A Beginner’s Guide to Editing Your Aire App Pages in Corteza: Metrics & Charts

A Beginner’s Guide to Editing Your Aire App Pages in Corteza: Metrics & Charts

Welcome to Aire! In this video, we’ll walk you through the exciting process of editing pages in Corteza, the intuitive and flexible platform for building and customizing your own dashboards and applications. Whether you’re a new user or an experienced builder, this guide will show you how to transform your data into visually appealing and informative displays that meet your needs.

Getting Started with the Page Builder

The first step in editing a page is accessing Corteza’s powerful Page Builder tool, which allows you to take full control over how your data is presented. To enter this mode, simply click the “Page Builder” button located at the top right corner of your screen. From here, the possibilities are endless.

Each section of your page is made up of blocks, which can be individually edited. Whether you’re adjusting metrics, modifying charts, or tweaking other components, just click on the edit icon within the block to begin.

Editing Metric Blocks: Making Data Speak

Let’s start with one of the most essential features of any dashboard: metrics. These are the numbers, percentages, or values that give you quick insights into your data.

1. Naming Your Metric
   The first thing to do is give your metric a name. A good name will make it clear what data you’re looking at, whether it’s sales numbers, user growth, or any other key indicator. This is your chance to make the data pop by giving it context and meaning.
2. Selecting the Right Data Module
   Next, you’ll need to select the module where the metric pulls its data from. This is a crucial step, as it determines the accuracy and relevance of the data displayed.
3. Applying Data Filters for Precision
   Corteza allows you to refine the data by applying filters. For instance, if you only want to display data within a certain time frame, such as the last month or quarter, you can easily filter out irrelevant data points. This ensures that your metric is showing exactly what you need.
4. Choosing Fields and Aggregating Data
   You can customize the field from which your metric pulls its data and decide how that data should be aggregated. Do you want to see an average, a sum, or perhaps a count? The choice is yours, depending on what story the data needs to tell.
5. Formatting and Visual Enhancements
   To make the numbers more digestible, you can apply a number format—whether it’s currency, percentage, or plain numbers. For added clarity, consider adding a prefix or suffix, like “$” or “%”, to give the data immediate context.
6. Color Customization
   A well-designed dashboard should also be visually appealing. In Corteza, you can customize the color of your metric to either match the branding of your dashboard or to highlight critical information. A splash of color can make all the difference in how the data is perceived.
7. Saving Your Progress
   Once you’ve configured your metric to your satisfaction, click Save. This action locks in your changes and takes you back to the Page Builder interface.

At any point, if you’re curious to see how your adjustments look on the actual page, simply click View Page to preview your progress. This instant feedback helps ensure that everything is taking shape the way you envision it.

Customizing Chart Blocks: Visualizing Data Like a Pro

Now that we’ve mastered metrics, let’s move on to something a little more dynamic—charts. Charts are an excellent way to visualize data trends and patterns, and Corteza makes it easy to tailor them to your exact specifications.

1. Block Configuration Settings
   When you first start editing a chart block, you’ll notice several configuration options. For example, you can decide whether the chart should allow drill-down capabilities, meaning users can click on it to explore more detailed data, or whether it should open in a modal window for a closer look.
2. Accessing Chart Configuration
   To customize the chart itself, click the link icon next to the chart’s name. This will open the full chart configuration settings, where the real magic happens.
3. Choosing Color Patterns and Animations
   Corteza offers you the flexibility to select color patterns that fit your dashboard’s theme, or you can create your own custom color scheme to give your charts a unique flair. Additionally, for those who want to add a bit more style, you can enable animation to make your charts more dynamic and engaging as data loads.
4. Selecting Data Sources and Dimensions
   The next step is choosing your data source. This determines what data the chart will display. After selecting the source, you’ll define the dimension, which could be anything from time periods to categories, depending on what kind of comparison or trend you want to illustrate.
5. Selecting Metrics and Aggregation
   Just like with the metrics, you’ll choose a field that will serve as your chart’s metric, then specify how the data should be aggregated. Whether it’s showing total sales, average order size, or any other key performance indicator, Corteza makes it simple to highlight the most important data points.
6. Chart Types and Additional Metrics
   One of the best features in Corteza is the variety of chart types available to you. From line graphs to pie charts, bar charts, and more, you can pick the type that best suits your data. And if you need to overlay additional metrics for comparison, Corteza allows for that too, giving you a rich, multi-layered visualization of your data.
7. Saving and Viewing Changes
   Once you’re satisfied with the chart configuration, click Save to lock in the changes. Afterward, return to the Page Builder and save the entire page. You can now see your customized chart live on your dashboard, offering a fresh and insightful perspective on your data.

Wrapping Up

With Corteza’s Page Builder, you have the freedom to craft pages that are not only functional but also visually appealing. By mastering the ability to edit metrics and charts, you can create dashboards that deliver clear, actionable insights in real-time. Don’t hesitate to experiment with colors, formats, and data sources—the platform is designed to give you maximum flexibility while ensuring ease of use.

As you continue to explore these features, you’ll discover just how powerful and customizable your pages can become. So go ahead, dive into the Page Builder, and start making your data work for you!