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...
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 ...
Drill Down in Charts
Drill Down in ChartsBizview VersionFeature available from Bizview version -Bizview 8.5In order to use the drill down in charts 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.ActionDescriptionSingle ClickCreates global fil...
Reports
ReportsRelated InformationMain MenuThe Reports menu, shown below, lists all the reports you 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 p...
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
Show/Hide - Reports
Show/Hide - ReportsRelated InformationRight Panel - ReportsIf the report is designed to hide particular rows or columns, select Show/Hide from 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 or rows....
Adding an Answer
Adding an AnswerRelated InformationRight Panel in CommentsChat ThreadTo write a reply to a comment, select the Add Answer tab.Then, enter your answer and select Save Answer.The answer can be found in the Chat Thread tab.
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 add a general comment and connect that comment to ...
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...
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 and select Format. A field settings di...
Ribbon
Analytics RibbonRelated 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.CloseC...
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...
Gridform Ribbon
Gridform RibbonRelated InformationInputThe Gridform ribbon above the grid contains the following buttons:Note: Depending on settings in the gridform, you might not see all the buttons described below.Ribbon ButtonDescriptionSaveSaves the values you added, modified, or deleted in the grid to the database. This button is visible when the gridform is changed in any way. Note: Always remember to ...
Right Panel - Input
Right Panel - InputRelated InformationInputUpon opening a form a right panel might be visible, depending on template settings and other items connected to the form. If the form contains any of the below features, a right panel displays:The panel consists of the following tabs:InstructionsShow/Hide rows and/or columnsCommentsLinks
Comments - Input
Comments - InputRelated InformationRight Panel in FormsAdd/Edit CommentCommentsIf any of the dimension values in the form (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 form that is connected to the comments shown in this panel, it is the dimension values that...
Links - Input
Links - InputRelated InformationRight Panel in FormsWhen a form 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. Upon selecting the linked repor...
Input Form (Spreadsheet) - Features
Input Form (Spreadsheet) - FeaturesRelated InformationInputInput forms include the following spreadsheet features:Right-Click MenuAudit TrailDrill DownOffline Work (Export/Import)Add New Row
Right-Click Menu
Right-Click MenuRelated InformationInputInput Form (Spreadsheet) - FeaturesRight-clicking in an entry cell in a form displays the following menu:Menu ItemDescriptionCutCut the value in the active cell.CopyCopy the value in the active cell.PastePaste a cut or copied value including formulas and formatting to the active cell.Paste ValuesPaste a cut or copied value excluding formulas and formattin...
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.Access Comments by selecting the icon fr...
Linked Values
Linked ValuesRelated InformationRight Panel in CommentsLinked Values display all the dimension values that the comment is tagged with. You will not be able to change the linked values if you open the comment from the comments menu. Tagged values can only be changed, added, or deleted from within a report or form.
History
HistoryRelated InformationRight Panel in CommentsThe History tab displays the comments history, keeping a complete audit trail of actions in the comment. Every time someone saves the comment, a new entry is created, displaying the name of the logged in user that created/edited the comment and the date. Select the entry to view more information about the changes:
Documents
DocumentsRelated InformationRight Panel in CommentsIn the Documents tab, you can access documents that are attached to a comment. Selecting the Document tab displays information about when the document was uploaded (date and time) and the name of the logged in user who uploaded the file, as well as the name of the attached file.Here, it is also possible to reload, add new, or delete existing do...
Workflow
WorkflowRelated InformationMain MenuThe Workflow menu lists all the workflows that you, as a user, are authorized to. The first workflow in the list is automatically expanded, as shown below:
Workflow Ribbon
Workflow RibbonRelated InformationWorkflowActions - WorkflowInstructions - WorkflowComments - WorkflowAttachments - WorkflowThe 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 step...
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 InformationWorkflowRibbon - WorkflowActions - WorkflowComments - WorkflowAttachments - WorkflowInstructions 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 ...
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.If a new comment has been added to a Workflow step, the Comments section displays a "+ x new" label next to the header, with the "x" representing the number of additional comments added, like bel...