Difference between revisions of "BI Dashboard"

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(Configuring BI Dashboard)
(Configuring BI Dashboard)
Line 11: Line 11:
 
# 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
:# Description
+
:* Description
:# Record Filtering: Status Filter
+
:* Record Filtering: Status Filter
:# Record Filtering: Type Filter
+
:* Record Filtering: Type Filter
:# Chart Fields: Start Date
+
:* Chart Fields: Start Date
:# Chart Fields: End Date
+
:* Chart Fields: End Date
:# Chart Fields: Fields to Group By
+
:* Chart Fields: Fields to Group By
:# Chart Fields: Fields to Measure
+
:* Chart Fields: Fields to Measure

Revision as of 15:23, 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.

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.
  4. 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