Preparing to use Birst

To use Birst for business intelligence projects, you first use the Admin module to connect to and load data sources, model data relationships, process data, and manage users and security. After this setup is completed, you will be ready to use Visualizer or Designer to create report charts and tables. Then use the Dashboards or Dashboards 2.0 to publish the reports to dashboards.

These are the high level steps for setting up and using Birst:

  1. Create a space.
  2. Connect to data.
  3. Prepare data.
  4. Relate data
  5. Customize your space:
    1. Create custom measures.
    2. Create custom attributes.
    3. Optionally, create drill maps
  6. Optionally, create scripted sources using Birst ETL Services (advanced spaces only)
  7. Create groups for users and assign permissions.
  8. Set up application security and user access:
    1. Set up report and dashboard security.
    2. Set up data-level security.
    3. Optionally, create custom subject areas.
  9. Create reports in Designer or Visualizer.
  10. Design dashboards using reports, KPIs, text boxes, and filters.
  11. Go mobile.
Related topics
  • Modeler Connect
  • Modeler Prepare
  • Modeler Relate
  • Custom measures
  • Custom attributes
  • Creating a drill map
  • Managing scripted sources
  • Groups management in Admin
  • Group permissions
  • Security filters
  • Creating a subject area
  • Creating a report in Designer
  • Creating a report in Visualizer
  • Comparing Dashboards 2.0 to original Dashboards
  • Birst Mobile