Copy Configuring Advanced BI Dashboard

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

An administrator can configure an advanced BI dashboard to display the module-based tab-wise BI reports. The configured dashboard can be accessed from the Dashboard menu of the End User Dashboard page. 

To Configure Advanced BI Dashboard

To configure new dashboards, the user must have access to the Advanced BI Dashboard Configuration List sub-menu. 

How to Enable Advanced BI Dashboard Configuration List sub-menu?

To enable Advanced BI Dashboard Configuration List sub-menu:

  1. Select Admin> Basic > Users > Role Template. The ROLE TEMPLATE page is displayed.
  2. Click Filters on the ACTIONS panel. The FILTERS pop-up page is displayed.
  3. Select the Domain from the drop-down list and click SUBMIT. A list of configured Role Templates for the selected Domain is displayed.
  4. Select the required ROLE TEMPLATE from the LIST. The ROLE TEMPLATE - MENU CONFIGURATION page is displayed. 
  5. Click ADMIN from under the MODULES section.
  6. Select the Edit and View check box for Advanced BI Dashboard Configuration List to provide the edit and view access.
  7. Click SUBMIT to save the configuration.

Figure: ROLE TEMPLATE - MENU CONFIGURATION

Figure: Admin: Infrastructure: Advanced BI Dashboard Configuration List

To configure a Dashboard:

  1. Select Admin > Basic > Infrastructure > Advanced BI Dashboard Configuration List. The ADVANCED BI DASHBOARD CONFIGURATION LIST page is displayed.
  2. Click ADD NEW on the ACTIONS panel. The ADVANCED BI DASHBOARD CONFIGURATION page is displayed. 
  3. Specify Dashboard Name and select Active check box to make this dashboard active.
  4. Specify Tab Name, Tab Order Number, and select Active check box to make this tab active.
  5. Click ADD NEW TAB. 
  6. Under the newly added tab, select required Module, Report, Report Format, and click ADD. For more information about the fields on the ADVANCED BI DASHBOARD CONFIGURATION page see, Field Description.
  7. Click SUBMIT. A new Dashboard is added.

Figure: ADVANCED BI DASHBOARD CONFIGURATION LIST page

Note:

To edit an existing dashboard, click the required dashboard name on the ADVANCED BI DASHBOARD CONFIGURATION LIST page. Make appropriate changes and click SUBMIT.

Figure: ADVANCED BI DASHBOARD CONFIGURATION page

Field Description

The following table describes the fields on the ADVANCED BI DASHBOARD CONFIGURATION page:

Field

Description

Dashboard Name

Provide the dashboard name. 

ActiveIf selected, the dashboard name will be displayed under the Dashboard menu of the End User Dashboard page.
Tab Configuration
Tab NameSpecify the tab name.
Tab OrderSpecify the tab order. The display order of the tab is depends on the tab order.
Active

If selected, the corresponding tab will be displayed in the dashboard or else the tab becomes inactive.

ADD TABClick ADD TAB to add the tab. You can add multiple tabs.
UPDATEThis button is displayed when you click the existing tab. Click to update to update the configuration for the existing tab.
Module NameSelect the module name. Data in the further fields are populated based on the selected module.
Report NameThe dashboards are displayed based on the selected module. Select a dashboard that you want to map to the tab.
Report FormatSelect the format of the report.
ADDClick ADD to add the configured settings.
DeleteClick Delete to delete the mapped report.

To view the configured dashboard:

Prerequisite:

  • Ensure that you have access to the End User Dashboard (Theme Configured). 
  • To view the configured dashboards, the user must have access to these reports. 

To provide access, perform the below steps:

  1. Select Admin> Basic > Users > Role Template. The ROLE TEMPLATE page is displayed.
  2. Click Filters on the ACTIONS panel. The FILTERS pop-up page is displayed.
  3. Select the Domain from the drop-down list and click SUBMIT. A list of configured Role Templates for the selected Domain is displayed.
  4. Select the required ROLE TEMPLATE from the LIST. The ROLE TEMPLATE - MENU CONFIGURATION page is displayed. 
  5. Click DASHBOARD from under the MODULES section.
  6. Select the View check box corresponding to the dashboard's name as shown below to provide view access.
  7. Click SUBMIT to save the configuration.

Figure: ROLE TEMPLATE - MENU CONFIGURATION page

To view the configured dashboards:

  1. On the End User Dashboard page, click the Dashboard menu.
  2. A list of configured dashboards is displayed.

Figure: End User Dashboard page

       3. Select a dashboard. 

Figure: Example screenshot