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  • 1.  Add new Chart in Reltio UI Dashboard

    Posted 10-12-2023 09:24

    Hi Experts ,

    Client wants to view the information present in the activity log (like the details when profiles are merged ) through a chart in the dashboard.

    Now I can not see the way to add a chart based on the information of an event (like add ,merge ,unmerge etc present in the activity log).

    Could you please help how to achieve the same ?



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    Utsa Das
    Syneos
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  • 2.  RE: Add new Chart in Reltio UI Dashboard

    Reltio Employee
    Posted 10-13-2023 12:22

    Hi Utsa,

    This can be done, but its not as straighforward as you would want.  The reason is the profile stats perspective does not natively support charts for non entity information.  However, you can do the following:

    1. Set up a landing location for the Audit Trail information in the Data Warehouse (DW) of your choice (Big Query, Snowflake, etc)
    2. Export the Audit Trail data from Reltio to the DW.  You'll want to set up a pipeline to do this in your favorite integration tool or Reltio Integration Hub.  You'll want to do this in a recurring way so it is updated automatically.
    3. Use your favorite reporting tool (Tableau, Qlik, Data Studio, etc) to create a publicly available web page with the report.
    4. Open the Reltio UI modeler, choose dashboard and drag and drop custom chart
    5. Click on custom chart, provide the url you've got on step 3.
    6. Publish changes
    7. Test it in UI

    HTH....



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    Gino Fortunato
    Senior Solution Engineer
    Reltio
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