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Dashboard features with Kyubit Business Intelligencewww.kyubit.comDashboards - User ManualUsing dashboard features of Kyubit Business Intelligence (Release 4.0) 2017, All rights reservedwww.kyubit.com

2Kyubit Business Intelligence, Dashboards user manualContents1.Dashboard features overview . 52.Managing Data Sources . 63.2.1.OLAP and SQL server data sources . 62.2.Set up ODBC data source . 72.3.Set Data Source permissions . 8Creating and designing dashboards . 93.1.Dashboard area, tiles and columns . Error! Bookmark not defined.3.2.Working with Tiles . 113.2.1.Add tile to dashboard . 113.2.2.Remove tile from dashboard . 113.2.3.Rearrange tiles on dashboard . 123.2.4.Configure tile to show visualization . 133.3.Tile automatic data refresh . 173.4.Open custom link in a context of dashboard data. 183.5.Dashboard title, header and footer . 193.6.4.5.Manage columns on dashboard . 213.7.Saving Dashboard . 213.8.Enter and exit ‘Design’ view for dashboard . 223.9.URL to access dashboards . 22Configuring dashboard tiles . 234.1.Data usage within tiles (Categories and series) . 234.2.‘Analysis’ data for dashboard tiles . 234.3.‘Geo Maps’ configuration and usage . 264.4.‘Table’ chart visualization . 274.5.‘Line chart’ custom ‘Min Y’ and ‘Max Y’ configuration . 274.6.‘Bubble chart’ specifics . 284.7.‘Combo’ chart . 294.8.‘TreeMap’ chart . 304.9.Enlarged view on dashboard tile . 344.10.‘MDX query’ data for dashboard tiles . 354.11.‘SQL Queries’ data for dashboard tiles . 36Dashboard layout configuration options. 375.1.Color theme pallet . 375.2.Create Custom Color Pallet. 385.3. Value Labels . 405.4Show only selected categories/series . 415.5. Pivot Categories/Series . 41Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

3Kyubit Business Intelligence, Dashboards user manual5.6. Show Trend/Average Lines . 425.7.Legend display and position . 425.8. Dashboard Tile Border . 436.Working with KPIs . 446.1.Designing KPI . 456.2.Understanding data usage for KPI design . 466.3.Setting permissions for KPI . 466.4.KPI visualization . 476.5.Gauge KPI visualization . 476.6.Goal-Meter KPI visualization . 487.Scorecards . 498.Working with Queries . 518.1.Creating query . 518.2.Query values “Format string” . 528.3.Impersonate query execution . 548.5Query caching . 558.6Setting Query permissions . 569.Dashboard slicers and analysis within dashboard . 579.1.OLAP Slicers . 579.1.1.9.2.OLAP filters inheritance to child dashboards . 58SQL data filtering . 599.2.1.Creating SQL queries with ‘Input Parameters’ . 619.3.Exclude dashboard tile from filtering . 639.4.Tiles drilldown, drill-through OLAP actions within dashboard . 639.5User Properties as Dashboard filters . 649.5.Define dashboard filters using URL . 659.6.Dashboard filters configuration . 669.7.End-User actions on the dashboard . 679.8.Use chart as ‘Slicer’ . 6810.10.1.11.Folders and dashboards access permissions . 69Setting object permissions . 69Subscriptions . 7111.1.My subscriptions. 7111.2.Subscriptions within dashboard . 7111.3.Subscription details . 7211.4.Send subscriptions conditionally . 7311.5.Impersonate subscriptions data usage . 7412.Mobile Dashboards View . 74Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

4Kyubit Business Intelligence, Dashboards user manual12.1.Connect Mobile Device to Kyubit Business Intelligence . 7512.2. OLAP Analysis on Mobile Dashboards . 7613.Multipage Reports . 7814.Dashboard Data Slideshow . 7915.Integrate dashboards with other web applications and sites . 8016.Geo Maps available lists of keys . 8216.1.Continents . 8216.2.World, Africa, Asia, Europe, Oceania, South America, North America . 8216.3.USA . 8616.4.India . 8716.5.Norway . 8816.6.Spain . 8816.7.Australia . 8916.8.France . 9016.9.Thailand . 9016.10.Russia . 9216.11.Netherlands . 9416.12.Italy . 9416.13.Germany . 9516.14.Switzerland . 9516.15.US – States. 96Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

5Kyubit Business Intelligence, Dashboards user manual1.Dashboard features overviewDashboard presents data from Microsoft OLAP and SQL databases, to give simple and comprehensive feedbackabout critical business values and trends. While creating dashboard, user has various visual options to presentdata most efficiently regarding the nature of data and user expectations. Easy drag-and-drop features makesdashboard creation simple and straightforward task, which is easy to adopt and fun to use. To retrieve data fordashboard elements, existing OLAP analyses on Kyubit Business Intelligence could be used or SQL/MDX queriescould be created. Dashboards could be also delivered to users on scheduled subscriptions or integrated withinthird web applications and sites. To work with dashboard features, select ‘Dashboards’ tab on the top of theKyubit Business Intelligence application.(Kyubit Business Intelligence Dashboards - Entities ChartKPIOLAP AnalysisMDX QueryTSQL QueryDashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

6Kyubit Business Intelligence, Dashboards user manual2.Managing Data SourcesAll data for dashboard elements is retrieved from data sources that contains interesting business data forpresentation. Once created, data sources are used from multiple queries and analysis. To see all existing datasources in Kyubit Business Intelligence, open Dashboards - Data Source (tab).It is possible to create OLAP, SQL Server and ODBC data sources.2.1.OLAP and SQL server data sourcesCreate 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 and by the users who are given permission to workwith.For both, OLAP and SQL data sources, custom connection strings could be set and connection could be testedbefore data source is save.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

7Kyubit Business Intelligence, Dashboards user manual2.2.Set up ODBC data sourceTo create ODBC data source, first configure ODBC connection on your machine.For example, create ODBC connection to Excel or Access files on your system.Data Source Name that for ODBC connection use to create Data Source in Kyubit application.To set up ODBC data source for MS Office applications, which are available only for 32-bit ODBC configuration,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 with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

8Kyubit Business Intelligence, Dashboards user manual2.3.Set Data Source permissionsIf Data Source should be visible to other users, click on the ‘Permissions’ options in the upper-right corner andadd appropriate Active Directory users and groups to have ‘Read’ or ‘Read/Write’ permissions or setunrestricted access to created Data Source. (See chapter 7.1. for more details)If user does not have ‘Read’ permission on data source, he will not be able to create new queries and analysesbased on same ‘Data Source’, but he will be able to open dashboard with queries and analyses based on same‘Data Source’Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

9Kyubit Business Intelligence, Dashboards user manual3.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 beopened in design view, ready to be designed and configured.3.1.Free Position – Dashboard LayoutIn this dashboard layout mode, dashboard consist of one area where dashboard tiles (charts) are positioned inany preferred way. Drag-and-drop any visualization tile from the charts toolbar on the dashboard and set itsposition and size on the dashboard 'Area'. To resize tile, click on the resizing handle (arrow) on the tile lowerright side. While moving around and resizing particular tile, element size indicator is displayed on the lowerright side of tile element, indicating tile size in pixels, so dashboard designer could easily compare and organizecontent on the dashboard. Tiles are moved and resized by 10px step, making it easy to align among otherdashboard tiles. 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 whileexporting dashboard to PDF (Simple Export). To remove tile from the dashboard, click on the tile edit and trashicon.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

10Kyubit Business Intelligence, Dashboards user manual3.2.Column Based – Dashboard LayoutIn this layout mode, dashboards consist of dashboard elements (tiles) that are arranged in dashboard columns.Dashboard columns can accept any number of tiles that will be displayed vertically. Each tile needs to bedefined what kind of visualization and data it will display. By default, dashboard contains two columns andcolumns could be added and removed.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

11Kyubit Business Intelligence, Dashboards user manual3.3.Working with TilesOn every dashboard user can add 18 different types of dashboard element (tiles) that present some kind ofdata visualization. On the toolbar on the right, tile types are presented with descriptive icons. Line chartColumn chartColumn chart stackedColumn chart 100%Area chartArea chart stackedArea chart 100%Pie chartDoughnutBubble chartTableKPIGauge meterListGeo MapCardSmall CardCombo chartTree Map chartGoal Meter3.3.1. Add tile to dashboardTo add tile to dashboard, drag-and-drop preferred tile type (visualization) from toolbar on the left to one of thecolumn on the right.3.3.2. Remove tile from dashboardTo remove tile (delete) from dashboard drag-and-drop tile from dashboard column to trash icon on the left,that is visible when drag-and-drop operation is started.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

12Kyubit Business Intelligence, Dashboards user manual3.3.3. Rearrange tiles on dashboardAt any time in design view, tiles could be rearranged with same dashboard column or moved to any position onanother dashboard column. Simply drag-and-drop tiles to preferred location on any of the columns. Newlocation of drag-and-drop tile will be displayed in blue color.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

13Kyubit Business Intelligence, Dashboards user manual3.3.4. 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.Enter dashboard general information: like title, description and, if you like, set child dashboard that will beopened as more detailed view on the same data, enabling users to have ‘drill down’ experience while usingdashboards.‘Tile Details’ is second tab on the tile form, where data to visualize will be defined.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

14Kyubit Business Intelligence, Dashboards user manual‘Query/Analysis’ is input where user selects existing Analysis or Query (TSQL or MDX) to retrieve data to showin this tile visualization (‘Pie’ in this case). Existing ‘Analysis’ means that OLAP analysis is created in ‘Analysis’part of Kyubit Business Intelligence application and current user has permissions to read at least. Existing Query(TSQL or MDX) means, that query is created in ‘Dashboards’ part of Kyubit Business Intelligence application andcurrent user has permissions to read at least. If query user needs still does not exists, user could click on ‘New’button and right away from tile form create new MDX or TSQL query. To select existing analysis or query, clickon the ‘Select’ button and selection form of existing Analyses and Queries will be displayed.ANALYSIS SELECTION OR QUERY SELECTION Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

15Kyubit Business Intelligence, Dashboards user manualAll analysis created within Kyubit Business Intelligence 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 works 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, 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 dashboard area.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

16Kyubit Business Intelligence, Dashboards user manualUsing same principles configure other tiles to appropriate visualize other relevant business data ondashboard Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

17Kyubit Business Intelligence, Dashboards user manual3.4.Tile 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 new data.If option ‘Show last refresh time’ is checked, dashboard tile will display time passed since last data refresh indashboard.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

18Kyubit Business Intelligence, Dashboards user manual3.5.Open custom link in a context of dashboard dataTo open custom link when user clicks on a dashboard tile element, set ‘Open custom URL’ attribute of tile.By clicking on a dashboard tile element, new browser tab will be opened with URL that is defined, but also withadditional URL query string that is created within context of point/bar/wedge which is actuallyclicked/selected.For example:http://www.adventureworks.com?Details 1&pointName UnitedStates&pointUnique [Geography].[Geography Hierarchy].[Region Country Name].&[United States]If dashboard contains added OLAP filters, they will be also part of the create URL in a separate parameter.If data source is based on SQL data, added query string will be based category id defined in query object.If chart is based on SQL query. Custom link URL will open “Category name” defined in query or “Category ID”, ifit is defined within query column that represents “Category ID”.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

19Kyubit Business Intelligence, Dashboards user manual3.6.Dashboard title, header and footerWhile in dashboard ‘design view’ click on the ‘Details’ button to define dashboard ‘Title’, ‘Description’ on the‘General’ tab.On the ‘Header/Footer’ tab set appropriately dashboard header and/or footer and its alignments text andalignments Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

20Kyubit Business Intelligence, Dashboards user manualDashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

21Kyubit Business Intelligence, Dashboards user manual3.7.Manage columns on dashboardIn ‘Column Based’ layout mode, dashboard columns are containers for dashboard visual elements (tiles). Whileworking in design mode, it is possible to add or remove dashboard columns. Dashboard can contain from 1 to 5dashboard columns.To add column, remove column or edit column width click on the ‘Column’ button which is located above everydashboard column and select one of appropriate actions.For each dashboard column new column could be added on the ‘Left’ or ‘Right’ side of the selected column,changed width to 4 predefined column widths or to delete selected column.3.8.Saving DashboardAll work in design mode needs to be saved with the ‘Save’ button in upper-right area of the dashboard. Within‘Save’ action all tiles, their settings and arrangements are saved for future dashboard openings.Dashboard immediately appears in ‘My Dashboards’ list, ready to be used.Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

22Kyubit Business Intelligence, Dashboards user manual3.9.Enter and exit ‘Design’ view for dashboardAfter existing dashboard is opened, design options are disabled and only users with ‘Read/Write’ permissionson the dashboard could choose to continue design work on the dashboard. While user is not in ‘design’ view,dashboard data, tiles and all dashboard arrangements are not available to change. ‘Design’ mode is just slightlydifferent than ‘Regular’ view, so at the end of design, user should ‘Exit design’ to see exactly how other userswill see dashboard while consuming prepared dashboard details.3.10.URL to access dashboardsKyubit Business Intelligence offers more than one way to access dashboards and particular dashboard.To access available dashboards rms/dashboards.aspxTo access single dashboard /forms/dashboard.aspx?dashboardID 123Dashboards with Kyubit Business Intelligence User Manual, www.kyubit.com - support@kyubit.com

23Kyubit Business Intelligence, Dashboards user manual4.Configuring dashboard tilesAfter adopting general dashboard design and construction details, this chapter describes how to create allvisual details on the dashboard elements (tiles) to best reflect business data situations and give end-users clearand easy-to-understand status of business important values and indicators. Dashboard could display 2 group ofvisual elements, Chart and Key Performance Indicators (KPIs).Charts: Line Chart, most appropriate to show time related data.Column Chart, most appropriate to show multiple series data.Pie Chart, most appropriate to show single data with one-series data.List, most appropriate to show ordered list with names and numbers.Geo Map, most appropriate to show data related to geography ( world countries and regions )KPIs: 4.1.Standard KPI, show KPI icon, KPI value, last change and optionally small line chart that describes KPIvalues in the past to the current one.Gauge Meter, is KPI presentation with Gauge visualization, giving feeling to end user, how muchcurrent value is successful.Data usage within tiles (Categories and series)After drag-and-drop tile to dashboard, click to edit tile (Pen icon), ch

of new dashboard, click Zreate New Dashboard [ button on the dashboards view. New Dashboard will be opened in design view, ready to be designed and configured. 3.1. Free Position – Dashboard Layout In this dashboard layout mode, dashboard consist of one area where dashboard tiles (charts) are positioned in any preferred way.

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