Part 6: Building a Custom Query

Learn to build custom queries in Oviond. This tutorial covers adding data, customizing widgets, and exploring different chart types for effective reporting.

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Building Custom Queries in Oviond: An Overview

In this tutorial, you'll learn how to create a custom query in Oviond, add data to widgets and explore different chart types. We'll guide you through setting up a query from scratch, selecting metrics like impressions, clicks, and conversions, and displaying them in various formats. You'll also learn how to duplicate widgets and customize scorecards for a clear data presentation.

This video is ideal for users looking to leverage Oviond's powerful querying capabilities to enhance their reports.

Step-by-Step Instructions

1. Log in to your Oviond account.

2. Choose Your Client and Project

  • On the home page, choose the client, then select the project to work on.

3. Access the Project Workspace Editor

  • Click 'Edit' at the top right-hand side of the screen.

4. Add Content will automatically open

  • In the toggle menu on the right of the canvas, find the Add Content options.

5. Drag a Data Widget

  • Drag a data widget onto the canvas.

6. Select Data Source

  • Click on the data widget, then click on the blue plus button that appears on the right.

  • Select your data source from the list provided and authenticate if needed.

7. Specify Data Details

  • The details of the data source will open on the right-hand side.

  • Select the specifications you require for your query.

8. Click 'Save' to Save the Query

9. Customize the Widget Appearance

  • To change the appearance of the widget, click 'Display' at the top of the Edit Query drawer.

  • Here, you can change the name, add a description, choose a chart type and style.

  • Customize further under the 'Sort By' and 'Advanced' dropdown menus.

How to Duplicate Widgets

  1. Select the Widget

    • Click to select the widget you would like to duplicate.

  2. Duplicate the Widget

    • Click on the duplicate button in the quick action menu at the top of the canvas.

  3. Edit the Duplicate

    • Click on the duplicate widget to show its details on the right.

    • Change the name, data, and/or display settings if needed.

  4. Save the Duplicate

    • Click 'Save' to save the duplicated widget with the new settings.

Additional Information

  • Tip: Use the customization options to tailor your queries to meet specific data visualization needs.

Summary

By following these steps, you can build and duplicate queries from scratch in Oviond, creating customized data visualizations for your projects.

Related Resources

Part 7: Creating Your First Report

Need a detailed multipage analysis from multiple channels with all the detail? Use Oviond's multipage reports to create blazing-fast, long-form monitoring and reporting projects. Easily add custom cover and thank-you pages, and turn complex data into clear, actionable insights for your clients.

Overview: How to connect data sources

Learn how to connect clients' marketing data sources to Oviond with this step-by-step guide. Set up integrations, troubleshoot issues, and maintain accurate data updates efficiently.

How to use assets

Learn how to use assets in Oviond with this step-by-step guide for efficient project enhancement using pre-built queries and widgets.

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