The BI Architect is designed to provide you with a simplified means of creating powerful Dashboards. These dashboards will be viewed by your target audience to analyze your enterprise data and make valuable and educated business decisions. When you begin designing your dashboards, it is important to have a target objective for that dashboard in relation to the data. Here are a few examples:

 

1. I want my sales team to be able to research trends in product sales to determine which product's sales are increasing and which are decreasing over time.

2. I want our sales management team to be able to view side by side comparisons of sales team members' performance over the last two years.

3. I want our global expansion team to be able to analyze how a specific sales region is performing in proportion to overall sales.

 

Once you have determined your objective, now you can choose from two options to get started on your dashboard.

 

Primary Steps in Dashboard Design

Now that you have decided how you want to design your dashboard, you will need to explore the primary steps that are involved from start to completion. These steps are listed below:

 

Creating a New Dashboard using the Wizard - Learn how to create a dashboard using the New Dashboard Wizard.

Using EOS Repository - Learn about utilizing Ecrion Omni System as a functional repository for document versioning and more.

File Tab Options - Learn about the options present in the File Tab.

Assigning Your Data Source - Learn about the first important step of assigning a data source and your available options.

Design Guide - Learn how to create your dashboard using sections for the type of design you wish to accomplish.