BI Dashboard

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Revision as of 16:22, 19 December 2016 by Ciaran Donnelly (talk | contribs)

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The BI Dashboard is a pre-defined dashboard for simple business intelligence.

It allows users to easily create a 6-chart dashboard, helping to visualise and analyse data.

BiDashboard1.png


Configuring BI Dashboard

  1. Navigate to the relevant UTA and access the UTA Settings - General tab.
  2. Click on the BI Dashboard hyperlink.
  3. Click on New BI Dashboard button.
  1. Populate relevant fields in the New BI Dashboard Settings page. The settings include
  • Name
  • Description
  • Record Filtering: Status Filter
  • Record Filtering: Type Filter
  • Chart Fields: Start Date
  • Chart Fields: End Date
  • Chart Fields: Fields to Group By
  • Chart Fields: Fields to Measure