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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
!
To setup your account you have follow these steps:
Setup1. Setup your data connections
With flex.bi you can connect to your HansaWorld Standard ERP
with HansaWorld applicationsystem, 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
withor use Google Spreadsheets integration to add values that are outside of any system.
SystemJIRA 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 ouruse 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 Wallboardsreports 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 EmailsDashboards in email - to receive collection of reports with actual results as PDF. Different
userUser rights can be specified per each person (email). Using Wallboards and
''embedEmbed 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
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