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Swift Solutions Bap Dashboard User Guide Getting Started June2017

The document provides guidance for getting started using Banking Analytics Premium dashboards. It outlines how to locate and navigate the dashboards, define the data scope, use interactive filters, and export data to Excel. The guides cover familiarizing oneself with the dashboard setup, making selections from the filters panel to filter the data, and clicking elements in charts to filter other charts. Exporting data is limited to what is shown in each visual.

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ilker
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
32 views

Swift Solutions Bap Dashboard User Guide Getting Started June2017

The document provides guidance for getting started using Banking Analytics Premium dashboards. It outlines how to locate and navigate the dashboards, define the data scope, use interactive filters, and export data to Excel. The guides cover familiarizing oneself with the dashboard setup, making selections from the filters panel to filter the data, and clicking elements in charts to filter other charts. Exporting data is limited to what is shown in each visual.

Uploaded by

ilker
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Banking Analytics Premium

Dashboard User Guides


Getting Started
SWIFT Business Intelligence Solutions

June 2017
Some basic guides to help you get started:
̶ Locating the dashboards
̶ Defining data scope
̶ Navigating in the dashboards
̶ Filtering in the dashboards
̶ Exporting data to Excel

BA Premium Dashboard User Guides - Getting Started - SWIFT BI – June 2017 2


2017
Locating the dashboards

BA Premium Dashboard User Guides - Getting Started - SWIFT BI – June 2017 3


2017
Defining data scope
First step in running a dashboard

Tips:
1. Filter on country if filtering on a BIC8 in order to
benchmark your BIC8 to the country.
2. Larger scope will require longer running time.

Click to run

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - June 2017 4


2017
Navigating in the dashboards
Familiarise with the setup of a dashboard (Tabs and Panels)

Tabs
Panels

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - June 2017 5


2017
Filtering in the dashboards
Interactive filters using the Filters panel

Make selections
and click on
Apply

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - June 2017 6


2017
Filtering in the dashboards
Interactive filters using charts (title ends with *)

Click on one element to


filter on the other charts.
Click again to clear.

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - June 2017 7


2017
Exporting data to Excel (1/3)
Limited to the data shown in that specific visual

Click on the grid


icon to export to
Excel

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - July 2017 8


Export data to Excel (2/3)
Limited to the data shown in that specific visual
Click on the arrow to
export to Excel

9
Exporting data to Excel (3/3)
Charts suitable to be exported in Excel

Output in Excel
Bar chart

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - June 2017 10


Find out more about Watch here

Learn more on our e-training


platform: SWIFT Smart SWIFT Business Intelligence
Watch documentation
Access to this module is only available for swift.com registered users.
Dedicated e-trainings on Watch Products available

Customer Support Documentation available on


the Watch platform

Business Intelligence Provide us your feedback


Transaction Banking at [email protected]

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - June 2017 11


www.swift.com

BA Premium Dashboard User Guides - Getting Started - SWIFT BI - November 2015 12

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