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Platform for Analysis
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ZeroedIn Platform Administration
Reports
Presentations
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Discover
Home Page
Setup
Analyze (Charts and Dashboards)
Key Terms
Dimensions A characteristic or aspect that can be collected and used throughout the analysis and reporting process (e.g. an employee, a department, a job role, a location) Dimension Attribute Additional characteristics or aspects that are associat...
Home Page Navigation
Navigation After logging into the platform, you land on the home page, where you can quickly access recent or favorite dashboards, reports, graphs, and alerts. At the top, the left side features navigation tabs— Discover, Analyze, Report, and Present—next to ...
Discover Page Overview
This section lets you set up specific questions and link relevant graphs for quick access without navigating dashboards. You can connect graphs to answer key questions like “What is the overall headcount?” or “What is the age distribution of employees?” Questi...
Analyze Page Overview
The Analyze page provides access to all dashboards, charts, tables, and dataframes in one place. At the top, you’ll find quick options to create a dashboard, chart, or dataframe. The main section allows you to browse through existing dashboards, charts, tables...
Navigating Charts
Click on a chart in the main Analyze page to open it and explore its details. A new page will appear with the chart and relevant information. In the top left, you’ll see the chart’s name and location. In the top right, a menu provides various options. T...
Reports Page Overview
The Report page allows you to view, create, and schedule reports. At the top, a quick menu provides easy access to these actions. Below, you can explore existing reports or create a new one. To navigate reports, use the menu on the left. The All tab dis...
Building a New Report
To create a new report, go to the main Report page, click the Add icon in the top right, and select Report from the dropdown menu. Report Base A new window will appear, prompting you to base the report on a key measure, dataframe, or an existing report...
Navigating Presentations
The Present tab allows you to create and view slideshow presentations by adding charts from the system. You can browse existing presentations using the left-side menu, which includes a Recents tab for quick access and a Favorites tab for presentations you’ve m...
Alerts
Navigation At the bottom of the main page, you’ll find all your active alerts. These alerts notify you about specific data events, such as reaching a certain threshold. You can also set up email notifications to stay informed about important updates. C...
Create Measures and Facts
In the system, numerical data is represented as Key Measures or Key Measure Facts. A Key Measure is a quantifiable metric that includes a series of data points, each associated with a specific date range. A Key Measure Fact is also a quantifiable metric ti...
Multiple Series / Multiple Facts
When creating a chart, you can compare key measures or facts against another. To enable multi-series charts, simply drag a field from the left-side menu to add it alongside the key measure or fact. For multi-series charts (multiple key measures), ...
Chart Types
When creating charts in ZeroedIn, you can choose from a variety of chart types based on the chart’s content. To select or edit a chart type, click the Chart Type icon to open a menu displaying the available options. The options depend on the number of ...
Creating a Presentation
To create a new presentation, select Add and then Presentation. From here you are prompted to either create a blank presentation or copy an existing presentation. Any changes made to the copy will not impact the original.
Building a Presentation
Building a Presentation Similar to the dashboards, you can select and drag charts, tables, text files, and images from the right side navigation menu onto the presentation grid. To add them, simply click and drag the widget onto the grid To move a widget, ...
Presenting and Downloading
Presenting and Downloading You can present your slideshow from within the ZeroedIn platform. Select the present icon in the upper right corner to open up a new tab and display the presentation. You can also download your presentation as a Powerpoint. To do...
Single Sign-on (SSO) via SAML2– Authentication & Authorization
Single Sign-On (SSO) SAML is the gold standard for single sign-on for cloud applications. It eliminates passwords and instead uses digital signatures to establish trust between the identity provider and the cloud application. The ZeroedIn Platform handles SSO...
User Groups
Navigation You can create user groups to assign users different levels of security access. This includes limiting access to specific key measures or dimensions, for example, restricting pay data visibility for certain groups. To view existing groups or create...
Sharing
If you have the appropriate user rights, you can share graphs, charts, presentations, dashboards, and reports with other users or user groups. To do this, click the share icon (a triangle with three connected circles) in the relevant section. Clicking the i...
AI * Generated Insights
Each graph on the Discover page includes an option to generate AI-powered insights based on the displayed data. This feature helps identify key takeaways from your data and provides recommendations to optimize performance. To access these insights, first expan...
Building a New Dashboard
Navigation To create a new dashboard, navigate to the Analyze tab at the top of the page. In the left-side menu, select Dashboard to view existing dashboards and their folders. To create a new dashboard, click Add in the top-right corner and select Dashboa...