Bizview from insightsoftware

Studio Designer
Studio DesignerRelated InformationTemplate DesignThe Studio Designer is basically the design tool for designing templates. Opening the Studio Designer from this menu item opens a blank spreadsheet to start building the template layout from. When you open the design of a template from Templates menu item, you get the same template area, and in addition you get some mandatory parameters as well a...
Script Editor
Script EditorRelated InformationTemplate DesignIn the Script Editor, C# or VB scripts can be created to achieve additional changes, behaviours, or functionality to a template when generated. This is where you can add any behaviour that Bizview normally does not handle! These scripts are then connected to the template in the Scripts worksheet properties tab and executed accordingly. The Scripts...
Pane
PaneSelect Pane from the right panel to access Selection Panes:Select the Selection Pane drop-down and choose the pane to use with the template. Once selected, a preview of the Selection Pane displays. The Control Tags from the chosen Selection Pane will automatically be populated, as shown below:Note: When testing template functions such as CF_GETPANEVALUE("<control tag>") you can type a valu...
DB Sharp Studio
DB Sharp StudioRelated Information[Data Sources] - Data ProviderThe DB Sharp Studio interface lets you write SQL scripts that can be used in Bizview for different purposes. This interface should be seen as an alternative to SQL Server Management Studio. It enables the solutions designer to access existing Data Sources and write necessary scripts for fetching data from these sources. Access DB S...
Datastore
DatastoreRelated Information[Clients] - Copy Client settings to another ClientDatastore ParametersTo use a Bizview Datastore for a client, you need to connect the Client to that Datastore. There can be multiple Datastores within a Bizview solution SQL Server environment; however, each and every Client in Bizview can only use one.  To define a Datastore for the Client, access the Datastore conf...
ERP Adapter Configuration
ERP Adapter ConfigurationRelated InformationObjectsThe ERP Adapter Configuration is where you configure how a standard Bizview adapter is supposed to integrate data from the ERP system into the staging area (.stg) of Bizview. In this configuration, you need to specify where the ERP database is located and enter the mapping between Bizview objects and the ERP tag ID's. The result of this configu...
Data Sources
Data SourcesRelated Information[Data Provider]- Data provider[SOURCE]- Parameter SOURCEData Views for AnalyticsA Bizview Data Source is a definition of a connection to a data source other than the Bizview database(s). For instance, you might want to set up a connection to a CRM database.A Data Source definition can be created for any type of data, as long as the data provider information has be...
Pane Designer
Pane DesignerRelated Information[Dashboard Designer]- DashboardsThe Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the report, Form, Gridform, Dashboard, or Jobs should be opened. Access the Pane Designer by selecting System Administration > Dashboards > Pane Designer.To create a new Selection Pane, select the New button in the ribbon. An empty S...
Backup and Archive
Backup and ArchiveBizview VersionFeature available from Bizview version - Bizview  7.0 Archiving data is a new, form specific, feature in Bizview. Instead of deleting old data, you can archive it if you eventually want to restore the data in the future. Archived data is stored in separate tables, and is never more used by Bizview. The archive feature can also be used to backup specific data. Wh...
Bizview System Administration Overview
Bizview System Administration OverviewThis section contains information regarding the general configuration of one Bizview application. In System Administration, you configure everything generic, such as Clients and Users, Templates and Dashboards, Data sources, and Jobs. The following functions are available in the System Administration panel:Setup & AuthorizationsTemplatesData ServicesDashboa...
Setup & Authorizations
Setup & AuthorizationsHere, you find information regarding how to configure clients, users and access rights. Roles and organizations are functions that make it possible to group users in different ways and maintain access rights on a group level.The following functions are available in the Setup & Authorizations panel:ClientsOrganizationsUsersRoles
Clients
ClientsRelated InformationCopy ClientCurrency CodeClients are a key concept in Bizview. Every installation of Bizview can contain one, or more, Clients. A Client can be defined as a company that has its own set of object dimensions, and therefore, a unique accounting string. As soon as you have entities with separated charts of accounts or vastly differing operational parameters, you should con...
Copy Client
Copy ClientRelated InformationCreate ClientExport Client DataThe Copy Client feature is very useful when creating more than one Client. It is often easier to copy a client to new client, and edit settings in the new client, rather than creating a new Client from scratch. in this dialog, you can copy parts of the available settings, or everything, including stored budget data. Access this featur...
Organizations
OrganizationsRelated Information[Users] - Users[Object Values] - Assign object value accessAn Organization is used to group Bizview users into organizational units where you can assign Client access, Object values, and Planning version access. This is different from the Role feature, where you assign access to end user features such as Dashboards and Templates.Organizations allow you to assign ...
Users
UsersRelated Informationo[Password settings] - Password strengtho[Application settings] - Bizview messaging serviceo[Organizations] - Organizationo[Single sign on]- Configure SSO (Single Sign On)o[User attributes] - Configure attributeso[Jobs] - Configure jobsoObject values] - Assign object value accessAll employees that should have access to the Bizview application must be defined as a user in...
Silverlight Log
Silverlight LogRelated Information[Client Logs] System LogsEvent LogWCF LogImportant: Silverlight has reached End of Life and support for this product will be phased out with the release of Bizview v23.2.The Silverlight Log displays errors that occur on the client.Access the log by selecting System administration > System Options > GLOBAL SETTINGS > System Logs > Silverlight Log tab.Export the ...
Roles
RolesRelated Information[Users] - Users[Organizations] - OrganizationsA Role is used to group Bizview users into logical roles to which you can assign Template, Dashboard, Job, and Panel access. This is different from the Organizational feature, where you assign access to end-user features, such as Dashboards and Templates.Access Roles by selecting System Administration > Setup & Authorizations...
WCF Log
WCF LogRelated InformationClient LogsEvent LogThe WCF () Server Error Log shows errors that occur on the server.Access WCF Logs by selecting System administration > System Options > GLOBAL SETTINGS > System Logs > WCF Log tab.Field DescriptionExampleNoteIDA unique ID for each captured event692Server On which server the action  occurredNCGHYPV165NEWTimeThe date and time when the error was captur...
Templates
TemplatesHere, you find information about how to develop and maintain reports and input forms. The development of templates based on your existing excel skills are central to Bizview. You can configure both reports and input forms using spreadsheet technology and even import your existing excel reports as the foundation for developing Bizview reports and forms.The following functions are availa...
Template Scripts
Template ScriptsRelated InformationTemplate DesignIn the Script Editor, C# or VB scripts can be created to achieve additional changes, behaviors, or functionality to a template when generated. This is where you can add any behavior that Bizview normally does not handle! These scripts are then connected to the template in the Scripts worksheet properties tab and executed accordingly. Since the ...
Template Categories
Template CategoriesRelated InformationTemplate DesignTemplate GroupsA Template category is a way of categorizing templates into logical groups. This is especially useful if there are many templates in the user selection interface. Access Template Categories by selecting System > Other System Data > Template Categories:The Template Categories page displays, as shown below:To create a new Templat...
Pane Designer
Pane DesignerRelated InformationSelection PanesPane WorksheetCF_GETPANEVALUEData Views in Pane DesignerStandard Pane ProceduresThe Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the Report, Form, Gridform, Dashboard, or Job should be opened. Access the Pane Designer by selecting System > Designer Tools > Selection Panes:The Selection Panes page...
Template Design
Template DesignRelated InformationBizview ReferenceThe Template Designer lets you create Report templates, Form templates, Weblink templates, and Derived templates. Bizview Template design is extremely flexible and there are numerous ways to present the data or support the user in inputting data. Because of the Excel-like look and feel, supporting almost all formulas together with the parameter...
Data Bindings
Data BindingsRelated InformationTemplate DesignData Bindings - (New Design)The existing Data Binding section (prior to v23.2) provides a drag-and-drop interface that allows Template Designers to build report templates by pulling data view fields into columns in the worksheet itself.Select Data from the right panel to access Data Bindings:Select the Data Bindings drop-down and choose the Data Vi...
Data Bindings (New Design)
Data Bindings (New Design)Related InformationTemplate DesignData Bindings - SettingsThe new Data Binding section, initially released in v23.2, provides an improved drag-and-drop interface that allows Template Designers to build report templates by pulling Data View fields into column and row drop boxes, which subsequently updates the worksheet. Any changes made directly in the worksheet are al...
Pane Designer
Pane DesignerRelated InformationJob TemplatesThe Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the report, Form, Gridform, Dashboard, or Jobs should be opened. Access the Pane Designer by selecting System Administration > Processing Services > Pane Designer.To create a new Selection Pane, select the New button in the ribbon. An empty Selection ...
Data Bindings - Settings
Data Bindings - Settings Related InformationTemplate DesignData Bindings - (New Design)The Settings flyout offers the ability to add a property when configuring the report data. To utilize this feature, navigate to the Data tab on the right panel in Template Design and select the Settings tab.This topic contains the following sections:Adding SubtotalsRemoving a Subtotal GroupImportant: This top...
Right Panel - Pane
Right Panel - PaneSelect Pane from the right panel to access Selection Panes:Select the Selection Pane drop-down and choose the pane to use with the template. Once selected, a preview of the Selection Pane displays. The Control Tags from the chosen Selection Pane will automatically be populated, as shown below:Note: When testing template functions such as CF_GETPANEVALUE("<control tag>") you c...
Right Panel - Parameters
Right Panel - ParametersThe Parameters tab is certainly the most important set of parameters that you can use to affect the behavior of the Template. Select Parameters from the right panel to access Parameters:Enter a parameter into the search bar, or select each heading to display available parameters, as demonstrated below:General ParametersSheet name (SHEETNAME)Client name (CLIENT)Enter Beha...
Right Panel - Data Sheets
Right Panel - Data SheetsSelect Data Sheets from the right panel to access Data Sheets:In addition to parameters in PARAM, column A and row 1, GetTables can be defined in the template. A GetTable query is a SQL query towards the database specified in the template, which will fetch any customized information directly from the database and insert it into the template workbook. To add a GetTable, ...
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