Understanding the relationships between filters, visuals and datasets in Insights dashboards

Introduction

This guide provides a comprehensive overview of how to effectively use Docebo's Insights to analyze your learning data. You'll learn about the core components of Insights, including visuals, datasets, and platform filters, with specific instructions on how they interact to help you customize and refine your dashboards. Understanding these relationships is key to leveraging the full power of Insights. By following the guidelines outlined in this article, you can effectively leverage Docebo's Advanced Insights to gain deeper insights from your learning data. The comprehensive tables and explanations of visual-dataset relationships and filter behaviors will help you navigate the platform with confidence, whether you are utilizing pre-built dashboards or configuring custom ones.

Understanding Insights

Docebo's Insights allows users to gain deeper understanding from their learning data. It's built on Amazon QuickSight, enabling both basic and advanced users to create and customize dashboards.

For more general information, refer to the following articles:

• Introduction to Insights
• Insights ready-to-use dashboards
• Creating and managing custom dashboards
• Assigning dashboards
• Managing dashboards
• Insights Questions and answers

Understanding dashboard visuals and datasets

In Insights, visuals are the interactive charts and graphs you see on your dashboards, while datasets are the raw collections of data that power these visuals. Each visual directly pulls its information from a specific dataset. For example, a learning plan progress rate visual will retrieve its data from the LP Enrollments dataset, the data returned by the dataset can then be optionally further filtered in order to tailor the reporting of the visual to your specific needs. Understanding this fundamental link is crucial for building and customizing effective dashboards.

For creating basic custom dashboards, please see Creating and managing custom dashboards, if you need to customize the dashboards using specific datasets, please see Using advanced insights.

Below are the comprehensive tables for dashboard visuals and dashboard datasets.

Dashboard visuals

Visuals are the graphical representations of data that you see in a dashboard (for example, charts, graphs, tables). Each visual draws its data from a specific dataset and can be influenced by various platform filters.

The following chapters provide an overview of the available visuals, the dataset they utilize and the platform filters that can affect them.

Visuals datasets

Datasets are the foundational data sources for all visuals within Advanced Insights. Each dataset contains specific types of learning data (for example, course enrollments, user information, test results). Visuals are built upon these datasets, and standard filters are applied at this dataset level through underlying queries.

For more information, please see the Using datasets chapter of the Using Advanced Insights article.

Dataset	Affected by dataset-level filters
CERTIFICATIONS	Branches Certifications Groups Users User additional fields User status
CERTIFICATIONS by BRANCH	Branches Certifications Groups Users User additional fields User status
CERTIFICATIONS by GROUP	Branches Certifications Groups Users User additional fields User status
COMMUNITY	Branches Community (select) Groups User status
COURSE ENROLLMENTS	Branches Course categories Course catalogs Course additional fields Courses Course types Enrolled by Course enrollment types Groups Users User additional fields User status
COURSE ENROLLMENTS by BRANCH	Branches Course categories Course catalogs Course additional fields Courses Course types Enrolled by Course enrollment types Groups Users User additional fields User status
COURSE ENROLLMENTS by GROUPS	Branches Course categories Course catalogs Course additional fields Courses Course types Enrolled by Course enrollment types Groups Users User additional fields User status
ILT ATTENDANCES	Branches ILT Courses Course catalogs Course additional fields Courses Enrolled by Course enrollment types Groups Instructors Event type Users User additional fields User status
ILT ATTENDANCES by INSTRUCTOR	Branches ILT Courses Course catalogs Course additional fields Courses Enrolled by Course enrollment types Groups Instructors Event type Users User additional fields User status
LP ENROLLMENTS	Branches Course catalogs Course additional fields Courses Groups Learning plans Users User additional fields User status
LP ENROLLMENTS by BRANCH	Branches Course catalogs Course additional fields Courses Groups Learning plans Users User additional fields User status
LP ENROLLMENTS by GROUP	Branches Course catalogs Course additional fields Courses Groups Learning plans Users User additional fields User status
TESTS	Branches Course categories Course catalogs Course additional fields Courses Course types Groups Tests Users User additional fields User status
TIME SPENT ON LEARNING	Branches Course categories Course catalogs Course additional fields Courses Groups Users User additional fields User status
TIME SPENT ON LEARNING by BRANCH	Branches Course categories Course catalogs Course additional fields Courses Groups Users User additional fields User status
TIME SPENT ON LEARNING by GROUP	Branches Course categories Course catalogs Course additional fields Courses Groups Users User additional fields User status
USERS	Branches Groups Users User additional fields User status
USERS by BRANCH	Branches Groups Users User additional fields User status
USERS by GROUP	Branches Groups Users User additional fields User status
TRAINING_MATERIALS	Course catalogs Course additional fields Courses Training material origin Training material types
TRAINING_MATERIAL_USAGES	Branches Course catalogs Course additional fields Courses Groups Training material origin Training material types

Platform Filters

Platform filters allow users to narrow down the data displayed in their dashboards. These filters can be applied from the dashboard's side panel and interact with visuals in different ways, depending on whether they are standard or date-based filters. These tables list the available filters and provides a concise description of their function.

Please note:

• Filters operate by applying criteria directly to the underlying datasets of your visuals. As a result, any visual on the dashboard built upon a dataset that supports a specific filter will automatically update to reflect the selected criteria.

  Exceptions to this behavior are the date filters. Unlike other filters, date filters are applied at the visual level, not at the dataset level. This means that when building custom dashboards, you must explicitly configure the date filter in the dashboard editor to apply it to the desired visuals or to entire dashboard sheets.

• All date and time filters accept values in UTC time zone only.

Dataset-level filters

Filter name	Filter description
Branches	Allows for filtering by specified branches, when this filter is active, all branches visible to the user are spread over pages and selectable via checkbox. Branches can also be searched for, using the provided search function.
Groups	Allows for filtering by specified groups, when this filter is active, all branches visible to the user are spread over pages and selectable via checkbox. Groups can also be searched for, using the provided search function.
Users	Allows for filtering by specified users, when this filter is active, a search field is presented which will allow you to find the specific user or users you wish to narrow the data down to.
User additional fields	Allows for filtering by specified user additional fields, when this filter is active, all User additional fields visible to the user are spread over pages and selectable via checkbox. User additional fields can also be searched for, using the provided search function. Once a user additional field has been selected, you can then add a specific value within that user additional field to filter for.
User status	Allows for the filtering by user statuses, when this filter is applied you may choose to filter your results by active or inactive users.
Course catalogs	Allows for filtering by specified course catalogs, when this filter is active, all course catalogs visible to the user are spread over pages and selectable via checkbox. Course catalogs can also be searched for, using the provided search function.
Course categories	Allows for filtering by specified course categories, when this filter is active, all course categories visible to the user are spread over pages and selectable via checkbox. Course categories can also be searched for, using the provided search function.
Courses	Allows for filtering by specified courses, when this filter is active, all courses visible to the user are spread over pages and selectable via checkbox. Courses can also be searched for, using the provided search function.
Course additional fields	Allows for filtering by specified course additional fields, when this filter is active, all course additional fields visible to the user are spread over pages and selectable by pressing the name of the additional field. Course additional fields can also be searched for, using the provided search function. Once you select a course additional field, you will need to choose the value to filter that particular field by, in the case of date ranges you will be given a date picker to select the appropriate start and end dates.
Course types	Allows for filtering by specified course types, such as ILT or e-learning which are selectable via checkbox.
Course enrollment types	Allows for filtering active or archived enrollments.
Enrolled by	Allows for filtering self-enrollments or enrollments made by others.
Training material origin	Allows filtering by the origin of the training material; for example via the central repository or via course management
Training material types	Allows filtering by training material type, the following training materials are selectable: SCORM AICC xAPI (Tin Can) Video AI lesson File Assignment Elucidat Google Drive LTI Observation checklist Feedback questionnaire Slides HTML page Survey Test
Central repository folders	Allows filtering by the folder location in the central repository. Selecting a folder containing child folders will automatically also select the child folder and its content.
Certifications	Allows for filtering by specified attained certifications, when this filter is active, all certifications visible to the user are spread over pages and selectable via checkbox. Certifications can also be searched for, using the provided search function.
ILT courses	Allows for filtering by specified ILT courses, when this filter is active, all ILT courses visible to the user are spread over pages and selectable via checkbox. ILT courses can also be searched for, using the provided search function.
Instructors	Allows for filtering by specified instructors, when this filter is active, all instructors visible to the user are spread over pages and selectable via checkbox. Instructors can also be searched for, using the provided search function.
Event type	Allows for filtering by specified event types. The following types are selectable: Online On site Flexible
Learning plans	Allows for filtering by specified learning plans, when this filter is active, all learning plans visible to the user are spread over pages and selectable via checkbox. Learning plans can also be searched for, using the provided search function.
Tests	Allows for filtering by specified tests, when this filter is active, all tests visible to the user are spread over pages and selectable via checkbox. Tests can also be searched for, using the provided search function.

Date filters

Filter name	Filter description
Registration	The registration filter allows you to set a specific date range or use a pre-set time frame to display only results included within (and including) the given parameters.
Course enrollment	The date range between which the enrollment took place.
Course completion	The date range between which the course completion took place.
Certification issue	The certification issue filter allows you to set a specific date range or use a pre-set time frame to display only results included within (and including) the given parameters.
Certification expiration	The certification expiration filter allows you to set a specific date range or use a pre-set time frame to display only results included within (and including) the given parameters.
Event	The event filter allows you to set a specific date range or use a pre-set time frame to display only results included within (and including) the given parameters.
Learning plan enrollment	The learning plan enrollment filter allows you to set a specific date range or use a pre-set time frame to display only results included within (and including) the given parameters.
Learning start	The learning start filter allows you to set a specific date range or use a pre-set time frame to display only results included within (and including) the given parameters.
Test date	The test date allows you to set a specific date range or use a pre-set time frame to display only results included within (and including) the given parameters.

Relationship Between Components

The power of Docebo's Advanced Insights comes from the way its components interlink and interact. Understanding these relationships is crucial for precise data analysis and dashboard customization:
Visuals pull from Datasets: Every visual (for example, Course Enrollment Overview) is based on a specific dataset (for example, Course Enrollments). This relationship dictates what kind of data the visual can display.

How Platform Filters Influence Visuals

All filters applied by a user on the platform —whether standard filters or date filters— are passed to QuickSight through parameters. When a user selects a value in the filter panel, that value populates the corresponding parameter.

How these parameters affect the visuals depends on the filter type:

• Dataset-Level Filters (for example, Branch or Group): For these filters, the parameter values are automatically applied at the dataset level. This means any visual built on a dataset that supports these filters will immediately and automatically reflect the user's selection with no further configuration needed.
• Date Filters: Parameters related to date filters must be manually configured at the visual level within the QuickSight dashboard editor. While the platform passes the selected date range into the parameter, you must explicitly connect that parameter to the specific visuals or entire sheets you want it to control.