Documentation

Welcome to Draxlr, let’s get started.

Visit https://app.draxlr.com to start using Draxlr

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Or Schedule a free Video session with team Draxlr to see how Draxlr works.


INTRODUCTION TO THE INTERFACE


The Menu bar

The Menu bar has four important options—database, dashboard, explore, and account settings.

    Explore

    This is where you first land after you register/log in on Draxlr. And this is the space from where you start exploring your Database.

    • Tables: All the tables in your database are available here. Selecting a particular table will open the data in the table. You can then use the Draxlr tools to analyze, monitor, and share the data in the selected table.
    • Raw Query: Switch to writing Raw SQL queries to explore and analyze your database
    • Saved queries: Directly load a saved query and build on top of it.

    Select database

    If you have set up multiple databases or are invited to other databases for your Draxlr account, this is where you switch between databases.

    Dashboard

    Access all your dashboards, their respective dashboard elements, all your insights, and visualizations.

    • Add Dashboard button: To add more dashboard tabs/groups.
    • Add Dashboard item button: To add a new dashboard item to the selected dashboard.
    • Dashboard Options Menu: To rename or delete dashboards.
    • Manual Data refresh button: Find on each dashboard card and use it to manually refresh the data on the card.
    • Data Alert button: To receive data change notifications in Slack and email.
    • Dashboard Options Menu: To edit the query, delete it, and access sharing options.

    Account Settings

    A drop-down menu that takes you to different actions like user invites, database synchronizing, plan upgrades, and database disconnection.

    Draxlr Interface

Query Builder

The query builder will be automatically available once you open a particular table (from the explore section) for analysis. Draxlr gives you a visual query builder with a familiar interface, that functions mostly on a simple point-and-click basis.

Draxlr gives you five no-code data query tools—Filter, Join, Sort, Summarize, and Group By.

  • Add Filter Button: The button to open the Add Filter box, with the options to set filter parameters.
  • Add Join Button: The button to open the Add Join box, with the options to set Joining parameters.
  • Add Sort Button: The button to open the Add Sort box, with the options to set sorting parameters.
  • Add Summarization Function Button: The button to open the Add Summarization Function box, with the options to set summarizing parameters.
  • Add Group By button: The button to open the Add Group By box, with the options to set grouping parameters.
  • Edit query operation button: This button will appear automatically next to each query tool you have used to build the query. You can use this button to edit and modify your query parameters.
  • Save Filter button: Use this button to save the query you have built. Access the saved queries from the Saved queries option in the Explore section.

Graphs and Charts

Use the easy data visualization buttons to instantly convert your tabular data into graphical representations.

  • Bar Chart: Visualize your data as bar charts.
  • Pie Chart: Visualize your data as pie charts.
  • Line Graph: Visualize your data as line graphs.

Sharing

The options you will come across, to share and monitor your data, while exploring Draxlr.

  • Export Data: Export your analysis to CSV and Excel files
  • Download plot: Download any data visualization you build (even the ones on your dashboard) as PNG Images.

ADDING A DATABASE

Manually adding your database

  1. On the top-left of your screen on the navbar open the database dropdown
  2. Click on Add Database option. You will be redirected to Add Database Page
  3. You can connect to your database in two different ways
    1. Database URI
    2. SSH
  4. Enter Credentials of your database and click on Add database
  5. You will be redirected to Explore section with your new database as the current database.

Adding your Heroku Database

You can set up Draxlr from Heroku in two different ways.

    Process A — Configure Add-ons

    • After logging into Heroku, select the database or application to which you want to provision Draxlr.
    • Click on the configure Add-ons link. (In the case of this example, Draxlr is pre-installed. But in your case, you will have to search for the Add-on.)
    • After clicking on configure Add-ons, search for Draxlr for Postgres / MySQL.
    • You will get asked to choose your Draxlr plan, and then take you to the Online Order Form.
    • You can also read up on the add-on features by opening the View add-on details in Elements Marketplace link.
    • Once you have completed the formalities and filled in the details for your purchase, Draxlr will be added to your installed Add-ons section.
    • Click on the Draxlr application to open it in a new tab.

    Process B — Heroku Elements

    • After Signing in to your Heroku account, select the dotted-square icon at the top right corner of the window, next to the account control icon.
    • From the drop-down menu, select the Elements option.
    • In the search bar of Elements Marketplace, search for Draxlr.
    • Select the Draxlr Add-on.
    • Click on the Install Draxlr for Postgres / MySQL button.
    • It will open the Online order form tab.
    • Select the Add-on Plan.
    • In the field App to provision to, search for your App or database on Heroku, to which you want to provision Draxlr.
    • Submit Order Form and complete the purchase formalities.
    • The Draxlr add-on will get provisioned to your selected application. You can find it in the Installed Add-ons section.
    • Select Draxlr, and the App will open in a new tab.

Removing The Database

To remove a database follow the steps below:

  1. Select the Database you want to remove.
  2. Head out to Settings.
  3. Click on Disconnect Database. If you are not the owner of the database, this step will not remove the database, instead, it will remove you from the database.

USERS & INVITATIONS


Default User / Owner

When you add Draxlr to your app, you become the first user with all the privileges. You can invite more users and provide them access to certain parts of the database.

Inviting Users to your Database

  1. Go to Permissions Section
  2. Click on Invite User Button
  3. Enter the Email of the user and hit Invite Button
  4. User will receive an email with the invitation Link
  5. After following the link, the user will have to choose a password. Voila!
  6. You can manage all the users from the Permissions Section. You can:
    • Add/Invite More users
    • Remove a user
    • Manage Permission, give them access to certain tables of the Database.

FEATURES


Query Builder

Draxlr query builder is easy to use, even with zero coding knowledge. The Draxlr query builder has a menu-based point-and-click interface, that requires no coding input from the user. The smart filtering, sorting, joining, summarizing, and grouping tools in the query builder are just the right fit for exploring your business metrics.

Use the following five query-building tools to analyze your data for clear insights.

    Add Filter

    • You can use the Filter tool to instruct Draxlr to filter only the relevant data from your database.
    • Open the Filter tool to get the Add Filter modal where you specify the Field, Operation, and Value.
    • The Field indicates the column based on the values of which you want your data to be filtered. The Operation will define the condition on which you want the data to be filtered. And then further you specify a Value that will determine whether a data satisfies the filtering condition or not. You can similarly add multiple filters by clicking on Add more. When adding multiple filters select AND as Filter operation for applying all the filters together, and select OR as Filter Operation if you want results satisfying at least one of the filter conditions.
    • Select the edit query operation button (the pencil-like icon) adjacent to the Add Filter tool, to modify and update your existing filter operation.

    Add Sort

    • You can use the Sort tool to instruct Draxlr to sort the data (rearrange based on a specified order).
    • Open the Sort tool to get the Add Sort box where you specify the Field and Order(Ascending/Descending).
    • The Field indicates the column based on the values of which you want your data to be sorted. Order will define the order in which you want your data to be sorted (Ascending or Descending).
    • Select the edit query operation button (the pencil-like icon) adjacent to the Add Sort tool, to modify and update your existing sort operation.

    Add Join

    • Joining is a very important tool when it comes to analyzing your data. The Join tool can combine data from multiple tables, and then analyze the combined data together in a single table.
    • Draxlr can smartly identify the tables that have connected fields and can be joined together. The query builder almost intuitively identifies the Join-able tables and offers you the options.
    • Open the Join tool to get the Add Join box where you select the joining option, and specify the Join Type.
    • The Join Type defines the manner in which you want data from both the tables to be combined. Draxlr query builder presents multiple joining types like Inner Join, Right Join, Right Outer Join, Left Join, Left Outer Join, Full Outer Join, and Cross Join.
    • Select the edit query operation button (the pencil-like icon) adjacent to the Add Join tool, to modify and update your existing join operation.

    Add Summarization Function

    • The Summarize tool will help you perform functions like adding, counting, averaging, and such, on the values of a particular column. You can later group these summarized values against the values of another column, to establish a relation between them; which will in fact generate actionable insights.
    • Open the Summarize tool to get the Add Summarization Function box to specify the Field and Order.
    • The Field indicates the column whose values you want to be summarized. Operation will define the summarization function to be performed.
    • Select the edit query operation button (the pencil-like icon) adjacent to the Add Summarization Function tool, to modify and update your existing summarization operation.

    Add Group By

    • You can use the Group By tool to instruct Draxlr to group the summarized value of a particular column against the values of another specific column.
    • Open the Group By tool to get the Add Group By box where you can specify the Field.
    • The Field indicates the column against the values of which you want the summarized value to be grouped.
    • Select the edit query operation button (the pencil-like icon) adjacent to the Add Group By tool, to modify and update your existing grouping operation.
    • Note, that since the Group By tool groups summarized values (like additions, counts, averages, and such) the Group By tool will not be effective until you have performed the summarization function.
    • This also brings us to the next point, that a random tabular data does not have the quick visualization buttons at the top. The data data visualization options become available only after you have summarized and grouped your data.
    • Summarized and grouped data can be plotted into Graphs and Charts.
    • First, select the table you want to analyze and then open the Add Summarization function tool from the query builder.
    • Select the column you want to summarize in Field and select the summarization function in Operation.
    • Then Add the Group By tool. Select the column, against the values of which you want to group the summarized value, in Field.
    • Once you have built this query you will notice the data visualization buttons appear. However, note that you cannot build this type of query with any random columns.
    • This type of query work when evaluating relations between numeric and non-numeric data, for example number of orders per user, number of orders by country, number of sales by year, or similar relations.
    • Note, that the data visualization options are available consistently for all summarization functions like, addition, count, average, and such.

Save Queries

The Draxlr query builder focuses on user convenience. Thus once you have to build a query you can save it. Later you can load the saved query and build on top of it.

  • Once you have to build a query, you will find the Save Query button.
  • Simply enter a name for your query and Save it.
  • You can then load the saved queries, either directly from the query builder, or before selecting a table under Saved Filters.
  • When selecting the option to load a query directly from the query builder, you get the option to delete a previously saved query.

Plot Graphs and Charts

Data Visualization is an important aspect of analytics, since, visualized data is easily comprehensible. Draxlr data visualization helps you represent your tabular analysis in form of charts and graphs.

  • After you have to summarized and grouped your data, it’s time to visualize it.
  • Note, you cannot convert any query result to visuals. Only summarized and grouped results can be converted into visualizations.Check the section D1.5, above, for more details.
  • On top of your tabular analysis, you will find instant data visualization buttons.
  • Click the data visualization buttons to instantly visualize your data.
  • You can visualize your data into a line graph, bar chart, or pie-chart.
  • You can also hover your cursor on the visual elements to see the data they represent.
  • You can also interact with your visualization, using the different tools of interaction. The tool icons appear as you hover your cursor over the visuals. You have different selection tools (like the lasso tool and box selection tool), Zoom tools, and pan tools. Note, that the interaction tools are only available for bar charts and line graphs.
  • Once you have visualized your data you can download the visualization as a graphic image.
  • If you over over your Graphs or Chart, along with your zooming, panning, and selection tools, you will find the Download Plot as PNG (camera-like icon) tool. Click on this tool to download your visual as a graphic image (PNG file.)
  • Download Plot as PNG can be used even after you have interacted with your visual.

Export Data

You can export every query result (or your raw data) from Draxlr in CSV and xlsx files.

  • Just below your query result, you will find the Export Data button.
  • Click this button to get a drop down menu with the option to choose between CSV or xlsx.
  • If you have summarized and grouped data, and have plotted it into Graphs or Charts—the Export Data option will not be available. You will have to switch back to its tabular form to get the exporting option.

Build Multiple dashboards

After you have visualized your data you would want to put it up on the dashboard. Once the visualization is on the Dashboard you will not have to build the query and visualize it over and over again. The dashboard helps you monitor your key business metrics. You can also set the visualizations on the dashboard to periodically refresh and sync with data changes in your database. Finally, you can add multiple dashboards and organize your visual data across many dashboards.

  • Build a query and save it. Later add this query to your dashboard.
  • Select the dashboard section from your Menu bar.
  • Click the “+” button next to the name/label of your current dashboard to add a new dashboard tab/group. Enter a title/name for your new dashboard tab/group. You can rename your dashboard tab/groups at any time.
  • Select the Add Dashboard Item button at the top right corner of your dashboard.
  • The Add Dashboard Item box will appear where you select your saved query, name it, select visualization type, select refresh interval, and add it to the dashboard. You can interact (zoom, select, pan, etc,) with the dashboard visuals/elements as well.
  • Note, that once you add a dashboard element it won't reflect real time data. Rather, it will refresh at an interval of your choosing (which can range from 1hr to 24hrs,) and with every interval it will check for data changes in your database—if a change is noted during the refresh your dashboard element will be updated accordingly (on the upside this process will help you the avoid slowing down of your app/website resulting from constant computing.)
  • You will find the three-dotted Dashboard Menu on all dashboard elements. The Dashboard Menu will open a drop down menu that lets you take the following actions—URL Embedding(upcoming), API request(upcoming), Edit element, and Remove element.
  • The dashboard elements also have a bell icon button that can be used to set insight update alerts.
  • The dashboard elements also a manual refresh icon button that can be used to manually refresh the dashboard element to sync with your database.

Alerts and Notifications

Each visual card on your dashboard will have a bell icon button. Select this bell icon button to activate insight change alerts. While building a dashboard element you will have set a period for refresh interval; an interval at which the dashboard element will automatically refresh to sync with your database. Now while refreshing, Draxlr will make note of updates made to your database—and, it will accordingly update your dashboard insight. The bell icon button can be used to set alerts for whenever such updates take place.

  • Click the bell icon button.
  • It will open the Ser Alert dialogue box, with options to Get Slack alerts and Get Email alerts.
  • Check the options you need.
  • Checking the Get Slack alerts option will further reveal the Add to Slack button. And, checking the Get Email alerts option will reveal the Search or add email box (here you can add multiple emails.)
  • The alerts will send you a screenshot of the refreshed dashboard element to your Email and Slack Channels.



Share, download, and Embed Dashboard items

You can use the Draxlr dashboard as a central space to monitor your entire business. Build once, monitor everywhere. You can embed an entire Draxlr dashboard or a specific dashboard item to your websites or mobile applications. You can also download the data visualizations in your dashboard items as PNG files.


Sharing the entire Dashboard
  • At the top right corner of all your dashboards, you will find two buttons—”Share” and ”Add Dashboard Item.”
  • Obviously, in this case, the “Share” button concerns us. The “Share” button opens the “Share Dashboard” modal.
  • On this modal, you will primarily get to toggle the view of your Dashboard from “Private” to “Shared”. Once you have toggled it to “Shared,” the very same modal will provide you the “Public URL” and a “PIN.” Share the URL and PIN with other professionals to share your dashboard.
  • Note, for better security, next to your “PIN” you will find the “Generate new PIN” option. Use it if necessary. Obviously, if you generate a new PIN the previous PIN will lose access to your dashboard.

Sharing specific dashboard items
  • You will find the drop-down menu on all dashboard items (denoted with three dots.)
  • Open the drop-down menu to find the “Share” option.
  • The “Share” option will open the “Share Dashboard Item” modal. On this modal you will find the “Public URL,” “Embed URL,” and “Embed code.”
  • Share the “Public URL” link to give access to that specific dashboard item.

Embed Dashboard items
  • You will find the drop-down menu on all dashboard items (denoted with three dots.)
  • Open the drop-down menu to find the “Share” option.
  • The “Share” option will open the “Share Dashboard Item” modal. On this modal you will find the “Public URL,” “Embed URL,” and “Embed code.”
  • Use the “Embed URL” link to embed the dashboard to your application or website.
  • Otherwise, the “Embed code” provides you with a chunk of code, that you can include in your application's or website's code to embed the selected dashboard item.

Download dashboard item visuals
  • Hover over the dashboard item visual.
  • You will find multiple clickable icons overlaying the dashboard item visual.
  • Among these, you will find the camera-shaped download icon.
  • Press this icon to download the visual as a PNG file.

We sincerely encourage you to schedule your free video session and let us help you understand Draxlr better.

To our paid customers, we also provide a complimentary service where we can add database, setup queries, build dashboards, and set alerts for our customers.

Let’s get you started

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