InetSoft Product Features & Benefits: CEO Dashboard Application

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Creating a Dashboard - Success in business is often derived from the ability to change quickly without a moment's notice. Using InetSoft's Style Intelligence, you can create custom dashboards that all you add and modify new information as it arises. In the competitive business environment of today, you can't afford not to have it. This section walks you through the creation of a simple Viewsheet. The exercise uses an existing Worksheet called ‘ProductSales’, which is included in the default installation. It is based on the sample ‘Orders’ data source. To create this Viewsheet, follow the steps below: 1. Launch the Visual Composer from the Portal. (Select the Design tab and then the ‘Visual Composer’ option.) 2. Click on the ‘New Viewsheet’ button. The ‘Select a Worksheet’ dialog box will open. Expand ‘Global Worksheet’ and the ‘Tutorial’ folder. Select the ‘ProductSales’ Worksheet. Click ‘OK’. 3. Drag the ‘SalesByDate’ Data Block from the left pane into the grid. This creates a Table containing the Data Block’s columns. 4. Expand the ‘SalesByDate’ node to show the list of fields within that Data Block. 5. Click and drag the ‘State’ field to an empty cell in the grid. This creates a Selection List that will let you choose the states to include...

Click this screenshot to view a two-minute demo and get an overview of what InetSoft’s BI dashboard reporting software, StyleBI, can do and how easy it is to use.

Creating a Dashboard Column - Creating a dashboard column that presents data in a simple and concise way is easier than ever before using InetSoft's award-winning dashboard software. A numeric range column groups numeric data into a predefined set of bins or ranges. You can create a range column for any numeric column in a Data Table. To create a range column, follow these steps: 1. Right-click the header of the column for which you want to create a range column, and select the 'New Range Column' option from the context menu. This opens the 'Value Range Name' dialog box 2. Enter a name for the new range column, and click 'OK'. This opens the 'Numeric Range Option' dialog box. Here you can specify the different benchmarks defining the range. To customize a bench¬mark label, double-click the benchmark value. to enable editing. 3. Enter a benchmark value into the 'Value Range' field, and click the 'Add' button. Repeat until all desired benchmarks have been entered...

Creating a Dashboard Table - Using InetSoft's dashboard software makes it easy to create a dashboard table that will communicate multi-dimensional data in a simple and concise way. You can combine data from multiple queries and different data sources into a Data Table, producing a single dataset that contains meaningful and useful information. Tables have many different roles. Many Data Table operations create and maintain links between the component Data Tables, conditions, expressions, etc. These links are displayed graphically by dashed lines connecting the assets. When the configuration or value of a linked asset is changed, the impact of the change propagates to all its dependent components. This dynamic data updating makes it easy to explore the data and to perform cause and effect analysis. To create a regular Data Table from a query or data model, drag one of the following assets from the Asset Repository tree into the Worksheet...

Click this screenshot to view a two-minute demo and get an overview of what InetSoft’s BI dashboard reporting software, StyleBI, can do and how easy it is to use.

Creating a Portlet Dashboard - Users can easily create a portlet dashboard using StyleBI - InetSoft's comprehensive real-time analytical reporting and dashboard software solution. A portlet dashboard can contain a combination of report and viewsheet elements in a particular row or column layout. To create a portlet dashboard, follow these steps: 1. Under the Design tab, click the 'Dashboard' button. 2. Click the 'New Dashboard' button under the 'Dashboards' table. This opens the 'Dashboard Properties' dialog box. 3. In the 'Dashboard Name' field, enter a name for the new dashboard. This name will be displayed on this dashboard's tab in the Portal. 4. Select 'Portlet Dashboard' as the 'Dashboard Type'. 5. From the 'Layout' menu, select the desired arrangement of row/col­umn portlet containers. A column container permits its constituent port­lets to be positioned vertically, while a row container permits its constituent portlets to be positioned horizontally. The row/column layout of a dashboard cannot be changed after it is specified...