Fetching Data and Creating Visuals

Frame the question, drag the attributes into place, and turn the result into a chart.

ℹ️ Prerequisites A datasource has been added, and relationships are defined — or auto-detected by PersivX, where available.

Framing the Question

Before creating a visual, frame a story in your mind in the form of "For every X, show me A, B, and C."

For example:

For every country, show me the number of customers and the total order value.
For every year, show me the client churn rate.
Show me customer name, country name, and customer number.

ℹ️ Note "For every" can be left out, but "Show me" must have at least one attribute (feature).

In PersivX build mode, you drag and drop the attributes you want into the relevant box.

Mapping the examples above onto the builder:

For every country, show me the number of customers and the total order value. Country goes in "For every"; count of customers and total order value go in "Show me".
For every year, show me the client churn rate. Year goes in "For every"; client churn rate goes in "Show me".
Show me customer name, country name, and customer number. All three go in "Show me". "For every" stays empty.

The PersivX builder, showing the For every and Show me boxes

Creating Your First Visual

Once you drag and drop fields from the attributes panel, PersivX fetches the data and displays it on screen.

Step 1: Create a Tile

Click and drag in an empty area of the canvas to create a new tile. A tile is where an individual visual lives.

Dragging on the canvas to create a new tile

Step 2: Drag In Your Attributes

Drag and drop attributes from the objects (tables) you want to display into the correct box.

💡 Tip Click an object (table) in the list to view the attributes (columns) inside it, then drag those attributes into the right box.

Dragging attributes into the Show me box

💡 Attributes From Multiple Tables You can add any number of attributes to a box, from any object, as long as a relationship exists between them — either directly, or via other tables in between.

Attributes drawn from more than one object

That's it — you should now see data on your tile.

Grouping and Aggregating

Next, let's visualize for every country, show me the number of customers.

Step 1: Move Country to "For every"

Drag the country attribute from the "Show me" box into the "For every" box.

Step 2: Remove Customer Name from "Show me"

We want the count of customer names, not the customer names themselves.

💡 Tip Don't worry if the table shows no rows after removing customer name.

Removing customer name from the Show me box

Step 3: Add an Aggregator

Click the arrow next to an attribute name and PersivX lists the aggregators available for that column. Drag Count All into the "Show me" section.

Step 4: Turn It Into a Chart

Now that you have the data you need, change how it is presented. Let's make it a bar chart.

The same works for a line chart, scatter chart, pie chart, or any other available visual.

💡 Next Continue to Customizing Visuals to make this chart presentable.