Introduction to the Business Intelligence User Interfaces

Logging On to Business Intelligence

To log on to Business Intelligence, do the following in the Management Portal:

1. Switch to the appropriate namespace as follows:

   1. Select Switch.

   2. Select the namespace.

   3. Select OK.

2. Select Analytics. The system displays a list of the tools for Business Intelligence:

   • Architect — Enables you to define cubes.

   • Analyzer — Enables you to define pivot tables.

   • User Portal — Launches the User Portal, which includes the Analyzer and the Dashboard Designer.

   • Tools — Provides access to the MDX Query Tool, the Term List Manager, Quality Measures, and the Model Browser.

   • Admin — Provides access to the Business Intelligence Logs, the Folder Manager, Settings, and the Cube Manager.

Architect

The Architect enables you to define cubes and subject areas. You can use this tool, Studio, or both together.

When you first display the Architect, using the sample HoleFoods cube, you see the following:

For details, see Defining Models for InterSystems Business Intelligence.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Analyzer

The Analyzer enables you to define pivot tables. The Analyzer looks like the following.

For information, see Using the Analyzer.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

User Portal

The User Portal is intended for direct use by end users (in contrast to such back end tools as Studio and the Management Portal). The User Portal includes the Analyzer and the Dashboard Designer.

The User Portal looks like the following:

For information, see the Using Dashboards and the User Portal.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

MDX Query Tool

The Business Intelligence MDX Query Tool enables you to run ad hoc MDX queries. It looks like the following:

To execute an MDX query, type the query into the text box and then select Execute. You can also drag and drop items from the left area into the MDX statement area; if you do, the dropped items are added to the end of the query.

The bottom area on the right then displays the results.

To see the plan for the query, select Show Plan. For example:

For an introduction to MDX, see Using InterSystems MDX. For reference information on MDX, see the InterSystems MDX Reference.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Term List Manager

The Term List Manager enables you to build term lists, which provide a way to modify a Business Intelligence model without programming. It looks like the following:

For information on creating term lists, see the Advanced Modeling for InterSystems Business Intelligence.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Listing Group Manager

The Listing Group Manager enables you to define listings that are not contained in any cube definition. The purpose of this tool is to enable you (and your customers, if appropriate) to define listings outside of cube definitions and without needing access to the Architect. The Listing Group Manager looks like this:

For information, see Defining Listing Groups in Defining Models for InterSystems Business Intelligence.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Quality Measure Manager

The Quality Measure Manager enables you to define quality measures, a kind of calculated measure that can be reused in multiple contexts. It looks like the following:

For information, see the Advanced Modeling for InterSystems Business Intelligence

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Model Browser

The Model Browser is a useful way of viewing relationships among cubes. It looks like the following:

For information, see Defining Models for InterSystems Business Intelligence.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Business Intelligence Logs

The Logs option displays the Business Intelligence log file, which the system generates when it builds cubes. It looks like the following:

For information on the permissions needed to access this page, see Setting Up Security in Implementing InterSystems Business Intelligence.

Folder Manager

The Folder Manager enables you to manage items within user folders. It looks like the following:

You can use this to export pivot tables and dashboards so that you can package their definitions into a class definition. See the Implementing InterSystems Business Intelligence.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Settings

The Settings option lets you specify settings that affect the appearance of Business Intelligence within this namespace. It looks like the following:

For information, see the Implementing InterSystems Business Intelligence.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.

Cube Manager

The Cube Manager enables you to easily update cubes. You use it to determine how and when to update cubes. It adds automated tasks that rebuild or synchronize cubes at the scheduled dates and times that you choose. It looks like the following:

For details, see Keeping the Cubes Current in Implementing InterSystems Business Intelligence.

For information on the permissions needed to use this tool, see Setting Up Security in Implementing InterSystems Business Intelligence.