Bizview from insightsoftware

END-USER Overview
END-USER OverviewRelated InformationBizview HTML ClientBizview VersionFeature available from Bizview version -Bizview 8.0This section describes the HTML client GUI from an end-user perspective and contains the following topics:LoginMain menuDashboardWorkspaceReportsAnalyticsInputCommentsWorkspaceJobsUser menu
Login
LoginRelated InformationImpersonating a UserSSO - Windows AuthenticationReset PasswordMissing Default ClientAccess the URL for your Bizview application. For example, localhost/bizviewEnter your username password. Select Login to log in to the system.If you want Bizview to remember your login credentials, mark the Remember check box prior to selecting Login. The system automatically logs you o...
Reset Password
Reset PasswordRelated InformationLoginIf you do not remember your password to Bizview, select the Forgot your password? link to obtain a temporary password:Enter your email address associated with your Bizview account and select Send:You will receive a notification that tells you that an email has been sent to your email address with the new credentials.Go to your mailbox and copy the temporary...
Missing Default Client
Missing Default ClientRelated InformationLoginIf your user doesn't have a default client, upon logging in you will receive a message saying "User needs to choose default client". Your default client is the client you are automatically logged in to when opening your Bizview application.A drop-down list displays with a list of available clients, select the client you want as the default client an...
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...
Workspace
WorkspaceRelated InformationMain MenuIn the lower-left corner there is a menu item named "Workspace". This menu contains all your open workbooks from the Analytics, Reports, and Input module (not weblink reports). When you first log in, your Workspace will be empty. The list in your Workspace will increase with items as you work in Bizview and open reports/forms. The indicator in the menu item ...
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.   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.
Reports
ReportsRelated InformationMain MenuThe Reports menu lists all the reports you, as a user, are authorized to.Use the Search field to search for a specific report. The search will perform a "contains" search of the word/letters that you enter in the field.  Select a report from the list to open it. Some reports might be connected to a selection pane, requiring you to select some values in the pan...
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...
Right Panel - Reports
Right Panel - ReportsRelated InformationReportsUpon opening a report, a right panel might be visible, depending on template settings and other items connected to the report. If the report contains any of the below features, a right panel displays:The panel consists of the following tabs:InstructionsShow/hide rows and/or columnsCommentsLinks
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.
Show/Hide - Reports
Show/Hide - ReportsRelated InformationRight Panel in ReportsIf the report is designed to hide particular rows or columns, access the Show/Hide tab in the right panel to view the different show/hide options that the template designer created. 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 o...
Comments
CommentsRelated InformationRight Panel in ReportsAdd/Edit CommentComment block in SpreadsheetsCommentsIf any of the dimension values in the report (any break value or other dimension value) are connected to a general management comment, these comments will be visible in the comments panel to the right. Note, it is not the actual report that is connected to the comments shown in this panel, it i...
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...
Inserting a Comment Block in Spreadsheets
Inserting a Comment Block in SpreadsheetsRelated InformationRight Panel in ReportsAdd/Edit CommentCommentsIn some reports (or forms), the template designer has prepared specific comment blocks in the actual spreadsheet, where you can add general comments. The comment blocks are connected to a specific comment category and comment block. If you as a user adds a general comment and connect that c...
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...
Analytics
AnalyticsRelated InformationMain MenuWhen you click on the Analytics menu, all Analytics reports that you are authorized to will be visible. In addition to the actual Analytics reports, the list also contains any bookmarks connected to your reports that you created. Use the Search field to search for a specific report and/or bookmark. The search will perform a "contains" search of the word/lett...
Creating an Analytics Report (Fields)3:01:58 PM
Creating an Analytics Report (Fields)Related InformationAnalyticsRibbonBookmarksSettingsChanging FormatsDrill ThroughVisualization (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 desired fields to th...
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...
Changing Formats
Changing FormatsRelated InformationAnalyticsCreating an Analytics Report (Fields)After you create an analytics report, you might want to change the value format of your measure fields. For example, you may prefer to view the Revenue values in thousands and without decimals.To perform a format change, right-click on the measure field that you want to change. A field settings dialog for the sele...
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...
Ribbon
Ribbon - AnalyticsRelated InformationAnalyticsCreating an Analytics Report (fields)BookmarksSettingsThe Analytics ribbon contains the following options:Ribbon ButtonDescriptionSaveOnly visible when opening a bookmark. Saves the bookmark again with same ID.Save AsSaves your analytic report as a bookmark, or save an existing bookmark with a new bookmark ID.RefreshRefreshes data in the report.Clos...
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 ...
Input
InputRelated InformationMain MenuThe Input menu displays all the forms and gridforms that you, as a user, are authorized to. The Search field can be used to search for a specific form. The search will perform a "contains" search of the word/letters that you enter in the field.  Some forms might be connected to a selection pane, requiring you to select values in the pane prior to opening the for...
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