Bizview from insightsoftware

Bizview Client Setup Overview
Bizview Client Setup OverviewThis section of the documentation contains information on how to configure client-specific settings for each client defined in System > Clients.Here, you can configure the objects/dimensions and structures you need for planning and reporting, as well as manage the planning versions and workflows. In a multi-company setup with consolidation and multi-currency handlin...
Bizview Objects Overview
Bizview Objects OverviewHere, you find information regarding configuring and maintaining your objects (dimensions) and object data related attributes. You can create unlimited number of objects in the database and you can inherit object information between different clients in a multi-client setup. You can also manage which objects and attributes should be mapped to the fixed Data store dimensi...
Objects
ObjectsRelated Information[Object Values] Populating the object with data[Object Attributes] Adding custom attributes or properties to objects[Object Structures] Grouping and structuring object values in hierarchiesAn object is a definition of a business dimension, like ‘Customer’ or ‘Departments’. The object is later populated with ‘object values’ (see Object Values).Access Objects by selectin...
Object Values
Object ValuesRelated Information[Object Attributes] Adding custom attributes or properties to objects[Object Structures] Grouping and structuring object values in hierarchiesThe object values are the members of the dimensions or the actual definitions of, for example, the customers or the departments. Access Object Values by selecting Client administration > Objects > Objects > Object Values.To...
Datastore Dimensions
Datastore DimensionsRelated Information[Object Values] Populating the object with data[Object Attributes] Adding custom attributes or properties to objects[Object Structures] Grouping and structuring object values in hierarchies[Datastore] Creating the connection between the Bizview application database and the Datastore database[Value Types] Definitions of measures Caution: Before mapping obje...
Attribute Lists
Attribute Lists Related Information Object Attributes Data views The objective of an attribute list is to create a list of values that an attribute attached to an object can take. For example, the product color attribute could need a list of colors such as ‘Red’, ‘Green’, and ‘Blue’. The attribute list consists of a ‘Data View’ that can be populated with data in different ways. Create a Da...
Object Attributes
Object AttributesRelated Information[Object Values] Populating the object with data[Object Versions] Managing multiple versions of attributes attached to object values[Object Structures] Grouping and structuring object values in hierarchiesAttributes are additional properties that can be attached to the object values. For example, product color or department type. The attributes can be used whe...
Object Versions
Object VersionsRelated Information[Object Values] Populating the object with data[Object Attributes] Adding custom attributes or properties to objects[Object Structures] Grouping and structuring object values in hierarchies[Planning Versions] Defining versions of the planning dataObject versions makes it possible to have different versions of object related data (i.e. attributes and structures)...
Object Structures
Object StructuresIn this section of the documentation, you find information regarding how to configure and maintain hierarchies or structures of object values. For example, grouping products to product groups or the organization structure of an organization.The following functions are available in the Object Structures panel:Object PairsObject StructuresObject Tree MappingsParent Attributes
Object Pairs
Object PairsRelated InformationObject Values] Populating the object with dataObject Structures] Grouping and structuring object values in hierarchies[Object Tree Mappings] Configuring rules to automatically map child objects in an object pairAn object pair defines a relationship between a child object and a parent object. For example, between account and account group.Access Object Pairs by sel...
Object Structures
Object StructuresRelated Information[Object Values] Populating the object with data[Object Pairs] Defining relationships between objects[Object Tree Mappings] Configuring rules to automatically map child objects in an object pair[Parent Attributes] Defining parent-child attributes used to build structures within an objectTo make decisions, often data must be aggregated to a higher level to be a...
Object Tree Mappings
Object Tree MappingsRelated Information[Object Structures] Grouping and structuring object values in hierarchies[Object Pairs] Defining relationships between objects[SQL Smart Syntax] Syntax for SQL SmartNormally, object trees are maintained using the [object structure] maintenance grid and tree view. Or, they are automatically updated from some other data source, such as an ERP system or a dat...
Parent Attributes
Parent AttributesRelated Information[Object Values] Populating the object with data[Object Attributes] Adding custom attributes or properties to objects[Object Structures] Grouping and structuring object values in hierarchies[Planning Pairs] Defining relationships between objectsAttributes are additional properties that can be attached to the object values. Parent attributes are a special kind ...
Workflows
WorkflowsHere, you find information about how to create and execute workflows to coordinate processes and routines in the organization when using Bizview.The following functions are available in the Workflows panel:Workflow DesignerManage Substitutes
Workflow Designer
Workflow DesignerRelated Information[Manage Substitutes] Workflow DesignerWorkflows makes it possible to coordinate and get control over structured business processes such as sales forecasting or the budget process and similar. A workflow is a list of workflow steps that should normally be performed by different users within the organization and approved by others. These workflow steps can be g...
Manage Substitutes
Manage SubstitutesRelated InformationWorkflow DesignerWorkflow Substitutes make it possible to setup workflows where one user can act on the behalf of another user. When creating a workflow, each status tracked workflow step must have a 'Doer' and one 'Responsible'. But what about if one of the user associated with a Doer or Responsible role cannot fulfill the work associated with the workflow?...
Other Items
Other ItemsIn this section, you find information about how to configure measures, versions, and time dimensions in Bizview. All of this information is very much related to the usage of input forms.The following functions are available in the Other Items panel:Value TypesPlanning VersionsTime UnitsTime Spreads
Value Types
Value TypesRelated Information[Template design] design and develop reports and input forms[Planning versions] define relationships between objectsValue types defines the measures used in input forms and reports. Examples of value types can for example be amount, units and meters. The value type ID is normally used in [template designer] when designing input forms on the 'VALT' row.Access value ...
Planning Versions
Planning VersionsRelated Information[Object Versions] Managing multiple versions of attributes attached to object values[Time Units] Maintaining the time dimension of dataPlanning versions define the version dimension of data in Bizview. Examples of planning versions can be ‘Budget 2017’, ‘Q1 Forecast’, ‘Q2 Forecast’, etc. The ‘Version ID’ is normally used in (Template Designer) when designing ...
Time Units
Time UnitsRelated Information[Object versions] manage multiple versions of attributes attached to object values[Time units] maintain the time dimension of dataTime units and the related time values defines the members of the time dimensions within Bizview. For example, if a form should be able to save data in Bizview on a week-level, the week level must be defined as a Time Unit with all the we...
Time Spreads
Time SpreadsRelated Information[Template designer] design and develop reports and input forms[Planning Versions]define planning versions for storing data in input forms[Time Values] maintain time value calendarsThe objective of time spreadkeys is to allocate revenues and cost over time in input forms. For example, the end-user enters 10 000 in an input summary column for the total period (Sprea...
Currencies
CurrenciesIn a multi-client, multi-currency consolidation scenario each company must be able to maintain information regarding currency. This section of the documentation includes detailed information regarding currency management.The following functions are available in the Currencies panel:Currency TypesMap Object Values to Currency TypesCurrency Rates
Currency Types
Currency TypesRelated Information[Currency Codes] Defines what currencies should be available in the installation, System administration[Currency Pairs] Defines what cross currency rates should be possible to define (e.g. USD<->EUR)[Map Object Values to Currency Types] Defines what currency type and calculation method should be used for object values[Currency Rates] Maintains currency rates fo...
Map Object Values to Currency Types
Map Object Values to Currency TypesRelated InformationCurrency Codes - Defines what currencies should be available in the installation, System administrationCurrency Pairs - Defines what cross currency rates should be possible to define (USD<->EUR)Currency Types - Defines different currency types and calculation methodsCurrency Rates - Maintains currency rates for each periodAfter defining curr...
Currency Rates
Currency RatesRelated Information[Currency Codes] Defines what currencies should be available in the installation[Currency Pairs] Defines what cross currency rates should be possible to define (e.g. USD<->EUR)[Currency Types] Defines different currency types and calculation methods[Map Object Values to Currency Types] Defines what currency type and calculation method should be used for object v...
Client Options
Client OptionsThis section of the documentation contains information about client-specific settings and functions. You can also find some of these settings and functions under System Administration, but here we cover the client-specific implementation of these settings and functions. The following functions are available in the Client Options panel:Client SettingsView GeneratorClient LogsCreate...
Client Settings
Client SettingsRelated InformationApplication SettingsGeneral system settings are normally defined on a application-wide level in Settings. Normally, these settings are inherited by all Clients within the installation; however, it's possible to override many of these settings on a client basis. There are also some settings that, by definition, are only on a client level that are maintained here...
View Generator
View GeneratorRelated Information[BV_SOURCE] Access the View Generator by selecting Client administration > Client Options > View Generator.Caution: This is a function that should no longer be used (from version 5.2). The function was used to create so called database views inside the Bizview application database to be able to get planning data from the data-cells and related table to a report...
Client Logs
Client LogsRelated InformationSystem LogsBizview captures and logs important user events and actions that can be viewed on a system-wide level using System Logs. Access System Logs by selecting the Settings icon from the menu and selecting the Other section:In the Other section, select System Logs:Choose Client:Bizview displays the System Log for Clients, as shown below:Below is a list of the a...
Create Import Template / Export
Create Import Template / ExportRelated Information[Clients] Maintenance of clients within the system[Import Client Data] Import client dataIt is possible to quickly build a Bizview model importing data from Excel, instead of typing the data in Bizview or building ETL-integration from other systems or databases. You can create an Excel ‘template’ for your client, populate the file in Excel, and ...
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