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Risk Analysis Results Dashboard

Written by Michelle Henley

Updated at September 16th, 2024

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            The Risk Analysis Dashboard offers a comprehensive overview of transactional data that is visualized and categorized by assigned risk scores. 

             

            Visualization Feature Set:

            The dashboard offers data visualization features designed to enable intuitive and insightful interaction with the risk data:

            Filtering:

            • Users can apply a range of default filters to refine the data displayed. These filters enable users to customize the view based on specific risk measures, countries, compliance regions, transaction values, or subject categories.

            To open the additional filters, click the icon in the top right corner of the dashboard. 

            Drill-Down Functionality:

            • Users can interact with specific visual elements (such as bars, points, or lines) by clicking on them to reveal the underlying data. This interactivity allows deeper analysis by directly drilling down to transaction-level data within the dashboard. Clicking on a specific data point may also update other visualizations for further insights.
            In this example, hovering over Cash Vale for Lisa Copeland will open a pop-up with additonal information about the transaction. 

            Export Capabilities:

            • The tool supports data export and visualizations in multiple formats, allowing users to share and analyze the information outside the platform. The available export options include:
              • Image: Export views as a .png image.
              • Data: Export summary data from the view as a .csv file. (Note: Summary data is only the data that's visually within the view.)
              • PDF: Export visualizations or entire dashboard views as a PDF document.
              • PowerPoint: Export all sheets in the workbook as a PowerPoint presentation.

            To download data, click the Download Icon at the bottom of the dashboard.  


            The chart below provides additional information about the icons at the bottom of each dashboard. 

            Icon Description
            Undo the last action that was taken. 
            Redo the last change that was undone by clicking the undo button.
            Reset View sets the entire dashboard back to the default state.
            This is not utilized currently, as all data refreshes are run on a schedule.
            Pause updates to the dashboard. Useful if there are a number of filters that a user wants to enter without the dashboard updating in between each. 
            The pause button changes to the resume button once clicked.  Click the Resume button to apply any filters that were changed while updates were paused.
            Accelerate button is not currently utilized.
            This button can be used to save or view custom view(s).  As an example, if the user primarily needs Transaction Country to be filtered to only Canada, the user is able to apply that filter on the dashboard and then click this button to save it as a custom view.  Then, the user can set that view to be their default view so that whenever they access the saved view within the dashboard, it is filtered to Canada by default.  If a user creates multiple custom views, they can use this button to cycle between them.
            Download the dashboard in a variety of formats.
            Open the dashboard into Full Screen mode. Press Esc to exit full-screen mode.

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