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Data Customization in Root Analytics

Overview​

Data customization is a pivotal feature in Root Analytics that enhances the process of report creation by allowing you to fine-tune your visuals according to specific analytical requirements. This guide outlines how to effectively use various data customization tools to filter, limit, and sort your data, thereby enabling more targeted and meaningful analysis.

Components​

  • Field Filter: Apply filters to your visuals based on any data field available in Root, such as modality, to narrow down your analysis to relevant criteria.

  • Top N Filter: Limit the number of rows or data points in a visual to focus exclusively on top-performing or most pertinent entries.

  • Group by Time: Organize data by specific time periods (today, yesterday, this month, last year) and intervals (years, months, weeks) to track and analyze trends over time.

  • Sort Function: Arrange your data in ascending or descending order based on selected fields to aid in clearer data interpretation.

Step-by-Step Usage Guide​

  1. Applying Field Filters:

    • Access the field filter customization within your visual settings.

    • Select the data field you wish to filter by, such as 'Modality'.

    • Apply the filter to isolate data that meets your specific criteria.

    • Refer to the "Report Filter" page for additional filtering options and details.

  2. Using the Top N Filter:

    • Navigate to the Top N filter option within your visual's customization settings.

    • Choose the number of data points to display, such as the top 10 referring physicians.

    • The visual will automatically update to only show the selected top entries.

  3. Grouping Data by Time:

    • Locate the 'Group by Time' function in the customization menu.

    • Select a relative time period for analysis, such as 'this month' or 'last year'.

    • Choose the time interval for grouping, such as years, months, or weeks.

    • The visual will adjust to display data trends according to the chosen time frame.

  4. Sorting Data:

    • Access the sort option within the visual customization tools.

    • Select the field you wish to sort by and determine whether the sort order should be ascending or descending.

    • Your data will be reorganized based on your specified preferences, making it easier to interpret.