Difference between revisions of "BI Dashboard"
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(→Configuring BI Dashboard) |
(→Configuring BI Dashboard) |
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==Configuring BI Dashboard== | ==Configuring BI Dashboard== | ||
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# Navigate to the relevant UTA and access the UTA Settings - General tab. | # Navigate to the relevant UTA and access the UTA Settings - General tab. | ||
# Click on the BI Dashboard hyperlink. | # Click on the BI Dashboard hyperlink. | ||
# Click on New BI Dashboard button. | # Click on New BI Dashboard button. | ||
# Populate relevant fields in the '''New BI Dashboard Settings''' page. The settings include | # Populate relevant fields in the '''New BI Dashboard Settings''' page. The settings include | ||
| − | :* Name | + | :* Name: name of the dashboard |
| − | :* | + | :* Description: description of the dashboard |
| − | :* | + | :* Record Filtering - Status Filter: data displayed on the dashboard will be based on the records with the selected statuses |
| − | :* | + | :* Record Filtering - Type Filter: data displayed on the dashboard will be based on the records with the selected types |
| − | :* | + | :* Chart Fields - Start Date: |
| − | :* | + | :* Chart Fields - End Date: |
| − | :* | + | :* Chart Fields - Fields to Group By: select a set of fields that you wish to aggregate the charts through |
| − | :* | + | :* Chart Fields - Fields to Measure: select a set of fields to use as measurements in the charts |
Revision as of 15:31, 19 December 2016
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.
Configuring BI Dashboard
- Navigate to the relevant UTA and access the UTA Settings - General tab.
- Click on the BI Dashboard hyperlink.
- Click on New BI Dashboard button.
- Populate relevant fields in the New BI Dashboard Settings page. The settings include
- Name: name of the dashboard
- Description: description of the dashboard
- Record Filtering - Status Filter: data displayed on the dashboard will be based on the records with the selected statuses
- Record Filtering - Type Filter: data displayed on the dashboard will be based on the records with the selected types
- Chart Fields - Start Date:
- Chart Fields - End Date:
- Chart Fields - Fields to Group By: select a set of fields that you wish to aggregate the charts through
- Chart Fields - Fields to Measure: select a set of fields to use as measurements in the charts
