How do I setup Dashboards in IntelliFront BI?

Dashboards can be created and edited via the workshop menu. In this section, you can learn how to create each visual in Dashboards.

Reporting - Dashboards

Dashboards can be created and edited via the workshop menu.

  • 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.
Creating a Dashboard in IFBI
  • 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.

Data Source

Data Source in Dashboard

    • 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.

  • Import Dataset: You import can import a dataset to use in your dashboard.

For more information about Import/Export Dataset, click here.

Description and Tags

    • Tags: Tags are optional and make it easy to categorize dashboards, e.g. if you want to create a Tag called financial for all financial dashboards.
    • Description: Descriptions are optional but they can be used to explain what the dashboard shows.

Groups

    • Use groups to determine which groups of people have access to which dashboard.

Groups must have been set up within Users and Groups - Groups Manager

KPI's and Dashboards: Creating Dashboards in IntelliFront BI.

Act Menu

KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • Import Definition: This can be used to import a Dashboard definition so that the design is already there.

For more information about import dashboard definition, click here


KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • Export Definition: This is used to share dashboard designs between teams in your organization.

Save Menu

  • Save and Close: Save the Dashboard and returns you to the Dashboard main page.
  • Save and Create Another: Save the dashboard and create another dashboard.
  • When the dashboard has been saved successfully the following message will appear.
KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • All Saved Dashboard will appear on the main dashboard home screen.
KPI's and Dashboards: Creating Dashboards in IntelliFront BI.

Dashboard Context Menu

KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • Use the (…) option to Edit, View or Delete the Dashboard.

Creating a Dashboard

Note: The following enhancements have been made to assist with creating a dashboard:

  • The ability to create custom Aggregation Functions.
  • An added new (joinRule) function to allow comparisons of metric values between the current and the shifted time period (Parallel Period). 
  • An improved rebinding dashboard items function. 
  • Once you selected a Dataset for your dashboard, click Edit Dashboard.
KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • Decide on which type of graph best suits the data you are going to be reporting on.

In this section, it is recommended to know what is the exact data analysis you want to demonstrate. We recommend asking questions and answer them with the chart.

KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • Click on the Visualization data you would like to use.

Note: You can now make changes to the appearance of the dashboard with new features such as:

  • The ability to set a dashboard Fixed Width and Height.
  • The ability to specify a color scheme's opacity level.
  • The ability to specify the color levels with an Alpha Channel from the Color Picker.

To manage each visual:

Other Functionalities:

 

Viewing a Dashboard

Note: You can now duplicate dashboards.

  • Once a Dashboard is created, click the View button on its context menu. 

ifbi pin-2877 2

  • It will open a new tab with the Dashboard.

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

Set Theme

  • Click Set Theme button to change the dashboards theme.

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

  • Select a theme using the drop-down menu and click Set Theme

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

Share a Dashboard

  • Click the share button.

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

Email

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

  • Email: Enter the email address to share the Dashboard.
  • Subject: Enter a subject for the email.
  • Headline: Enter a headline for the email.
  • Include link to the dashboard: Check this option to insert the link to the dashboard.
  • Link requires login into Intellifront: Check this option to get a secure link to the dashboard.
  • Click Share

Embed Link

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

  • Require Authentication: Check this option to generate a secure link for the dashboard.

Your dashboard has been shared successfully. 

Export Dashboard

Clicking this option allows you to export your dashboard in the format of a PDF, an image, or an excel sheet.  

ifbi export dashboard-1

ifbi export dashboard 2

For PDF:

ifbi export dashboard 3

  • Insert your File Name.
  • Choose your Page Layout.
  • Select your page Size.
  • Check whether or not you would like to Show your Title.
  • Enter your Title.
  • Select your Scale Mode (if applicable).
  • Check whether you would like to include Filters or Parameters
  • Select your Position (if applicable). 
  • Select Export.

Your dashboard will be exported.

For Image:

ifbi export dashboard 4

  • Insert File Name
  • Check whether or not you would like to Show your Title.
  • Enter your Title.
  • Select your Image Format.
  • Enter your Resolution (in dpi).
  • Check whether you would like to include Filters or Parameters
  • Select Export.

Your dashboard will be exported.

For Excel:

ifbi export dashboard 5

  • Insert File Name
  • Select your Excel Format.
  • Check whether you would like to include Filters or Parameters
  • Select your Position (if applicable). 
  • Select Export.

Your dashboard will be exported.

Inspect Data

You may view the aggregated and raw data that has been used for each dashboard visual. 

  • Click the Inspect Data button. 

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.

KPIs and Dashboard: Creating a Dashboards in IntelliFront BI.