Adding the Visual Analytics widget to a workspace

You can add the Visual Analytics widget to your workspace and then configure its query, chart options, and chart type.

  1. In Infor OS Portal, select Navigation menu > Workspaces.
  2. Select a workspace and click Edit.
  3. Click Add Widget.
  4. Select the Visual Analytics widget and click Add Widget.
  5. Close the widget catalog.
    The widget is displayed in the edit mode. You can change the size and position of widgets by dragging the widget's borders.
  6. Click Save.
  7. Click Configure Widget.
  8. In the Select Product dialog box, select EPM as the product.
    The Visual Analytics widget supports Infor EPM and Birst. See Infor Birst User and Administration Library and select Intro to Birst > Introduction to Birst > Birst and OS Portal.
  9. Click Next.
  10. Select an application.
  11. Click Next.
  12. Select an OLAP data connection.
  13. To retrieve data, specify an MDX query.
    MDX is used as a query language in OLAP. For information about general MDX rules, see Infor EPM User and Administration Library and select Developer > OLAP and Modeling > OLAP XMLA Provider > MDX syntax elements. For information about supported MDX functions, see Infor EPM User and Administration Library and select Developer > OLAP and Modeling > OLAP XMLA Provider > MDX functions..
  14. To validate your query, click Validate.

    During query validation OLAP objects such as elements, cubes, and attributes are not checked.

  15. Click Next.
  16. In the Widget Configuration dialog box, click Edit.
  17. Specify the widget name and widget subtitle.
  18. Click OK.
  19. Configure your widget.
  20. Click Finish.