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      How do I import and export a Dataset in Dashboards in IntelliFront BI?

      This is a step-by-step article on how to import and export a created dataset into IntelliFront BI.

      Only Database Query Dataset can be imported and exported in IntelliFront BI.

      Dashboards - Import Dataset

      • Go to Worskshop and select Reporting.
      KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.
      • In Reporting, select Dashboards.
      KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.
      • Or select Dashboards from the card on the home screen.
      KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

       

      KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
      • Click New Dashboards.
      • Add Name: Give the Dashboard a unique name.
      • Click the checkmark next to the name to save the name and to begin creating the Dashboard.

      • Click the (...) button next to the Select Dataset drop-down menu
      • Select Import Dataset.

      Import Datasets in IFBI

      • Click Choose File to browse for the dataset.

      Open Dataset window

      • Select the Dataset you would like to import.
      • Click Open.

      Import Dataset 2

      • Select an Account for the Imported Dataset using the drop-down menu.

      The Accounts must have been set up from within Library Account first.

      Import Dataset 3

      • Select a Database Type using the drop-down menu.

      Import Dataset 4

      Import Dataset 5

      • Click Import.

      Importing Dataset in Dashboard 2

      • The Dataset is imported successfully.

      Dashboard - Export Dataset

      Once the dataset is added to the Dashboard you can export it.

      • Click the (...) button next to the Dataset.
      • Click Export Dataset.

      KPI's and Dashboards: Exporting Dataset in Dashboards in IntelliFront BI.

      • The Dataset is exported successfully.