Account setup guide

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 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:

1. 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.
   
   

2. 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.

1. 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!