Difference between revisions of "BI Dashboard"
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==Configuring BI Dashboard== | ==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 | ::* Name: name of the dashboard | ||
::* Description: description of the dashboard | ::* Description: description of the dashboard | ||
| Line 20: | Line 20: | ||
::* Chart Fields - Fields to Group By: select a set of fields that you wish to aggregate the charts through | ::* 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 | ::* Chart Fields - Fields to Measure: select a set of fields to use as measurements in the charts | ||
| − | + | * Click Save. | |
| − | + | * The '''Link to Dashboard''' field will now be populated with a link. This link can be used to create Home pages or links. | |
==See Also== | ==See Also== | ||
Revision as of 15:39, 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: selected field that will show the different Start Dates for the returned data
- Chart Fields - End Date: : selected field that will show the different End Date for the returned data
- 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
- Click Save.
- The Link to Dashboard field will now be populated with a link. This link can be used to create Home pages or links.
