# How can we help? Find helpful resources, learn more about our features, and get the most out of your Doowii experience. If you need further assistance, feel free to reach out to our support team. We’re here to assist you with any questions or issues you may have. ### Jump right in
Quickstart GuideWelcome to Doowii! This guide will help you get started with our conversational analytics platform. /files/WNtjPlREBF5YVP34iVIv/pages/CyH2xJQs9yWJ1S8BYNav
User ManagementReview and update user accounts within Doowii./files/5ebOrGAVSZoppJrEJ4F4/pages/7bEEsI7BFqNGxFYU52Nl
Requesting Help & Reporting IssuesUnderstand your options for requesting help and reporting issues in Doowii./files/BcjQ8iewXgNFiZyywno8/pages/9FJBHbZeMmnz7AwW5uk6
{% hint style="info" %} Need help quickly? Email us at . {% endhint %}
# Quickstart Welcome to Doowii! This guide will help you get started with our conversational analytics platform. Below are the key topics to begin your journey:
Introducing DoowiiReview core platform features./pages/DZUEJijd4MEYz7fX12TS/files/oZqCKg2zFwX4vknZHTPd
Setting Up Your AccountCreate and configure your Doowii account./pages/t7iR2RkpKBLb00IDhLQK/files/fVImpcyD82ZArs6LTcZ3
Asking Your First QuestionDiscover insights with natural language questions./pages/54ZR8eeSM5oM3h1LFZrT/files/FCNm35XhhbCJqjRngDBE
Refining and Filtering AnswersRefine your queries for precise information./pages/eWwXswbchROqf0OIfagH/files/PQ8OQgGgDrPnsQlzayYo
Creating Charts & GraphsVisualize your data with charts and graphs./pages/KQLYNrVZToj12E3uo3JJ/files/6HZHLtbTxeNeeAsnErqK
Using PinboardsSave, organize, and share your insights./pages/lsRVRf8wB9udfu2FYd1C/files/VFWT9jsDEgaoNwlcC3kd
Exploring Available DataReview integrated data sources./pages/Ku4mgwn0E7fLiNsu8dtm/files/wFn3euS8ZPQ5lh4KoOch
# Introducing Doowii Learn about Doowii’s core features and how it transforms data analysis through natural language queries. ## **Introducing Doowii** Welcome to Doowii, your partner in transforming educational data into actionable insights. Doowii is a conversational analytics platform that empowers educators of all backgrounds to access, understand, and utilize their data effectively, accessing complex data insights through natural language queries.
Doowii AI Analytics Home Page view

Discover data insights, with Doowii

#### What to expect with Doowii * Natural Language Queries: Ask questions in plain language and receive immediate answers without needing advanced technical skills. * Democratized Data Access: Doowii’s data analytics solution is accessible to everyone, across multiple roles and disciplines. * Data-Driven Decision-Making: Uncover hidden trends and patterns to make informed decisions that improve student outcomes. * Time-Saving Efficiency: Reduce the time spent on data analysis, allowing you to focus more on your teams, students, and community. * Seamless Systems Integrations: Connect with your existing systems and data sources, supported by Doowii’s implementations team, without disrupting your current workflows. Doowii can revolutionize the way you interact with data, empowering you to make informed decisions more quickly. # Setting Up & Managing Your Account Step-by-step instructions to create and configure your Doowii account for immediate use. Getting started with Doowii is simple. This guide will help you set up your account and manage your settings effectively. #### Initial Setup When you receive your account invitation email: 1. Open the Doowii Invitation Email: Look for an email from Doowii in your inbox 2. Click the Setup Link: Follow the link provided to begin the setup process 3. Create Your Password: Choose a secure password for your account 4. Enter Your First and Last Name: Fill in your personal details as prompted 5. Complete Setup: Confirm your information to finalize the account creation #### Manage Your Account Settings Access your account settings anytime by clicking the settings dropdown menu in the top-right corner of the platform. Here, you can: * Edit your First and Last Name * View your Account Email associated with your account * View your Assigned Organization to which your account is linked * Request a Password Reset * Delete Your Account to permanently remove your account, if needed
Doowii User Management Settings
#### Access the Settings Dropdown Menu 1. Locate the Settings Icon: It’s in the top-right corner of the Doowii application interface 2. Click the Dropdown Menu: A list of options will appear. 3. Select an Option: Choose the action you want to perform. # Asking Your First Question Discover how to input natural language queries to extract meaningful insights from your data. Welcome to the core of Doowii’s powerful analytics platform! Asking your first question is easy and straightforward, and the more questions you ask the better you understand how to get valuable insights that can elevate your work. #### How to Ask a Question You can start a new question thread in two ways: 1. Ask a question from the home page: * Navigate to the Home Page * Click on the central dialogue box that says “Message Doowii” * Type your question in natural language * Press Enter or click the Submit button * A new page will open with your results; most results are generated in 10-15 seconds, but may take longer depending on the question complexity and quantity of data being retrieved 2. Select a Suggested Question: * Below the dialogue box, you’ll find a list of generated data questions, relevant to your account and the available data * Click on a question to immediately submit the question, or refresh for more suggestions
Doowii AI Analytics home page
#### Tips for Asking Effective Questions 1. Ask Specific Questions * Be precise about what you want to know. * Example: Instead of “How are students doing?”, ask “What is the current average score for Algebra students this semester?” 2. Understand the Available Data * Familiarize yourself with the data sources integrated into Doowii. Knowing what data is available helps you ask relevant questions and drill down into the details. 3. Include Filtering Details * Specify filters like class, course, instructor, year, etc. * Example: Instead of “How many are enrolled?”, ask “How many are enrolled in chemistry next semester?” 4. Use Clear and Concise Language * Keep your questions straightforward. Clarify any potentially ambiguous terms or metrics where needed. * Doowii’s knowledge graph is updated to your institution as your team submits questions; clarifying key terms helps ensure accuracy and consistency. 5. Ask One Question at a Time * To improve accuracy and response times, avoid compound or run-on sentences with multiple sub-questions. Break down complex questions into separate ones. 6. Utilize Comparative Phrases * Phrases like “compare,” “trend,” or “change over time” can yield insightful results. * Example: “Compare this semester’s enrollment numbers to last semester’s.” 7. Experiment and Explore * Don’t hesitate to rephrase questions if you don’t get the desired result. * Explore different aspects of your data to uncover hidden insights. # Refining and Filtering Answers Learn how to narrow down your results using filters and refine your queries for precise information. After asking a question in Doowii, a typical response will include: * **Summary**: A brief and specific response overview addressing your question and the resulting data query. * **Methodology**: Details on how the data was processed, any filters applied, and any assumptions made. * **Data Visualization**: The data table or chart displaying the data results. You can refine and filter your results by asking followup questions, or using one of the generated follow-up questions. #### Drilling Deeper with Follow-Up Questions: * Review the summary, the data, and the reported methodology. * Ask Clarifying Questions: If you need more details, ask specific follow-up questions. * Explore Different Pivot Groups: “Break down the results by enrollment year?” * Explore Additional Data Points: “Include the average number of . * Drill-Down to Specific Years: “How does this compare to last year’s performance?” * Understand Available Data: Knowing what data is accessible helps in applying appropriate filters. * Iterate Your Queries: Don’t hesitate to refine your question if the initial results aren’t as expected. * Use Comparative Terms: Words like “trend,” “increase,” or “decrease” can provide more dynamic insights.
Doowii Suggestion Question Follow-Ups
Using Suggested Next Questions: * Select a generated Follow-Up Question: Click on the “Suggested Follow-ups” and select any follow-up question to delve deeper into the data. * Doowii generates suggested questions based on your previous question and topic. # Creating Charts & Graphs Learn how to visualize your data by generating charts and graphs based on your queries. Visualizing your data helps you see and understand trends, and communicate insights effectively. Doowii provides flexible options for creating charts and graphs based on your questions.

Access the Chart Builder from Threads and Pinboards

### 1. Accessing the Chart Builder You can access the Chart Builder in two locations: 1. **From a Question Thread**: From the thread view, above the data results, select the Chart Builder icon. 2. **From a Pinboard**: Open any pinboard where you have edit access, select the pin you’d like to update, and select the Chart Builder icon. ### 2. Using the Chart Builder Once opened, the Chart Builder appears as a pop-up editing window. You’ll see:
Data Tab: Review the Dataset for your Chart * Select the fields that should be used for your chart. * Apply filters at the top of each column: * For text fields, choose from a dropdown list. * For numeric fields, use a slider. * Adjust aggregations: Sum, Average, Min, Max, etc.
Customize Tab: Change The Design of your Chart * General: Title, subtitle, legend visibility * Axes: Axis titles, show/hide gridlines * Tooltip: Enable or disable on-hover tooltips * Series: Toggle data labels on or off
AI Assistant Tab: Use Natural Language Requests to Edit your Chart Use plain English to request: * Column or chart type changes * Axis label updates * Specific color themes or highlights * Legend positioning * Tooltip visibility
Live Chart Preview: Review Edits to your Charts On the right, you’ll see your changes applied in real-time. Additional options are available: * Chart types available: Select the icon for the chart type you need (Bar, Line, Pie, Scatterplot, KPI (Scorecard), etc.) * Dropdown options: Update the chart category, breakdown, and numerical series to be plotted
Confirm your Changes: Save the Chart View * **Save Chart**: Your changes will be saved to the current chart or pinboard item. * **Cancel**: Discards all edits from this session.
### 3. Build the Right Chart for Your Data Visualizations aren’t just about making your data look good—they’re about helping you see patterns, compare outcomes, and communicate insights clearly. The right chart type can turn a good question into a powerful decision-making tool. In this section, you’ll find step-by-step instructions for creating the chart you need. {% hint style="success" %} Doowii will often suggest a chart automatically based on your question and the available data. If you prefer to view the data as a table instead, simply click the table icon at the top of the result panel. {% endhint %} Each chart type has its own strengths, and Doowii’s Chart Builder gives you full control over what you show and how you show it. Expand a chart type below to get started.
Bar Chart **What is it and when to use it?** * A bar chart displays data using rectangular bars to compare values across categories. Bar charts are best used for comparing discrete categories or groups, showing rankings, illustrating frequency distributions, or otherwise visualizing non-continuous data. Use a bar chart to compare groups, such as the count of students by department or the average score by term. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Category = the grouping dimension (e.g., Department, Grade Level) * Breakdown (optional) = a second grouping (e.g., Gender) * Series = the numeric value (e.g., Average Score, Count of Students) 3. On the right, choose the Bar Chart icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart or apply a category order 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.). 3. Use the Customize tab to change the chart title, axis labels, legend, and tooltips 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Limit the number of bars to increase readability–stick to 10 or fewer categories. 2. Sort bars logically (ascending or descending order) to make comparisons easier.
Pie Chart **What is it and when to use it?** * A pie chart shows the parts of a whole, divided into slices. Pie charts are best used to visualize data where you want to show the proportions or percentages of parts within a whole, especially when the whole is divided into a small number of categories, and are helpful for highlighting which parts contribute the most to the total. Use a pie chart to show proportions, like how enrollment is distributed across programs. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Category = the grouping dimension (e.g., Department, Grade Level) * Series = the numeric value to summarize (e.g., Count of Students) * Pie Charts do not use a breakdown or multiple series — they’re best for single-category summaries * Note, Pie Charts represent data as percentages of the whole 3. On the right, choose the Pie Chart icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.) 3. Use the Customize tab to change the chart title, axis labels, legend, tooltips, and Pie Chart specific configurations including the inner size (for donut chart), the start angle, and the end angle 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Use pie charts when showing parts of a whole—avoid if your values don’t (or shouldn't) add up to 100%. 2. Limit the number of slices to 3-5 to maintain clarity and readability.
Line Graph **What is it and when to use it?** * A line graph connects points to show changes over time or continuous data. A line graph is best used to visualize data that changes over time, or with another continuous variable, and is effective for showing trends, comparing multiple data series, and highlighting changes in values over time. Use a line graph to visualize trends in your institution, such as student FTE growth or average student performance over time. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Category = the time-based dimension (e.g., months, terms, start dates, weeks, other date fields) * Breakdown (optional) = subgroups to be compared (e.g., schools, programs, etc.) * Series = the numeric value to visualize over time (e.g., Count of Students) 3. On the right, choose the Line Graph icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.) 3. Use the Customize tab to change the chart title, axis labels, legend, and tooltips 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Use a time-based field for the x-axis to preserve and accurately represent the flow of data. 2. Limit the number of breakdowns to 2-4 groups to keep trends clear.
Scatter Plot **What is it and when to use it?** * A scatter plot shows the relationship between two numeric variables. Scatter Plots help identify correlations (positive, negative, or none) and patterns in data between two variables. It's a good choice when you want to see how changes in one variable might relate to changes in another. Use a scatter plot to explore correlations in your data, like time spent vs. assessment score, or student FTE vs. faculty FTE by program. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * X-axis = one numeric field (e.g., Time in LMS) * Y-axis = another numeric field (e.g., Assessment Score) * (Optional) Breakdown = group by (e.g., Cohort), which will change the shape of the scatter plot points 3. On the right, choose the Scatter Plot Graph icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.) 3. Use the Customize tab to change the chart title, axis labels, legend, and tooltips 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Filter your data to reduce clutter if too many points overlap (for instance, filter on your breakdown field). 2. Choose data that is formatted correctly and which may have a relation 3. When interpreting results for correlation, remember that correlation does not imply causation.
KPI Chart **What is it and when to use it?** * A KPI (Key Performance Indicator) or Scorecard Chart displays a single metric as a bold value. The KPI Chart should be used when you need a clear, concise visual representation of a specific data point, and is helpful for monitoring primary goals and indicators. Use it to highlight a key number, like total enrollments, average GPA, or percent completion. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Series = the numeric value to visualize over time (e.g., Count of Students) * KPI Charts support only 1 column selection 3. On the right, choose the Scatter Plot Graph icon from the chart type options. 4. Click Save Chart to apply your changes. *** **Best Practices** 1. Pair with contextual charts on a pinboard to provide supporting detail if needed. 2. Provide additional context with a Pinboard Text Widget to clarify any unclear details about the KPI.
### 4. Troubleshooting Tips * **Can’t access Chart Builder**? Make sure you have edit permissions for the pinboard or the query result. * **Chart doesn’t look right**? Use the Data tab filters to simplify the dataset or adjust the aggregation method, or consider explaining your required change with the AI Assistant. * **AI Assistant not working as expected?** Try rephrasing your request with more specific instructions (e.g., “change y-axis title to...”). Some elements on the chart may not be editable, even by the AI Assistant. # Using Pinboards Explore how to save, organize, and share your insights using customizable pinboards. Doowii Pinboards allows you to save and organize your important queries and visualizations for quick access and easy reference. ### Saving a Pin 1. After receiving a query response, click on the dropdown menu above the data visualization. 2. Select “Add to Pinboard”. 3. Choose to save to an existing Pinboard or select New Pinboard * When saving to a new Pinboard, follow the onscreen instructions to name your new Pinboard. 4. Responses saved to a Pinboard are automatically tagged with the Pinboard’s name, and are now pinned to the named Pinboard. 5. You may create any number of Pinboards. We recommended saving Pins with related data or purpose to the same Pinboard. ### Accessing Pinboards 1. Click on the Pinboard icon in the main navigation menu on the left-hand side of the screen. 2. Browse through your list of pinboards to find and open the one you need.
Doowii Pinboard View
### Managing Your Pinboards 1. In the Pinboard selection view, the Pinboard you wish to edit or delete. 2. Click on the options menu on the Pinboard card, next to the existing Pinboard name. 3. Select “Edit Name” or “Delete”, as needed. * Note, a deleted Pinboard cannot be retrieved. Pins associated with the Pinboard will be removed, but the question and response will not be removed from your thread history. ### Managing Your Pins 1. Rename a Pin: * Within a Pinboard, locate the Pin you want to rename. * Click on the options menu on the Pin card, next to the Pin name. * Select Edit Pin Title. * Type the new name and then Save. 2. Expand Pin Details * Within a Pinboard, locate the Pin you want to review. * Click on the options menu on the Pin card, next to the Pin name. * Select Full Screen. * Review the Pin details, then close the pin by clicking on the X in the top right corner. 3. View the Pin Chat Thread * Within a Pinboard, locate the Pin you want to review. * Click on the options menu on the Pin card, next to the Pin name. * Select View Chat. * The page will be redirected to the Thread where the question and response are located. 4. Download Pin Data: * Open the Pinboard containing the Pin you want to download. * Find the Pin and click on its options menu. * Choose Download data. * Pin data will be downloaded as a CSV file to your machine. 5. Delete a Pin: * Open the Pinboard containing the Pin you want to delete. * Find the Pin and click on its options menu. * Choose Delete to remove it. Note, a deleted Pin will not delete the question and response from your thread history. 6. Edit a Pin Visualization * Open the Pinboard containing the Pin you want to delete. * Find the Pin * You can edit the pin visualization by clicking on the chart buttons, or modifying it further in the Full Screen view. # Exploring Available Data Understand how to navigate and access the various data tables and sources integrated within your Doowii account.
Understanding the data available to you is crucial for effective analysis. We’ve upgraded the experience so you can get a clear picture of your data at a glance: * **Left Sidebar: Dataset & Table Index** * Quickly scan all available data tables in your environment. Tables are listed and grouped logically to match your organization’s data structure. * **Dataset View** * When viewing the Dataset details, the main panel includes a description of the dataset, and displays a visual representation of the included data tables. * **Table Info Tab** * Click any table from the left sidebar to see its name, description, and schema. * Reviewing the schema layouts: * **Zoom In/Out**: Use your mouse wheel or trackpad to zoom in and out for detailed views. * **Pan Around**: Click and drag to navigate different parts of the schema. * **Table Relationships**: Primary and Foreign Keys are highlighted and links between tables are shown as dotted lines. * **Schema Tab (Column Details)** * View column-level details like names, data types, and descriptions. * **Preview Tab** * See the first 100 rows of any table, directly within the Explorer. This makes it easy to validate the data structure and confirm you’re exploring the right table. * All data is filtered based on your account’s access permissions. # Uploading Your Data to Doowii Bring your own data into Doowii for faster exploration and insights. {% hint style="success" %} The Table Uploads feature, accessed in the Data tab, allows you to import CSV, Excel, or TSV files directly into your workspace for immediate querying and analysis. {% endhint %} ### What You Can Do with Table Uploads * Upload your own dataset in CSV, Excel (.xls/.xlsx, single or multi-tab), or TSV format. * Access your uploaded table at the top of your dataset list in Data Explorer. * Query and visualize your data alongside Doowii’s built-in tools. * Delete tables at any time if you no longer need them. {% hint style="info" %} Uploaded tables are private to the user who uploaded them. They are not shared across your institution’s account. Have questions about uploading data for your entire team? Contact Doowii to discuss your options. {% endhint %} ### How to Upload a Table {% stepper %} {% step %} #### **In Data Explorer (Data tab), click the** :upload: **Upload Table button.** *Located in the left-hand sidebar, all admin and system admin users may upload tables to Doowii for their personal use.* {% endstep %} {% step %} #### **Select your file (CSV, Excel, or TSV).** *50 MB per file. Excel files with multiple tabs are supported, with each tab uploaded as its own table.*
{% endstep %} {% step %} #### **Enter a Table Name** *Duplicate table names are not allowed. Only letters, numbers, and underscores allowed.* {% endstep %} {% step %} #### **Review Columns** *Review the column names, data types, and indicate whether each column should be excluded from the upload.* {% endstep %} {% step %} #### **Preview Table Data** *Review the schema and data as it will be uploaded. If there are errors in the data, click cancel and restart.* {% endstep %} {% step %} #### **Confirm Upload** *Once satisfied, click the Upload button to confirm the data upload. It may take 5 to 10 minutes, depending on the file size, to complete the data processing steps to make your data available. Check the Data Explorer to confirm the upload status.*
{% endstep %} {% endstepper %} ### Limits and Restrictions * **File size limit**: 50 MB per file. * **File formats supported**: CSV (comma-delimited only), Excel (.xls/.xlsx), TSV. * **Special characters**: Emojis and unusual symbols may not display correctly. * **Joins**: Table joins are not supported in this version. * **Data Refresh**: Uploaded data cannot be refreshed. To update the data, delete the table and upload a new file. * **Table Access**: Uploaded tables are private to the user who uploaded them. They are not shared across your institution’s account. Admins can still share files across accounts using the [Knowledge Library](/top-resources/preferences), which is separate from Table Uploads. ### Managing Your Uploaded Tables * **View data**: Open your table directly in Data Explorer to see raw data. * **Delete a table**: Use the delete option if you uploaded test or incorrect data, or if the data has expired and is no longer needed. To delete a table: * Navigate to the Data Explorer * Select your Table, * Click the **Delete** :trash: button (top right corner below your user profile information) * Confirm deletion * **Replace or Refresh data**: To update, simply upload a new file (the old table can be deleted). ### Troubleshooting * **Upload fails immediately**: Check the file type (only CSV, Excel, TSV supported), delimiters (comma or tab only), and file size (50 MB max file size). * **Error**: **Duplicate Table Name**: Rename your table and try again. * **Unexpected characters in data**: Avoid emojis or special characters. * **File too large**: Keep under 50 MB (split files if necessary). # User Management Learn how to review and update user accounts within Doowii. Information about managing your account, and for administrators who manage other user accounts within Doowii. Learn how to invite new users, reset passwords, and organize your team. * [Signing In & Password Reset](/top-resources/user-management/signing-in-and-password-reset) - details to access your account * [Inviting & Removing Users](/top-resources/user-management/inviting-and-removing-users) - details to manage other user accounts # Signing In & Password Reset Guidance to access your account. Accessing your Doowii account is simple and secure. Below are the steps for signing in and managing password resets. #### **Signing In** * Before you can sign in to Doowii, an account adminstrator must set up a profile for you. They enter the email you’ll use to sign in. If you didn’t get the welcome email from Doowii, they might be able to send it again. * To sign in, go to your Doowii Account sign in page and enter your username and password. #### **Password Reset Options** * Users who need to reset their password may do so from either the Sign-in Page or the user profile page. * Sign-in Page: On the sign-in page, select “Forgot Password?”. Enter your account email, and a password reset link will be sent to your inbox with instructions. * Profile Page: Navigate to your profile by clicking on your profile icon in the top-right corner of any page. Select Settings from the dropdown menu. Find the Send Reset Link button, and click it. A password reset link will be sent to your inbox with instructions. * Administrator Reset: * Account Administrators can trigger a password reset for users, as needed. Administrators should access the Manage Users page in the application settings to trigger a password reset. * Contact your administrator or Doowii if you require additional assistance with resetting your password. # Inviting & Removing Users Guidance for admins to add, update, & remove user accounts. Your account administrators have the ability to invite new users to join your Doowii account. Follow the steps below to send an invitation. #### How to Invite a New User 1. Navigate to your profile settings by clicking on your profile icon in the top-right corner of any page. 2. Select ***Manage Users*** from the dropdown menu. 3. Invite additional users by entering their email after clicking 'Invite'. 4. The invited user will receive an email with instructions to create their account. 5. They’ll be prompted to set up their password, first name, and last name upon account {% hint style="info" %} Double-Check Email Addresses. Ensure the email address is correct before sending the invitation. {% endhint %} #### User Role Overview When a new user is invited to access Doowii, their User Role must be set at the time of the inviitation. The User Role may be updated by a System Admin at a later time if needed in the ***Manage Users*** tab. 1. **Viewer**: Able to see any pinboard shared with their account. 2. **Admin**: Able to ask data questions in Doowii, create and share pinboards, and update user account [preferences](/top-resources/preferences). 3. **System Admin**: Able to ask data questions in Doowii, create and share pinboards, update user- and account-level [preferences](/top-resources/preferences), and manage users. {% hint style="info" %} Regardless of User Role, data access may vary based on configured access controls and user profile, which are separate from the Doowii User Role. {% endhint %} #### Removing a User Account 1. Navigate to your profile settings by clicking on your profile icon in the top-right corner of any page. 2. Select Manage Users from the dropdown menu. 3. Identify the aser account to remove or delete, either by scrolling through the user list or searching for the user by name or email. 4. Once identified, click the trash can icon in the Actions area for the user. # Creating Charts & Graphs Learn how to visualize your data by generating charts and graphs based on your queries. Visualizing your data helps you see and understand trends, and communicate insights effectively. Doowii provides flexible options for creating charts and graphs based on your questions.

Access the Chart Builder from Threads and Pinboards

### 1. Accessing the Chart Builder You can access the Chart Builder in two locations: 1. **From a Question Thread**: From the thread view, above the data results, select the Chart Builder icon. 2. **From a Pinboard**: Open any pinboard where you have edit access, select the pin you’d like to update, and select the Chart Builder icon. ### 2. Using the Chart Builder Once opened, the Chart Builder appears as a pop-up editing window. You’ll see:
Data Tab: Review the Dataset for your Chart * Select the fields that should be used for your chart. * Apply filters at the top of each column: * For text fields, choose from a dropdown list. * For numeric fields, use a slider. * Adjust aggregations: Sum, Average, Min, Max, etc.
Customize Tab: Change The Design of your Chart * General: Title, subtitle, legend visibility * Axes: Axis titles, show/hide gridlines * Tooltip: Enable or disable on-hover tooltips * Series: Toggle data labels on or off
AI Assistant Tab: Use Natural Language Requests to Edit your Chart Use plain English to request: * Column or chart type changes * Axis label updates * Specific color themes or highlights * Legend positioning * Tooltip visibility
Live Chart Preview: Review Edits to your Charts On the right, you’ll see your changes applied in real-time. Additional options are available: * Chart types available: Select the icon for the chart type you need (Bar, Line, Pie, Scatterplot, KPI (Scorecard), etc.) * Dropdown options: Update the chart category, breakdown, and numerical series to be plotted
Confirm your Changes: Save the Chart View * **Save Chart**: Your changes will be saved to the current chart or pinboard item. * **Cancel**: Discards all edits from this session.
### 3. Build the Right Chart for Your Data Visualizations aren’t just about making your data look good—they’re about helping you see patterns, compare outcomes, and communicate insights clearly. The right chart type can turn a good question into a powerful decision-making tool. In this section, you’ll find step-by-step instructions for creating the chart you need. {% hint style="success" %} Doowii will often suggest a chart automatically based on your question and the available data. If you prefer to view the data as a table instead, simply click the table icon at the top of the result panel. {% endhint %} Each chart type has its own strengths, and Doowii’s Chart Builder gives you full control over what you show and how you show it. Expand a chart type below to get started.
Bar Chart **What is it and when to use it?** * A bar chart displays data using rectangular bars to compare values across categories. Bar charts are best used for comparing discrete categories or groups, showing rankings, illustrating frequency distributions, or otherwise visualizing non-continuous data. Use a bar chart to compare groups, such as the count of students by department or the average score by term. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Category = the grouping dimension (e.g., Department, Grade Level) * Breakdown (optional) = a second grouping (e.g., Gender) * Series = the numeric value (e.g., Average Score, Count of Students) 3. On the right, choose the Bar Chart icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart or apply a category order 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.). 3. Use the Customize tab to change the chart title, axis labels, legend, and tooltips 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Limit the number of bars to increase readability–stick to 10 or fewer categories. 2. Sort bars logically (ascending or descending order) to make comparisons easier.
Pie Chart **What is it and when to use it?** * A pie chart shows the parts of a whole, divided into slices. Pie charts are best used to visualize data where you want to show the proportions or percentages of parts within a whole, especially when the whole is divided into a small number of categories, and are helpful for highlighting which parts contribute the most to the total. Use a pie chart to show proportions, like how enrollment is distributed across programs. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Category = the grouping dimension (e.g., Department, Grade Level) * Series = the numeric value to summarize (e.g., Count of Students) * Pie Charts do not use a breakdown or multiple series — they’re best for single-category summaries * Note, Pie Charts represent data as percentages of the whole 3. On the right, choose the Pie Chart icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.) 3. Use the Customize tab to change the chart title, axis labels, legend, tooltips, and Pie Chart specific configurations including the inner size (for donut chart), the start angle, and the end angle 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Use pie charts when showing parts of a whole—avoid if your values don’t (or shouldn't) add up to 100%. 2. Limit the number of slices to 3-5 to maintain clarity and readability.
Line Graph **What is it and when to use it?** * A line graph connects points to show changes over time or continuous data. A line graph is best used to visualize data that changes over time, or with another continuous variable, and is effective for showing trends, comparing multiple data series, and highlighting changes in values over time. Use a line graph to visualize trends in your institution, such as student FTE growth or average student performance over time. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Category = the time-based dimension (e.g., months, terms, start dates, weeks, other date fields) * Breakdown (optional) = subgroups to be compared (e.g., schools, programs, etc.) * Series = the numeric value to visualize over time (e.g., Count of Students) 3. On the right, choose the Line Graph icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.) 3. Use the Customize tab to change the chart title, axis labels, legend, and tooltips 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Use a time-based field for the x-axis to preserve and accurately represent the flow of data. 2. Limit the number of breakdowns to 2-4 groups to keep trends clear.
Scatter Plot **What is it and when to use it?** * A scatter plot shows the relationship between two numeric variables. Scatter Plots help identify correlations (positive, negative, or none) and patterns in data between two variables. It's a good choice when you want to see how changes in one variable might relate to changes in another. Use a scatter plot to explore correlations in your data, like time spent vs. assessment score, or student FTE vs. faculty FTE by program. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * X-axis = one numeric field (e.g., Time in LMS) * Y-axis = another numeric field (e.g., Assessment Score) * (Optional) Breakdown = group by (e.g., Cohort), which will change the shape of the scatter plot points 3. On the right, choose the Scatter Plot Graph icon from the chart type options. 4. Additional optional steps to refine your chart: 1. Use the Data tab to apply filters to the chart 2. Use the Data tab to adjust the aggregation of the series (Sum, Min, Max, Mean, etc.) 3. Use the Customize tab to change the chart title, axis labels, legend, and tooltips 5. Click Save Chart to apply your changes. *** **Best Practices** 1. Filter your data to reduce clutter if too many points overlap (for instance, filter on your breakdown field). 2. Choose data that is formatted correctly and which may have a relation 3. When interpreting results for correlation, remember that correlation does not imply causation.
KPI Chart **What is it and when to use it?** * A KPI (Key Performance Indicator) or Scorecard Chart displays a single metric as a bold value. The KPI Chart should be used when you need a clear, concise visual representation of a specific data point, and is helpful for monitoring primary goals and indicators. Use it to highlight a key number, like total enrollments, average GPA, or percent completion. *** **How to build it?** 1. Once you have your data results, open the Chart Builder (click the gear icon). 2. On the data tab, select the data you want to visualize: * Series = the numeric value to visualize over time (e.g., Count of Students) * KPI Charts support only 1 column selection 3. On the right, choose the Scatter Plot Graph icon from the chart type options. 4. Click Save Chart to apply your changes. *** **Best Practices** 1. Pair with contextual charts on a pinboard to provide supporting detail if needed. 2. Provide additional context with a Pinboard Text Widget to clarify any unclear details about the KPI.
### 4. Troubleshooting Tips * **Can’t access Chart Builder**? Make sure you have edit permissions for the pinboard or the query result. * **Chart doesn’t look right**? Use the Data tab filters to simplify the dataset or adjust the aggregation method, or consider explaining your required change with the AI Assistant. * **AI Assistant not working as expected?** Try rephrasing your request with more specific instructions (e.g., “change y-axis title to...”). Some elements on the chart may not be editable, even by the AI Assistant. # Using Pinboards Explore how to save, organize, and share your insights using customizable pinboards. Doowii Pinboards allows you to save and organize your important queries and visualizations for quick access and easy reference. ### Saving a Pin 1. After receiving a query response, click on the dropdown menu above the data visualization. 2. Select “Add to Pinboard”. 3. Choose to save to an existing Pinboard or select New Pinboard * When saving to a new Pinboard, follow the onscreen instructions to name your new Pinboard. 4. Responses saved to a Pinboard are automatically tagged with the Pinboard’s name, and are now pinned to the named Pinboard. 5. You may create any number of Pinboards. We recommended saving Pins with related data or purpose to the same Pinboard. ### Accessing Pinboards 1. Click on the Pinboard icon in the main navigation menu on the left-hand side of the screen. 2. Browse through your list of pinboards to find and open the one you need.
Doowii Pinboard View
Managing Your Pinboards 1. In the Pinboard selection view, the Pinboard you wish to edit or delete. 2. Click on the options menu on the Pinboard card, next to the existing Pinboard name. 3. Select “Edit Name” or “Delete”, as needed. * Note, a deleted Pinboard cannot be retrieved. Pins associated with the Pinboard will be removed, but the question and response will not be removed from your thread history. ### Managing Your Pins 1. Rename a Pin: * Within a Pinboard, locate the Pin you want to rename. * Click on the options menu on the Pin card, next to the Pin name. * Select Edit Pin Title. * Type the new name and then Save. 2. Expand Pin Details * Within a Pinboard, locate the Pin you want to review. * Click on the options menu on the Pin card, next to the Pin name. * Select Full Screen. * Review the Pin details, then close the pin by clicking on the X in the top right corner. 3. View the Pin Chat Thread * Within a Pinboard, locate the Pin you want to review. * Click on the options menu on the Pin card, next to the Pin name. * Select View Chat. * The page will be redirected to the Thread where the question and response are located. 4. Download Pin Data: * Open the Pinboard containing the Pin you want to download. * Find the Pin and click on its options menu. * Choose Download data. * Pin data will be downloaded as a CSV file to your machine. 5. Delete a Pin: * Open the Pinboard containing the Pin you want to delete. * Find the Pin and click on its options menu. * Choose Delete to remove it. Note, a deleted Pin will not delete the question and response from your thread history. 6. Edit a Pin Visualization * Open the Pinboard containing the Pin you want to delete. * Find the Pin * You can edit the pin visualization by clicking on the chart buttons, or modifying it further in the Full Screen view. ### Org-Wide Pinboard Sharing You can now share Pinboards with your entire organization in just a few clicks, making it easier to distribute insights and collaborate at scale. When sharing a pinboard, you’ll see a new “Organization Access” option: * **View access**: All users in your organization can view the pinboard, but only you (and specific collaborators you’ve added) can make edits. * **Edit access**: All users in your organization can both view and edit the pinboard. This is especially useful for teams working on shared dashboards, recurring reports, or live data reviews. Organization access can be adjusted at any time from the Share settings on any pinboard. {% hint style="success" %} Use descriptive titles and folders to help your team quickly find and organize shared pinboards. {% endhint %} # Working with Visualizations Doowii is here to help you quickly turn your data queries into clear, actionable insights. With Doowii, you can explore and visualize your results in a variety of ways to help you better understand the story your data is telling. This section covers how to interact with results, switch between different views, and choose the best visualization for your goals. What you can do with your results: * **Toggle between a data table and chart view**: understand your full dataset or focus on visual summaries. * **Use Quick Charts for simple insights**: instantly view your data as a bar, line, pie, donut, scatter, or bubble chart—no setup required. * **Use the Advanced Chart Builder for deeper customization**: create custom visualizations with full control over chart type, layout, filters, aggregation, and design. #### Explore these pages to learn more: * [**Tables vs. Charts**](/top-resources/working-with-visualizations/tables-vs.-charts) Learn when to use each view and how to switch between them. * [**Quick Charts Overview**](/top-resources/working-with-visualizations/quick-charts-overview) Get familiar with the most common chart types and how to access them instantly. * [**Troubleshooting Charting Errors**](/top-resources/working-with-visualizations/troubleshooting-charting-errors) Tips for resolving common visualization issues and making your charts clearer. * [**Advanced Charts & Visualizations**](/top-resources/advanced-charts-and-visualizations-builder) Explore a broader set of controls over how your data is visualized. # Tables vs. Charts Doowii gives you flexibility in how you view your results. **Whether you want a full dataset for detailed inspection or a chart to spotlight patterns, you can choose the format that works best for your task.** ### Tables vs. Charts: When and Why to Use Each **Use tables when:** * You need to see raw data or individual records, such as a list of courses or students * You’re checking for missing or unexpected values * You want to copy or export specific rows * You need full visibility into all returned fields **Use charts when:** * You want to compare groups or trends * You need to communicate a key insight quickly * You’re identifying outliers or shifts over time * You’re preparing a pinboard or report for sharing Charts are your tools to the the story, while tables help you better inspect and understand the details of your data. And remember, you can always start in one and switch to the other as needed. ### How Doowii Decides When to Auto-visualize When you ask a question, **Doowii evaluates the structure of your result and automatically chooses a chart type** if: * The result includes grouped categories and a numeric column * The data is well-suited for common visualizations (like bar or line charts) * The number of rows and columns is manageable for a chart If these conditions are met, a chart will appear by default, along with icons to switch to other formats. If not, Doowii will default to showing the full table. Regardless of how Doowii responds, you can change to the visualization to a different chart type or back to the table view. ### How to toggle between table view and quick charts
At the top of your result, you’ll see a row of icons that let you switch views. These include: * A table icon to return to the full data view * A set of quick chart icons for bar, line, pie, donut, scatter, and bubble charts Click any icon to instantly update the view. These quick charts use your existing query result. If you want more control, or a different chart type, click the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder) icon to open the full visualization editor. # Quick Charts Overview Quick Charts let you instantly visualize your data. Doowii makes it easy and quick to access and understand your data. Creating charts and visualizations is just as easy with Doowii's Quick Charts. ### Where to Find the Quick Chart Icons After you run a query, Quick Chart icons appear at the top of the result panel, just above your data. If the data support the visualization, these icons let you toggle between: * Table view * Bar chart * Line chart * Pie chart * Donut chart * Scatterplot * Bubble chart In some cases, the data returned does not support a particular data visualization (for instance, a scatterplot requires two columns of numerical data), and the icon will be grayed out. Click any active icon to switch the view instantly. ### Overview of Quick Chart types
1. Bar Chart: Compare values across categories. Best for showing differences between groups (e.g., number of students by school). 2. Line Chart: Track trends over time. Ideal for continuous data like enrollment over terms or assessment scores by week. 3. Pie Chart: Visualize parts of a whole. Great for showing proportional breakdowns like percentage of students by program. 4. Donut Chart: A variation of the pie chart with a hollow center. Use it when you want similar insights with a cleaner look. 5. Scatterplot: Reveal relationships between two numeric variables (e.g., study time vs. GPA). Helpful for spotting correlations. 6. Bubble Chart: Like a scatterplot but with bubble size representing a third variable. Useful for showing relationships with additional context (e.g., students by GPA, attendance, and credit load). Quick Charts are meant for fast insight, based on an analysis of the data columns available and which could be included. If the chart doesn't meet your expectations, or if you want more control, [open the advanced builder](/top-resources/advanced-charts-and-visualizations-builder). ### When to Switch to the Advanced Chart Builder Use the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder) when you want to: * Choose your own category, series, or breakdown fields * Apply filters or change aggregations (sum, avg, etc.) * Use a chart type not available in Quick Charts * Customize the appearance (titles, colors, axes, tooltips, etc.) Quick Charts are a starting point. If the visual isn’t telling the story you need, or if you want to refine it, the Chart Builder gives you full control. # Troubleshooting Charting Errors If your visualization isn’t rendering correctly or the result doesn’t look right, this guide will help you troubleshoot and improve it. Charts & visualizations should make your data easier to understand and help tell a story. Below are a few common issues and how to fix them. ### Common Issues and How to Fix Them
Chart not rendering at all? * Make sure the dataset isn’t too large or empty. Large quantities of data can take a few extra moments to load. * Try switching to a different chart type (some types require specific data formats), by closing the Advanced Chart Editor and selecting a different Quick Chart option. If those steps don't help, try the following: * Refresh the web page. * Check your internet connection.
Chart feels cluttered or unreadable? * Filter your chart data columns to reduce the number of rows or groups. * Limit breakdowns to just a few key categories, between 2 and 10, depending on the data. * Ask Doowii to regenerate the results with a new aggregation to combine smaller values into meaningful summaries.
Can’t access the Advanced Chart Builder? Access to the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder) should be available for every user on their own data results (where 1 or more data rows are returned). For shared pinboards, edit access may not have been shared. * Make sure you have edit permissions for the pinboard or query result. * If viewing a shared pinboard, request access from the owner to make chart edits.
Can't find the table view? For some results, if zero data rows are returned you will not be able to create a table view or chart. If data was returned, you can switch to the data table view by clicking the table icon, located above the data results next to the other Quick Chart icons.
{% hint style="success" %} Tip: If you’re not sure why a chart looks the way it does, open the Advanced Chart Builder and check the Setup tab to see which fields and aggregations are being used. {% endhint %} ### Charting Best Practices **When to use a specific chart type** * **Bar Chart**: Compare counts, scores, or other metrics across categories, such as enrollment by department. * **Line Chart**: Track trends over time, such as student enrollment totals. * **Pie & Donut Chart**: Show percentage breakdowns, such as student enrollment by demographic. * **Scatterplot**: Explore relationships between two variables, such as class engagement and student performance. * **Bubble Chart**: Add a third dimension to your scatterplot, such as cohort size. * **Box Plot or Histogram**: Understand distributions and variance in performance data. * **Tree Map or Sunburst**: Visualize hierarchical structures, such as programs within colleges or schools within a district. **Avoid misleading visuals** A good chart tells a clear story. Keep these fundamentals in mind to ensure your visuals are accurate and helpful: 1. **Keep it simple**: Too much data in one chart can overwhelm or obscure the message for audience. Focus on the most important values or categories, and use filters to narrow down your dataset. 2. **Limit the number of categories:** Whether you’re using bars, slices, lines, or points, more than 8–10 categories is often too many. Prioritize key segments or group smaller ones into an “Other” category if needed. 3. **Use consistent, clear labeling**: Always label your axes and legends. Avoid abbreviations unless they’re well-known to your audience. Add a title and subtitle to help explain the context at a glance. 4. **Start axes at zero when appropriate:** Starting an axis at a value other than zero can exaggerate differences and distort trends. Use caution, especially with bar and line charts, and make intentional choices based on what you’re trying to convey. 5. **Match chart type to your data**: Some data isn’t meant to be visualized as a pie or scatterplot. Choose a format that supports your story.
**Make charts actionable for stakeholders** 1. **Start with a question**: Build your chart around a specific question or goal. This keeps the chart focused and relevant. 2. **Highlight what matters**: Use filters to focus on key groups. Hide noise so the insight stands out. 3. **Pin for ongoing visibility**: Save important charts to a pinboard so stakeholders can refer to them later. 4. **Add explanatory text or context**: For charts save to pinboards, [use subtitles](/top-resources/using-pinboards#managing-your-pins-7) to clarify what’s being shown and why it matters. Pair with text widgets on the pinboard if additional explanation is needed. # Advanced Charts & Visualizations Builder The Advanced Chart Builder gives you a much broader set of controls over how your data is visualized. What you can do with the Advanced Chart Builder * Choose the exact columns to visualize * Filter or group your data to highlight key insights * Pick from dozens of chart types—from bar charts to box plots * Customize axes, labels, legends, colors, and tooltips * Save charts to your pinboards for easy access and sharing The builder is designed for users who want precision, flexibility, and polish in their visualizations. If Quick Charts aren’t quite capturing what you need, this is the place to go deeper. {% hint style="success" %} You can open the Advanced Chart Builder from any question thread or pinboard where you have edit access. {% endhint %} #### Explore these pages to learn more: 1. [**Getting Started with the Advanced Chart Builder**](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) Launch the builder from threads or pinboards and understand the layout. 2. [**Selecting and Filtering Columns**](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder) Learn how to control which columns are visible, how to apply filters, and how to prepare your data for visualization. 3. [**Defining Categories and Series**](/top-resources/advanced-charts-and-visualizations-builder/defining-categories-and-series) Set the dimensions of your chart, and choose how your values are grouped or broken down. 4. [**Chart Types Reference**](/top-resources/advanced-charts-and-visualizations-builder/chart-types-reference) View all available chart types with instructions and tips for when to use each. 5. [**Customize Your Chart**](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) Adjust axes, tooltips, colors, series formatting, titles, and overall layout. 6. [**Saving or Canceling Your Chart Edits**](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits) Understand what happens when you save a chart, and how to discard changes when needed. # Getting Started with the Advanced Chart Builder Instructions on accessing the Advanced Chart Builder and navigating the builder layout. ### How to launch the Advanced Chart Builder
You can open the Advanced Chart Builder from two places: **From a Question Thread** 1. Ask a question and review the result. 2. Click the Advanced Chart Builder button above the data result. 3. The builder opens as a modal window. **From a Pin** 1. Open a pinboard where you have edit access. 2. Select the Pinned chart or table you want to update. 3. Click the Advanced Chart Builder button above the data result. ### Understanding the layout The Advanced Chart Builder is split into two main panels, with a resizable divider between them: #### :sidebar: **Left Panel: Table View and Data Controls** This panel displays your query result as a data table. Here’s what you can do on this side: * **Reorder columns** by dragging * **Group rows** by dragging a column into the row group area * **Sort columns** by clicking the headers * **Filter columns** using in-column filters * **Pin, resize, or reset columns** via column menus * Understand the quantity (number of rows) of data available from the results You’ll also find two important tabs at the top right of this panel: * **Columns Tab:** * Show/hide columns * Set row groups * Evaluate aggregations and summative values * **Filters Tab:** * Apply or adjust filters across any columns * Focus the dataset for more targeted insights Use this panel to shape the structure of your data before visualizing it. #### :sidebar-flip: **Right Panel: Chart Preview and Customization** This panel displays your chart, updating live as you make changes. You can drag the vertical slider between the two panels to adjust the space allocated to the table or chart panels as needed. On the far right edge of this panel is a narrow sidebar with three tabs: * **Setup Tab**: Define the chart’s category and series, and choose how values are aggregated (sum, count, avg, etc.). You can also swap category and series fields to change the chart layout. * **Chart Tab**: Select the chart type (bar, line, pie, scatter, polar, etc.). Available options depend on your dataset’s structure. * **Customize Tab**: Adjust axes, series styling, legend position, tooltips, titles, and overall chart layout and padding. {% hint style="success" %} As you edit these settings, the chart preview updates in real time to reflect your choices. {% endhint %} # Create a Chart with the Advanced Chart Builder ### Creating a Chart: Selecting and Filtering Columns Before you choose a chart type or customize its appearance, you need to select the data it will visualize. Ensure the [question](/getting-started/quickstart/asking-your-first-question) you've asked returned the expected data, and that the data can be visualized to help you tell the story you want to tell. Once you've [opened](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder#how-to-launch-the-advanced-chart-builder) the Advanced Chart Builder, the left panel is where you can select the data to visualize. {% stepper %} {% step %} #### Open the Advanced Chart Builder [Launch the builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder#how-to-launch-the-advanced-chart-builder) by Advanced Chart Builder button from your question thread or pin (edit access required). A modal window will open with your data on the left and chart preview on the right. {% endstep %} {% step %} #### Select the columns to visualize Use the left panel to review the available data columns. Use the **Set Up** tab in the right panel to choose which columns appear in your dataset. Choose your **Category** to define how the data is grouped (e.g., by department, term, program, etc.). Then add one or more **Series** to visualize numeric values. You can reorder, hide, or group columns, and summarize values like totals or averages to shape what your chart will use. {% endstep %} {% step %} #### Apply any data filters Filter columns to focus your chart. Use the Filters tab to narrow by text, numbers, or dates. The table updates in real time as filters are applied. {% endstep %} {% step %} #### Select a chart type On the right panel, open the **Chart** tab to browse chart types that match your data, such as the bar, line, pie, and scatter plot charts. Your chart updates live so you can test what works best. {% endstep %} {% step %} #### Customize the chart Fine-tune your chart in the **Customize** tab from the right panel: adjust axes, format series, toggle tooltips and legends, and update titles. Use the preview to make sure your chart is clear and presentation-ready. Make additional adjustments to the grouping and data series in the **Set Up** tab. {% endstep %} {% endstepper %} ### **Reorder, select, or hide columns** * Reorder columns by dragging them left or right in the table. * Select or hide columns using the Columns tab in the upper-left. Hidden columns are excluded from both the table and the chart. * To reset a column, click the column menu (three-dot icon) and choose Reset Column. ### **Group and summarize your data** * Use row groups to organize your data **in the table view**, which helps you explore patterns or compare values before deciding what to visualize. * In the Columns tab, you can drag a field into the Row Groups section to group your dataset by that column (e.g., group students by grade level or program). The table will collapse into grouped sections, with expandable rows. * You’ll also see summary values at the bottom of each group (e.g., total students, average GPA). These summaries are especially helpful for spotting trends in large datasets. **When to use Row Groups** * Row Groups are effective at organizing, summarizing, and analyzing large datasets more effectively by creating hierarchical views of their data. * **Understanding Hierarchical Data**: When data naturally has a parent-child or categorical relationship, row grouping allows users to visualize this hierarchy. * For example, a course designer reviewing their LMS data could group learning activities by Module, then by Lesson, then by Activity Type to visualize the course structure and progression. * **Summarization and Aggregation**: A primary reason to use row grouping is to see summary information for each group, especially in the table view. Doowii can automatically calculate aggregates (like sum, average, min, max, count) for numeric columns within each group. * For example, grouping attendance records by Month, then by Student, to see the total number of absences for each student per month * **Data Exploration and Drill-Down**: Users can collapse and expand groups, allowing them to start with a high-level overview and then drill down into specific details as needed. * For example, an educator might see a low average score for a particular Assignment Type within a Subject when grouped. They can then expand that group to see individual student scores and identify which students struggled. ### Understanding what’s included in the chart Not all columns in the table are automatically included in your chart. In the **Set Up** tab on the right side of the builder, you explicitly choose: * **A Category**: This is your grouping dimension (e.g., by term, by school, by program). * **One or more Series**: These are the numeric values you want to visualize (e.g., total enrollments, average score). The chart preview reflects only these selected fields. Use the left panel to explore, filter, and shape the dataset, but use the **Set Up** tab to define what’s actually visualized. Fields that aren’t assigned to category or series will not appear in the chart, even if they’re visible in the table. ### How to apply filters Filters narrow your dataset to show only what’s relevant for your chart. {% columns %} {% column width="50%" %} There two ways to filter your data in the Advanced Chart Editor. 1. **From the Left Panel** 1. Identify the column you want to filter. 2. Add text to the text input field. 3. Or, you can add or remove specific data points by clicking the filter icon where you can include or exclude specific data points. 4. Filters are applied automatically to the chart preview, but must be saved to be applied once the Advanced Chart Builder is closed. 2. **From the Filters tab** 1. Click the Filters tab, found at the center on the left side to view all active filters. 2. Identify the column(s) you want to filter. 3. For the text input field, select the filter type needed (Equals, Greater than, Less than, etc.). 4. Add text to the text input field. 5. Or, you can use the Search input field to find specific data points to include or exclude. where you can include or exclude specific data points 6. Filters are applied automatically to the chart preview, but must be saved to be applied once the Advanced Chart Builder is closed. {% endcolumn %} {% column %}

Filter your data.

Filter specific data points.

{% endcolumn %} {% endcolumns %} ### Best practices for combining filters * **Start broad, then refine**: Begin with general filters, then layer in specifics like program or performance thresholds. * **Watch for over-filtering**: Applying too many filters can limit your dataset and make it difficult to build a chart with enough data points. * **Monitor changes live**: Use the real-time table and chart preview to see how filters impact your results. If key groups disappear, adjust your criteria. * **Use filters to declutter**: If your chart has too many categories or overlapping points, apply filters to focus the message and make comparisons easier. # Defining Categories and Series Guidance on selecting your reporting breakdowns. ### Defining Categories and Series In the **Set Up** tab of the **Advanced Chart Builder**, your chart is built by selecting: 1. **A Category**: the dimension you want to group by (e.g., grade level, program, term) 2. **One or more Series**: the numeric fields you want to summarize and visualize (e.g., average GPA, total enrollment, number of logins) Together, these selections define what’s shown in the chart preview on the right. #### Choosing categories and series * **Category**: Think of this as the “x-axis” for bar, column, or line charts, or the grouping label in charts like pie or donut. * Common examples: Department, Grade Level, Term, Student Status, Demographic Identifier * **Series**: These are the numeric values summarized within each category, or what’s being measured or compared. * Common examples: Count of Students, Average Score, Total Credits Earned {% hint style="success" %} You can add multiple series to compare metrics side by side across your chosen category. {% endhint %} ### Series Aggregation options When you choose a series field, you can apply an aggregation to determine how the values are summarized. Available options include: * **Sum**: Total of all values (e.g., total credits attempted by program) * **Average (Mean)**: Average value (e.g., average GPA by term) * **Min / Max**: Lowest or highest value in the group * **Count**: Number of records (e.g., number of students in each grade level) * **First / Last**: The first or last value in the group, based on row order Use the aggregation dropdown in the **Set Up** tab to adjust these settings as needed. ### Swapping category and series You can click “Switch Category and Series” in the Setup tab to flip how your data is visualized. This is especially useful when your chart doesn’t look quite right, or when a different framing tells a clearer story. **Why it swapping the category and series may be helpful:** * **Change the focus of the analysis**: Shift from looking at individual records or row-wise summaries to a columnar comparison of aggregated values. * **Compare categories side-by-side**: Easily see how different categories perform against a common measure, eliminating the need to scroll through long lists. * **Identify trends across different segments**: Observe patterns and variations across distinct groups of data. **Common examples where swapping category and series may helpful:** 1. **Analyzing Student Performance Across Different Subjects**: An educator wants to quickly compare each student's average grade across different subjects, rather than seeing each individual grade entry. Depending on the data, swapping from a detailed view to a grouped view may show how a student is generally performing. 2. **Comparing Enrollment in Different Course Types Over Time**: An administrator wants to see the total enrollment for "Required" versus "Elective" courses for each year, rather than a list of individual courses. Dependent on the data structure, a swap may result in the new view clearly showing the year-over-year trends for each course type. # Chart Types Reference Learn about the types of charts and graphs available in Doowii.
:chart-column: Bar Charts/pages/yfHXil9ytdEOy4zauXFW
:chart-line: Line & Area Charts/pages/UQIM8msUE2HRyNF0jgDI
:chart-pie-simple: Pie & Donut Charts/pages/RTqz3hCUBUJzUm0F7iWC
:chart-scatter: Scatter Plots/pages/yRH5eMSWhvzkOm9SZ5Do
:radar: Polar Charts/pages/dGnpdIr4Eg5EgfLbYzIF
:chart-candlestick: Statistical Charts/pages/3yt6HGWpffJC016MUMUb
:objects-column: Hierarchical Charts/pages/mHqa4b9sIOeyspdaSJdf
:chart-waterfall: Waterfall & Heat Map/pages/WXmy7StzMe6cQz6RBHLL
:chart-pyramid: Funnel Charts/pages/J7rctY9utF4FRE3vAfHL
:chart-mixed: Combination Charts/pages/zwR9KQRAMp8h2MUeGWmQ
# How to Create a Bar Chart Compare values across categories using vertical or horizontal bars. ### How to create a Bar Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data Ensure your dataset includes: * **At least one categorical field** (e.g., department, grade level, course name) * **One or more numeric or metric fields** (e.g., enrollment count, average GPA) {% endstep %} {% step %} #### Quick Chart or Advanced Chart Builder Bar charts can be built quickly using the Quick Chart option (click on the Bar Chart Quick Chart icon at the top of the data view). For additional customization and control, open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab * Select Bar Chart (vertical) or Column Chart (horizontal) * Review the live preview of your chart. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Bar Chart Use Cases Need some inspiration? Consider these examples where a bar chart may work well. * Visualize average GPA by academic department to compare program performance across departments or locations. * Compare attendance rates by school or grade level to identify areas with engagement concerns. * Summarize the number of students completing a course across multiple terms or sessions. ### Bar Chart Tips and Best Practices * Limit categories to 8–10 to maintain readability. * Sort bars (ascending or descending) to make patterns easier to interpret. * Adjust the bar chart labels for longer category labels (e.g., course names) to increase readability. # How to Create a Line or Area Chart Show trends or change over time using lines or filled areas. ### How to create a Line or Area Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data Ensure your dataset includes: * **A time-based or continuous category** (e.g., term, date, week, year) * **One or more numeric or metric fields** (e.g., enrollment count, average GPA) {% endstep %} {% step %} #### Quick Chart or Advanced Chart Builder Line charts can be built quickly using the Quick Chart option (click on the Line Chart Quick Chart icon at the top of the data view). For additional customization and control, open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab Select the type of Line or Area Chart you need: * **Line**: Used to show trends over time. * **Stacked Line**: Used to display how a group or category contributes to a total metric over time. * **100% Line**: Used to compare the relative proportion of a group or category over time. * **Area**: Used to emphasize the magnitude of change in a single metric over time. * **Stacked Area**: Used to show how various factors contribute to a total metric over time. * **100% Area**: Used to highlight changes in the relative percentage composition of a group or category over time. Review the live preview of your chart. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Line & Area Chart Use Cases Need some inspiration? Consider these examples where a Line or Area Chart may work well. * Track enrollment trends by term across multiple programs. * Visualize student progression and trends in assessment scores across benchmark periods. ### Line & Area Chart Tips and Best Practices * Use a time-based category on the x-axis. * Limit categories to 2-4 to maintain readability. * Use area charts to emphasize volume, stacked charts to show part-to-whole trends. # How to Create a Pie or Donut Chart Show part-to-whole relationships using slices. ### How to create a Pie or Donut Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data Ensure your dataset includes: * **At least one categorical field** (e.g., department, grade level, course name) * **One or more numeric or metric fields** (e.g., enrollment count, average GPA) {% endstep %} {% step %} #### Quick Chart or Advanced Chart Builder Pie & Donut charts can be built quickly using the Quick Chart option (click on the Pie or Donut Chart Quick Chart icon at the top of the data view). For additional customization and control, open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab * Select the type of Pie or Donut Chart. * Review the live preview of your chart. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Pie & Donut Chart Use Cases Need some inspiration? Consider these examples where a Pie or Donut Chart may work well. * Visualize funding source or expense source breakdown. * Show student distribution across program, department, or school. ### Pie & Donut Chart Tips and Best Practices * Avoid Pie & Donut Charts if values don’t add up to 100%. * Limit categories to 3-5 to maintain readability. # How to Create a Scatter or Bubble Chart Explore relationships between numeric variables. ### How to create a Scatter or Bubble Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data Ensure your dataset includes: * **Two numeric fields** for x and y axes * (Optional) **A third numeric field** for bubble size {% endstep %} {% step %} #### Quick Chart or Advanced Chart Builder Scatter & Bubble Charts can be built quickly using the Quick Chart option (click on the Bar Chart Quick Chart icon at the top of the data view). For additional customization and control, open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab * Select Scatter or Bubble Chart * Review the live preview of your chart. {% endstep %} {% step %} #### Go to the Setup tab * Add the numeric or metric fields series (e.g., enrollment count, average GPA). * Add a third numeric field for Bubble Chart. * Choose the appropriate aggregation (e.g., Sum, Average). {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Scatter & Bubble Chart Use Cases Need some inspiration? Consider these examples where a Scatter or Bubble Chart may work well. * Plot class engagement levels vs. final grade to explore engagement impact. * Chart student absences vs. performance to examine impact. ### Scatter & Bubble Chart Tips and Best Practices * Filter to reduce visual clutter. * Use consistent axis scales. * Remember that correlation doesn’t imply causation. Add context when needed to clarify the story. # How to Create a Polar Chart Compare categories in circular form using radial lines or areas. ### How to create a Polar Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data Ensure your dataset includes: * **At least one categorical field** (e.g., department, grade level, course name) * **One or more numeric or metric fields** (e.g., enrollment count, average GPA) {% endstep %} {% step %} #### Open the Advanced Chart Builder Open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab Select the type of Polar Chart you need: * **Radar line**: Used to display how a group or category contributes to a total metric across multiple variables **using connected lines**. * **Radar area**: Used to display how a group or category contributes to a total metric across multiple variables **using filled areas**. * **Nightingale**: Used to display how a group or category contributes to a total metric **using radial segments sorted by value or time**. * **Radial column**: Used to display how a group or category contributes to a total metric **over time with columns radiating outward from the center**. * **Radial bar**: Used to display how a group or category **contributes to a total metric as curved bars extending from the center**. Review the live preview of your chart. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Polar Chart Use Cases Need some inspiration? Consider these examples where a Polar Chart may work well. * Show student satisfaction across different programs, departments, or schools. * Visualize skill mastery across subjects or standards. ### Polar Chart Tips and Best Practices * Polar Charts are usually best for comparing multiple series or metrics across a shared set of categories. * 3 to 8 categories work best for a polar chart. More than 8 can make the chart cluttered, hard to read, and visually overwhelming — especially with overlapping lines or filled areas. * Consider using radar area for stronger visual impact. # How to Create a Statistical Chart Understand distributions, variation, and ranges in data. ### How to create a Statistical Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data For the chart you need, ensure your dataset includes the correct categorical and numerical fields: * **Box Plot**: One category + numeric * **Histogram**: One numeric field only * **Range Bar / Area**: Two numeric fields defining min and max + one category {% endstep %} {% step %} #### Open the Advanced Chart Builder Open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab Select the type of Statistical Chart you need: * **Box Plot**: Used to display how a group or category contributes to a total metric by showing its data distribution, spread, and outliers. * **Histogram**: Used to display how a group or category contributes to a total metric by grouping continuous data into bins to reveal frequency patterns. * **Range Bar**: Used to display the range between high and low values in data by category. * **Range Area**: Used to display how a group or category contributes to a total metric over time by highlighting the span between a minimum and maximum value. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Statistical Chart Use Cases Need some inspiration? Consider these examples where a Statistical Chart may work well. * **Box Plot** * Compare test score distributions across different classrooms, schools, or grade levels. * Analyze student performance variability on standardized assessments. * Compare GPA distributions by department. * Highlight outliers in GPA among student populations (e.g., honors vs. general education). * **Histogram** * Visualize the frequency of student scores on a math exam to identify performance trends. * Show how often students attend classes within a certain number of days per semester. * Show student age distribution. * **Range Bar / Area** * Display the range of student attendance across different school weeks. * Show minimum and maximum student engagement (e.g., time spent on a learning platform) across course modules. * Show test score improvement range across terms. * Compare the spread of tuition costs or financial aid offers across universities. ### Statistical Chart Tips and Best Practices * Use box plots to highlight outliers and medians. * Histograms need enough data for meaningful bins. * Ask a question like "Show me the distribution of students by percent grade on their most recent assessment." * Range charts are ideal for showing progress over time. # How to Create a Hierarchical Chart Show nested data relationships and comparison visually with Treemaps and Sunburst Charts. ### How to create a Hierarchical Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data For the chart you need, ensure your dataset includes the correct categorical and numerical fields: * **Treemap**: One or more category + one numeric metric * **Sunburst**: One or more category + one numeric metric {% endstep %} {% step %} #### Open the Advanced Chart Builder Open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab Select the type of Hierarchical Chart you need: * **Treemap**: Used to display how a group or category contributes to a total metric at multiple levels of hierarchy. * **Sunburst**: Used to display how a group or category contributes to a total metric across hierarchical levels in a circular format. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Hierarchical Chart Use Cases Need some inspiration? Consider these examples where a Hierarchical Chart may work well. * **Treemap** * Show how different departments contribute to total student enrollment or credit hours. * Visualize school budget breakdown by category, sub-category, and allocation size. * Analyze test participation by grade level, then by classroom or teacher. * **Sunburst Chart** * Illustrate student population distribution by region → district → school. * Track course completion rates by department → course → instructor. * Show funding sources and how they are allocated through program layers (e.g., grant → project → activity). ### Hierarchical Chart Tips and Best Practices * **Treemap** * Limit hierarchy depth to 2-3 levels to keep it readable. * Use color strategically (e.g., by performance, funding levels) but don’t rely solely on it as the category size should do most of the storytelling. * Use tooltips to avoid clutter, or prioritize short labels. * **Sunburst Chart** * Works best with balanced hierarchies (similar depth across branches). * Avoid too many outer-level categories as they can become unreadable. # How to Create a Waterfall or Heatmap Chart Use advanced layouts for depth, flow, comparison, or progression with a Waterfall or Heatmap Chart. ### How to create a Waterfall or Heatmap Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data For the chart you need, ensure your dataset includes the correct categorical and numerical fields: * **Waterfall**: One categorical variable + one numeric metric per step (positive or negative change) * **Heatmap**: Two categorical variables + one numeric metric {% endstep %} {% step %} #### Open the Advanced Chart Builder Open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab Select the type of Waterfall or Heatmap Chart you need: * **Waterfall**: Used to display how a group or category contributes to a total metric over time by showing incremental positive and negative changes from a starting value. * **Heatmap**: Used to display how a group or category contributes to a total metric over time or space by showing values as color intensity across a matrix. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Waterfall or Heatmap Chart Use Cases Need some inspiration? Consider these examples where a Waterfall or Heatmap Chart may work well. * **Waterfall Chart** * Explain changes in school funding from budget allocations to final balance (e.g., base budget → grants → expenses → final total). * Show how student enrollment has changed across semesters, highlighting gains/losses from transfers, dropouts, or admissions. * Analyze how various interventions affected average test scores (e.g., baseline → tutoring → curriculum update → final score). * Illustrate financial aid impact on tuition costs (e.g., sticker price → scholarships → grants → net tuition). * **Heatmap Chart** * Track average test scores across subjects and semesters to spot performance trends. * Monitor student attendance rates by day of the week and class period. * Compare course pass rates across instructors and academic terms. * Identify usage patterns of digital platforms by hour and weekday. ### Hierarchical Chart Tips and Best Practices * **Waterfall Chart** * Make sure to clearly distinguish increases, decreases, and totals (use color or annotations). * Always include a starting and ending total for context. * Label each bar with values to improve clarity. * Keep it linear and focused, which works best for step-by-step storytelling. * **Heatmap Chart** * Use a clear, perceptually uniform color scale (e.g., light to dark) to avoid misinterpretation. * Avoid too many unique labels. Choose to consolidate groups or simplify labels where possible. * Add numeric values or hover tooltips for accessibility and detail. # How to Create a Funnel Chart Visualize progression or drop-off through stages. ### How to create a Funnel Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data Ensure your dataset includes: * **One categorical variable** representing sequential stages or levels * **One numeric value** per stage or level (e.g., number of students, applicants, completions) {% endstep %} {% step %} #### Open the Advanced Chart Builder Open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab Select the type of Funnel Chart you need: * **Funnel Chart**: Used to display how a group or category contributes to a total metric over time by showing decreasing values across stages in a linear process. * **Cone Funnel**: Used to display how a group or category contributes to a total metric over time, with the same logic as a funnel chart but using a cone shape for visual impact. * **Pyramid**: Used to display how a group or category contributes to a total metric over time or across levels, typically arranged from broadest (bottom) to narrowest (top). Review the live preview of your chart. {% endstep %} {% step %} #### Go to the Setup tab * Confirm your Category from the dropdown (e.g., department, program name, grade level) * Add one or more Series (e.g., enrollment count, average GPA) * Choose the appropriate aggregation (e.g., Sum, Average) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Funnel Chart Use Cases Need some inspiration? Consider these examples where a Funnel Chart may work well. * Show student enrollment progress from inquiry to enrollment. * Analyze student progression through academic interventions: at-risk → referred → tutored → passed. * Show levels of achievement or readiness: below basic → basic → proficient → advanced. * Visualize the retention pipeline: enrolled freshmen → returning sophomores → graduating seniors. ### Funnel Chart Tips and Best Practices * Use to highlight drop-offs between stages, such as for showing attrition or conversion over time or process. * Keep stages clearly labeled and in logical order. * Avoid using too many levels; 3-7 is generally ideal for clarity. * Cone/pyramid are more stylistic alternatives. * Ensure values decrease (or increase) appropriately from base to top (or vice versa); otherwise, use a bar chart. # How to Create a Combination Chart Combine bars and lines to compare across types. ### How to create a Combination Chart in the Advanced Chart Builder {% stepper %} {% step %} #### Start with the right data Ensure your dataset includes: * **One categorical variable** (often time-based, like semester or grade level) * **Two or more numeric values** with different scales or metrics (e.g., average score + enrollment count) {% endstep %} {% step %} #### Open the Advanced Chart Builder Open the [Advanced Chart Builder](/top-resources/advanced-charts-and-visualizations-builder/getting-started-with-the-advanced-chart-builder) from a thread or Pin to launch the builder. {% endstep %} {% step %} #### Open the Chart tab * Select the Combination Chart. * Review the live preview of your chart. {% endstep %} {% step %} #### Go to the Setup tab * Set the **Category** field to define your horizontal axis (e.g., Term) * Add both **Series** fields that you want to visualize (e.g., Enrollment Count, Graduation Rate) * For each series, choose: * **Aggregation method** (e.g., Sum, Average) * **Visualization type**: Column, Line, Area, Grouped Column, or Stacked Column * **Y-axis assignment**: Use the secondary Y-axis for a series with a different scale (e.g., count vs. percentage) {% endstep %} {% step %} #### Apply Data Filters [Filter your data](/top-resources/advanced-charts-and-visualizations-builder/create-a-chart-with-the-advanced-chart-builder#how-to-apply-filters) to reduce clutter, increase readability, and focus the chart on the story. {% endstep %} {% step %} #### Customize the Chart (Optional) [Use the Customize tab](/top-resources/advanced-charts-and-visualizations-builder/customize-your-chart) to adjust the look of your chart: * Add axis titles and chart labels * Adjust colors, axis lines, labels, and tooltips {% endstep %} {% step %} #### Save the Chart Click Save when you’re ready to [apply your changes](/top-resources/advanced-charts-and-visualizations-builder/saving-or-canceling-your-chart-edits), or Cancel to discard the changes. {% endstep %} {% endstepper %} ### Combination Chart Use Cases Need some inspiration? Consider these examples where a Combination Chart may work well. * Show average GPA (line) alongside student enrollment (bar) over academic years. * Compare number of tutoring sessions (bar) to test score growth (line) across terms. * Visualize budget allocation (bar) with actual spending (line) by department. * Track attendance rate (line) vs. disciplinary incidents (bar) by month. * Monitor technology use (bar) with student satisfaction (line) across courses or grade levels. ### Combination Chart Tips and Best Practices * Use when metrics are related but not necessarily on the same scale. Apply a secondary axis where needed. * Limit to just 2 or 3 data series to avoid clutter and confusion. * Choose contrasting chart types (e.g., line + bar) to visually distinguish the series. * Label each axis clearly and add a legend so viewers can quickly interpret what each element represents. * Ideal for storytelling where context between two data points strengthens the insight (e.g., investment vs. outcome). # Customize Your Chart Learn how to use the Customize tab of the Advanced Chart Builder. The Customize tab in the Advanced Chart Builder gives you fine-grained control over the appearance of your chart. Use this tab to adjust how your data is labeled, styled, and displayed so your visual tells a clear, compelling story. ### Adding a title to your chart and X & Y axis Clarify your chart’s purpose at a glance. * Add a main title and optional subtitle * Titles can summarize the insight (e.g., “Average GPA by Department”) * Subtitles can include filters, date ranges, or other context * Add context for the Horizontal (X) and Vertical (Y) axis ### Legend controls The legend helps viewers understand what each color or line represents. * Toggle legend on/off * Set position: Top, bottom, left, or right of the chart * Wrap or truncate labels to prevent overflow on small charts {% hint style="info" %} Hide the legend if your chart has only one data series and is already well-labeled. {% endhint %} ### Series formatting Customize how each data series is displayed: * **Opacity**: Adjust transparency to reveal overlapping data. * **Line width**: Thicken or thin lines for clarity in line or area charts. * **Markers**: Show or hide data points; adjust size and shape if available. These settings help emphasize the story you’re telling—whether it’s a trend over time or a category comparison. **Tooltip customization** Tooltips appear when you hover over data points. You can: * Turn tooltips on or off * Adjust what’s displayed in the tooltip (e.g., raw value, label, percentage) Well-crafted tooltips give your viewers context without crowding the chart. ### X & Y axis controls Adjust the chart’s horizontal and vertical axes for readability and accuracy. **Axis Positioning** * Set axis position (e.g., left or right for vertical, top or bottom for horizontal) **Axis Line Styling** * Change the axis line color * Adjust the line thickness * Customize the line dash style (solid, dashed, etc.) **Grid Line Controls** * Show or hide grid lines for horizontal or vertical axes * Adjust the grid line color * Set grid line thickness * Modify the grid line dash pattern **Ticks** * Enable or disable tick marks along the axis **Axis Labels** * Font family (choose from available options) * Font weight (normal, bold, etc.) * Font size * Font color * Label padding (distance from axis line) * Label rotation (rotate text to prevent overlap or improve readability) {% hint style="info" %} Adjusting axis label rotation and font size can be especially helpful when visualizing data with long category names or dense labels. {% endhint %} ### Chart styling Final polish for layout and appearance: * Padding controls: Add space around the chart for breathing room * Background color adjustments Use styling to make your chart presentation-ready or to match an institutional look and feel. # Saving or Canceling Your Chart Edits ### Saving or Canceling Your Chart After customizing your chart in the Advanced Chart Builder, you can either save your changes or cancel to discard them. #### What happens when you save * Your chart is updated with all current settings (category, series, filters, style, etc.). * If editing from a thread, the chart saves in place for future reference. * If editing from a Pinboard, the saved chart is updated on your Pin. * Once saved, changes cannot be automatically reverted, but you can manually make additional changes to the pin to meet your needs. #### How to discard and revert changes * Click Cancel at the bottom of the builder to exit without saving. * Any changes and edits made during the session will be discarded and the chart will revert to its last saved version. {% hint style="success" %} Use Cancel freely while experimenting. Charts aren’t finalized until you confirm the edits when you Save. {% endhint %} # Pivot Mode (Chart Breakdowns) Rearrange and compare your data with flexible pivoted views in Doowii. Doowii’s Pivot Mode gives you more control over how data is grouped and compared in your visualizations, without needing to rewrite your query. Pivot Mode, accessed in the Advance Chart Builder, allows you to transform flat data into multi-dimensional breakdowns that reveal deeper insights. #### What You Can Do with Pivot Mode * Dynamically pivot rows into columns * Compare multiple measures across categories * Create custom cross-tab views directly within your chart * Explore side-by-side comparisons (like gender vs. grade level, or school vs. program) ### Step-by-Step: How to Use Pivot Mode {% stepper %} {% step %} #### Open the Advanced Chart Builder Run your query and open the Advance Chart Builder. {% endstep %} {% step %} #### Select Columns Select each of the columns to be included in the chart. At least 3 columns must be selected, including the metric (which must be a numerical value), the breakdown, and the axis dimension. {% endstep %} {% step %} #### Apply Filters Apply chart filters to refine the data you'd like to display. {% endstep %} {% step %} #### Select a Chart Type Select the desired chart type or visualization from "Chart" tab on the right side of the Advanced Chart Builder. {% endstep %} {% step %} #### Select Metric Aggregation Choose your aggregation method (e.g., Sum, Count, Average) for the metric to be displayed. {% endstep %} {% step %} #### Activate Pivot Mode Open the "Columns" tab and activate “Pivot Mode”. This will enable pivot functionality on your dataset and allow you to visualize your data with your selected breakdown. {% endstep %} {% step %} #### Configure Pivot Dimensions Once "Pivot Mode" is activated, review the "Row Groups", "Values", and "Column Labels" sections. In each section, at least one of the 3 selected columns should be listed. If you do not see this, deactivate "Pivot Mode" and return to step 2. * Under “Group Rows”, drag and drop the dimensions you want on the vertical or horizontal axis (e.g., Grade Level, Year, etc.), depending on your chart type and orientation. * Under “Column Labels”, drag the dimension you want to use as your breakdown (e.g., Gender, Cohort, etc.). * Under “Values”, select the numeric field you want to summarize (e.g., Total Students). {% endstep %} {% step %} #### Customize & Save Preview your pivoted chart and switch to the “Customize” tab to adjust axis labels, tooltips, and legend as needed. Once satisfied, select "Save chart". {% endstep %} {% endstepper %} ### Pivot Chart Examples {% tabs %} {% tab title="Enrollment by Age" %} **Example Question**: What is the distribution of undergraduate students enrolled, showing enrollment year and age group for each year between 2015 and 2023? **Chart Type**: Line Chart {% embed url="" fullWidth="false" %} {% endtab %} {% tab title="Degrees Awarded by Institution Level" %} **Example Question**: What was the distribution of degrees awarded by institution level in Washington, Oregon, and California in 2020? **Chart Type**: Area Chart {% embed url="" %} {% endtab %} {% tab title="Average Faculty Salary" %} **Example Question**: For public schools in Colorado, what's the average salary for faculty by academic rank and gender in 2020? **Chart Type**: Bar Chart {% embed url="" %} {% endtab %} {% endtabs %} ### Common Troubleshooting Tips * Blank Chart? Make sure you’ve selected at least one group, one pivot, and one value field. All three are required. * Unexpected totals? Check your aggregation method in the Values section. * Duplicate values or missing columns? Review the Pivot Column field—avoid using IDs or unique values. * Too many columns? Use filters in the “Data” tab to narrow the dataset before applying Pivot Mode. * Confusing layout? Try removing one group or pivot field to simplify the view, then rebuild. ### When to Use Pivot Mode Use Pivot Mode when you need: * Breakdown comparisons (e.g., Enrollment by Gender *and* Grade) * Multi-dimensional summaries (e.g., Test scores by Program and Subject) * A flexible way to explore data combinations without changing your original query # Table Row Grouping Group rows in the table view to organize your data by category and view summary values. ### **Group and summarize your data** * Use row groups to organize your data **in the table view**, which helps you explore patterns or compare values before deciding what to visualize. * In the Columns tab, you can drag a field into the Row Groups section to group your dataset by that column (e.g., group students by grade level or program). The table will collapse into grouped sections, with expandable rows. * You’ll also see summary values at the bottom of each group (e.g., total students, average GPA). These summaries are especially helpful for spotting trends in large datasets.
### **When to use Row Groups** * Row Groups are effective at organizing, summarizing, and analyzing large datasets more effectively by creating hierarchical views of their data. * **Understanding Hierarchical Data**: When data naturally has a parent-child or categorical relationship, row grouping allows users to visualize this hierarchy. * For example, a course designer reviewing their LMS data could group learning activities by Module, then by Lesson, then by Activity Type to visualize the course structure and progression. * **Summarization and Aggregation**: A primary reason to use row grouping is to see summary information for each group, especially in the table view. Doowii can automatically calculate aggregates (like sum, average, min, max, count) for numeric columns within each group. * For example, grouping attendance records by Month, then by Student, to see the total number of absences for each student per month * **Data Exploration and Drill-Down**: Users can collapse and expand groups, allowing them to start with a high-level overview and then drill down into specific details as needed. * For example, an educator might see a low average score for a particular Assignment Type within a Subject when grouped. They can then expand that group to see individual student scores and identify which students struggled. ### **Controlling the Order of Row Groups** * After creating 2 or more row groups, you can drag on of your Row Groups higher or lower in the list of Row Groups which will also change the table preview. # Requesting Help & Reporting Issues Understand your options for requesting help and reporting issues in Doowii. If you encounter any issues or need assistance with Doowii, follow these steps to find the support you need. This guide takes you through a logical flow from self-help options to submitting a support ticket if necessary. #### Review Support Content in the Doowii Knowledge Base 1. Search the [Doowii Knowledge Base](/): Start by checking for articles related to your issue. #### Escalate to the Account Manager on your Team 1. For certain requests, such as password resets or adding a new user, contact the designated account manager on your team. 2. Your account manager can assist with some tasks and address issues that may not require direct support from Doowii. #### Submit a Formal Support Ticket 1. Submit a Ticket: If you're unable to resolve any issue on the Doowii platform, submit a support request ticket by emailing . 2. Provide Detailed Information: 1. Describe the problem thoroughly, including any steps you took leading up to the issue. 2. Attach relevant screenshots or error messages, if applicable. 3. A Doowii team member will review your request and reach out to help to find a resolution. You’ll receive updates via email as your case progresses. 4. The support team will work to resolve the issue and notify you once a solution is in place. We’re here to ensure you have the support you need to get the most out of Doowii.
# Common Issues & Solutions Find solutions to common issues Doowii may users experience. Refer to this FAQ for quick troubleshooting steps and references to additional help. #### User Management
I forgot my password and can’t log in. Select “Forgot Password” on the login page, enter your email, and follow the instructions in the reset email. An account administrator may also request a reset for your profile under the Manager Users Settings. Review the [Signing In & Password Reset](/top-resources/user-management/signing-in-and-password-reset#password-reset-options-4) page for additional information.
#### Doowii Responses
Doowii doesn’t seem to understand my question. Try rephrasing your question with more specific details or keywords. Be clear with any filters (e.g., class, year) to help Doowii interpret your query accurately. Use follow-up questions to drill down into specific aspects of your data. To give feedback on a response click on the thumbs-up or thumbs-down button. Review the [Asking Your First Question](/getting-started/quickstart/asking-your-first-question) page for more tips.
The answer provided isn’t what I expected. Ensure the data you’re querying is available in the platform. If it is, try refining your question or adding clarifying any needed filters. Review the [Refining and Filtering Answers](/getting-started/quickstart/refining-and-filtering-answers) page for more tips.
The default chart is not what I need. How do I change it? Based on the data returned, Doowii will generate a chart visualization for you. However, if that visualization isn't correct, you can modify it by selecting a different chart type. Review [Broken mention](broken://pages/KQLYNrVZToj12E3uo3JJ) for additional information.
I’m unsure which follow-up questions to ask next. Use the suggested follow-up questions provided by Doowii as a guide, or ask specific clarifying questions to focus on certain data points. If unsure which follow-up questions to ask next, determine if you need a broad summary or specific details. For a high-level view, ask questions that summarize or compare trends, such as “How has enrollment changed over the past five years?” or “What is the success rate across departments this semester?” These provide an overview of key metrics. For more detail, focus on specific breakdowns within the data. Ask questions like, “Show data by individual instructors” or “What are attendance rates for 9th graders in English courses?” These follow-up questions enable targeted analysis within the data. Review the [Refining and Filtering Answers](/getting-started/quickstart/refining-and-filtering-answers) page for more tips.
Can I edit the SQL used in the data query? Yes, users can edit the SQL by clicking on the <> button. Editing the SQL is an advanced technique, and Doowii will not allow invalid SQL to run. If there’s an error when attempting to save, you may cancel or select “Reset to original SQL” to revert to the original query.
#### Pins & Pinboards
I saved a pin, but I can’t find it in my Pinboard. First, review the table or chart that was saved to a pinboard, and confirm that the pin was properly saved. Within the Thread history, each saved pin will display the name of the Pinboard to which it is saved. You may click on the name of the pinboard from the Thread view to go directly to the pinboard. To view your pins, navigate to the Pinboard icon in the main menu. Pins are tagged with the Pinboard name for easy identification. Review [Using Pinboards](/getting-started/quickstart/using-pinboards) for more details.
I want to rename or delete a pin. Go to the Pinboard, select the pin, and click on its options menu. Here, you can rename or delete the pin as needed. Review [Using Pinboards](/getting-started/quickstart/using-pinboards) for more details.
# Granting Doowii Access to Google Classroom This guide explains how your Google Workspace Administrator can securely grant Doowii access following Google’s recommended practices for delegated access to Classroom APIs. Doowii integrates with Google Workspace for Education to ingest Google Classroom data (including coursework, course rosters, assignments, submissions, and materials) so your organization can analyze teaching and learning workflows in one place. {% hint style="success" %} **Prerequisites** 1. Google Workspace for Education Fundamentals or higher 2. Admin privileges to the Google Admin console 3. The Doowii-provided service account email (shared privately during setup) 4. Confirmation that your organization permits third-party API access to Classroom {% endhint %} *** ## 1. Overview of Doowii’s Google Classroom Integration Doowii uses Google Classroom APIs to read and (optionally) write teaching and learning data. This enables: * Class roster and content access for alignment with SIS data and reporting * Performance analytics for teachers and academic leaders * Optional Data-Driven Content Generation: * Lesson plan generation workflows * Quiz and assignment generation * Assignment and material publishing The integration uses a Doowii-owned Google Cloud service account, authorized via domain-wide delegation within your Google Workspace tenant. *** ## 2. Required OAuth Scopes Depending on your institution’s selected workflows, you may choose Read Only access or Read + Write access. {% hint style="warning" %} **Confirm with your Doowii representative on the the OAuth Scopes needed for your project.** {% endhint %} #### 2.1 Read-Only Scopes (Standard Analytics Use Cases)
PurposeScope
List/view courseshttps://www.googleapis.com/auth/classroom.courses.readonly
List/view coursework (assignments, materials)

https://www.googleapis.com/auth/classroom.coursework.me.readonly

https://www.googleapis.com/auth/classroom.coursework.students.readonly

View student rostershttps://www.googleapis.com/auth/classroom.rosters.readonly
View course topicshttps://www.googleapis.com/auth/classroom.topics.readonly
These scopes allow Doowii to read course structures, teaching materials, rosters, and assignments. *** #### 2.2 Write Scopes (Optional – For Content Generation) Only enable these if your organization has partnered with Doowii to push generated content *into* Google Classroom.
PurposeScope
Create/update coursework

https://www.googleapis.com/auth/classroom.coursework.me

https://www.googleapis.com/auth/classroom.coursework.students

Create/update course materialshttps://www.googleapis.com/auth/classroom.courses
Manage topicshttps://www.googleapis.com/auth/classroom.topics
Generally, we propose all content that Doowii writes to your Classroom be labeled clearly as “Doowii Generated”. *** ## 3. Step-by-Step Setup Instructions ### Step 1 — Customer Org: Verify API Access Is Enabled in Google Admin Console 1. Go to Admin Console → Security → API Controls 2. Ensure “Enable API access” is checked 3. Confirm that the Organization allows third-party app integrations * (This is default for most EDU tenants.) ### Step 2 — Doowii: Provide Service Account Client ID Doowii provides your organization with: * The GCP service account email * The unique OAuth 2.0 Client ID associated with the service account You will use these in Step 3. ### Step 3 — Customer Org: Grant Domain-Wide [Delegation](https://developers.google.com/admin-sdk/directory/v1/guides/delegation) to the Doowii Service Account 1. In the Google Admin Console: Security → API Controls → Domain-wide delegation 2. Click Add new. 3. Enter the Client ID provided by Doowii. 4. Add the required OAuth scopes (comma-separated). Example (read-only): ``` https://www.googleapis.com/auth/classroom.courses.readonly, https://www.googleapis.com/auth/classroom.rosters.readonly, https://www.googleapis.com/auth/classroom.coursework.me.readonly, https://www.googleapis.com/auth/classroom.coursework.students.readonly, https://www.googleapis.com/auth/classroom.topics.readonly ``` Example (read/write): ``` https://www.googleapis.com/auth/classroom.coursework.me, https://www.googleapis.com/auth/classroom.coursework.students, https://www.googleapis.com/auth/classroom.courses, https://www.googleapis.com/auth/classroom.topics ``` 5. Click Authorize. ### Step 4 — Customer Org: Confirm [Classroom API](https://developers.google.com/workspace/classroom) Is Enabled 1. Go to Google Cloud Console for your Workspace organization. 2. Navigate to: APIs & Services → Enabled APIs & Services 3. Verify Classroom API is enabled. 4. If not, click Enable APIs and Services → Classroom API → Enable. ### Step 5 — Doowii: Validate Access and Begin Initial Sync Doowii completes: * Token validation * Scope confirmation * Classroom → SIS roster alignment * Initial metadata sync * Optional write-access smoke test (if granted)
This step should not require customer participation unless issues arise. *** ## 4. Summary (For Administrators) To grant Doowii access: 1. Enable API access 2. Authorize Doowii’s service account via domain-wide delegation 3. Add the required Classroom API scopes 4. Confirm Classroom API is active 5. Notify Doowii to begin verification and ingestion
This process uses Google-recommended methods and is fully auditable. {% hint style="info" %} **References (Google Documentation)** * Google Classroom API Overview: * Delegated Domain-Wide Authority: * OAuth Scopes for Classroom: {% endhint %} # Granting Doowii Access to Salesforce This guide explains how your Salesforce admin team can grant Doowii secure access to approved Salesforce data so Doowii can replicate it into Doowii’s Cloud environment for analytics. Salesforce access is always granted from within your Salesforce org by creating and approving a Connected App. Doowii operates the integration in Google Cloud, but Salesforce authorization, scope, and permissions remain fully under your control. {% hint style="success" %} **Prerequisites** * Salesforce System Administrator access * Ability to create: * Connected Apps * Users and Permission Sets * A designated Salesforce integration user * Your target Salesforce environment: Production (login.salesforce.com) {% endhint %} *** ## 1. Overview of Doowii's Salesforce Integration Doowii uses Salesforce APIs to read (and only when explicitly approved, write) data for analytics, reporting, and AI-assisted insights. This allows Doowii to: 1. Replicate approved Salesforce data into Doowii’s analytics environment, such as data related to your Advancement Programs, Recruiting, Student & Career Services, Student Success & Support teams, and more. 2. Support role-appropriate analytics for non-Salesforce users. **Salesforce controls:** * Which data Doowii can access * Which users authorize access * Which objects, fields, and records are visible **Doowii supports the following Salesforce authentication methods:** 1. Authorization Code + Refresh Token (standard) 2. JWT Bearer (by request) {% hint style="info" %} Doowii cannot access data beyond what your Salesforce permissions allow. {% endhint %} *** ## 2. Suggested OAuth Scopes & Permissions Depending on your institution’s selected workflows, you may choose Read Only access or Read + Write access on the integration user. Salesforce OAuth scope details are available [here](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_tokens_scopes.htm\&type=5). #### Recommended OAuth Scopes (Authorization Code flow)
ScopePurpose
ScopePurpose
apiRequired. Allows access to Salesforce data via REST, Bulk, and SOAP APIs.
refresh_token (aka offline_access)Required. Allows Doowii to refresh access tokens for scheduled syncs without user interaction.
Not recommended (unless otherwise agreed on) * UI-related scopes (web, visualforce, lightning) * Product-specific scopes (Data Cloud, Pardot, Analytics) unless explicitly needed {% hint style="info" %} OAuth scopes control which API surfaces Doowii may call. Read vs. write access is controlled by Salesforce permissions, not OAuth scopes. {% endhint %} #### Access Permission Model Salesforce data access is governed by the integration user: * Object permissions (Read / Create / Edit) * Field-level security (FLS) * Record-level sharing rules **Recommended default:** Start with **read-only** object access and expand only if required and agreed on. *** ## 3. Step-by-Step Setup Instructions {% stepper %} {% step %} #### Step 1: Create a Salesforce Integration User Create a dedicated user for Doowii (not a personal admin account). 1. Check License Availability: * Navigate to Setup > Company Information. * Look for details about Salesforce Integration user licenses. 2. Create the User: * Go to Setup > Users > Users and click New User. * User License: Select Salesforce Integration. * Profile: Select Salesforce API Only System Integrations. * Username: Choose username following this format: **doowii.integration@\[****yourorg.edu****]** **Why this matters:** * Clear audit trail * Least-privilege security * Stable long-term integration {% endstep %} {% step %} #### Step 2: Create a Permission Set for Doowii 1. Go to Setup → Permission Sets → New * Name: Doowii Integration User Access 2. Grant: * Read access to approved objects (e.g., Account, Contact, Opportunity, custom objects) * Field-level visibility only for approved fields * Record visibility via your existing sharing rules 3. Assign this permission set to the integration user. 4. Note, you may also need to click Edit Assignments and enable the Salesforce API Integration license. {% endstep %} {% step %} #### Step 3: Create an OAuth Client App in Salesforce Salesforce [recommends](https://help.salesforce.com/s/articleView?id=xcloud.connected_app_create_basics.htm\&type=5) [External Client Apps](https://help.salesforce.com/s/articleView?id=xcloud.create_a_local_external_client_app.htm\&type=5) for new OAuth integrations. If your org still supports Connected Apps, you may use either option, as both are fully compatible with Doowii’s Salesforce integration. **Step 3A: External Client App (recommended)** 1. Navigate to Setup, enter App Manager, and select App Manager 2. Click New External Client App 3. Enter a name for the external Client App: Doowii Integration 4. Set the Distribution State to Local 5. Enable OAuth 2.0 Authorization Code flow 6. Enter the Doowii callback URL *(Provided by Doowii during onboarding)* 7. Select scopes (api, refresh\_token) 8. Save and request admin approval **Step 3B: Connected App (if already enabled)** 1. Navigate to Setup, enter App Manager, and select App Manager 2. Click New Connected App 3. Enable OAuth 4. Enter the Doowii callback URL (Provided by Doowii during onboarding) 5. Select scopes (api, refresh\_token) 6. Save and approve {% hint style="info" %} Note, it may take up to 10 minutes for a new OAuth Client App to propagate through Salesforce's servers, and up to 15 minutes for changes to app and access settings to take effect. {% endhint %} {% endstep %} {% step %} #### Step 4: Approve and Install the Connected App Salesforce requires explicit approval before an app can issue tokens. 1. Navigate to Setup > Connected Apps OAuth Usage. 2. Find \[The New App] in the list 3. In the Action column, click Install (if it says "Uninstall" it is already installed) 4. Review the information and click Install 5. Approve OAuth Policies by going to Setup > Manage Connected Apps > \[The New App] > Edit Policies 6. Select "Admin approved users are pre-authorized" in the Profiles or Permission Sets detail page 7. Save Recommended settings: * Permitted Users: *Admin approved users are pre-authorized* * Assign access via a Permission Sets {% endstep %} {% step %} #### Step 5: Share Connection Details with Doowii Share the application details with Doowii. * Salesforce login URL (this should be your Production URL) * Connected App Consumer Key * Connected App Consumer Secret * Integration User username {% endstep %} {% step %} #### Step 6: Authorization & Validation Once shared, Doowii will: 1. Complete the OAuth authorization flow 2. Exchange the authorization code for access + refresh tokens 3. Validate object and field access 4. Confirm record counts and ingestion readiness {% endstep %} {% endstepper %} *** ## 4. Operational Expectations #### Data Freshness & Refresh Cadence Doowii supports multiple refresh patterns, depending on your needs. The standard refresh patter is nightly, unless otherwise agreed upon. | Pattern | Typical Use | | ---------------------------------------------------- | ------------------------- | | Nightly sync | Standard reporting | | Every 4–6 hours | Operational dashboards | | Incremental updates | Near-real-time monitoring | | Change Data Capture (optional, CDC must be enabled)) | Event-driven freshness | Refresh strategy is configured after initial access is established. *** ## Trusted Salesforce Connectors references * [Google Cloud, Integration Connectors, Salesforce](https://docs.cloud.google.com/integration-connectors/docs/connectors/salesforce/configure) (Google) * [Connecting GCS and Salesforce with Data Cloud](https://developer.salesforce.com/blogs/2024/03/connecting-google-cloud-storage-and-salesforce-with-data-cloud) (Salesforce) * [OAuth Tokens and Scopes](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_tokens_scopes.htm) (Salesforce) * [OAuth JWT Bearer Flow for Server-to-Server Integration](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_jwt_flow.htm\&type=5) (Salesforce) * [OAuth Authorization Flows](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_flows.htm\&type=5) (Salesforce) * [Change Data Capture overview + channels](https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_intro.htm) (Salesforce) * [Granting Integration Users API Access](https://help.salesforce.com/s/articleView?id=platform.integration_user.htm\&type=5) (Salesforce)