After a user is logged in, they are directed to the Applications page, which serves as a Home page and displays all the Qrvey applications available to them. While navigating the app, a user can return to this page by clicking the home icon in the upper left corner of the Qrvey Composer user interface.
This video describes how to customize the appearance of Qrvey Composer as well as specific applications to match your organization's branding and styling needs. It demonstrates the Customization features provided in Qrvey Admin Center, which you can use to customize your instance of Qrvey Composer. It also demonstrates the Settings feature and Style Themes feature available in Qrvey Composer, which you can use to customize the appearance of applications. Finally, this video provides an overview of the Themes API.
Overview
This video provides an in-depth overview of Column-Level Security and how to configure it. It demonstrates how to create a Role in Qrvey Admin Center, how to use the Get Dataset, Update Dataset, and Apply Dataset Changes APIs to enable Column-Level Security for a dataset, and how to include the Role in a JSON Web Token (JWT).
A Connection is a link established between Qrvey and an external data source.
This video describes how to publish the dashboards that you create in Qrvey Composer so that they are available to end users. It covers both embedded and non-embedded scenarios. Features discussed include Publish, Unpublish, Embed, and Live Preview. This video also describes how to use the Navigation feature in Page Builder, as well as an overview of the appid and pageid parameters.
This video describes how to design datasets to support charts and visualizations, and how to create datasets using Qrvey Composer. It also discusses some advanced topics including dataset joins, column data types, shared datasets, and dataset reference views.
This video describes how to keep your datasets up-to-date and in sync with your data sources. It covers the following methods of data set syncing:
This video provides an overview of how to use dataset transformations to prepare your data for analysis. It describes how to create new columns of data computed from existing columns, how to standardize data across multiple columns, and how to use formulas and other techniques to prepare data for analysis.
This feature is disabled by default and must be enabled by your team admin. For details, see Customize Qrvey Composer.
Introduction
The Infrastructure page of the Qrvey Admin Center enables you to view, monitor, and manage the configuration of your Elasticsearch cluster.
This video provides an in-depth overview of using Filters in the Qrvey platform, including how to build Filters, the types of Filters available, and how Filters can be configured for a cascading hierarchy.
This video provides an in-depth overview of using Formulas and Buckets in Chart Builder to prepare data for analytics. Formulas enable you to compute values in real-time, and Buckets enable you to create partitions or groupings of data that do not already exist in the database.
This article contains frequently asked questions organized by user persona.
Before Creators can use the OpenID provider to log in, you must set up your OpenID provider account in order to obtain the OAuth 2.0 credentials: clientid, Client Secret, Realm; set a redirect URL (Return URL); and optionally, customize the branding information that creators will see on the user-consent screen.
The Health Dashboard in Qrvey Admin Center provides an easy-to-read status of the health of the Elasticsearch cluster in this instance of the Qrvey platform.
Introduction
Qrvey platform supports internationalization and localization for end users in a comprehensive manner. Multi-lingual support is offered for both “static” and “dynamic” text, as well as formatting of numbers and dates based on regions and cultures.
The Qrvey platform is an all-in-one analytics solution that enables SaaS providers to put cutting-edge analytics into the hands of their users. This article contains essential information required to understand how to work with the Qrvey platform.
This video discusses multi-tenancy architecture of the Qrvey platform for SaaS organizations. Includes a demonstration of a parent application that embeds a Qrvey application in a multi-tenant environment. Topics covered include:
Before Creators can use the OpenID provider to log in, you must set up your OpenID provider account in order to obtain the OAuth 2.0 credentials: clientid, Client Secret, Realm; set a redirect URL (Return URL); and optionally, customize the branding information that creators will see on the user-consent screen.
Overview
Upgrade Note: If you are planning to upgrade to a newer version of Qrvey, please read through the upgrade and release notes on all prior versions, as they may contain platform changes that must be accounted for in the development process. For those planning to upgrade to version 9 of Qrvey from an "8.x" version, please read through the upgrade and release notes on all prior versions, as they may contain platform changes that must be accounted for in the development process. Then you can can follow the steps outlined in V8 to V9 Migrations (AWS).
This video provides an in-depth overview of Row-Level Security, which is especially important for multi-tenant environments. It demonstrates how to enable Row-Level Security for the columns in a dataset, and how to configure a widget in code to enforce Row-Level Security. It also describes how to enable Record-Level Security in the Qrvey Admin Center.
This video describes how to use Security Groups to manage user accounts. Topics discussed include the difference between the two primary users of Qrvey dashboards, Composers and Consumers, and how they relate to a Security Group Model. This video then demonstrates how to create Composers using Qrvey Admin Center and how to create Consumers using Qrvey Composer. It also describes how to use the Qrvey API to programmatically create users and groups.
This video provides an overview of the Security features in the Qrvey platform. Topics discussed include authentication versus authorization, configuring user roles and groups, and configuring role-level security and column-level security.
The Qrvey platform enables end users to display dates and times in their local time zone. The Qrvey platform stores data in UTC/GMT+0 and adjusts the time displayed to the end user based on their preferred settings. The default time zone setting is specified in Qrvey Admin Center, but it can be overridden programmatically. The possible settings are:
This video provides an in-depth overview of Widgets in Qrvey. It defines Widgets, describes the process for embedding Widgets in an application, provides real-life examples of embedded Widgets, and describes Widget best-practices.
This video demonstrates how to use the Automation feature in Qrvey Composer to create a workflow.