Bizview from insightsoftware

Single Sign-On (SSO): Windows Authentication
Single Sign-On (SSO): Windows AuthenticationRelated InformationLogoutEnduser - Windows AuthenticationActive Directory - Single Sign-OnUser AdministrationBizview VersionFeature available from Bizview version -Bizview 8.3The Windows authentication button is no longer visible by default. From Bizview version 8.3 on, you must add Windows Authentication (and all other authentication providers you wa...
Edge
EdgeRelated InformationLoginEnduser - Windows AuthenticationSSO - Windows AuthenticationIf you have trouble logging in with Windows Authentication in Microsoft Edge you can add a "\" before the username (in the Windows Auth dialog shown below). Reason being, the user needs to login without a domain name and if a "\" is entered before the username, the domain will be blank.
User Anonymization
User AnonymizationBizview VersionFeature available from Bizview version -Bizview 8.8You can now anonymize users. The user ID linked to all records in the database will be an automated anonymous ID.If upgrading, a user anonymization procedure can be used in order to anonymize all existing users. The procedure creates a new user, where user_id is created with anonymous user ID starting with US pr...
Link in Drill Down
Link in Drill DownRelated InformationDrill ThroughBizview VersionFeature available from Bizview version -Bizview 8.5There are two ways to get a link in a drill down in an Analytics report:If the data includes "://", a link will be displayed (http://aftonbladet.se/ in the example below). Add a procedure in the table app.dataview_fields for the data view column that should return a link. Go to th...
Right Panel - Dashboard Design
Right Panel - Dashboard DesignRelated InformationCreating a DashboardDashboard SettingsTab SettingsDasharea SettingsUpon opening a dashboard in edit mode, a right panel displays. Before you creare any dashareas, the only thing shown in the right panel is Board and Tab. When you insert dashareas, or mark one of the existing areas, the right panel displays options for the actual dasharea. Dependi...
Dashboard Access
Dashboard AccessWhen a new Dashboard is created, you need assign access for Client(s), User(s), and Role(s). To define a Dashboard access permissions, navigate to the Silverlight Client: servername/bizview/default.aspxThen, go to SYSTEM ADMINISTRATION > Templates > SETUP & AUTHORIZATIONS > Templates.Caution: HTML dashboards are located in the Templates GUI (in the same grid as all the other te...
Tab Settings
Tab SettingsRelated InformationRight PanelDashboard SettingsDasharea SettingsA dashboard can contain several different tabs, with different dashareas within each tab. This topic contains the following sections:Add TabsDelete TabsChange Tab OrderBelow is an example of a dashboard with tabs:You can change settings for a specific tab if you go to the right panel and choose desired tab in the drop ...
Chart
Inserting a ChartRelated InformationInserting a DashareaData BindingsField SortingFiltersA chart can be of different types, for example bar, area, line, spline or scatter. When inserting a chart dasharea, the chart type is by default bar, but can easily be changed in General Settings.To insert a chart area into your dashboard, select the Insert tab on the ribbon and select Chart. Below is an ex...
Drill Down in Chart
Drill Down in ChartBizview VersionFeature available from Bizview version -Bizview 8.5A new feature makes it possible to create drill downs in charts. To enable this feature, you, as a designer, need to add multiple arguments in Data Bindings.For example, if you want users to be able to drill down from Product Line to Product Group and Product, drag and drop those fields to Argument:When you lea...
Pie Chart
Pie ChartRelated InformationInserting a DashareaData BindingsField SortingsFiltersSelect the Insert tab in the ribbon and click on Pie Chart to insert a pie chart area into the dashboard.Below is an example of a pie chart:After inserting a pie chart dasharea, complete the following steps:Data Bindings: Connect the dasharea to data.Field Sortings: Sort the data the way you want (optional).Filter...
Linear Gauge
Linear GaugeRelated InformationInserting a DashareaData BindingsField SortingsFiltersSelect the Insert tab in the ribbon and click Linear Gauge to insert a linear gauge area into the dashboard.Below is an example of a linear gauge:After inserting a linear gauge dasharea, complete the following steps:Data Bindings: Connect the dasharea to data.Field Sortings: Sort the data the way you want (opti...
Data Bindings - Linear Gauge
Data Bindings - Linear GaugeRelated InformationLinear GaugeField SortingsFiltersTraceTo get data into your dasharea, you need to select a Bizview dataview. Before you can select a dataview, you need to design one. To design a dataview, access SYSTEM ADMINISTRATION > Data Services > SETUP > Data Views in the Silverlight Client. For more information, see Data View.Once you create a Bizview datavi...
General Settings - Linear Gauge
General Settings - Linear GaugeRelated InformationLinear GaugeData BindingsField SortingsFiltersTraceTo alter the way the gauge looks, access General settings in the right panel.The following settings are available for a linear gauge:SettingDescriptionShow titleDisplays the title above the dasharea (ON/OFF).TitleThe title of the dasharea.BackgroundChoose a background color for the area.Show bor...
Circular Gauge
Circular GaugeRelated InformationInserting a DashareaData BindingsField SortingFiltersTo insert a circular gauge area into your dashboard, select the Insert tab on the ribbon and select Circular Gauge. Below are examples of circular gauges:                                                                   After inserting a circular gauge dasharea, complete the following steps:Field Sortings: So...
Grid
GridRelated InformationInserting a DashareaData BindingsField SortingsFiltersSelect the Insert tab in the ribbon and click Grid to insert a grid area into the dashboard.Below is an example of a grid:After inserting a grid, complete the following steps:Data Bindings: Connect the dasharea to dataField Sortings: Sort the data the way you want (optional).Filters: Add filters to the data to display ...
General Settings - Grid
General Settings - GridRelated InformationGridData BindingsField SortingsFiltersTraceTo alter the way the grid looks, access General settings in the right panel.The following settings are available for a grid:SettingDescriptionShow titleDisplays a title above the dasharea (ON/OFF).TitleThe title of the dasharea.BackgroundChoose a background color for the area.Show borderDisplays a border around...
Slicer
SlicerRelated InformationInserting a DashareaData BindingsField SortingsFiltersBizview VersionFeature available from Bizview version -Bizview 8.5To inset a slicer area into the dashboard, click on the Insert tab in the ribbon and click on Slicer.Below is an example of a slicer:After inserting a slicer, complete the following steps:Data Bindings: Connect the dasharea to data.Field Sortings: Sort...
Card
CardRelated InformationInserting a DashareaData BindingsField SortingFiltersBizview VersionFeature available from Bizview version -Bizview 8.5To insert a card area into the dashboard, select the Insert tab in the ribbon and select Card.Below is an example of a card:After inserting a card, complete the following steps:Data Bindings: Connect the dasharea to dataField Sortings: Sort the data the w...
Data Bindings - Card
Data Bindings - CardRelated InformationCardField SortingsFiltersTraceTo get data into your dasharea, you need to select a Bizview dataview. Before you can select a dataview, you need to design one. To design a dataview, access SYSTEM ADMINISTRATION > Data Services > SETUP > Data Views in the Silverlight Client. For more information, see Data View.Once create a Bizview dataview, you can select t...
Image
ImageRelated InformationInserting a DashareaSelect the Insert tab in the ribbon and click Image to insert an image area into the dashboard.Below is an example of an image:To change the appearance of the image, access General Settings in the right panel.Below is a list of the general settings for images:SettingDescriptionShow titleDisplays the title above the dasharea (ON/OFF).TitleThe title of ...
Text
TextRelated InformationInserting a DashareaSelect the Insert tab in the ribbon, and select Text to insert a text area into the dashboard.Text example:To view available settings, access General Settings in the right panel.Below is a list of General Settings:SettingDescriptionShow titleDisplays the title above the dasharea (ON/OFF).TitleThe title of the dasharea.BackgroundSelect a background colo...
IFrame
IFrameRelated InformationInserting a DashareaSelect the Insert tab in the ribbon and click IFrame to insert an IFrame into the dashboard.Below is an example of an IFrame:Note: You cannot navigate within the IFrame in dashboard edit mode. You must be in view mode to scroll and select links within the IFrame. To change the appearance of the IFrame, access General Settings in the right panel.Belo...
My Favourites
My FavouritesRelated InformationInserting a DashareaHomepage DashboardSelect the Insert tab in the ribbon and click on My Favourites to insert an area summarizing the user's favourite report, forms, gridforms, and analytic reports into the dashboard.Below is an example of My Favourites:The content in this dasharea is dynamic, depending on which reports, forms, gridforms, and analytic reports (i...
My Workflow Tasks
My Workflow TasksRelated InformationInserting a DashareaHomepage DashboardSelect the Insert tab in the ribbon and click on My Workflow Tasks to insert an area summarizing you workflow tasks at the very moment of logging in.Below is an example of My Workflow Tasks:The content in this dasharea is dynamic, depending on the user logging in. The dasharea displays any workflow task(s) that the logged...
Calculated Measures
Calculated MeasuresBizview VersionFeature available from Bizview version - Bizview 8.9In Bizview, dashboard designers can create their own calculated fields. A calculated field is a field for querying or outputting information that cannot be directly queried or output from a database table. The field's data only appears for the duration of the query and it is not actually stored in the database...
Filters
FiltersRelated InformationChart - Data BindingsPie - Data BindingsLinear Gauge - Data BindingsCircular Gauge - Data BindingsGrid - Data BindingsField SortingsTraceSelection Pane FilterIn Filters you can choose to only show a desired number of results. For example, you can filter the top 10 results.Enter a limit number to narrow down the result.You can also use the Advanced filtering, both in fi...
Selection Pane Filter
Selection Pane FilterRelated InformationFiltersDashboard SettingsTraceThis topic describes the different ways to use the selection pane filter.This topic contains the following sections:Filter in Bizview Data ViewDasharea Filter in Dashboard DesignFilter in Bizview Data ViewOne way of filtering data that populates a dasharea is to add the selection pane variables in the actual Bizview data view...
Form Design
Form DesignThe whole idea behind the simplicity of Bizview is the user familiarity with the grid layout. Most people have worked in Excel, with columns and rows. The foundation of Bizview design is the same, to work with columns and rows to form the layout and behavior of your input form. If you, as a user, are connected to the Bizview role BV30 you can add new forms or edit the existing forms ...
Sum Allocation
Sum AllocationBizview VersionFeature available from Bizview version -Bizview 8.9Sum Allocation allows end-users to edit sum values in a form and thereby allocate new values in input cells. The user should be able to edit a total sum in the form and Bizview then re-calculates the values in all cells linked to that total sum, based on previous value in the cell. In addition, the user should be ...
Formulas Supported
Formulas SupportedRelated information:oSum AllocationoLimitationsoNot yet implemented featuresoTemplate DesignThe formulas that are supported by the sum allocation feature are:        SUM        SUBTOTAL        +In other words, it is only possible to tag rows and columns as EDITSUM if they contain any of the above formulas. Any other formulas, like SUMIF, are not supported by the sum allocation...
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