ISO’s analytics portal provides users with comprehensive data on each shipment, appointment, exception, and more. It is intended to serve as your one-stop shop for all data and analytics needs.

The analytics portal is broken out into two sections: Dashboards and Explores. Dashboards are built by the ISO team and your internal team members. Explores are an interface designed to help you cut-and-slice data however you need to create your own visualizations and dashboards. The Explore interface functionally acts like a Pivot Table on all your ISO data. If you can use a Pivot Table, you can use Explore!

The data in ISOs analytics portal is up-to-date as of last night at midnight. If you upload data on a Tuesday, you will not see that data reflected in ISO’s analytics portal until Wednesday.

To access ISO analytics, navigate to the top-left of the page and click the “Analytics” tab. Depending on your permissions you’ll see two options in the dropdown - Dashboard and Explore. Clicking “Dashboard” will take you to your primary dashboard.

ISO’s analytics tool offers two types of dashboards: shared dashboards and personal dashboards. Shared dashboards have been created with the ISO team and are accessible by anyone within your company. They can only be modified or deleted by the ISO team. We appreciate any feedback or suggestions you’d like to see to these shared dashboards. Personal dashboards are created by anyone in your company, and can only be viewed and/or modified by the creator.

To access all of your shared dashboards, navigate to the top-right of the page, and click the folder icon. A right-hand navigation panel will appear, with several different options. Select “Shared” > "All Broker". You’ll see all shared dashboards here.

Explore is an environment to create reports, visualizations, and dashboards using any of the data ISO provides. Your Explore page contains a list of fields in the left-hand panel. You can mix, match, and filter on these fields to create any type of visualization or report.

To create a report, you’ll typically select a quantity field (known as a “measure”), and a qualitative field (known as a “dimension”). Quantity fields are usually values that can be aggregated. They are represented in orange. ISO offers quantitative fields for all of the ISO KPIs. Qualitative fields are usually categories, such as carrier name, customer name, etc.. These fields are represented in black.

Once you’ve selected your dimensions and measures, you can add any filters. Any field can be used as a filter. Filters allow you to limit the results of a query to only certain values. For example, you can filter by “date” if you only want to see data for the a specific time period. To filter using a specific field, select the filter icon when hovering over a field.

For example, if you want to filter total shipments down to a specific date range, you can select the “shipment count” field, then filter on the “reporting date” field. After all your fields and filters are in place, click the “Run” button in the top right to pull the data. Don’t worry if it takes a while to run, we’re processing a lot of data and that can take up to a few minutes sometimes. The more fields you add, typically the slower the report. ISO is constantly working to make our Explore page faster, so you should constantly expect to see improvements over time.

Once you’re happy with the data you’ve pulled, you can create a visualization. ISOs Analytics Tool provides a range of visualization options, from bar charts, pie charts, area charts, line graphs, scatterplots, maps, and more. To access and build visualizations, select the Visualization dropdown. You’ll see edit options on the right-hand side of the page.

Once you’ve built a visualization that you want to reuse, you can add it to a dashboard, or create a new dashboard. To do so, build a visualization, then click the “gear” icon in the top-right corner of your screen. From there, select “Save” > “As a new Dashboard”. Your personal folder will be auto-selected as the location to sage the dashboard. Give your dashboard a name, then click “Save”.

Remember, you can always access your personal dashboards by navigating to “My Folder” from the dashboard screen.

There are a number of different ways to download data from ISO. From the Dashboard view, you can download a PDF of any dashboard, or a CSV of all the data included in the dashboard. To do so, navigate to the gear icon in the top right corner of the page and select “Download”.

From the Explore page, you can download the results of any one of your queries. This will provide you with the raw data, exactly as you see it on screen. Note that, by default, Looker will limit the number of rows displayed on the Explore page to 500. You can increase that value up to 5000. If you want to download more than 5000 rows of data, select “Download all results” from the popup modal.

You’ll notice that many of the fields have fairly long names. This is intentional, as it helps us capture more detail and be more precise. There are a few common patterns with our field name:

How to Create a Dashboard Video Overview