Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
In flex.bi you can gather data in one place
, save time on manual data management, make decisions faster and motivate your team to reach targets in more effective way. To do that you have to fo thesesteps
Connections
Create charts and use template library
Publish to your te
Column | ||
---|---|---|
| ||
Contact us or your partner to setupAutomated exports with HAL . |
Column | ||
---|---|---|
| ||
OR |
Column | ||
---|---|---|
| ||
|
STEP 2: Set up Your First Report
- Select checkbox "Import Sample reports" while setting up application
- Choose one of ready to use Reports from our Templates Library
Templates will work out of the box if you have imported current year data.
STEP 3: Create Your Customized Reports
- Follow our guide to Create Customized Reports
from many different sources and then choose the best way to publish it to your team members.With flex.bi you can:
Create Reports and Dashboards with collections of reports
Receive Dashboards in Scheduled periodic Emails
Communicate goals and progress on Wallboards around your office, warehouse or production environment
Add Budget, Targets or other data from Excel, CSV or Google spreadsheets
find out what the numbers in data cells or report consist of with Drill into & Drill Across functionality
embed Flex.bi charts and dashboards in your intranet, website or other systems
You have follow these steps:
Setup your data connections
flex.bi can connect to Standard ERP with HansaWorld application as well as import data from other systems that have open REST API or SQL database. JIRA application will allow you to analyze your issues and tasks. You can also upload XLS, CSV files with values that are outside of any system. System allows you to build your own data cubes from any of those sources as well.
The list of all possible systems and data that your company uses will help you to understand where to start. Also we suggest you to read about Basic concepts of flex.bi before you start.Build reports and Dashboards
When you have your data imported and application set up, you can start working with reports. You can Create your own reports or use our Templates Library and import ready to use report definitions. This article will help you to decide what KPI' s are most important to your company.
Publish reports, Dashboards and Wallboards to your team
For each type of data you have to decide what will be the best way to communicate it to your decision makers in all company levels. For those who who will work with reports on daily basis Dashboards will be the best way - as they can use Drill into & Drill Across functionality to see related data. For occasional users you can setup Scheduled periodic Emails - to receive collection of reports with actual results as PDF. Different user rights can be specified per each person (email). Using Wallboards and ''embed reports" functionality you can communicate results to team members who are not working with systems, but who need to know about company progress.
If you have any questions please write to us support@flex.bi and we will suggest you the best way for each occasion.
Happy analysing!
Child pages (Children Display) | ||
---|---|---|
|
Child pages (Children Display) | ||
---|---|---|
|