How do I import a Dashboard in IntelliFront BI?

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

Dashboards - Import Definition Button

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

  • Go to Workshop 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.
KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • Add Name: Give the Dashboard a unique name.

Data Source

    • Create a Connection: Choose the type of database you are connecting to e.g. Oracle, Microsoft SQL Server. Then complete the login credentials.
    • Select a Dataset: Choose a dataset from the drop-down list.

Datasets must have been set up within the library before they appear here. You must select the Dataset that the imported Dashboard is using.

  • Click the Action Menu button and select Import Definition.

KPIs and Dashboard: Importing a Dashboard in IntelliFront BI.

  • Import Dashboard Definition section will appear and click (+) Add Dashboard definition file... button.

KPIs and Dashboard: Importing a Dashboard in IntelliFront BI.

  • The Open browser will appear and browse for the Dashboard IFX file.
  • Click Open.

KPIs and Dashboard: Importing a Dashboard in IntelliFront BI.

KPIs and Dashboard: Importing a Dashboard in IntelliFront BI.

  • Click Upload.

KPIs and Dashboard: Importing a Dashboard in IntelliFront BI.

  • The Dashboard has been successfully imported into IntelliFront BI.
  • Click Save and  Close