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What can I do in the Customer Dashboard?
What can I do in the Customer Dashboard?

Discover the host of tools available within the Customer Dashboard to help you manage and manipulate your data in Relative Insight.

Trish Pencarska avatar
Written by Trish Pencarska
Updated over a week ago

The Customer Dashboard (previously Data Library) houses all of the data sets uploaded across your projects. It can be accessed from anywhere on the platform by clicking ‘Dashboard’ on the navigation bar.

Each project has a dedicated folder that contains all the data sets associated with the project.

From the Dashboard, you can:

Upload data and create new projects

You can create new projects from the Dashboard.

Simply drag and drop your file onto the blue upload tile, or click on 'Browse files' to select your data set.

Once your Data Discovery page is ready, select the 'Save' icon from the top menu, give it a title and description, and click 'Save as project.'

View your Data Discovery results

If you want to revisit your Data Discovery results, simply navigate to your project, locate the correct data set, and click on the 'Data Discovery' icon.

This will launch the visualizations page that you can export to share with relevant stakeholders.

Split and combine data sets

Splitting data sets allows you to define rules based on which you want to divide a data set into parts (e.g. breaking down a file of survey responses based on the location of respondents.)

Combining data sets allows you to unify data sets for use in a comparison (e.g. combining monthly data sets into quarterly files.)

Compare groups of two or more data sets

When wanting to compare two or more data sets, we often recommend comparing each data set against all others in the group combined using NOT comparisons.

This approach allows you to understand how each brand, product, or audience group is different.

They are created by hovering over the single data set you want to isolate from the others and then clicking the 'Compare to all' icon from the hamburger menu.

Create and view Heatmaps

Heatmaps are a tool for visualizing which pairs of data sets in a group are most and least different. The feature allows you to understand and comment on high-level trends in your data and prioritize comparisons to explore further.

To create Heatmaps, select at least three applicable data sets from files in your Customer Dashboard and then click the 'Create Heatmap' icon from the bulk actions menu at the top of your data list.

Manage and organize your data

Click the hamburger menu next to the chosen dataset to see several additional options, including:

  • Delete a data set

  • Duplicate a data set

  • Move a data set to another folder

  • Edit (rename) a data set

  • View a summary of a data set’s details

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