Dashboard Tools And Features - User Manual

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Dashboard Tools and Features with Kyubit Business Intelligencewww.kyubit.comDashboard Tools and Features User ManualUsing dashboard features with Kyubit Business Intelligence 2021, All rights reservedwww.kyubit.com

2Dashboards Tools and Features with Kyubit Business Intelligence – User documentationContents1.Dashboard features overview . 52.Managing Data Sources . 63.4.2.1.OLAP and SQL server data sources. 62.2.Set up ODBC data source . 72.3.Set ‘Data Source’ permissions . 9Creating and designing dashboards .103.1.‘Free Position’ based dashboard layout .103.2.Working with dashboard charts .113.2.1.Add a tile to the dashboard .113.2.2.Remove tile from the dashboard .123.2.3.Rearrange tiles on the dashboard .123.2.4.Configure tile to show visualization .123.3.Chart automatic data refresh .183.4.Open custom URL in a context of chart selection data .193.5.Open custom URL in the quick frame .203.6.Dashboard title, header and footer .213.7.Manage dashboard area size .233.8.Dashboard filters panel .233.9.Rename Dashboard Filter .243.10.Saving the dashboard .243.11.Enter and exit ‘Design view’ for the dashboard .253.12.URL to access dashboards .25Configuring dashboard charts .264.1.Data usage within tiles (Categories and series) .264.2.‘Analysis’ data for the dashboard tiles .264.3.Alternative Measure for analysis data (OLAP or Analytic Model) .314.4.‘Geo maps’ configuration and usage .324.4.1.‘Color Gradient’ geo map .324.4.2.‘Dominant Series’ geo map .334.4.3.‘Geolocations’ data on geo map .344.4.4.Drill-down geo map data .354.5.‘Table’ chart visualization .374.6.Table chart drill-down (Hierarchical display) with analysis options .394.7.‘Min Y’ and ‘Max Y’ on Line, Spline and Column charts .404.8.‘Bubble/Scatter’ chart specifics .414.9.‘Combo’ chart .424.9.1.Delta chart .434.10.‘TreeMap’ chart .444.11.‘HeatMap’ chart .464.12.‘Cluster Stack Column’ chart .48Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

3Dashboards Tools and Features with Kyubit Business Intelligence – User documentation5.6.4.13.‘Sunburst Analytics’ on the dashboard .494.14.HTML/Javascript tile .514.15.‘Expand View’ of the dashboard chart .524.16.‘MDX query’ data for dashboard tiles .534.17.‘SQL Queries’ data for dashboard tiles .544.18.‘Drill-through’ data on the dashboard .55Dashboard layout configuration options .565.1.Color theme palette .565.2.Manage Color Palettes .585.3.Single-Color Charts .595.4.Define a Color for Specific Series .625.5.Different color for positive and negative values .635.6.Value labels .645.7.Show only selected categories/series .655.8.Pivot Categories/Series .655.7.Show ‘Trend/Average’ Lines .665.9.Legend display and the position .665.10.Dashboard tile borders .675.11.Tiles order on the dashboard .695.12.Dashboard breadcrumbs .695.13.Dashboard Mobile view and Embedding Info .70Working with KPIs.716.1.Designing KPI .726.2.Understanding data usage for KPI design .746.3.Setting permissions for KPI .746.4.KPI visualization .756.5.Gauge KPI visualization .756.6.Goal-Meter KPI visualization.767.Scorecards.778.Working with Queries .799.8.1.Creating a Query .798.2.Formatting query values .818.3.Impersonate query execution .838.4.‘User Properties’ as query additional filters .838.5.Query caching .858.6.Setting Query permissions .85Dashboard Analytic Features .869.1.OLAP/Analytic Model Slicers .869.1.1.9.2.OLAP/Analytic Model filters inheritance to child dashboards .88SQL data filtering .899.2.1.Creating SQL queries with ‘Input Parameters’ .92Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

4Dashboards Tools and Features with Kyubit Business Intelligence – User documentation9.3.Exclude dashboard chart from the filtering .939.4.Chart drill-down, drill-through actions on the dashboard .949.5‘User Properties’ as Dashboard filters .949.5.Define dashboard filter values using URL query string .969.6.Dashboard filters configuration .979.7.End-User actions on the dashboard chart .989.8.Use a chart as ‘Slicer’ chart .999.9.‘Quick Explore’ dashboard analytic feature . 1009.10.Compare Analysis . 1029.11 Master-Detail Report . 10410.Dashboard descriptive text features . 10510.1.‘Dynamic Text’ on the dashboard . 10510.2.HTML support for dashboard descriptive text . 10711.11.1.12.12.1.13.Exporting dashboard to a PDF file. 108Include Company Logo image in the exported PDF . 110Folders and dashboards access permissions . 111Setting object permissions . 111Subscriptions . 11313.1.My subscriptions . 11313.2.Subscriptions within the dashboard . 11413.3.Subscription details . 11513.4.Recurring subscriptions . 11613.5.Send subscriptions conditionally . 11614.14.1.Mobile Dashboards View . 117Connect Mobile Device to Kyubit Business Intelligence . 11712.2. OLAP Analysis on Mobile Dashboards . 11815.Multipage Reports . 12016.Dashboard Data Slideshow. 12117.Integrate dashboards with other web applications and sites . 122Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

5Dashboards Tools and Features with Kyubit Business Intelligence – User documentation1.Dashboard features overviewKyubit dashboard features are designed to present data from OLAP/SQL databases and CSV files, to give simpleand comprehensive feedback about important business values and trends. While creating a dashboard, the userhas various visual options to present data most efficiently regarding the nature of data and businessrequirements. Easy drag-and-drop features make dashboard design and creation simple and straightforwardtask, which is easy to adopt by any user. To retrieve data for dashboard chart elements, existing analyses orSQL/MDX queries could be created. Dashboards could be also delivered to users using Mobile devices,Scheduled Subscriptions or as Embedded Analytics integrated within any HTML page. To work with dashboardfeatures, select ‘Dashboards’ tab on the top of the Kyubit Business Intelligence application.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

6Dashboards Tools and Features with Kyubit Business Intelligence – User documentation2.Managing Data SourcesAll data for dashboard elements is retrieved from data sources that contain interesting business data for thepresentation and metrics. Once created, data sources are used from multiple queries and analysis. To see allexisting data sources in Kyubit Business Intelligence, open Dashboards - Data Source (tab).It is possible to create OLAP, SQL, ODBC data sources. (‘Analytic Models’ as a separate data source could becreated using any of the above-mentioned data sources.)2.1.OLAP and SQL server data sourcesCreate a new OLAP or SQL data source to be used for queries and analyses. Once created ‘Data source’ can beused on multiple objects in Kyubit Business Intelligence application and by the users who are given permission towork with.OLAP Data SourceDashboards Tools and Features with Kyubit Business Intelligence - User documentation

7Dashboards Tools and Features with Kyubit Business Intelligence – User documentationSQL Server Data SourceFor both, OLAP and SQL data sources, custom connection strings could be set and connection could be testedbefore the data source is saved.2.2.Set up ODBC data sourceTo create an ODBC data source, first configure an ODBC connection on your machine.For example, create an ODBC connection to Excel or Access files on your system.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

8Dashboards Tools and Features with Kyubit Business Intelligence – User documentation‘Data Source Name’ that is used for the ODBC connection on the operating system level, use to create new DataSource in Kyubit BI application.To set up an ODBC data source for MS Office applications, which are available only for 32-bit ODBCconfiguration, it is also required to configure Kyubit application to work in 32-bit mode. Open IIS Manager - Application pools - “KyubitAnalysisPool” - Advanced Settings and set “Enable 32-bit application” to “True”.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

9Dashboards Tools and Features with Kyubit Business Intelligence – User documentation2.3.Set ‘Data Source’ permissionsIf the ‘Data Source’ should be visible to other users, click on the ‘Permissions’ options in the upper-right cornerand add appropriate Active Directory/Windows or Kyubit users and groups to have ‘Read’ or ‘Read/Write’permissions or set Unrestricted access to created Data Source. (See chapter 7.1. for more details)If a user does not have ‘Read’ permission on the data source, he will not be able to create new queries andanalyses based on same ‘Data Source’, but he will be able to open dashboard with queries and analyses based onthe same ‘Data Source’.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

10Dashboards Tools and Features with Kyubit Business Intelligence – User documentation3.Creating and designing dashboardsAll users with access to Kyubit Business Intelligence application could create new dashboards. To start creationof new dashboard, click ‘Create New Dashboard’ button on the dashboards view. New Dashboard will be openedin a design view, ready to be designed and configured.3.1.‘Free Position’ based dashboard layoutThe dashboard consists of one area where dashboard tiles (charts) are positioned in any preferred way. Dragand-drop any visualization tile from the charts toolbar on the dashboard and set its position and size on thedashboard 'Area'. To resize a tile, click on the resizing handle (arrow) on the tile lower-right side. While movingaround and resizing a particular tile, element size indicator is displayed on the lower-right side of tile element,indicating tile size in pixels, so a dashboard designer could easily compare and organize content on thedashboard. Tiles are moved and resized by 10px step, making it easy to align among other dashboard tiles.Dashboard 'Area' is always positioned centrally on the dashboard page and at any time set 'Area' size with thebutton on the right. Arranged positions and sizes of dashboard tiles are respected while exporting dashboard toPDF (Simple Export). To remove tile from the dashboard, click on the tile edit and trash icon.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

11Dashboards Tools and Features with Kyubit Business Intelligence – User documentation3.2.Working with dashboard chartsOn every dashboard, user can choose to add more than 20 different charts and visualizations (tiles) that presentsome kind of data visualization. On the dashboard toolbar on the left, visualization (chart) types are presentedwith descriptive icons. On a dashboard tile, visualization type can be changed on Tile - design - ‘Chart Type’attribute. Line chartColumn chartColumn chart stackedColumn chart 100%Area chartArea chart stackedArea chart 100%Pie chartDoughnutBubble/Scatter chartTableKPIGauge meterListGeo MapCardSmall CardCombo chartTree Map chartGoal MeterHeatMap chart3.2.1. Add a tile to the dashboardTo add tile to dashboard, drag-and-drop preferred tile type (visualization) from toolbar on the left to thedashboard area on the right.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

12Dashboards Tools and Features with Kyubit Business Intelligence – User documentation3.2.2. Remove tile from the dashboardTo remove tile (delete) from the dashboard, click on the dashboard tile edit icon and choose ‘Delete’ button.3.2.3. Rearrange tiles on the dashboardAt any time in the design view, tiles could be rearranged or moved to any position. Simply drag-and-drop tiles topreferred location or resize dashboard tile with resize handle on the lower right corner of the tile.3.2.4. Configure tile to show visualizationWhen moving mouse over tile (while dashboard is in design mode) ‘Pen’ icon is displayed, which allows user toclick and open tile configuration form.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

13Dashboards Tools and Features with Kyubit Business Intelligence – User documentationEnter dashboard general information: like ‘Title’, ‘Description’ and, if you like, set ‘Child dashboard’ that will beopened as a more detailed view of the same data, enabling users to have ‘drill-down’ experience while usingdashboards.‘Data’ is second tab on the tile form, where data for visualization will be defined.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

14Dashboards Tools and Features with Kyubit Business Intelligence – User documentation‘Chart Data’ is input where user selects existing Analysis or Query (TSQL or MDX) previously created in Kyubit BIapplication to retrieve data and show in this tile visualization (‘Line chart’ in this case). Existing Analysis meansthat analysis is created in ‘Analysis’ part of Kyubit Business Intelligence application (OLAP or ‘Analytic Model’analysis) and that current user has at least permissions ‘Read’ permission on the folder containing the analysis.Existing Query (TSQL or MDX) means, that query is previously created in ‘Dashboards’ part of Kyubit BusinessIntelligence application and current user has at least ‘Read’ permissions on the folder containing the analysis. Ifthe Query which user requires still does not exists in the application, a user could click on ‘New’ buttonimmediately from tile form and create new MDX or TSQL query to be used on this tile chart/visualization. Toselect an existing analysis or query, click on the ‘Select’ button and selection form of existing Analyses andQueries will be displayed. Quickly find required analysis/query for chart visualization using the Search option orfiltering by the particular data source or Recently Used view.Analysis selection Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

15Dashboards Tools and Features with Kyubit Business Intelligence – User documentationQuery selection All analysis created within Kyubit BI application for which current user has at least ‘Read’ permission aredisplayed in selection form. Displayed list could be filtered by ‘Data Source’ for environments with manyanalyses. Same principles work for Query selection.After Analysis/Query is selected, click on ‘Test’ button in tile form to test visualization with selectedanalysis/query data.In tile configuration form, a user still can change tile (visualization) type, if concludes that given data is moreappropriate to show with different chart type.Finally, click ‘OK’ in tile configuration form and tile will present data within the dashboard area.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

16Dashboards Tools and Features with Kyubit Business Intelligence – User documentationUsing the same principles configure other tiles to appropriate visualize other relevant business data on thedashboard Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

17Dashboards Tools and Features with Kyubit Business Intelligence – User documentationDashboards Tools and Features with Kyubit Business Intelligence - User documentation

18Dashboards Tools and Features with Kyubit Business Intelligence – User documentation3.3.Chart automatic data refreshEvery dashboard tile could be configured to automatically refresh data in a defined period of time in minutes.Only tiles with defined ‘Tile Refresh’ attribute will be refreshed with a new data.If option ‘Show last refresh time’ is checked, dashboard tile will display time passed since last data refresh in thedashboard.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

19Dashboards Tools and Features with Kyubit Business Intelligence – User documentation3.4.Open custom URL in a context of chart selection dataTo open custom URL when a user clicks on a dashboard chart, set ‘Open custom URL’ attribute of the tile.By clicking on a dashboard tile element, new browser tab will be opened with URL that is defined, but also withan additional URL query string that is created within the context of point/bar/wedge which is actuallyclicked/selected.For example:http://www.adventureworks.com?Details 1&pointName United States&pointUnique [Geography].[GeographyHierarchy].[Region Country Name].&[United States]If the dashboard contains added OLAP filters, they will be also part of the create URL in a separate parameter.If the data source is based on SQL data, the added query string will be based category id defined in the queryobject.If the chart is based on SQL query. Custom link URL will open “Category name” defined in query or “Category ID”if it is defined within query column that represents “Category ID”.Dashboards Tools and Features with Kyubit Business Intelligence - User documentation

20Dashboards Tools and Features with Kyubit Business Intelligence – User documentationCustom URL Placeholders for OLAP data:To fine-tune what you would like to get in the final URL related to the chart click event, use placeholders toinclude specific elements about the selected chart segment to the final URL opening external content.Available placeholders are:{CategoryDimensionLevelName} - Level name of the selected chart point on the category axis.{CategoryDimensionLevelUniqueName} - Level unique name of the selected chart point on the category axis.{CategoryMemberUniqueName} - Member unique name of the selected chart point on the category axis.{CategoryMemberName}

Dashboard 'Area' is always positioned centrally on the dashboard page and at any time set 'Area' size with the button on the right. Arranged positions and sizes of dashboard tiles are respected while exporting dashboard to PDF (Simple Exp

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