BI Dashboard

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: select field that will show the different Start Dates for the returned data
Chart Fields - End Date: select 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. This link can be used to configure home pages or provide direct access to the BI Dashboard.

The BI Data Dashboard provides 6 charts as follows . . .

Line chart: displays measure 1 or 2 for individual level one records, organised based on the Start Date
Location: map showing the Companies associated with the level one record, based on primary address
Bar chart: showing totals for measure 1 or 2, based on selected groupings of level one records
3d Donut chart: showing totals for measure 1 or 2 based on selected groupings of level one records
Scatter plot: use horizontal and vertical axes to plot data points for individual level one records
Spiderweb chart: two-dimensional chart of three quantitative variables represented on axes starting from the same point

All 6 of the charts have a small plus sign in the top right hand corner.

When it is clicked then the chart expands so that it fills the entire window. The plus sign changes to a minus sign.

When the minus sign is clicked then the chart resizes back to its original size, and all 6 charts are exposed again.

All 6 of the charts have a Chart context menu in the right hand side of the graph.

The Chart Context menu provides user with the ability to download or print the chart.