Infor Birst Dashboards User Guide

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Getting started with Dashboards
Notes for space administrators
How Dashboards are organized
Navigating Dashboards
Navigate dashboards
Hiding dashboards in the drawer and breadcrumbs
Dashboards business user overview
Viewing dashboards quick overview
Filtering dashboards quick overview
Sorting dashboards quick overview
Printing dashlet reports quick overview
Creating email notifications quick overview
Linking to dashboards in email notifications
Bookmarking dashboards
Opening dashlet reports in Visualizer quick overview
Enabling delay charting for Dashboards
A note on browsers and Dashboard performance
Overview: creating Dashboards
Creating dashboards
Adding or embedding a filter
Creating new dashboards
Adding reports to dashboards
Adding Visualizer reports
Applying automatic layouts
Organizing the dashboard layout
Editing dashlet properties
Apply color themes
Editing dashlet styles
Changing the location of the Visualizer legend
Editing an existing visualizer report
Adding or embedding a filter
Show or hide dashboard titles and filter cards
Adding drill-across links to different dashboards
Adding KPI widgets
Adding images
Adding and editing text
Adding buttons
Embedding external web pages in dashboards
Setting the dashboard refresh rate
Saving dashboards
After creating a dashboard: next steps
Editing Dashboards
Edit tooolbar options
Dashlets style options
KPI style options
Exporting dashboards
Dashboards report export formats
Exporting dashlets
Exporting collections of dashboards
Copying Dashboards
Column level security
Enabling column level security
Ordering Dashboard tabs
Dashboard Notifications
Creating notifications
Condition-based alert notifications
Enabling condition-based alerts in Notifications
Workflow trigger-based notifications
Setting notification schedule based on a Workflow trigger
Creating dashlet notifications
Notifications for reports with applied filters
Adoption of SendGrid email delivery service​
Bulk export data from Infor Birst or sending large notifications
KPI widgets
Adding KPI widgets to dashboards
Example KPI Widgets
Selecting KPI measures, date types, and aggregates
Formatting KPI widgets
Adding expressions to KPI widgets
Renaming KPI widget titles
Adding indicator icons to KPI widgets
Adding sparkline graphs to KPI widgets
Applying layouts to KPI widgets
Adding tooltips to KPI widgets
Changing KPI widget background and border color
Adding drill-across links to KPI widgets
Scaling font sizes in KPI widgets
Scaling fonts sizes of multiple KPI widgets
Saving a KPI to the Report Catalog
Chart display styles
Applying display styles to dashlet Visualizer charts
Dashboard filters
Filter Types
Searching Embedded Filters
Standard filters
Using filters and associating filters with dashlets
Creating standard filters
Create parent/child filter groups
Embedded filters
Creating Embedded Filters
Locking the Filter Layout
Filter properties
Advanced Filter Format Options
Checklist filters
Slider filters
Value filters
Calendar Date Picker filters
Filter operators
More Options for Filters
Searching Filters
Ordering Filter Lists
Query filter expressions for check lists or sliders
Using Custom Subject Area Variables in Filters
Linked Filters
Linking filters
Unlinking Filters
Drill-across links
Setting up the target dashboard for drill-across links
Adding drill-across links to dashlets
Hyperlinks to websites
Adding hyperlinks to dashlets
Embedding overview
Embedding basics
Embedding and Single Sign-On
SSO parameters
Enabling a space for SSO
Making a POST request to the Birst token generator
Embedding external web pages
Inserting web pages
Enabling filter parameters for embedded web pages
Using variables as default filter values for web pages
Adding a Tab for Embedding Birst in Salesforce.com
Adding a Birst Dashboard to a Visualforce Page
Embedded APIs and JavaScript for Dashboards
Embedded API prerequisites
Embedding API
Using APIs to listen for events
Listening for filter events from an embedded Birst application in web pages
Listening for filter events from Birst in embedded web pages
Using APIs to set filters
Passing filter values from embedded web pages to Birst
Passing filter values from web pages to embedded Birst applications
Using APIs to open dashboards
Opening dashboards from embedded web pages using API operations
Opening dashboards from web pages with embedded Birst applications using API operations
Querying Birst from embedding web pages
HTML and JavaScript in dashboards
Embedding HTML in dashlets
Example: embedded Google visualization
Sample code: embedded charting JavaScript
Example: embedded D3 visualization
Sample code: D3 using BQL JavaScript
Background colors and images
Interactive Dashboards
Data-Driven Dashboards
Creating dashboard rules and conditions
Linking rules and conditions to dashlets
Previewing rules and conditions on dashboards
Testing rules and conditions in dashboards
Dashboard collections
Organizing dashboards
Dashboard themes
Designing themes
Accessing the themes menu
Creating themes
Cloning themes
Editing themes
Applying themes
Deleting themes
KPI hover style theme
Dashlet properties
Exporting from a dashlet
Expand and collapse Break By sections for dashlets
Global properties in dashboards
Log history
Accessing Logs
Viewing BQL query and raw logs
Email attachment encryption
Passing prompt filters and values using BQL
GETPROMPTFILTER and GETPROMPTFILTERS
GETPROMPTVALUE
Column filters versus parameter filters
Passing column filter values in report expressions
Passing parameter filter values in report expressions
Passing prompt filters and values to custom attributes or measures
Sharing links
Smart analytics
Accessing Smart Analytics
Smart Insights
Understanding Smart Insights
Using Smart Insights: The Basics
Managing Smart Insights
Creating Smart Insight configurations
Setting a default Smart Insight configuration
Editing Smart Insight configurations
Deleting Smart Insight configurations
Space details usage tracking dashboard
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