Windows Authentication
Windows AuthenticationRelated InformationLoginWindows Authentication allows users to log in automatically if they are logged into a workstation with their Active Directory credentials. Follow the steps below to login with Windows authentication:Click on the drop-down next to the Login button to log in with Windows Authentication.A Sign in dialog appears. Enter your Username followed by your Pas...
Main Menu
Main MenuRelated InformationUser MenuUpon logging in to Bizview, a start view displays with a main menu on the left.The main menu contains the different Bizview modules that you, as a user, have access to. If you click on one menu item, a list of authorized items displays. For example, if you select Reports, you will see the reports that you have access to.The Main menu consists of the followin...
Dashboard
DashboardRelated InformationMain MenuDashboard DesignSwipe Mode - MobileSelect the Dashboard menu to display a list of all dashboards that you are authorized to view.The Search field can be used to search for a specific dashboard. The search will perform a "contains" search of the word/letters that you enter in the field. Â To pin a dashboard as a "favourite", select the thumbtack icon to the r...
Drill Down in Charts
Drill Down in ChartsBizview VersionFeature available from Bizview version -Bizview 8.5A new feature makes it possible to drill down in charts. In order to use this feature, a Dashboard Designer must add several arguments when the dasharea is created. Once the designer adds these arguments, you will be able to filter the dashboard and drill down to other levels by clicking on the bars.ActionDesc...
Swipe Mode - Mobile
Swipe Mode - MobileRelated InformationDashboardOnly one dasharea is visible when viewing a dashboard or your homepage on a mobile device. Swipe down to navigate between different areas and view the next dasharea in the dashboard.
Ribbon - Reports
Ribbon - ReportsRelated InformationReportsSearchThe Report ribbon above the spreadsheet contains three different ribbon tabs: Home, View, and Share.Note: Depending on settings in the report, you might not see all the buttons described below.The ribbon in the Home tab contains the following options:Ribbon ButtonDescriptionRefreshRefreshes the report. Note: If you have done any drilldowns in the...
Search
SearchRelated InformationReportsUtilize the Search field in the upper-right corner to search within a report.Enter the text or number you want to search and select Next for each search that should be performed. Note: Enter the value as it is shown in the spreadsheet. If it says "5 000" you will not get a result by entering "5000" without a separator.If running Bizview on a smaller screen, like...
Drill Down - Reports
Drill Down - ReportsRelated InformationReportsIf a magnifying glass appears when you hover over a cell, right-click and choose Drill to for more information. On a touch screen, hold down and press on the cell with the magnifying glass and the right menu displays.Upon selecting the Drill to option, available drill downs that can be performed on that particular cell display. Different drill dow...
Instructions - Reports
Instructions - ReportsRelated InformationRight Panel in ReportsIf there is an instruction connected to the report, an Instructions tab displays in the right panel. Selecting the pop-out icon in the upper-right corner opens the Instruction document in a new window. Note: This option is not available on a mobile device or tablet.
Adding or Editing a Comment
Adding or Editing a CommentRelated InformationRight Panel in ReportsComment Block in SpreadsheetCommentsThis topic describes the different ways to add or edit a comment in Bizview HTML Client.This topic contains the following sections:Adding a CommentEditing a CommentAdding a CommentA new general comment can be added in three different ways:Clicking the + icon in the Comments panel to the right...
Links - Report
Links - ReportRelated InformationRight Panel in ReportsWhen a report is designed to link to other reports (forms or weblinks), a Links tab displays in the right panel.From here, you can open other linked report forms or links to webpages. The selections made when opening your report will automatically be merged with the linked report/form that you open from this tab. For example, if you open t...
Creating an Analytics Report (Fields)
Creating an Analytics Report (Fields)
Related Information
Analytics
Ribbon
Bookmarks
Settings
Changing Formats
Drill Through
Visualization (Chart)
Upon opening an Analytics report, the right panel displays, where you can make your selections.
All fields that are connected to your report display in the Fields tab to the right. Create your own analytics report by dragging and dropping desir...
Drill Through
Drill ThroughRelated InformationAnalyticsCreating an Analytics Report (Fields)RibbonVisualization (Chart)After you create your analytics report you can perform a drill through in the grid if you want to view all the underlying transactions. Select the value you want to view:A pop-up dialog displays, containing all the underlying transactions. The heading shows the row and column value you dril...
Visualization (Chart)
Visualization (Chart)Related InformationAnalyticsCreating an Analytics Report (Fields)RibbonSettingsAfter you create your analytics report, you also have the option to visualize the data in the grid in a chart.Click the Visualization View button in the ribbon. A chart displays on top of your grid data:By default, the Visualization View will always show a bar chart. However, you can change the c...
Bookmarks
BookmarksRelated InformationAnalyticsCreating an Analytics Report (fields)RibbonSettingsA bookmark is an Analytics report that is saved in a particular state, for example, with specific rows/columns and filters. If you (as a user) run the same analytics report over and over again, and you make the same selections in the report (using the same row and column filter), then you can save that repor...
Settings
SettingsRelated InformationAnalyticsCreating an Analytics Report (Fields)RibbonBookmarksYou can access different settings available to you by selecting the Settings tab in the right panel. These settings have been divided into two sections, Visualization and Pivot. The settings under the Visualization section pertain to the Visualization view that you can turn on in a grid to show your data in ...
Ribbon - Input
Ribbon - InputRelated InformationInputRight PanelInput Form (Spreadsheet) - FeaturesThe Input module contains two different input forms: a traditional spreadsheet input form and a gridform. Since these two forms are not completely alike, two separate ribbons are connected to each form type.For more information about the various ribbon buttons for each form type, go to the following sections:Inp...
Input Form Ribbon
Input Form RibbonRelated InformationInputThe input form ribbon above the spreadsheet contains four different ribbon tabs: Home, Edit, View, and Share.Note: Depending on settings in the form, you might not see all the buttons described below.The ribbon in the Home tab contains the following options:Ribbon ButtonDescriptionSave ValuesSaves the values you entered in the form to the database. Note...
Instructions - Input
Instructions - InputRelated InformationRight Panel in FormsIf there is an instruction connected to the report, an Instructions tab displays in the right panel. Important: This feature has not been implemented for gridfroms in Bizview version 8.0.Selecting the pop-out icon in the upper-right corner opens the Instruction document in a new window. Note: This option is not available on a mobile de...
Show/Hide Input
Show/Hide InputRelated InformationRight Panel in FormsIf the form is designed to hide particular rows or columns, access the Show/Hide tab to view the different selections you can make. Tags that are visible by default when opening the report are marked with a check mark.Click any of the other options in the list to view or hide columns or rows. Alter the size of the form and what you want to v...
Drill Down - Forms
Drill Down - FormsRelated InformationInputIf a magnifying glass appears when you hover over a cell, right-click and choose Drill to for more information. On a touch screen, hold down and press on the cell with the magnifying glass and the right menu displays.Upon selecting the Drill to option, available drill downs that can be performed on that particular cell display. Different drill down op...
Comments
CommentsRelated InformationMain MenuCommentsComments in ReportsComments in FormsThe Comments menu contains a list of all the comments the logged in user has added, edited, or updated in Bizview. The list shows ID, name of the person that created the comment, and the date the comment was created. You can also see in which report/form the comment was added.You, as a user, can only view and/or edi...
Right Panel - Comments
Right Panel - CommentsRelated InformationCommentsUpon opening a comment, a right panel displays:The panel consists of the following tabs:Linked ValuesChat ThreadAdd AnswerHistoryDocuments
Ribbon - Workflow
Ribbon - WorkflowRelated InformationWorkflowActionsInstructionsCommentsAttachmentsThe status of the workflow step displays in the top ribbon:StatusDescriptionInitiatedStatus from the beginning, before anyone works on the step.In progressWork is ongoing on the step.ReadyDoer is finished with their job and hands over to the person responsible for the stepNot approvedIf a Responsible sets status "...
Actions - Workflow
Actions - WorkflowRelated InformationWorkflowRibbonInstructionsCommentsAttachmentsIf a template exists, you can access it in the Actions area. You can also view and update the status of the Workflow step, as well as review the name of the doer and responsible. If you have Administrator rights, it will be displayed as Administrator beneath the Responsible row.If the designer has added a due date...
Instructions - Workflow
Instructions - WorkflowRelated InformationWorkflowRibbonActionsCommentsAttachmentsInstructions that are connected to the workflow, template, or step display in the Instructions area.There are three different kinds of instructions:InstructionDescriptionTemplateInstructions attached to a template display in the Template instruction tab. But, if there's also a step instruction, the step instructio...
Comments - Workflow
Comments - WorkflowRelated InformationWorkflowRibbonActionsInstructionsAttachmentsAdd comments in the comment section by entering the desired text and selecting the send icon to the right of the dialog.Caution: It's not possible to delete posted comments.
Attachments - Workflow
Attachments - WorkflowRelated InformationWorkflowRibbonActionsInstructionsCommentsIt's possible to add attachments to the Workflow step. For example, if you want to add excel files or pictures.Click on Select a file... and browse to the file you want to attach.Click Ok. The name of the file then displays in the list with the name of the user above the file name, and the date and time to right.D...
Right Panel - Workflow
Right Panel - WorkflowRelated InformationWorkflowUpon opening a workflow, a right panel displays:The panel consists of the following tabs:LogShare
Log
LogThe workflow log displays a list of all actions in the workflow. For example, if someone adds a comment, attachment, and updates a status, these changes will appear in the log.If the designer linked the workflow to an origin when creating a new workflow, a log will also be visible for the historical workflow. Choose the desired workflow in the drop-down.