How do I setup Datasets in IntelliFront BI?

Datasets can be used connect to and build queries to extract the information you need from a database or excel file. It is used in various parts of IntelliFront BI where database information is needed.

Library - Datasets

Datasets can be used connect to and build queries to extract the information you need from a database or excel file. It is used in various parts of IntelliFront BI where database information is needed.

How do I setup Datasets in IntelliFront BI?

  • Go to Library and select Datasets.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Or select Create Dataset from the card on the home screen.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.

KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Click New Dataset.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Add dataset name: Give the dataaset a unique name.

Dataset Type

Excel File

KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Click this option if the dataset an Excel file.
  • Excel Filepath: Type in the file path.
  • Click Gather the worksheets! to connect.
  • Select a worksheet: Select the worksheet from the drop down list.
  • Append to Existing Data: Upon cashing, select this option if new data is to be added to the existing data.
  • Overwrite Existing Data: select this option if new data is to overwrite the existing cached data each time it caches.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.

Database Query

KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Database Query: click on this option if the data set is in SQL.
  • Select An Account: Select an account to connect to.
The Accounts must have been set up from within Library Account first.
  • Select a Database Type: Select the database type from the drop down list. SQL or Oracle.
  • Use Query Builder: This will assist you in writing a SQL Query to being back the required data.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Hide Query Builder: Click this option to write your own SQL Query without the aid of the Query builder.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Click Validate Query to test it and save the data driver.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Edit Query: Allows you to make changes to the query.
  • Preview Query: Preview the data that the Query brings back.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Dataset Caching: Check this box to allow IntelliFront Bi to cache the dataset at regular intervals thorughout the day to speed up Dashboard Load times.

Set up the Dataset Caching Frequency

KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Select a start date and time for the caching.
  • Start Date: Enter the desired starting date for the schedule. This section can be the current date (providing schedule time has not already passed) or a date in the future.
  • Execution time: The gizmo will run at this time.
  • Use the following account: Select the windows account to send the report.

In this section, you will decide when the report will execute. There are a variety of options:

  • Daily: Run a report every day or at a frequency of days.
    • Sub options: Repeat every X Days.
Example: Run the schedule every 3 days.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Weekly: Run a report on a weekly time frame.
    • Sub options: Repeat every X weeks.
Example: Run the schedule every 2 Weeks.
  • On: Select the specific days of the week the schedule will run. If only once a week,select only the day of the week it will run.
Example: Run every Monday, Wednesday, and Friday.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Monthly: Run the schedule on a monthly time frame.
    • Frequency: Select frequency options such as the “last Thursday of the month.” Also you can include or exclude specific months from the schedule.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.

Add Options Menu

KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • End Date: If the schedule is due to end after a certain date enter that here. If the schedule is to run indefinitely, then leave it blank.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Repeat Interval: Rerun the package every x minutes from the scheduled time until your specified time.
For example, you can set up a daily package to run every day at 8 am, and to run every hour until 5 pm.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • CPU Priority: Set the priority level of the schedule. This will come into play when other schedules are running at the same time. If the priority is set to High then the event based schedule will take priority over other schedules in the queue.
    • If the priority level is set to BelowNormal then it will be at the bottom of the queue and the other schedules will be ran first.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.
  • Timeout: Stop if task is running for more than X minutes or hours.
KPI's and Dashboards: Setting up Datasets in IntelliFront BI.