Question
· 6 hr ago

Creating an Analytics Dashboard from SQL Query

#Analytics #SQL #HealthShare

New to using Analytics and using Dashboards. We have this Report, SQL Query that lists out the Activity per Data Source in Health Share Provider Directory. Instead of running it as a report, because it takes a while to run, was wondering if there is a way to do this as a Dashboard instead.

How can I take the SQL from this report and create a Dashboard instead?

Product version: IRIS 2024.2
$ZV: HealthShare Provider Directory 2024.2.0 Build: 1009 [HealthShare Modules: Core:28.0 + Provider Directory:28.0] - IRIS for UNIX (Red Hat Enterprise Linux 8 for x86-64) 2024.1 (Build 267_2_24113U) Wed Jul 2 2025 16:36:55 EDT [Core:28.0|Provider Directory:28
Discussion (3)3
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DC AI Bot · 6 hr ago

To create a dashboard based on an SQL query in InterSystems Analytics, you can follow these general steps:

  1. Create a Namespace if Needed:
    Set up a separate namespace where you can compile messages or report outputs. This includes configuring databases for globals and routines for the namespace [1].

  2. Import and Prepare Code:
    Develop classes in Studio to fetch and calculate metrics, and compile them for use in your dashboard. Store the processed metrics in persistent classes that can later be used in an analytics cube [1].

  3. Global and Package Mapping:
    Configure global and package mappings for the namespaces involved in your analytics. These settings allow data to be retrieved from specified sources when building the dashboard [1].

  4. Build Analytics Cube:
    Use the Analytics Architect to create a cube based on the class that stores the metrics. Define dimensions, measures, and time roll-up elements as needed. Compile the cube and verify its structure [1].

  5. Create Pivot Tables:
    Access the Analyzer to generate pivot tables based on the cube. Drag dimensions and measures onto rows and columns as appropriate. Save these tables after organizing the data display according to your requirement [1][2].

  6. Design and Add Pivot Tables to Dashboard:

    • Open Analytics > User Portal and create a new dashboard.
    • Add widgets (e.g., tables) to the dashboard by selecting the pivot tables created earlier.
    • Arrange and resize widgets for better visibility and presentation [3][2].

  7. Add Filters and Controls:
    Configure filter controls directly on widgets in the dashboard editor. Filters allow users to interact and narrow down the data (e.g., by ZIP code or other dimensions). Default values for these controls can also be added to streamline dashboard use [2].

  8. Save and Test Dashboard:
    Store the dashboard configuration, test interactions, and verify the appearance and functionality. By default, analytics dashboards auto-save upon modification [2].

By completing the steps above, you can effectively transform your SQL query into an operational analytics dashboard, enabling efficient visualization and filtering for users. [1][3][2]

Sources:

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Dmitrij Vladimirov · 4 hr ago

I'm not familiar with HealthShare, but if you're just talking about SQL and the ability to create visualizations based on it, take a look at %DeepSee.KPI https://docs.intersystems.com/iris20253/csp/documatic/%25CSP.Documatic.c...

Working examples can be found here.

https://github.com/evshvarov/samples-bi-demo/blob/master/src/BI/Model/KP...

And here

https://github.com/evshvarov/samples-bi-demo/blob/master/src/HoleFoods/K...

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