AI Doc Assist
AI Doc Assist
The AI Doc Assist feature is integrated with the Bizview Platform application to help answers any questions related to Bizview processes. It is a floating icon placed on all pages of the application and you can move the icon anywhere within the application.
Using AI Doc Assist
To use the AI Doc Assist:
Click on the AI Doc Assist icon. The AI Assist Preview window pops up.
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END-USER Overview
END-USER Overview
Related InformationBizview HTML Client
Bizview VersionFeature available from Bizview version -Bizview 8.0
This section describes the HTML client GUI from an end-user perspective and contains the following topics:
Login
Main menu
Dashboard
Workspace
Reports
Analytics
Input
Comments
Workspace
Jobs
User menu
Login
Login
Related Information
Impersonating a User
SSO - Windows Authentication
Reset Password
Missing Default Client
Access the URL for your Bizview application. For example, localhost/bizview
Enter 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 automati...
Reset Password
Reset Password
Related InformationLogin
If 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 t...
Missing Default Client
Missing Default Client
Related InformationLogin
If 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 c...
Windows Authentication
Windows Authentication
Related InformationLogin
Windows Authentication allows users to log in automatically if they are logged into a workstation with their Active Directory credentials.
To login with Windows Authentication, select the drop-down next to the Login button and choose Windows Authentication:
A Sign in dialog displays.
Enter your Username followed by your Password and click S...
Main Menu
Main Menu
Related InformationUser Menu
Upon logging in to Bizview, your Home page displays with a main menu on the left.
The main menu contains the different Bizview modules that you, as a user, have access to. If you click on one menu item, a list of authorized items displays. For example, if you select Reports, you will see the reports that you have access to.
The Main menu consists of ...
Workspace
Workspace
Related InformationMain Menu
In 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 me...
Dashboard
Dashboard
Related Information
Main Menu
Dashboard Design
Swipe Mode - Mobile
Select the Dashboard menu item to display a list of all dashboards that you are authorized to view:
The Search field can be used to search for a specific dashboard. The search will perform a "contains" search of the word/letters that you enter in the field.
To pin a dashboard as a "favorite", select the star ...
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...
Swipe Mode - Mobile
Swipe Mode - Mobile
Related InformationDashboard
Only one dasharea is visible when viewing a dashboard or your homepage on a mobile device. Swipe down to navigate between different areas and view the next dasharea in the dashboard.
Reports
Reports
Related InformationMain Menu
The 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...
Reports Ribbon
Reports Ribbon
Related Information
Reports
Search
The Report ribbon above the spreadsheet contains three different ribbon tabs: Home, View, and Share.
Note: Depending on settings in the report, you might not see all the buttons described below.
The ribbon in the Home tab contains the following options:
Ribbon Button
Description
Refresh
Refreshes the report.
Note: If you have do...
Search - Reports
Search - Reports
Related InformationReports
Utilize the Search field in the upper-right corner to search within a report.
Enter the text or number you want to search and select Next for each search that should be performed.
Note: Enter the value as it is shown in the spreadsheet. If it says "5 000" you will not get a result by entering "5000" without a separator.
If running Bizview on a ...
Drill Down - Reports
Drill Down - Reports
Related InformationReports
If a magnifying glass appears when you hover over a cell, right-click and choose Drill To for more information. On a touch screen, hold down and press on the cell with the magnifying glass and the right menu displays.
Upon selecting the Drill To option, available drill downs that can be performed on that particular cell display. Different d...
Right Panel - Reports
Right Panel - Reports
Related InformationReports
Upon 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:
Instructions
Show/Hide rows and/or columns
Comments
Links
Instructions - Reports
Instructions - Reports
Related InformationRight Panel in Reports
If there is an instruction connected to the report, an Instructions tab displays in the right panel:
Selecting the pop-out icon in the upper-right corner opens the Instruction document in a new window.
Note: This option is not available on a mobile device or tablet.
Show/Hide - Reports
Show/Hide - Reports
Related InformationRight Panel - Reports
If 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 ...
Comments - Reports
Comments - Reports
Related Information
Right Panel in Reports
Add/Edit Comment
Inserting a Comment Block in Spreadsheets
Comments
If any of the dimension values in the report (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 report that is connected to...
Adding or Editing a Comment
Adding or Editing a Comment
Related Information
Right Panel in Reports
Comment Block in Spreadsheet
Comments
This topic describes the different ways to add or edit a comment in Bizview HTML Client.
This topic contains the following sections:
Adding a Comment
Editing a Comment
Adding a Comment
A new general comment can be added in three different ways:
Clicking the + icon in the Comment...
Adding an Answer
Adding an Answer
Related Information
Right Panel in Comments
Chat Thread
To 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 Spreadsheets
Related Information
Right Panel in Reports
Add/Edit Comment
Comments
In 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...
Links - Report
Links - Report
Related InformationRight Panel in Reports
When a report 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 th...
Analytics
Analytics
Related InformationMain Menu
When 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 w...
Creating an Analytics Report (Fields)
Creating an Analytics Report (Fields)
Related Information
Analytics
Ribbon
Bookmarks
Settings
Changing Formats
Drill Through
Visualization (Chart)
Upon opening an Analytics report, the right panel displays, where you can make your selections.
All fields that are connected to your report display in the Fields tab to the right. Create your own analytics report by dragging and dropping desi...
Drill Through
Drill Through
Related Information
Analytics
Creating an Analytics Report (Fields)
Ribbon
Visualization (Chart)
After you create your analytics report you can perform a drill through in the grid if you want to view all the underlying transactions.
Select the value you want to view:
A pop-up dialog displays, containing all the underlying transactions, as shown below. The heading shows the ...
Changing Formats
Changing Formats
Related Information
Analytics
Creating 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...
Visualization (Chart)
Visualization (Chart)
Related Information
Analytics
Creating an Analytics Report (Fields)
Ribbon
Settings
After you create your analytics report, you also have the option to visualize the data in the grid in a chart.
Select the Visualization View button in the ribbon:
A chart displays on top of your grid data:
By default, the Visualization View will always show a bar chart. However, you...
Ribbon
Analytics Ribbon
Related Information
Analytics
Creating an Analytics Report (fields)
Bookmarks
Settings
The Analytics ribbon contains the following options:
Ribbon Button
Description
Save
Only visible when opening a bookmark. Saves the bookmark again with same ID.
Save As
Saves your analytic report as a bookmark, or save an existing bookmark with a new bookmark ID.
Refresh
Refres...
Bookmarks
Bookmarks
Related Information
Analytics
Creating an Analytics Report (fields)
Ribbon
Settings
A bookmark is an Analytics report that is saved in a particular state; for example, with specific rows/columns and filters. If you run the same analytics report over and over again, and you make the same selections in the report (using the same row and column filter), then you can save that report...