Bizview Client Setup Overview
Bizview Client Setup Overview
This 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 han...
Bizview Objects Overview
Bizview Objects Overview
Here, 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 dime...
Objects
Objects
Related 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
An 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 ...
Object Values
Object Values
Related Information
[Object Attributes] Adding custom attributes or properties to objects
[Object Structures] Grouping and structuring object values in hierarchies
The 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 > Objec...
Attribute Lists
Attribute Lists
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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 D...
Object Attributes
Object Attributes
Related 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 hierarchies
Attributes are additional properties that can be attached to the object values. For example, product color or department type. The attributes can b...
Object Versions
Object Versions
Related 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 data
Object versions makes it possible to have different versions of object related data (i.e. attributes and ...
Object Structures
Object Structures
In 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 Pairs
Object Structures
Object Tree Mappings
Parent Attri...
Object Pairs
Object Pairs
Related Information
Object Values] Populating the object with data
Object Structures] Grouping and structuring object values in hierarchies
[Object Tree Mappings] Configuring rules to automatically map child objects in an object pair
An object pair defines a relationship between a child object and a parent object. For example, between account and account group.
Access Object P...
Object Structures
Object Structures
Related 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 object
To make decisions, often data must be aggregated to a higher le...
Object Tree Mappings
Object Tree Mappings
Related Information
[Object Structures] Grouping and structuring object values in hierarchies
[Object Pairs] Defining relationships between objects
[SQL Smart Syntax] Syntax for SQL Smart
Normally, 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 syste...
Parent Attributes
Parent Attributes
Related Information
Object Values
Object Attributes
Object Structures
Planning Pairs
Attributes are additional properties that can be attached to the object values. Parent attributes are a special kind of attributes for creating parent-child hierarchies. In a parent-child structure each child object value is assigned with an attribute describing what object value within ...
Other Items
Other Items
In 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 Types
Planning Versions
Time Units
Time Spreads
Value Types
Value Types
Related Information
[Template design] design and develop reports and input forms
[Planning versions] define relationships between objects
Value 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.
Acc...
Planning Versions
Planning Versions
Related Information
Object Versions
Time Units
Planning 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 input forms on the ‘VERSION’ row.
Access Planning Versions by selecting Client Data > Other > Planni...
Time Units
Time Units
Related InformationObject Versions
Time 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 weeks that Bizview currently should be able to handle as Time values. During the installation of Bizview a set...
Time Spreads
Time Spreads
Related Information
Template Designer
Planning Versions
Time Values
The 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 (Spread value SPVAL), the whole year, or full quarter, etc. Bizview can then allocate this total amount over the underlying period...
Currencies
Currencies
In 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.
Access Currencies by selecting Client Data > Currencies:
The following functions are available in the Currencies panel:
Currency Types
Map Object Values to Curr...
Currency Types
Currency Types
Related Information
Currency Codes
Currency Pairs
Map Object Values to Currency Types
Currency Rates
Configuration and maintenance of currencies and currency rates is important in a multi-company, multi-currency scenario with consolidation. The built-in functionality in the Bizview datastore is heavily dependent on these settings. But, there are also other scenarios where th...
Map Object Values to Currency Types
Map Object Values to Currency Types
Related 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 (USD<->EUR)
Currency Types - Defines different currency types and calculation methods
Currency Rates - Maintains currency rates for each period
After de...
Currency Rates
Currency Rates
Related Information
Currency Codes
Currency Pairs
Currency Types
Map Object Values to Currency Types
The user interface enables you to maintain currency rates for the client and quickly edit data for more than one period. The currency rates for each period are stored in the related table in the database (dat.curr_rates). However, you can also enter rates that can be applied ...
Copy Data
Copy Data
<Add the link to Copy Data here>
Use the function ‘Copy Version’ (link in the top of the Planning Versions window) to copy planning data from one version to another version. The data will be copied as-is from one version to another at the time the copy procedure is executed. This also implies that data stored on a particular month in the source version will be attached to the same p...
Export Client Data
Export Client Data
Related Information
Clients
Import Client Data
It 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 then import all the data into Bizview. Another use case for this fun...
Import Client Data
Import Client Data
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Export Client Data
Clients
Once you export the template Excel file with data using the 'Create import template/export client data' function and edit the data in excel, you are now ready to upload the data back into Bizview.
Caution: Do not change the format of the template file. For example, the number of columns and the columns themselves should be ...
Client Options
Client Options
This 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 Settings
View Generator
Client ...
Client Settings
Client Settings
Related InformationApplication Settings
General 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 maintain...
Client Logs
Client Logs
Related InformationSystem Logs
Bizview 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 ...
Import SIE Files
Import SIE Files
Related Information
[Clients] Maintenance of clients within the system
[Import Client Data] Import client data
Bizview can import SIE files into the database on a client-by-client basis. A SIE file is a standardized Swedish file format for accounting data from accounting systems. For more information regarding uploading SIE files to Bizview, please contact bizviewsupport@i...