Intellicus Enterprise Reporting and Business Insights 18.1

Overview

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Overview

Dashboards display business information arranged on a single screen so that it can be viewed and monitored at a glance. With Intellicus’ interactive dashboards, you can achieve drill-down, parameter-driven and personalized insights of your data. Dashboards help organizations visualize real-time business data, monitor overall performance and make informed business decisions.

sample Dashboard
Figure 1: A sample Dashboard in Intellicus

When using Intellicus’ Enterprise edition, you can design multiple-dashboards. Each of the dashboards may have multiple widgets on them.

Your dashboard may have:

  • Reports: These include smart, ad hoc, standard reports as well as OLAP reports.
  • Published reports: These are the reports that are already executed and saved on report server.
  • Web links: The way we specify URL of a web site on browser, you can set a URL to be viewed on dashboard.
  • Placeholders like Rich Text Editor, Slideshow and External URL onto the dashboard.
  • Saved Widgets: You can also place already saved widgets on the dashboard.

Super Administrator can design dashboard widgets and dashboards for private use as well as make them available to all Intellicus-users (public dashboards).

Administrators can design dashboard widgets and dashboards for private use as well as make them available to users of his/her organization (public dashboards).

All End users can make use of pre-designed dashboard widgets and design dashboards for private use.  End users can also subscribe to dashboards made available to them by administrator / super administrator.

End users having Widget Designer system privilege can design and save private as well as public widgets.

Designing Dashboard Widget

Designing a dashboard widget is the first step in the process of dashboard designing.

A dashboard widget is a single visual information provider that cannot be further subdivided.

Dashboard widget is designed on Widget Designer page.  You can also open and update a previously designed dashboard widget.  As a part of dashboard widget designing, you set report or a web link on the widget and save it as an application object.

A widget can be placed on multiple dashboards.

To open widget designer page, click Navigate > Design > Dashboard Widget (Figure 2)

Dashboard Widget
Figure 2: Create Dashboard Widget

The Widget Designer opens up as shown in Figure 3.

Widget Designer
Figure 3: Widget Designer
Every dashboard widget has a unique Widget Name.

In Contents, select the item that the widget should display:

  • To display report output, select Report.
  • To view content available at a URL, select Web Link.

Other details you need to provide for a dashboard widget depends on the contents.

Report Widget

To place a report layout on the widget or create a new Ad hoc/ Smart/ High Speed View report, click Real Time tab.  When such a widget is placed on dashboard, the report is executed and output is displayed on the widget.

To place a pre-generated report output (output of a published report) on the widget, click Pre-generated tab. This is a report, which is already generated. When such a widget is placed on dashboard, pre-generated output is displayed on the dashboard as it is.

Real Time

Click Real Time tab to place a report on the widget.

Real time
Figure 4: Selecting a report for widget

Select a Report. If the selected report has runtime user parameters, then Report Parameters will be displayed below the property area, where you will need to provide parameter values.  When dashboard having this widget will be viewed, the report will run using the parameter values provided on the form.

You can also create or edit an Ad hoc, Smart or High Speed View report by clicking the down arrow adjacent to the report dropdown.

Pre-generated

Click Pre-generated tab to place a published report on the widget.  You can filter the reports by selecting values in Report, By Job and In Category.

pre-generated report
Figure 5: Selecting a pre-generated report on widget

To get last published instance of:

  • A specific report: From Report, select the report. You need not make any selection in By Job as well as In Category.
  • A report executed by a specific job: From By Job, select a job. You need not make any selection in Report as well as In Category.
  • A report deployed in a specific category and executed by a specific job: From In Category select a category and from By Job select a job.
  • Any of the reports from the jobs you own: You own the jobs that you created or were created on your behalf. Check Look in User’s all jobs
  • Any of the reports deployed in your default category: Check User’s working folder
Web Link Widget

Select Web Link to view content available at a URL.  In URL, specify the URL you want to display in the dashboard widget.

Widget related common information and information specific to what is placed on widget is provided in Web Link Widget Properties area of the page.

Widget Properties in case an ad hoc/smart/standard report is added on the widget
  • Report Format: Select the format in which report should be displayed on the dashboard widget. It could be Acrobat PDF, HTML, iHTML or Smart format.
  • Viewer Toolbar: Using the Viewer toolbar, you can switch between different views like chart, grid etc. of smart report. In case of an ad hoc report, you have export, print, publish, email, upload and refresh report options on the Viewer toolbar. Select Yes to always show the toolbar, No to keep the toolbar in hidden state and On Multipage to show toolbar only if the report is a multi-page report.
  • Ad hoc Toolbar: Dashboard Designers can display the Ad hoc toolbar on the widget containing smart or ad hoc report. This facilitates the end user to change the parameters, sorting order or grouping etc. as per their need and see the effects on the dashboard immediately. Select Yesto always show the Ad hoc toolbar,No to keep the toolbar in hidden state and select Yes Expanded to show the Ad hoc toolbar in expanded format.
  • Ad hoc Toolbar Tabs: If the Ad hoc toolbar is set to Yes, you can select multiple tabs (using ctrl or shift key with mouse click) that you wish to see on the toolbar. Example, Fields, Filter, Group etc.
  • You can see the Report Options (under the ellipsis icon ) on the report if both the Viewer and Ad hoc Toolbars are set to Yes. To know more about the report options, please refer WorkingwithSmartView.pdf for smart reports or DesigningAdhocReports.pdf for ad hoc reports.
  • Parameter Toolbar: The report selected for dashboard widget may have parameters. Parameter value for such a report needs to be provided during dashboard widget design.  Select Yes if the user should provide values at runtime (when the report is actually executed) also (on dashboard viewer, Input Parameter Form in collapsed state will be displayed where user will need to provide parameter values).  Select No to provide parameter values during dashboard widget design only.  Select Yes, Expanded when the Input Parameter Form is displayed in expanded format.

sales report

sales report

sales report
Figure 6: Parameter Toolbar as Yes, No and Yes, Expanded

Note: If the standard report uses parameter “By Ref”, then such parameters are candidates for “Dashboard Parameters”.  On Dashboard, a common Input Parameter Form (among all the reports) will be displayed to receive values for all such Dashboard Parameters.

  • Show Scrollbar: The content at the URL may be more than what can be displayed on the widget. If toolbar is displayed, you can scroll down to view the parts that are not visible on the dashboard widget. Select Yes to show scrollbar. Select No to keep the toolbar hidden.
  • Link Widgets: This is used to link this widget with another widget. This will appear if report has a grid, chart or map component. When you click this button, a dialog will open. On the dialog, in Item(s), select the series and in Widget(s) select the widget to be opened when the selected series is clicked. Both the widgets need to be placed on the dashboard.
Ad hoc toolbar on Dashboard Widget

Dashboard Designers can now display the Ad hoc toolbar on the Widget containing an Ad hoc report. This facilitates the end user to change the filters, sorting order or grouping as per their need and see the effects on the dashboard immediately. Widget designer need to enable the Ad hoc toolbar and choose what all tabs they want in the toolbar and then include the same widget on the dashboard.

Ad hoc Toolbar in dashboard widget
Figure 7: Ad hoc Toolbar in Dashboard Widgets

The above two widgets when visualized on a dashboard will come with the respective tab enabled on the Ad hoc toolbar.

Ad hoc Toolbar in Dashboard

Ad hoc Toolbar in Dashboard
Figure 8: Ad hoc Toolbar in Dashboard

Widget Properties in case OLAP Report is selected on the widget
  • Mode: You can choose to display an OLAP report either in View or Edit mode.
  • Filter: Select whether to show or hide the filters applied to the OLAP report.
  • Drill Operations: Select enable/disable to allow/restrict user to perform drilling actions on the OLAP report.
  • Expand Operations: Select enable/disable to allow/restrict user perform expand or collapse actions on the OLAP report.
  • Selection Operations: You can enable this option to be able to select specific data on the OLAP report.
  • Change Cube: Choose the Enable option to allow user to change the cube object for the OLAP report.
  • Fields Selection: If enabled, user can add or remove fields to the Crosstab view of existing OLAP report.
  • Add/Remove Views: You can choose to enable or disable this option, to allow or restrict user to add and remove views to the OLAP report.
  • Change Visualizations: Select Enable to allow user to change the visualization type of the OLAP report.
  • Report Properties: Report Properties like the Report Name, Default View, etc. can be shown or hidden.
  • View Properties: Properties specific to a selected view can be shown or hidden using this option.
  • Save: To show or hide the option of saving the OLAP report on the dashboard.
Pre-generated Widget Properties
  • Viewer Toolbar: Select Yes to always show the toolbar, No to keep the toolbar in hidden state and MultiPage to show toolbar only if the report spreads over multiple pages.
  • Instance Navigation: This is applicable when the report placed on the dashboard was already run and saved multiple times. Click Yes to get a dropdown box to select one of the saved reports and view it. Click No to view report as per preference set in Instance Type.
Properties common to all
  • Use Report Name As Widget Title: Check this option if you wish that the name of the selected report should appear as title on the widget.
  • Auto Refresh: If the report-data changes frequently, you may wish to refresh (regenerate) the report to view the latest report-data. Select Yes, to automatically refresh the report. Select No to continue viewing the report that was generated when dashboard was loaded for the first time.
  • Refresh Interval: If Auto Refresh is Yes, specify the time in minutes or seconds after which the report should be regenerated. For example, to refresh the report every 15 minutes, set 15 Min(s) in the box.
Widget Linking

Multiple widgets can be placed on a dashboard. You can link items in one widget to other widgets. When you click an item in a widget, the linked widget’s data will get refreshed. Widgets should contain a grid, chart or map to link them. To link widgets based on same query object, you need to select the Link option from the Widget menu. Select the item in one widget to link it to the other widget. Let us understand widget linking with the below example.

Example: Widget one is a map report that shows sales figures for various US states. Widget two is a chart report with Target Sales (y-axis) and Sales Person (x-axis). Widget three is a report with grid having fields: Sales Person name, Target Sales value, Sales Achieved etc. The widget one is linked with widget two and widget two is linked to widget three. When you click on state name in widget one, all the sales persons under the selected state are displayed in widget two. When you click on a sales person’s name in widget two, the widget three displays the detailed report of selected sales person for the already selected state(in widget one).

Widget Linking
Figure 9: Widget Linking

Steps to Link Widgets

  • Create a report containing chart.
  • From ‘Widget Properties’ go to Link Widgets. Click on the button beside the Link Widget.
  • Under Chart > ‘Item(s)’ select the value you want to link.
  • Under ‘Widget(s)’ select the report with which you want to link the report. The report you select needs to have the y-axis attribute as its one of the fields.
  • Click Ok to save the changes and close the window.
  • Save the report.

Widget Linking
Figure 10: Widget Linking

You can add more links by clicking the plus sign.

Place the widgets on the dashboard. When you click on the chart on widget you would notice that the linked widget is refreshed.

Saving a Dashboard Widget

After you have created the dashboard widget, you may want to save it for future use or share it across with other users. To save the dashboard widget with a unique name, click the Save As button under the dashboard widget menu. When you Save As an existing dashboard, you can save that dashboard widget with a new name.

Click Save (available on the Dashboard title pane) to save changes to an existing dashboard or save a new dashboard widget with a name.

Saving a Dashboard Widget
Figure 11: Save Dashboard Widget As dialog

A dashboard widget is saved in a folder. Folders are available as multi-level structure in the repository.  Navigate to the folder in which you want to save the dashboard widget.

At the time of saving, you need to provide a unique Widget Name. Along with the layout name application also saves Owner (the organization and user ID who created the dashboard widget) and Last Modified Date.

Click Options next to the Save/Cancel button to see the ID and Description options. Each dashboard widget has a unique ID.  By default it is system generated. To provide self-defined unique ID, uncheck System Generated checkbox and specify the ID.

Select Public to make this dashboard widget available to all the users. Select Private to make sure only you are able to access this dashboard widget. If you are a super administrator, you can set a dashboard widget as public, which will be available to all users of all organizations. If you are an administrator, a public dashboard widget will be available to users of your organization. If you are an end-user having access privileges required to create a dashboard widget, you can create only private dashboard widgets.

In Description, specify information about the dashboard.

Click Reset on the main menu to reset the widget to its last saved state.

Opening an existing Dashboard Widget

Click Open button on the dashboard widget menu to open the existing dashboard widgets.

Open Dashboard Widget
Figure 12: Open Dashboard Widget dialog

Navigate to the desired folder and select the dashboard widget you want to open.

Opening a dashboard widget from Explorer

You can also open a dashboard widget from the Explorer. Click Explorer > select category and select Dashboard Widget under Object Type to get a list of all dashboard widgets under the selected category. Double clicking the dashboard widget name would open the dashboard widget.

Opening Dashboard from Explorer
Figure 13: Opening Dashboard from Explorer

There are more actions that can be performed on right clicking the dashboard widget from Explorer.

If you right-click only one dashboard widget, you can do the following operations:

  • Edit Dashboard Widget: Opens up the selected dashboard widget to view and edit
  • Create Dashboard Widget: Opens a new dashboard widget to design. You can also click the Add New button on the main menu to add a new widget designer screen
  • Copy/ Cut Dashboard Widget: To copy or cut the selected dashboard widget and paste in a new or existing folder
  • Add to Favorites: Adds the selected dashboard to favorites
  • Delete: Deletes the selected dashboard

Dashboards’ Operations
Figure 14: Dashboards’ Operations from Explorer

You can perform copy, cut and delete operations when you right-click multiple dashboard widgets at a time.

Deleting a Dashboard Widget

To delete a dashboard widget, open it on Widget Designer and click Delete button on the main menu.

You can also select the widget from Explorer and click Delete button.

When a dashboard uses a widget that is deleted, an error message will be displayed in that widget of the dashboard, which will keep the user informed that the widget has been deleted