit mode.

Click on the Charts tab.

Drag and drop the Filter chart and Bar chart we created.

Hover over to the bottom right corner,

and click and drag to resize the charts.

Now hit the save button.

You have built your first dashboard!

Play around with the filter to see it filter your chart down to specific products in real time.

Check out the rest of our tutorials to build more advanced projects.

Also, join our community!

You can get answers to your questions and find product support there.

Join Us

Join Us

Watch on Demand

By clicking Register, you agree to the Webinars Terms and Conditions.
Thank you! Your submission has been received!
Click here to view the webinar
Oops! Something went wrong while submitting the form.