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...
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...
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...
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 "...
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.
Ribbon - Jobs Log
Ribbon - Jobs LogRelated InformationJobsStart JobJobs LogThe Jobs ribbon contains the following options:Ribbon ButtonDescriptionRefreshSelect for manual refresh if, for example, automatic refresh is turned off.Automatic RefreshSelect ON/OFF. By default, this feature is ON and the grid automatically refreshes when any action is changed.GroupDrag any column in the grid to the Group field and the ...
Changing Clients
Changing ClientsTo change clients, select the user menu in the upper-right corner of your Bizview application and click Change Client:Select the desired client from the drop-down list and click Confirm. If you want to set the client as your default client, mark the check box. The check box is automatically checked for the client that is default client in user settings.Caution: When changing cl...