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Navigating the BI Launch Pad

Paige Freeman
  • Updated

When you first launch Data Analyzer from the web client application, you see the default BI Launch Pad user interface, which you can customize for the tasks you perform. From the BI Launch Pad, you can select the Web Intelligence application to create and run a Data Analyzer query/Webi report.

The Home page of the BI Launch Pad contains the following elements:

  • The Global Navigation Bar at the top of the page allows you to traverse between Search, User Menu/Settings, Notifications, and Web Assistant. 
    • Notifications enable an Administrator to send alert messages from the CMC to the User.
    • Search allows you to search within the BI Launch Pad. 
    • Web Assistant provides you with a guided tour of the
      application.
  • The BI platform Tool Bar allows you to navigate between different tabs like Home, Favorites, Recent
    Documents, Recently Run, and Applications.
  • The Workspace comprises of Categories, Filters, and more options to manage your content.
  • Applications allows you to launch Web Intelligence to create and run a Data Analyzer query/Webi report.

User Menu/Settings

The User menu allows you to access your account information and set personalization preferences. 

Through the User Menu, you can perform the following actions:

  • Manage your user Settings.
  • Use the Edit Home Page option to rearrange the tiles in the BI Launch Pad as per your usage and
    priorities.
  • Find Help within the product.
  • Get an overview About the product.
  • Log Out of the application.

Documents

The Documents tile in the Home page shows all the content objects (reports) present in the BI Launch Pad. 

The Documents page offers options to view the reports in Tile/Grid view or List view, export the list to excel, or refresh the list using the icons at the top right of the list.

The following columns are displayed in the Documents page:

  • Title: Displays the title of the report.
  • Favorites: Displays a favorite icon for the report that is marked as a favorite.
  • Type: Displays the type of the report.
  • Description: Displays an overview of the report.
  • Last Updated: Displays the last updated date and time of the report.

  • More: Displays additional options for each document, including the ability to Mark As Favorite.

Folders

The Folders tile in My Home contains the reports that you have access to. The BI platform supports both public
and personal folders. Public folders are typically created by a system administrator. Depending on your access rights, you can create personal folders in the BI Launch Pad.

  • On expanding the tree view, sub folders and child folders are shown, if any.
  • When you select a folder in the tree view, the folder gets highlighted, and its content is displayed.
  • The More menu allows you to view the drop-down menu with the actions you want to perform.
    • When you select single report or a document, the options are report or document specific.
    • When you select multiple reports or documents of same type, the More option at the top of the grid becomes enabled, giving you options such as Mark as Favorite, Organize, and Send To.
  • You can drag and drop or move files to a folder within a folder. To do so, select the files to move, then
    drag and drop it in the desired folder. If you want to move a file from one folder to a sub folder of another folder, select the file and move the cursor to the folder you want to move it in. The parent folder auto expands to show the sub folders available in it. Select the folder and drop your file in it.
  • The refresh icon allows you to refresh the list. 
  • You can perform sorting (Ascending/Descending) based on the Title and Last Updated columns in the table.

Favorites

You can mark the content objects as favorites for easy accessibility from the Folders or Documents tile. The Favorites section contains all the objects which are marked as favorites. 

When you mark an object as favorite, it is displayed in Favorites section flagged with the star (favorite) icon. The tile view and list view helps to manage the favorite objects and you can select one or more content objects to perform various actions depending on the nature of the content object.

To edit and rearrange the favorites, follow the below steps:

  1. Select View All Favorites from the Favorites section of the BI Launch Pad.
  2. Click the pencil (Edit) icon to rearrange favorite objects.
  3. Drag and drop the items in the list to rearrange as desired, then select Done.

You can also click the star icon to unmark the favorite and remove the object from the favorites list.

Recent Documents

The Recent Documents section lists the recent documents that you have viewed sorted by type, with the most
recently viewed document at the top (both in tile and list view). 

Through View All Recent Documents, you can see the entire list of recent documents. You have two views: a list, and a tile view. 

The Recent Documents page displays the total count of documents listed. The refresh icon allows you to refresh
the page. You can perform sorting (Ascending/Descending) based on the Title, Type, and Last Updated details
in the table (in list view). The More menu allows you to perform various operations based on single or multi-selection of the content objects. 

Recently Run

The Recently Run section allows you to view the recent document instances created for the scheduled content objects. 

The Recently Run page displays total count of the available document instances. You have both the tile and list view to manage the instances. The icon allows you to perform various operations based on single or multiple selection of the document instances. You can perform the below actions depending on the nature of the instances:

  • View
  • View Latest Instance
  • Properties
  • Mobile Properties
  • Details
  • Send To
  • Delete

In the tile view, the details such as Title, Type, Latest Schedule Date and Time, and is displayed on the tiles. This provides an easy accessibility to manage the document instances.

You can view the Success or Failed status indication for the recently run documents displayed on the bottom of each run document in the Recently Run pane. The View All Recently Run option redirects you to the Schedule Instances page to view the recently run documents.

Applications

In the BI Launch Pad, you can start an application and then create, view, and edit corresponding objects, and
save your changes or new objects directly to the repository. The applications available and the tasks you can
perform in them are determined by the access rights provided by your system administrator.

Use the Web Intelligence application to create a new Data Analyzer Webi Report.