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

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.

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.
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

  • 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 to ask questions and answer it with the chart.
KPI's and Dashboards: Creating Dashboards in IntelliFront BI.
  • Click on the Visualization data you would like to use.

To manage each visual:

Other Functionalities: