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In flex.bi you can gather data in one place from many different sources and then choose the best way to publish it to your team members.With

Welcome to 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

!

To setup your account you have follow these steps:

Setup

1. Setup your data connections

With flex.bi you can connect to your HansaWorld Standard ERP

with HansaWorld application

system, as well as import data from other systems that have open REST API connection or SQL database

. JIRA application will allow you to analyze your issues and tasks

. You can also upload XLS, CSV files

with

or use Google Spreadsheets integration to add values that are outside of any system.

System

JIRA application will allow you to analyse your issues and tasks. flex.bi 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

Before you start, we suggest you to read about Basic concepts of flex.bi

before you start

.

  • Build reports and Dashboards

  •       

    2. See our report template library and build your first report.

    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    

    use our Report 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

    reports in your account. You can find more information about available templates and manuals how to set up a report in Report Templates Library section.


    Learn how to  Create your own reports and modify our templates

    3. 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

    Dashboards in email - to receive collection of reports with actual results as PDF. Different

    user

    User rights can be specified per each person (email). Using Wallboards and

    ''embed

    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 at support@flex.bi and we will suggest you the best way for each occasionsituation.

     


    Happy analysing!

     

     

    flex.bi Team


    Setup your data connections

    Child pages (Children Display)
    pageAccount setup guide

    Build reports and

    Dashboards

    dashboards

    Publish reports,

    Dashboards

    dashboards and

    Wallboards

    wallboards to your team