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Adding a BI Toolbox Portlet

This page applies to: Conga Contracts (formerly Novatus)
This page applies to: BI Toolbox Module

The BI Toolbox portlet allows you to display the visual analyses that have been shared with you, as well as those you have created.  A visual analysis can be a table or a chart (pie, bar, line, scatter, or donut) that represents the relationship between data in one or more fields in a program screen, additional form, or clause.  The relationship expressed in the table or chart can also track one or more fields over time to communicate trends.

You can add several Toolbox portlets to your Dashboard to accommodate every analysis that you want to monitor.  Data in the portlet is updated between logins, but you can refresh the portlet during a session to ensure you always have the most up-to-date information.

1.  From the Dashboard, click Icon Portlet.png.

2.  In the Add Portlet window, scroll down to BI Toolbox, and click its Icon Add Portlet.png button.

3.  Populate the portlet by selecting a shared BI Dashboard:

  • In the BI Toolbox header, click .
  • In the Configure BI Toolbox portlet prompt, make a selection in the Choose BI Toolbox Dashboard list.
  • Click Submit.

4.  Hover over a bar in the chart to display a pop-up with additional information.

5.  (Optional) Hover over the top right border of a bar chart until the zoom Icon Zoom.png icon displays, and click it to display the Explorer.

  • Zoom in on a specific section of the chart by hovering over it until the Icon BIResize2.png icon displays.  Click the icon and drag it upwards or downwards to shade the desired section, and then release your mouse.
    • Click Icon BIUndo.png to undo the action.
  • Click Icon Drill.png to enable drill mode.
  • Click Icon Image.png to export the current display of the chart as an image.

The zoom option is not available for circle charts, such as pie charts and donut charts.  None of the options (zoom, drill, or export) are available for table charts.

6.  (Optional) Reposition and resize the portlet.

7. (Optional) Refresh the portlet by clicking the CongaNovatusLogo.png (or other) logo, located in the top left corner of every screen.

BIPortlet3.png

Circle Charts

The Explorer options available a circle chart, such as a pie or donut chart, differ from those for a bar chart.

1.  Repeat Steps 1-3 above to display the circle chart in the portlet.

2.  Hover over a section of the chart to display a pop-up with additional information.

3.  (Optional) Hover over the top right border of the circle chart until the drill Icon BIDrill.png icon displays, and click it to display the Explorer.

  • Click on a section to display a Drill to prompt, which allows you to change the filters used to create the chart.
    • To remove any filter changes, close the portlet, add a new BI Tool portlet, and re-select the dashboard visualization.
  • Click Icon Image.png to export the current display of the chart as an image.

BIPortlet4.png