ADMINISTRATOR Overview
ADMINISTRATOR OverviewThis section describes the HTML Client graphical user interface (GUI) from an administrator's point of view.This section contains the following topics:LoginSingle Sign-On (SSO): Windows AuthenticationImpersonating a UserLogin Page BrandingAnalytics DesignDashboard DesignValidating a LicenseAbout BizviewLogoutImportant: Bizview Documentation for HTML Client administration i...
Login
LoginRelated InformationEnduser Login InformationAccess 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 on, until you click Log out (assuming you use the same brows...
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.
Firefox
FirefoxRelated InformationLoginEnduser - Windows AuthenticationSSO - Windows AuthenticationIf you are using Firefox, the following settings need to be configured:Open Firefox.Type "About:Config" in the URL field and click Enter:A security warning displays. To continue, follow the steps in the prompt.Search for the settings below by browsing through the list, or searching them individually. Loca...
Impersonating a User
Impersonating a UserRelated InformationLoginAdministrators can login as another user to view the system from their prospective by impersonating a login.Important: This is only possible for the user name SETUPUSER.Enter "SETUPUSER/" in the Username field, followed by the username of the user you want to login as. For example, if you want to impersonate the user "DEMO", enter "SETUPUSER/DEMO". S...
Login Page Branding
Login Page BrandingBizview VersionFeature available from Bizview version -Bizview 8.3You can customize the HTML login page on an application level or client level. To make a specific login page visible for a specific client, the client_id must be included in the login page URL. For example, /localhost/Bizview/en/login?client=<client_id>To customize the HTML login page, access the following path...
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...
About Bizview
About BizviewRelated InformationUser MenuValidating a LicenseThe About option contains information about your Bizview application, such as which version of Bizview you are running, information about your client, server, and which database the application is running toward.You can copy the information to the clipboard by selecting Copy to Clipboard, if for example, Support requests information ...
Validating a License
Validating a LicenseRelated InformationAbout BizviewRefer to Bizview License for more information about validating or re-validating your license.
Logout
LogoutRelated InformationUser MenuWhen logging out of Bizview, the end-user will be prompted with a pop-up dialog asking "Are you sure you want to logout?"If the parameter ?skipPrompt=true is added to the logout URL, then the end-user will not be prompted with a question before logging out.
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...
Dashboard Design
Dashboard DesignRelated InformationDashboardSwipe mode - mobileDashboard Design lets you create a variety of useful, informative, and good-looking graphical representations of any data that you wish. Bizview Dashboards enable organisations to visualize key performance indicators and trends with stunning graphics. Easily create attractive dashboards visualizing your defined strategic and tactica...
Ribbon - Dashboard Design
Ribbon - Dashboard DesignThe Dashboard Design ribbon contains three different ribbon tabs: Dashboard, Insert, and Share.The ribbon in the Dashboard tab contains the following options:Ribbon ButtonDescriptionSave AsSaves the dashboard with a new name and ID.DeleteDeletes the dashboard (enter the name of the dashboard to confirm delete action). Note: The dashboard will not actually be deleted f...
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...
Creating a Dashboard
Creating a DashboardRelated InformationDasharea SettingsTab SettingsDashboard SettingsAccessHomepage DashboardSwipe Mode - MobileTo create a new Dashboard, open the Dashboard module and select the + icon next to the search field:A Create New Dashboard dialog box appears.Enter a dashboard ID and name. Bizview will always propose a dashboard ID. You can either change it or keep it as it is and on...
Inserting a Dasharea
Inserting a DashareaRelated InformationCreating a DashboardCopying a DashareaDeleting a DashareaAccessSelect the Insert tab on the ribbon to insert a dasharea into the dashboard. Then, select the area type you want to insert.An empty area displays in the dashboard tab:For more information about how to design different dashareas, see Dasharea Settings.Note: When viewing a dashboard on a mobile ...
Copying a Dasharea
Copying a DashareaRelated InformationCreating a DashboardInserting a DashareaDeleting a DashareaAccessSelect the Copy area to copy a dasharea and paste it in the same tab, another tab, or another dashboard:A "Paste dasharea" dialog displays. Here, you can select where you want to paste the dasharea:Click Ok.Note: To copy the entire dashboard, select Save As in the ribbon and save the dashboard ...
Deleting a Dasharea
Deleting a DashareaRelated InformationCreating a DashboardInserting a DashareaCopying a DashareaAccessIf you want to delete an existing dasharea, highlight the desired area and click the Delete area icon.
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...
Dashboard Settings
Dashboard SettingsRelated InformationRight PanelTab SettingsDasharea SettingsChange settings for the entire Dashboard by selecting Board in the drop-down in the right panel.General Settings:SettingDescriptionTitleTitle of the dashboard.DescriptionDescription of the dashboard.Use size groupUse to set equal size for all pie charts in the given dashboard. If one pie chart is shrinking in size, al...
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 ...
Dasharea Settings
Dasharea SettingsRelated InformationRight PanelDashboard SettingsTab SettingsChange settings for a specific area by selecting the desired area in the drop-down menu on the right panel, or clicking on the area in the dashboard. Depending on the type of area, different settings will be available.Learn more about the settings for each of the different dashareas:ChartPie ChartLinear GaugeCircular G...
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...
Data Bindings - Chart
Data Bindings - ChartRelated InformationChartDrill downField 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 dataview, ...
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...
General Settings - Chart
General Settings - ChartRelated InformationChartData BindingsField SortingsFiltersTraceTo alter the way the chart looks, access General settings in the right panel.The following settings are available for a chart:SettingDescriptionShow titleDisplays the title above the dasharea (ON/OFF).TitleThe title of the dasharea.BackgroundChoose a background color for the area.Show borderDisplays a border ...
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...
Data Bindings - Pie Chart
Data Bindings - Pie ChartRelated InformationPie ChartField 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 dataview, yo...
General Settings - Pie Chart
General Settings - Pie ChartRelated InformationPie ChartData BindingsField SortingsFiltersTraceTo alter the way the pie chart looks, access General settings in the right panel.The following settings are available for a pie chart:SettingDescriptionShow titleDisplays the title above the dasharea (ON/OFF).TitleThe title of the dasharea.BackgroundChoose a background color for the area.Show borderDi...