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Conga Support

BI Toolbox Home Screen

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

The Home screen in the BI Toolbox provides links to the items you have created, which include Analyses, Visual Analyses, Analytics Reports, and Dashboards.  The screen also provides links to the items that other users have shared with you, as well as several canned visual analyses provided by Conga Contracts (formerly Novatus).  Visual analyses can be duplicated or copied, and then edited to meet your specific needs.  Both analyses and visual analyses are the building blocks used in creating Analytics Reports and BI Dashboards.

From the Home screen, you can share your Analyses, Visual Analyses, Analytics Reports, and Dashboards with other users, and also schedule reports for distribution. The Home screen is divided into two sections to distinguish between created and shared items: Shared with Me and My Items.

To access the BI Toolbox Home screen, click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

My Items View

BI Home1.png

A

Navigation icons
  • Icon Home.gif - return to the Home screen.
  •  Icon VA1A.gif  - create a Visual Analysis.
  •  Icon BI Analysis.gif - create an Analysis.
  •  Icon AuthorDash.gif - create a Dashboard.
  •  Icon AuthorReport.gif - create an Analytics Report.

B

My Items link Click to display the reports, dashboards, and visualizations you have created and/or duplicated.

C

Dashboard link

Click to view/edit the Dashboard from a screen named for the Dashboard.

  • If the link displays as Untitled Dashboard, you did not assign a name to the dashboard, and the Visual Gallery will display if no visualizations were added to the untitled dashboard.
  • A dashboard item includes the Icon Dashboard.gif icon.

D

Report link

Click to view/edit the report from a screen named for the report.

  • If the link displays as Untitled Report, you did not assign a name for the report.
  • A report includes the Icon AnalyticRpt.gif icon.
E Analysis link

Click to view/edit the analysis from a screen named for the analysis.

  • An analysis includes the Icon BI Analysis1.png icon.

F

Visual Analysis link

Click to view/edit the visual analysis in the Discovery screen.

  • A visual analysis includes the Icon VisualAnalysis.gif icon.

G

Share icon (inactive) Identify the reports, dashboards, analyses, and visual analyses you have not shared with other users, as indicated by the Icon Share1A.gif icon.
H Share icon (active)

Identify the reports, dashboards, analyses, and visual analyses you have shared with other users, as indicated by the Icon Share2A.gif icon.

To share several items with other users, create a subfolder, drag-and drop the items you want to share, and click the subfolder's Icon BIShareFolder.gif icon.  See L-N below.

I Schedule icon (inactive)

Identify the reports you have not scheduled for distribution, indicated by the Icon Schedule.gif icon. 

If the report has been scheduled for distribution, the Icon Schedule2.gif icon displays.

J Remove icon Click Icon Trash.gif to delete a report, dashboard, analysis, or visual analysis.
K Settings icon - My Items folder
  • Hover over the area to the right of the My Items link until the Icon BIDashProp.png icon displays, and click on it to display an Add New Folder option.
  • Click to display a prompt that allows you create a subfolder.
L Add New Folder prompt

Create a subfolder in your My Items folder, which can be used to categorize your reports, dashboards, visual analyses, and analyses.

  • Enter a name in the New Folder Name field.
  • Click Done.
M Subfolder Verify the subfolder has been added to your My Items folder.
N Move option
  • Click the Icon BI Move.gif icon for a report, dashboard, visual analysis, or analysis, and then drag-and-drop it into the appropriate subfolder.
  • Verify the item has been moved by clicking on the subfolder's name.
  • Click the My Items link to return to the default view.
O Settings icon - Subfolder Hover over the area to the right of any subfolder until the Icon BIDashProp.png icon displays, and click on it to display a menu.
P Subfolder options menu

Use the menu options to manage the subfolder, which include renaming and deleting it.  The Add New Folder option adds a folder to the subfolder, increasing the number of levels in the hierarchy.

Q Share icon Click Icon BIShareFolder.gif to share all the items in a subfolder with other users.  A shared folder displays the Icon BIShareFolder2.gif icon.
 
Shared With Me View

BI Home2.png

A

Shared with Me link

Click to display the reports, dashboards, analyses, and visual analyses that have been shared with you.

These items are also accessible from your BI Toolbox portlet.

B Canned or Shared Visual Analysis link

Click to view or make a copy of the canned or shared visual analysis.

  • A  canned/shared visual analysis includes the Icon ShareVA.gif  icon.

C

Dashboard link

Click to view or duplicate the shared dashboard.

  • A shared dashboard includes the  Icon ShareDash.gif icon.
D Shared Report link

Click to view or duplicate the shared report.

  • A shared report includes the Icon ShareReport.gif icon.
E Shared Analysis link

Click to view or make a copy of the shared analysis.

  • A canned/shared analysis includes the Icon BI Analysis2.gif icon.
F Duplicate option
  • Click the Icon BI Move.gif icon for a shared report, dashboard, visual analysis, or analysis, and then drag-and-drop it into your My Items folder.
  • Verify the item has been duplicated by clicking the My Items link.