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...
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...
General Settings - Linear Gauge
General Settings - Linear GaugeRelated InformationInserting a Linear GaugeData Bindings - Linear GaugeField 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 ...
General Settings - Grid
General Settings - GridRelated InformationInserting a GridData Bindings - GridField 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 BorderDispl...
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...
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...
Form Design
Form DesignThe whole idea behind the simplicity of Bizview is the user familiarity with the grid layout. Most people have worked with 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. Access form design by selecting the Input icon from the menu and then select Design mode:If you are conne...
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 InformationSum AllocationLimitationsTemplate 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, so allocating a SUMIF sum value...
Limitations
LimitationsRelated InformationSum AllocationBelow is a list of limitations for supported formulas:Zero sums are left unchanged.Locked cells - only the cells that are referenced by the cell that the user edits will be evaluated and kept unchanged. If a locked SUM cell is not referenced back to the sum cell that is modified, then the value will be changed even though it is locked.Dividing by zero...
Not Yet Implemented Features
Not Yet Implemented FeaturesRelated InformationSum AllocationLimitations Copy/Paste Sum Values
Save of LOCKED CELLS
Save of LOCKED CELLSRelated InformationSum AllocationEDITSUM TagLock CellsLocked cells are saved to the database and display the next time the form is opened. Any saved locked cell will only be shown in forms defined with _ALLOC_range(s). In other words, if another form retrieves the same value as saved in a form with ALLOC ranges, the cell will not be locked since the cell doesn't belong to an...
Gridform Design
Gridform DesignThe Gridform Design lets you create a variety of useful and informative gridforms.
Object Settings
Object SettingsRelated InformationObjectsRight PanelShow/HideTree ViewIn Object Settings, you can edit the Settings for the actual Object. Or, you can create a new Object by selecting the + icon to the right. The following settings are available in Object Settings:FieldDescriptionExampleNoteObject IDThe object's unique identifier.ACCOUNTKeep short, no spaces, no strange characters, capital lett...
Show/Hide Objects
Show/Hide ObjectsUpon opening Objects and selecting Show/Hide from the right panel, some of the view tags are visible by default (marked with a check mark).Mark/unmark the different view tags to view the different show/hide options. Click any of the options in the list to view or hide columns. Or, select View all/Hide all to mark all the different options at the same time.Alter the size of the...
Tree View
Tree ViewIf the object has a parent/child relationship, a tab called Tree View displays in the right panel.Choose a parent in the drop-down and a Tree View displays:
Workflow Design
Workflow DesignBizview VersionFeature available from Bizview version -Bizview 8.9You can now create, design, and alter the workflows in HTML5. Caution: As this feature is released in HTML, all the workflow designer GUIs in Silverlight are removed.Workflows make it possible to coordinate and get control over structured business processes, such as sales forecasting or the budget process and simi...
Workflow Administration
Workflow AdministrationSelect Design mode above the Search field to enter workflow design mode:The Workflow Administration grid displays, like below:The Workflow Administration grid provides an oversight for all workflows in Bizview, both published and archived. Within the grid is helpful information, such as the last time a workflow was updated, which user made the updates, whether the workflo...
Right Panel - Workflow Design
Right Panel - Workflow DesignUpon opening Workflow Design, a right panel displays:The panel consists of one tab, Sort Workflows.
Workflow Roles
Workflow RolesDoer and Responsible are two roles used in workflows.This topic contains the following sections:DoerResponsibleDoerDoer is a person (end-user) who will perform something in a Step, for example enter values in a Form. A Doer can also be a manager for the particular step and is responsible for following up on the status. A Doer can enter the following Status on a Step: In P...
Manage Substitutes
Manage SubstitutesWorkflow 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 happens if one of the user associated with a Doer or Responsible role cannot fulfill the work associated with the workflow? For example, the Responsible is o...
Adding a Substitute
Adding a SubstituteWorkflow 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? For example, the Responsible is on...
Right Panel - Workflow Design
Right Panel - Workflow DesignIn the right panel in Workflow Designer you can change the settings for the whole workflow, or for one specific workflow step. The listbox at the top displays which level the settings that are visible in the right panel apply to. Here, you can either change settings for a specific step, or for the whole workflow. Selecting a specific step in the workflow tree to th...
Invisible: New for v23.4 Disable/Enable Workflow Steps
Invisible: New for v23.4 Disable/Enable Workflow StepsWorkflow designers have the ability to disable or enable workflow steps in Design mode. Once deactivated, admins can then reactivate the step with the click of a button, rather than recreating each disabled step. Important: This feature is only available for users who have access to the workflow in design mode, such as workflow superusers an...
Report Wizard
Report WizardBizview VersionFeature available from Bizview version - Bizview 21.4When you create a new report in Bizview, you can use a wizard to create specific reports or to get a skeleton that you later can modify in template design to meet your needs. In the first version of the Wizard, you have the option to create a P&L report with the following layout: one section for period, one for YT...