Difference between revisions of "BI Dashboard"
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| + | ==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 | ||
| + | * 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 | ||
Revision as of 15:22, 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
- 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
