Dashboard Tools and Features with Kyubit Business Intelligence

www.kyubit.com

Dashboard Tools and Features -

User Manual
Using dashboard features with Kyubit Business Intelligence

© 2023, All rights reserved

www.kyubit.com
2 Dashboards Tools and Features with Kyubit Business Intelligence – User documentation

Contents
1. Dashboard features overview ................................................................................................................................ 5
2. Managing Data Sources ......................................................................................................................................... 6
2.1. OLAP and SQL server data sources............................................................................................................... 6
2.2. Set up ODBC data source .............................................................................................................................. 7
2.3. Set ‘Data Source’ permissions ...................................................................................................................... 9
3. Creating and designing dashboards ....................................................................................................................10
3.1. ‘Free Position’ based dashboard layout .....................................................................................................10
3.2. Working with dashboard charts .................................................................................................................11
3.2.1. Add a tile to the dashboard ...............................................................................................................11
3.2.2. Remove tile from the dashboard ......................................................................................................12
3.2.3. Rearrange tiles on the dashboard .....................................................................................................12
3.2.4. Configure tile to show visualization ..................................................................................................12
3.3. Customize Analysis structure on the chart (Chart Filters) ........................................................................18
3.4. Chart automatic data refresh .....................................................................................................................19
3.5. Open custom URL in a context of chart selection data .............................................................................20
3.6. Open custom URL in the quick frame ........................................................................................................21
3.7. Dashboard title, header and footer ...........................................................................................................22
3.8. Manage dashboard area size ......................................................................................................................24
3.9. Dashboard filters panel ...............................................................................................................................24
3.10. Rename Dashboard Filter ...........................................................................................................................25
3.11. Saving the dashboard ..................................................................................................................................25
3.12. Enter and exit ‘Design view’ for the dashboard ........................................................................................26
3.13. URL to access dashboards ..........................................................................................................................26
3.14. Dashboard Auto-slicing ...............................................................................................................................27
3.15. Dashboard Company Logo Box ...................................................................................................................28
4. Configuring dashboard charts .............................................................................................................................29
4.1. Data usage within tiles (Categories and series) .........................................................................................29
4.2. ‘Analysis’ data for the dashboard tiles .......................................................................................................29
4.3. Alternative Measure for analysis data (OLAP or Analytic Model) ............................................................34
4.4. ‘Geo maps’ configuration and usage .........................................................................................................35
4.4.1. ‘Color Gradient’ geo map ..................................................................................................................35
4.4.2. ‘Dominant Series’ geo map ...............................................................................................................36
4.4.3. ‘Geolocations’ data on geo map .......................................................................................................37
4.4.4. Drill-down geo map data ...................................................................................................................38
4.5. ‘Table’ chart visualization ...........................................................................................................................40
4.6. Table chart drill-down (Hierarchical display) with analysis options .........................................................42
4.7. ‘Min Y’ and ‘Max Y’ on Line, Spline and Column charts ............................................................................43
4.8. ‘Bubble/Scatter’ chart specifics ..................................................................................................................44
4.9. ‘Combo’ chart ..............................................................................................................................................45
4.9.1. Delta chart ..........................................................................................................................................46

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4.9.2. Self-Compare Combo chart display ...................................................................................................47

4.10. ‘TreeMap’ chart ...........................................................................................................................................48
4.11. ‘HeatMap’ chart ..........................................................................................................................................50
4.12. ‘Cluster Stack Column’ chart ......................................................................................................................52
4.13. ‘Sunburst Analytics’ on the dashboard ......................................................................................................53
4.14. HTML/Javascript tile ....................................................................................................................................55
4.15. ‘Expand View’ of the dashboard chart .......................................................................................................56
4.16. Expand view – Cumulative Filters ...............................................................................................................57
4.17. Export Chart as a PNG file ...........................................................................................................................58
4.18. ‘MDX query’ data for dashboard tiles ........................................................................................................59
4.19. ‘SQL Queries’ data for dashboard tiles ......................................................................................................60
4.20. ‘Drill-through’ data on the dashboard .......................................................................................................61
5. Dashboard layout configuration options ............................................................................................................62
5.1. Color theme palette ....................................................................................................................................62
5.2. Manage Color Palettes ................................................................................................................................64
5.3. Single-Color Charts ......................................................................................................................................65
5.4. Define a Color for Specific Series ...............................................................................................................68
5.5. Different color for positive and negative values .......................................................................................69
5.6. Value labels ..................................................................................................................................................70
5.7. Show only selected categories/series ........................................................................................................71
5.8. Pivot Categories/Series ...............................................................................................................................71
5.7. Show ‘Trend/Average’ Lines .......................................................................................................................72
5.9. Legend display and the position .................................................................................................................72
5.10. Dashboard tile borders ...........................................................................................................................73
5.11. Tiles order on the dashboard .....................................................................................................................75
5.12. Dashboard breadcrumbs ............................................................................................................................75
5.13. Dashboard Mobile view and Embedding Info ...........................................................................................76
5.14. Dashboard and chart Info panel .................................................................................................................77
6. Working with KPIs.................................................................................................................................................78
6.1. Designing KPI ...............................................................................................................................................79
6.2. Understanding data usage for KPI design ..................................................................................................81
6.3. Setting permissions for KPI .........................................................................................................................81
6.4. KPI visualization ...........................................................................................................................................82
6.5. Gauge KPI visualization ...............................................................................................................................82
6.6. Goal-Meter KPI visualization.......................................................................................................................83
6.7 KPI Alerts ......................................................................................................................................................84
7. Scorecards.............................................................................................................................................................85
7.1. Scorecard defined with a SQL query ..........................................................................................................87
8. Working with Queries ..........................................................................................................................................88
8.1. Creating a Query .........................................................................................................................................88
8.2. Formatting query values .............................................................................................................................90

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8.3. Impersonate query execution ....................................................................................................................92

8.4. ‘User Properties’ as query additional filters ..............................................................................................92
8.5. Query caching ..............................................................................................................................................94
8.6. Setting Query permissions ..........................................................................................................................94
9. Dashboard Analytic Features ...............................................................................................................................95
9.1. OLAP/Analytic Model Slicers .......................................................................................................................95
9.1.1. OLAP/Analytic Model filters inheritance to child dashboards .........................................................97
9.2. SQL data filtering .........................................................................................................................................98
9.2.1. Creating SQL queries with ‘Input Parameters’ .............................................................................. 101
9.3. Exclude dashboard chart from the filtering ............................................................................................ 102
9.4. Chart drill-down, drill-through actions on the dashboard ..................................................................... 103
9.5 ‘User Properties’ as Dashboard filters .................................................................................................... 103
9.5. Define dashboard filter values using URL query string .......................................................................... 105
9.6. Dashboard filters configuration ............................................................................................................... 106
9.7. End-User actions on the dashboard chart .............................................................................................. 107
9.8. Use a chart as ‘Slicer’ chart ...................................................................................................................... 108
9.9. ‘Quick Explore’ dashboard analytic feature ............................................................................................ 109
9.10. Compare Analysis ..................................................................................................................................... 111
9.11 Master-Detail Report ..................................................................................................................................... 113
10. Dashboard descriptive text features ........................................................................................................... 114
10.1. ‘Dynamic Text’ on the dashboard ........................................................................................................... 114
10.2. HTML support for dashboard descriptive text ....................................................................................... 116
11. Exporting dashboard to a PDF file................................................................................................................ 117
11.1. Include Company Logo image in the exported PDF ............................................................................... 119
12. Folders and dashboards access permissions ............................................................................................... 120
12.1. Setting object permissions ....................................................................................................................... 120
13. Subscriptions ................................................................................................................................................. 122
13.1. My subscriptions ...................................................................................................................................... 122
13.2. Subscriptions within the dashboard ........................................................................................................ 123
13.3. Subscription details .................................................................................................................................. 124
13.4. Contacts and Contact Groups .................................................................................................................. 126
13.5. Recurring subscriptions ........................................................................................................................... 127
13.6. Send subscriptions conditionally ............................................................................................................. 127
14. Mobile Dashboards View .............................................................................................................................. 128
14.1. Connect Mobile Device to Kyubit Business Intelligence ........................................................................ 128
12.2. OLAP Analysis on Mobile Dashboards ......................................................................................................... 129
15. Multipage Reports ........................................................................................................................................ 131
16. Dashboard Data Slideshow........................................................................................................................... 132
17. Integrate dashboards with other web applications and sites .................................................................... 133

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1. Dashboard features overview

Kyubit dashboard features are designed to present data from OLAP/SQL databases and CSV files, to give simple
and comprehensive feedback about important business values and trends. While creating a dashboard, the user
has various visual options to present data most efficiently regarding the nature of data and business
requirements. Easy drag-and-drop features make dashboard design and creation simple and straightforward
task, which is easy to adopt by any user. To retrieve data for dashboard chart elements, existing analyses or
SQL/MDX queries could be created. Dashboards could be also delivered to users using Mobile devices,
Scheduled Subscriptions or as Embedded Analytics integrated within any HTML page. To work with dashboard
features, select ‘Dashboards’ tab on the top of the Kyubit Business Intelligence application.

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2. Managing Data Sources

All data for dashboard elements is retrieved from data sources that contain interesting business data for the
presentation and metrics. Once created, data sources are used from multiple queries and analysis. To see all
existing data sources in Kyubit Business Intelligence, open Dashboards -> Data Source (tab).

It is possible to create OLAP, SQL, ODBC data sources. (‘Analytic Models’ as a separate data source could be
created using any of the above-mentioned data sources.)

2.1. OLAP and SQL server data sources

Create a new OLAP or SQL data source to be used for queries and analyses. Once created ‘Data source’ can be
used on multiple objects in Kyubit Business Intelligence application and by the users who are given permission to
work with.

OLAP Data Source

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SQL Server Data Source

For both, OLAP and SQL data sources, custom connection strings could be set and connection could be tested
before the data source is saved.

2.2. Set up ODBC data source

To create an ODBC data source, first configure an ODBC connection on your machine.
For example, create an ODBC connection to Excel or Access files on your system.

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‘Data Source Name’ that is used for the ODBC connection on the operating system level, use to create new Data
Source in Kyubit BI application.

To set up an ODBC data source for MS Office applications, which are available only for 32-bit ODBC
configuration, it is also required to configure Kyubit application to work in 32-bit mode. Open IIS Manager ->
Application pools -> “KyubitAnalysisPool” - > Advanced Settings and set “Enable 32-bit application” to “True”.

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2.3. Set ‘Data Source’ permissions

If the ‘Data Source’ should be visible to other users, click on the ‘Permissions’ options in the upper-right corner
and add appropriate Active Directory/Windows or Kyubit users and groups to have ‘Read’ or ‘Read/Write’
permissions or set Unrestricted access to created Data Source. (See chapter 7.1. for more details)

If a user does not have ‘Read’ permission on the data source, he will not be able to create new queries and
analyses based on same ‘Data Source’, but he will be able to open dashboard with queries and analyses based on
the same ‘Data Source’.

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3. Creating and designing dashboards

All users with access to Kyubit Business Intelligence application could create new dashboards. To start creation
of new dashboard, click ‘Create New Dashboard’ button on the dashboards view. New Dashboard will be opened
in a design view, ready to be designed and configured.

3.1. ‘Free Position’ based dashboard layout

The dashboard consists of one area where dashboard tiles (charts) are positioned in any preferred way. Drag-
and-drop any visualization tile from the charts toolbar on the dashboard and set its position and size on the
dashboard 'Area'. To resize a tile, click on the resizing handle (arrow) on the tile lower-right side. While moving
around and resizing a particular tile, element size indicator is displayed on the lower-right side of tile element,
indicating tile size in pixels, so a dashboard designer could easily compare and organize content on the
dashboard. Tiles are moved and resized by 10px step, making it easy to align among other dashboard tiles.
Dashboard 'Area' is always positioned centrally on the dashboard page and at any time set 'Area' size with the
button on the right. Arranged positions and sizes of dashboard tiles are respected while exporting dashboard to
PDF (Simple Export). To remove tile from the dashboard, click on the tile edit and trash icon.

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3.2. Working with dashboard charts

On every dashboard, user can choose to add more than 20 different charts and visualizations (tiles) that present
some kind of data visualization. On the dashboard toolbar on the left, visualization (chart) types are presented
with descriptive icons. On a dashboard tile, visualization type can be changed on Tile -> design -> ‘Chart Type’
attribute.

▪ Line chart
▪ Column chart
▪ Column chart stacked
▪ Column chart 100%
▪ Area chart
▪ Area chart stacked
▪ Area chart 100%
▪ Pie chart
▪ Doughnut
▪ Bubble/Scatter chart
▪ Table
▪ KPI
▪ Gauge meter
▪ List
▪ Geo Map
▪ Card
▪ Small Card
▪ Combo chart
▪ Tree Map chart
▪ Goal Meter
▪ HeatMap chart

3.2.1. Add a tile to the dashboard

To add tile to dashboard, drag-and-drop preferred tile type (visualization) from toolbar on the left to the
dashboard area on the right.

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3.2.2. Remove tile from the dashboard

To remove tile (delete) from the dashboard, click on the dashboard tile edit icon and choose ‘Delete’ button.

3.2.3. Rearrange tiles on the dashboard

At any time in the design view, tiles could be rearranged or moved to any position. Simply drag-and-drop tiles to
preferred location or resize dashboard tile with resize handle on the lower right corner of the tile.

3.2.4. Configure tile to show visualization

When moving mouse over tile (while dashboard is in design mode) ‘Pen’ icon is displayed, which allows user to
click and open tile configuration form.

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Enter dashboard general information: like ‘Title’, ‘Description’ and, if you like, set ‘Child dashboard’ that will be
opened as a more detailed view of the same data, enabling users to have ‘drill-down’ experience while using
dashboards.

‘Data’ is second tab on the tile form, where data for visualization will be defined.

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‘Chart Data’ is input where user selects existing Analysis or Query (TSQL or MDX) previously created in Kyubit BI
application to retrieve data and show in this tile visualization (‘Line chart’ in this case). Existing Analysis means
that analysis is created in ‘Analysis’ part of Kyubit Business Intelligence application (OLAP or ‘Analytic Model’
analysis) and that current user has at least permissions ‘Read’ permission on the folder containing the analysis.
Existing Query (TSQL or MDX) means, that query is previously created in ‘Dashboards’ part of Kyubit Business
Intelligence application and current user has at least ‘Read’ permissions on the folder containing the analysis. If
the Query which user requires still does not exists in the application, a user could click on ‘New’ button
immediately from tile form and create new MDX or TSQL query to be used on this tile chart/visualization. To
select an existing analysis or query, click on the ‘Select’ button and selection form of existing Analyses and
Queries will be displayed. Quickly find required analysis/query for chart visualization using the Search option or
filtering by the particular data source or Recently Used view.

Analysis selection…

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Query selection…

All analysis created within Kyubit BI application for which current user has at least ‘Read’ permission are
displayed in selection form. Displayed list could be filtered by ‘Data Source’ for environments with many
analyses. Same principles work for Query selection.

After Analysis/Query is selected, click on ‘Test’ button in tile form to test visualization with selected
analysis/query data.

In tile configuration form, a user still can change tile (visualization) type, if concludes that given data is more
appropriate to show with different chart type.

Finally, click ‘OK’ in tile configuration form and tile will present data within the dashboard area.

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Using the same principles configure other tiles to appropriate visualize other relevant business data on the
dashboard…

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3.3. Customize Analysis structure on the chart (Chart Filters)

If the chart is based on the analysis (OLAP or Analytic Model), you can set alternative measures and dimension
for this chart and void having to create a separate analysis if the existing structure do not provide required
results.

Also, here you can define chart filters that will be used only by this chart.

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3.4. Chart automatic data refresh

Every dashboard tile could be configured to automatically refresh data in a defined period of time in minutes.
Only tiles with defined ‘Tile Refresh’ attribute will be refreshed with a new data.

If option ‘Show last refresh time’ is checked, dashboard tile will display time passed since last data refresh in the
dashboard.

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3.5. Open custom URL in a context of chart selection data

To open custom URL when a user clicks on a dashboard chart, set ‘Open custom URL’ attribute of the tile.

By clicking on a dashboard tile element, new browser tab will be opened with URL that is defined, but also with
an additional URL query string that is created within the context of point/bar/wedge which is actually
clicked/selected.

For example:

http://www.adventureworks.com?Details=1&pointName=United States&pointUnique=[Geography].[Geography
Hierarchy].[Region Country Name].&[United States]

If the dashboard contains added OLAP filters, they will be also part of the create URL in a separate parameter.

If the data source is based on SQL data, the added query string will be based category id defined in the query
object.

If the chart is based on SQL query. Custom link URL will open “Category name” defined in query or “Category ID”
if it is defined within query column that represents “Category ID”.

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Custom URL Placeholders for OLAP data:

To fine-tune what you would like to get in the final URL related to the chart click event, use placeholders to
include specific elements about the selected chart segment to the final URL opening external content.

Available placeholders are:

{CategoryDimensionLevelName} - Level name of the selected chart point on the category axis.
{CategoryDimensionLevelUniqueName} - Level unique name of the selected chart point on the category axis.
{CategoryMemberUniqueName} - Member unique name of the selected chart point on the category axis.
{CategoryMemberName} - Member name of the selected chart point on the category axis.
{SeriesDimensionLevelName} - Level name of the selected chart point on the series axis.
{SeriesMemberUniqueName} - Member unique name of the selected chart point on the series axis.
{SeriesMemberName} - Member name of the selected chart point on the series axis.
{MeasureName} - Measure Name of the selected chart point.
{PointValue} - Value of the selected chart point.

Custom URL Placeholders example:

https://www.kyubit.com?categoryName={CategoryDimensionLevelName}&measureName={MeasureName}&co
untry={CategoryMemberName}&value={PointValue}

Opens final URL on the chart click:

https://www.kyubit.com/?categoryName=Country&measureName=Internet%20Order%20Count&country=Austr
alia&value=1.934

3.6. Open custom URL in the quick frame

Set a dashboard chart to open a quick custom URL frame at the moment the chart point is clicked within the
same dashboard page. Opening a custom URL in a frame is much faster (and sometimes more convenient)
compared to then opening a custom URL in a new browser tab.

Add dimension of the frame before the URL to direct opening URL in the frame within the same page.

For example: [500,400] https://www.kyubit.com

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3.7. Dashboard title, header and footer

While in the dashboard ‘design view’ click on the ‘Details’ button to define dashboard ‘Title’, ‘Description’ on the
‘General’ tab.

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On the ‘Header/Footer’ tab set appropriately dashboard header and/or footer and its alignments text and
alignments…

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3.8. Manage dashboard area size

To change size (width) of the dashboard area, in the dashboard design mode select one of the predefined values
on the Size menu.

3.9. Dashboard filters panel

Filters panel area is on the right side of the dashboard, where a dashboard designer could set filters that would
apply to all dashboard charts. Click the filter icon to toggle the display of the dashboard panel. If saved with
hidden filters panel, the dashboard will open every time for end-user with hidden filters panel. To resize the
width of the filters panel, drag the left edge (handle) to the required position, which will be saved for the future
dashboard openings.

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3.10. Rename Dashboard Filter

Sometimes, dashboard filter title based on selected dimension level is not completely appropriate for a given
dashboard. To customize dashboard filter title, click on the edit filter button and while in the ‘simple’ filter view,
click on the title and set any other title for this dashboard filter.

3.11. Saving the dashboard

All work in design mode needs to be saved with the ‘Save’ button in the upper-right area of the dashboard. With
‘Save’ action all tiles, their settings and arrangements are saved for future dashboard openings.

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Saved dashboard immediately appears in ‘My Dashboards’ list, ready to be used.

3.12. Enter and exit ‘Design view’ for the dashboard

After the existing dashboard is opened, design options are disabled and only users with ‘Read/Write’ permissions
on the dashboard could choose to continue design work on the dashboard (or with Administrator rights). While
the user is not in a ‘Design’ view, the dashboard data, tiles and all dashboard arrangements are not available to
change. ‘Design’ mode is just slightly visually different than ‘Regular’ view, so at the end of design, the user
should ‘Exit design’ to see exactly how other users will see the dashboard while consuming prepared dashboard
details.

3.13. URL to access dashboards

Kyubit Business Intelligence offers more than one way to access dashboards and particular dashboard.

To access available dashboards, use:

http://yoursite/dashboards

or

http://yoursite/forms/dashboards.aspx

To access single dashboard, use:

http://yoursite/dashboard/123

or

http://yoursite/forms/dashboard.aspx?dashboardID=123

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3.14. Dashboard Auto-slicing

A dashboard with auto-slicing sets any chart to be used as a slicer for other chart data without opting for 'Use as
slicer' on the individual chart. As soon as the dashboard is opened, selecting any chart segment/bar/slice will
slice other chart data with the selection.

1) Open Dashboard > Design > Details and optionally set Auto-slicing.

2) Slice the dashboard with one click on any chart.

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3.15. Dashboard Company Logo Box

A logo box is displayed on the dashboards and reports when using the 'Company' or 'Enterprise' edition license.
The logo box could be hidden or set to an alternative image. When using the multitenant license a logo box
could display the different logo for each tenant in the application.

1) To display the image of your company/organization, replace the CompanyLogoBox.png image with
yours (same or similar dimensions) in the Kyubit “WhiteLabel” folder.

2) To hide Logo box, set “LogoBox” value to “0” in Kyubit web.config file (C:\Program
Files\Kyubit\BusinessIntelligence)

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4. Configuring dashboard charts

After adopting general dashboard design and construction details, this chapter describes how to create all visual
details on the dashboard elements (tiles) to best reflect business data situations and give end-users clear and
easy-to-understand status of business important values and indicators. The dashboard could display 2 groups of
the visual elements, the chart and the Key Performance Indicators (KPIs).

Charts:

▪ Line/Spline chart, most appropriate to show time-related data.

▪ Column chart, most appropriate to show multiple series of data.
▪ Pie/Doughnut chart, most appropriate to show single data with one-series data.
▪ List, most appropriate to show an ordered list with names and numbers.
▪ Geo Map, most appropriate to show data related to geography (world countries and regions)
▪ Bubble/Scatter chart, most appropriate to show several measures for the same item
▪ Waterfall chart, most appropriate to display cumulative changes
▪ Area chart
▪ Stacked Column chart
▪ Column chart 100%
▪ Stacked Area chart
▪ Area chart 100%
▪ Combo chart, most appropriate to compare values from 2 different sets of data
▪ HeatMap chart, most appropriate to visually identify patterns and highlights in your data
▪ Card/Small Card, quick insight into important values
▪ TreeMap chart, most appropriate to identify proportions
▪ Table chart, show data in rows and columns with various visual features

KPIs:

▪ Standard KPI visualization shows KPI icon, KPI value, last change and optionally a small line chart that
describes KPI values in the past to the current one.
▪ Gauge Meter, is KPI presentation with Gauge visualization, giving feeling to end user, how much current
value is successful.
▪ Goal Meter presents KPI with circle visualization that describes expectation and result.

4.1. Data usage within tiles (Categories and series)

After drag-and-drop a tile to the dashboard, click on edit tile (Pen icon), choose dashboard title and select or
create analysis/query that will feed current tile with data we would like to visualize.

Essentially, each dashboard tile is receiving data in the format of categories and series. Column and line charts
could accept many series of values, list chart accepts one or two series of values, while Pie chart, KPI and Gauge
meter accept only one series of values to visualize the data.

4.2. ‘Analysis’ data for the dashboard tiles

Analysis created in Kyubit Business Intelligence could be used as data for dashboard tile. Analysis rows presents
are categories while columns in analysis present series. In this example, ‘Country’ presents categories, while
‘(Product) Subcategories’ present series of values (‘Mountain bikes’ and ‘Road Bikes’).

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When this analysis data is defined for dashboard tile, it will be presented on these different ways using
different visualizations (charts).

Column chart …

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Line chart…

Pie Chart …

(Note: pie chart shows only first series)

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List chart …

Geo map …

Data Table …

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TreeMap chart …

HeatMap chart …

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4.3. Alternative Measure for analysis data (OLAP or Analytic Model)

If the chart is based on analysis data (OLAP/Analytic Model) a user can choose different (alternative) measure
than already existing in the analysis to display a chart or a KPI for other measures, not having to create a new
separate analysis for that purpose.

With alternative measures feature, create a single analysis and many charts based on the same analysis and
different measures.

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4.4. ‘Geo maps’ configuration and usage

‘Geo Maps’ displays data related to world countries, regions and locations (cities) in a geographical context. Geo
maps are designed for quick visual perception of the data on the geographical map. To correctly relate retrieved
data to ‘countries’ or ‘regions’, data results should have the first column value in a row that match
country/region name on the Geo-map, while the second column value presents the value that should be
visualized for the country/region. If you are not sure what are the names, simply load the map in the dashboard
with no data and move the mouse over the regions which will display a tooltip with the country/region name.
Also, in the Admin section, Geo Locations it is easy to browse all maps available in the application, to see how
they look and what region certain map covers.

Kyubit Business Intelligence application supports Geo maps for all continents and major countries. List of
available maps is expanded with almost every new version of Kyubit BI application.

Check end section of this document for a detailed list of values that are supported when supplying data for Geo
maps for various countries and regions.

4.4.1. ‘Color Gradient’ geo map

Presents values from analysis or query results as a single-color gradient on the selected geo map. A simple way
to visualize the influence of the selected values geographically.

Values …

Color gradient Geo Map …

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4.4.2. ‘Dominant Series’ geo map

In this mode each country/region is displayed with the separate color, depending on the series with the highest
value. This is a convenient way to quickly identify which series of values is most influential in the specific
country/region. For example, election results. To enable this option, open Tile -> Edit -> Options -> (check)
Dominant Series Colors.

Values …

Dominant Series geo map …

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4.4.3. ‘Geolocations’ data on geo map

To display values related to cities or any other geographic locations related to your data, use data set 'Markers'
defined in Tile -> Edit -> Options -> Markers section. Kyubit with setup automatically deploys 7300 largest cities
in the world. If your data includes places and geolocation not included in the initial set of 7300 biggest cities, you
can easily add locations in 'Geo Location Management' application section (explained in the ‘Kyubit
Administration and Configuration’ user manual document).

Geolocations could be visualized with data from analysis or query using one or two measures. In this example,
each measure 'Purchase Price' and 'Tax Amount' will be rendered using Geolocation to visually identify the
impact of both values.

Values …

Configuration …

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Geo map chart results …

Please, contact [email protected] for additional maps.

4.4.4. Drill-down geo map data

If Geo map uses OLAP/Analytic Model data, Geo map tile has the option to drill-down geo map areas to its child
geo map representation. Continents are drill-down to countries, countries are drill down to regions. Analyzing
geodata on the dashboard becomes perceptual and comprehensive. Within few clicks users isolates and
observes data in the geographical form, that could be easily exported to PDF file or share with other users.

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With every new version of Kyubit Business Intelligence application, more countries and regions are available to
use by Geo Maps feature on the dashboards. All continents and largest countries with their regions are available,
but also Kyubit will provide Geo maps for other countries and regions of your interest. Please, contact us for
more details when country or region of your interest will be available.

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4.5. ‘Table’ chart visualization

‘Table’ is a specific dashboard tile type that presents measures, categories and series with rows and columns and
it is not limited to small datasets. If visualization displays a large number of columns and rows scrollbars will
become visible to navigate through data. ‘Table’ can show all the records from the analysis, MDX or SQL queries
with value formatting defined on analysis or query level.

Often usage of data in the form of Table/Grid as most appropriate data insight in many cases, Kyubit Dashboards
ensures with additional visualization features that will contribute to simplicity, elegance and focus on relevant
details when 'Table' is rendered within the dashboard.

‘Table’ chart simply renders values from query or analysis with an unlimited number of columns and rows and
appropriate scrollbars if required. This way any data could be displayed on the dashboard without limitations.

‘Table’ chart is the only chart that could display ‘Any data’ query type, which does not have to include numeric
values like other charts and could display any data type.

‘Table’ chart has numerous options to customize its appearance and focus user to relevant points on the chart.
Use 'Grid Lines' options to draw horizontal or full grid lines on the table. Set the table chart height, font-size, row
height and column width for the table or set for each column individually background-color, fore-color, text-style
and alignment to get the most appropriate look of the 'Table' chart on the dashboard. Dashboard 'Table' chart
can render any data types from analyses or queries with option to display 'Value Bars' for numeric data types. All
defined visual appearance options are also rendered while exporting dashboard to PDF file. If dashboard 'Table'
is rendering analysis containing KPI definitions, KPI icons will be displayed automatically.

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‘Table’ chart samples…

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4.6. Table chart drill-down (Hierarchical display) with analysis options

Dashboard Table chart can display drilled-down levels on the category axis, if the table data is based on created
analysis (OLAP or Analytic Model). With this feature, it is easy to create analysis with preferred expanded
(drilled-down) items, which will be represented the same way while displayed on the dashboard.

Dashboard creator has the option to enable this dashboard feature with Tile > Options > Allow Analytics. When
set to 'Read' table chart will display expanded levels the same way as on the analysis. When set to 'Analyze' table
chart will display expanded levels, but also end-user has options to add new levels or remove/change existing
levels to get analysis of its preference while working with the table chart not leaving the dashboard.

When opened it will present a drilled-down view as saved with the grid analysis feature. Optionally, add or
remove dimension levels to further analyze OLAP or Analytic Model data, up to 4 levels of data drill-down.

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4.7. ‘Min Y’ and ‘Max Y’ on Line, Spline and Column charts

All dashboard charts automatically calculate what is the Y-axis, min and max values to show. Line, Spline and
Column charts have the option to manually configure which segments on the Y axis you prefer to show. Default
chart visualization for next chart.

…could be configured to show more precise segment of Y axis.

By setting Min Y and Max Y value user actually zoom area of values that are of the current interest.

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4.8. ‘Bubble/Scatter’ chart specifics

For an analysis that contains 2 or 3 measures, ‘Bubble/Scatter chart’ can visualize all measures, first as the
position on X-axis, second as the position on Y-axis, while the third measure is rendered as a bubble size, to get
quick insight to related data impact.

2 or 3 measure values …

Measure values rendered on Bubble/Scatter chart …

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4.9. ‘Combo’ chart

Use ‘Combo’ chart to visualize and compare two data sets (analysis or query) on the same dashboard chart.

After selecting base data set and ‘Combo’ chart, additional ‘Options’ on the tile configuration enables you to
choose secondary data set to compare over first selected. Choose any combination of ‘Line chart’ or ‘Column
chart’ for the base and compared data set. Secondary data set values could be displayed on same Y-axis as first
data set or on a separate Y-axis.

Configure data set to compare …

Compared sets on the Combo chart …

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4.9.1. Delta chart

When using a ‘Combo’ chart or ‘Compare Analysis’ feature, there is an option to display a Delta chart above
compared sets that will visualize differences by each item in the compared sets.

Delta chart displays the difference for the items (values). ‘Green’ positive and ‘Red’ negative differences. Combo
chart displayed as a combination of ‘Column chart’ and ‘Line chart’.

Delta chart displays cumulative differences for the items (cumulative). ‘Green’ positive and ‘Red’ negative
differences. Combo chart displayed as a combination of ‘Column chart’ and ‘Column chart’.

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4.9.2. Self-Compare Combo chart display

Compare each data item with the previous item in a dataset using a Combo chart and a single dataset (query or
analysis). When 'Delta chart' is set to a single dataset, the delta chart values will visualize every item compared
to the previous visualizing its mutual difference.

1) Add the combo chart to the dashboard. Set chart data to any analysis or a query. In the tile > Options
set 'Delta Chart' to 'Values' or 'Cumulative'. The delta chart will display the item difference compared with the
previous item in the data set.

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4.10. ‘TreeMap’ chart

'TreeMap' chart that is used to quickly gain a perception of the values and its mutual proportions. There are
several options to configure about 'TreeMap' behavior, such as color for 'high' and 'low' values and option to
render size based on the first series of values and color based on the second series, separately.

Edit colors for ‘High’ and ‘Low’ values of the ‘TreeMap’ chart in the dashboard tile visual options.

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TreeMap chart could be configured to display size of items based on the first series of values while displaying
color based on the second series of values from the data chart is based upon. If the data is based upon
OLAP/Analytic Model data, at any time click on the particular item to use analytic actions, such as drill-down,
drill-through, etc.

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4.11. ‘HeatMap’ chart

HeatMap chart displays values as colors for each item in the data set, presenting impact of each item compared
to other items. HeatMap visualization beside default value-color range, supports additional ranges with custom
colors, providing beautiful and quick visual analytic insights to rendered data.

Default color range is defined by the default color pallet on the dashboard/chart. Additional value-color ranges
are defined in visual options on the HeatMap chart. HeatMap chart could contain many value-color ranges.
Manually added value-color ranges have rendering priority compared to default value-color range.

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HeatMap Relative Color Range

Previously, it was possible to define a color range with fixed values. The version 5.3 provides relative definitions
of color ranges that would be applied for the whole data set or individual columns or rows. For example, the
color range would be applied for the top 30% items in each column individually.

Define relative color range with MIN | MAX COLUMNS | ROWS PERCENT definition. For example, MIN ROWS 0%
- MIN ROWS 20% (lowest 20% in each row), MAX 100% - MAX 90% (highest 10% in the whole data set), MAX
COLUMNS 70% - MAX COLUMNS 100% (highest 30% in each column).

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4.12. ‘Cluster Stack Column’ chart

‘Cluster Stack Column’ chart is available only for a SQL query results rendering. Within each category item cluster
name should be specified that will be used to separate column in clusters. A SQL query should be constructed on
such way that category item (the first column in the SQL query results), contains cluster name and category item
name separated by the hashtag (cluster#item).

Example of SQL query with defined cluster groups …

Rendered ‘Cluster Stack Column’ chart …

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4.13. ‘Sunburst Analytics’ on the dashboard

The Sunburst chart displays multiple levels of data analysis (OLAP/Analytic Model) on the same chart, with the
option to further drill-down the data, change dimension levels and provide data visualizations in multiple
analytic steps. Initial structure (expanded members) of the Sunburst visualization is identical to the saved
analysis that is used for the visualization, while it takes only a click to drill-down any member on the chart to the
next analytic level. Furthermore, a user can change levels of the Sunburst chart to a different dimension and
analyze data in any other way, making this visualization a convenient tool for data exploration and discovery.

Create Analysis (OLAP or Analytic Model) in which required dimension members will be expanded and save the
analysis.

On the dashboard add ‘Sunburst’ visualization and connect with the created analysis. The Sunburst visualization
requires more space on the dashboard than other chart visualizations to present data as it can show 4 levels of
dimension members. The Sunburst visualization will immediately display dimension members the same way they
were expanded/collapsed in the analysis.

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End-users on the dashboard can click on any sunburst wedge to expand sunburst segments that are not initially
expanded. Mouse over any sunburst wedge to display information about the current wedge in the center of the
sunburst visualization.

Right click on the sunburst wedge to get the menu to additionally change drilling dimension for any wedge on
any level.

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4.14. HTML/Javascript tile

Enter any HTML/Javascript in a dashboard tile that could display any custom data, information or provide any
additional insights related to your business requirements. HTML tile is saved and opened with other dashboard
charts. While exporting dashboard to PDF file, HTML/Javascript tile will not be included.

Set dashboard tile HTML/Javascript that will display custom functionality in the dashboard. This is a unique way
to embed custom insights and features into the dashboard page.

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4.15. ‘Expand View’ of the dashboard chart

Data visualization on dashboard tile in certain moments is not large enough, for example, for presentation
purposes, when focus is on a particular chart.

All tiles have ‘Magnify’ icon that enlarges chart visualization.

Enlarge action transforms view to single tile visualization on the screen.

Enlarged view also includes analytic actions (if data is from OLAP/Analytic Model data source), export to
Excel/PDF file and option to continue the analysis in the full analysis view.

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4.16. Expand view – Cumulative Filters

On the dashboard expanded chart view, it is possible to open Cumulative Filters display (Upper right) to show all
filters that are currently applied by this chart display. Chart filters could be defined on the belonging analysis,
dashboards, could be result of another chart slicer or it could be defined on the chart itself (Custom Tab). Here
they are all listed and also all exported to Excel or PDF file while exporting from this view.

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4.17. Export Chart as a PNG file

Open a dashboard chart in the 'Expanded view' and set custom font and size. Download the chart as PNG image
to include it in external content, presentation, or a document.

1) Set chart display to another font and font size.

2) Download the chart as a PNG file.

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4.18. ‘MDX query’ data for dashboard tiles

While creating the MDX query for the dashboard tiles, values on the column axis present series, while values on
the rows axis present categories. (More information about queries, see ‘6. Working with queries section’)

Example of ‘Column chart’ using above query data…

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4.19. ‘SQL Queries’ data for dashboard tiles

While creating SQL query for the dashboard tiles, values on the column axis present series, while values on the
rows axis present categories. (More information about queries, see ‘6. Working with queries section’)

Example of ‘Pie chart’ using above query data…

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4.20. ‘Drill-through’ data on the dashboard

Dashboard option to display initially drill-trough results in the moment of dashboard opening respecting existing
dashboard filters. Usually, drill-through results contain specific leaf-level details from OLAP/analytic model and
its convenient to present with the Table chart. For example, a dashboard can initially display a list of names,
emails, phone numbers and dates related to the sales of the current month from our data OLAP/analytic model,
by adding a Table chart that is connected to existing drill-through results. Drill-through results are displayed only
if any filter is set for the dashboard. Drill-through results react on selected dashboard filters or ‘Use chart slicer’
feature. This way user can quickly get drill-through data for any selection/members on the dashboard.

Because drill-through results can contain very large portions of data that would take serious time to display,
initially, drill-though results display the first 100 rows of data. The idea of drill-through results on the dashboard
is to present the most important/relevant data on the dashboard in the form of drill-through. To change the
number of initially displayed rows for the dashboard, change the ‘MaxRowsDrillthroughDashboard’ config value
in the application ‘web.config’ file.

To connect dashboard ‘Table’ chart with existing drill-through action, open chart edit form and ‘Chart Data’
input and navigate to ‘Drill-through’ tab to select one of the available drill-through actions defined in the Kyubit
application. The same principle works both for OLAP and Analytic Models analysis.

When any filter is selected for the dashboard display, ‘Table’ chart will display drill-through results …

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5. Dashboard layout configuration options

Dashboard and rendered visualizations could be additionally configured to display additional visual and data
options. Each dashboard tile has visualization options that are easy to configure to maximize the perception of
related data.

5.1. Color theme palette

Set the dashboard color theme palette that will be applied to all dashboard tiles or set color palette for
particular tile visualization. By default, all dashboard tiles inherit the color theme from the dashboard (General
Settings) which is by default 'Standard' color theme. While in the dashboard 'Design view' user can opt color
theme for the whole dashboard or set individual tiles color theme. Kyubit product delivers 5 color theme
palettes (Standard, Warm, Cold, Strong, Gray), while other color palettes could be added and managed by the
administrator in Kyubit > Admin > Colors section.

1) To change color pallet for whole dashboard, select ‘dashboard design mode’ -> ‘details’ -> ‘general’
-> select one of available pallets.

2) To change color pallet, select ‘dashboard design mode’ -> ‘tile edit’ -> ‘options’ –> select one of
available pallets.

‘Standard’ color pallet …

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‘Warm’ color pallet …

‘Cold’ color pallet …

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5.2. Manage Color Palettes

Kyubit Admin role has a privilege to manage Color Palettes in Kyubit > Admin application section. It is possible to
edit existing or add new Color Palettes.

A Color Palette can contain any number of colors. If data contains more series than available colors, colors are
repeated to visualize all series.

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5.3. Single-Color Charts

An effective way to present important charts that will outstand on the dashboard with the 'Single-Color' style
(Color Palettes). In this way, you can design a chart background with a specific color, while chart elements are
presented with shades of white. The chart looks outstanding among other charts with a flat outlook.

To set dashboard chart for a single-color mode, open Tile > Edit > Options and under ‘Color Palettes’ choose a
single color that is displayed below all color palettes. You can pick from a few predefined colors or choose any
custom color to be used with a Single-Color display mode.

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All charts support Single-Color display mode…

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5.4. Define a Color for Specific Series

Set a color rule for a specific series on the dashboard, that will be followed by all charts on the dashboard. When
you have multiple charts on the dashboard that contains the same items, naturally end-user would expect the
same series of values to be visually presented with the same color on all the charts.

To define a series color, open the dashboard in the Design model > Details > General > Member Colors. In this
form add/edit any color preferred for the series.

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5.5. Different color for positive and negative values

If the chart contains single series of values, positive and negative values are displayed in different colors. The
first color of the color palette is used to display positive values, while the second color of the palette is used to
display a negative value. Create a custom color palette to match your color requirements.

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5.6. Value labels

All chart visualizations have an option to display 'Value Labels', which means that value for particular chart
segment/point will be visible without having to move the mouse over it, which is particularly practical while
exporting dashboard to PDF file or watching the Dashboard tiles on the slide show.

To set ‘Value Label’ options, follow

these steps:

1) Select ‘Dashboard Design

mode’ -> ‘Tile edit’ -> ‘options’

2) Choose ‘All’ to set ‘Value

Labels’ for all values on the
chart.

3) Choose ‘Top N’ to set ‘Value

Labels’ for highest values on
the chart. Use ‘Top N (Short)’
option to display short values
and save space on the chart.

4) Choose ‘Value Label –

Categories’ to display ‘Value
Labels’ only for selected
categories.

5) Choose ‘Value Label – Series’

to display ‘Value Labels’ only
for selected series.

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5.7. Show only selected categories/series

OLAP analysis, MDX and SQL queries return data structures that consist of categories and series to be visualized
on the dashboard charts. In dashboard 'Design View' user can select to show only particular categories or series
and narrow focus to the data of current interest.

1) Select ‘Dashboard design mode’ -> ‘Tile edit’ -> ‘Options’

2) Choose ‘All’ to set ‘Value Labels’ for all values on the chart.
3) Choose ‘Specific Categories’ to select categories that will be displayed
4) Choose ‘Specific Series to select categories that will be displayed

To select only items that will not be displayed. Select Items and add exclamation as the first character. (For
example, “!Australia,France”. In this case all countries will be displayed except Australia and France.

5.8. Pivot Categories/Series

With one click on the tile 'Options' switch position of categories and series and turn around the impression of
the data on the chart visualization. A useful feature when returned data from OLAP and SQL sources require
different axis orientation of rows and columns we would like to use on the chart.

1) Select ‘Dashboard design mode’ -> ‘Tile edit’ -> ‘Options’

2) Mark ‘Pivot’ checkbox, categories and series will switch positions

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5.7. Show ‘Trend/Average’ Lines

Select series of the data to calculate and display 'Trend Line' or ‘Average Line’ on supported chart types (Line
Chart, Column Chart, Area Chart and Bubble Chart). 'Trend/Average Line' series are displayed in the same color
as selected series of data. 'Trend Line' is based on the Linear Trend equation.

1) Select ‘Dashboard design mode’ -> ‘Tile edit’ -> ‘Options’

2) Select ‘Series Trend Line’ or ‘Series Average Line’ pickers to select series for which you would like to
display the Trend or Average line.

5.9. Legend display and the position

Customize the appearance of the chart legend on each individual tile on the dashboard. Legend position could
be set in tiles 'Options' and could be set to 'Top', 'Right' and 'None' position value.

1) Select ‘Dashboard design mode’ -> ‘Tile edit’ -> ‘Options’

2) Select ‘Legend’ dropdown and select one of available values.

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5.10. Dashboard tile borders

The dashboard tile border is displayed with Shadow Square edges by default. In 'Design View' dashboard 'Details'
-> 'General' settings tile border could be set to Shadow Square, Square, Round or None borders.

1) Select ‘Dashboard design mode’ -> ‘Details’ -> ‘General’

2) Select ‘Tile Border’ dropdown and select one of available values.

Shadow Square …

Shadow Round …

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Square (border) …

None (border) …

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5.11. Tiles order on the dashboard

When designing a dashboard, a user can choose tiles order that will be applied when the dashboard is used in
Mobile View, PDF Export and Slides view. Because the dashboard itself is constructed with a free-to-resize-and-
position tiles approach, it is not easy to determine the exact order of the tiles.

To set exact order of the tiles on the dashboard, go to dashboard Design mode > Details > Tiles Order and move
tile up and down to reach preferred order.

5.12. Dashboard breadcrumbs

Each dashboard above title contains a link to the home page and the link to the folder from which the dashboard
is opened. To disable breadcrumbs, display on the whole application level, set "HideDashboardBreadcrumb" in
the web.config file to "1".

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5.13. Dashboard Mobile view and Embedding Info

While working with the dashboard in desktop (standard) view, using the Options menu a user can get a preview
(and idea) how to use and display the same dashboard using mobile devices (and how it will look) or embed to
another HTML page.

Quick demo how dashboard charts would be displayed using the mobile view.

A wizard on how to quickly embed the same dashboard to any other HTML page with customizable attributes.

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5.14. Dashboard and chart Info panel

Dashboards and charts support adding the text/HTML in the header which could additionally describe dashboard
or chart content. If the dashboard Header – alignment is set to value Information, provided text will not be
displayed in the header, but will be available on the dashboards or chart Info icon. When the icon is clicked, the
content will be opened in the windows above the dashboard content.

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6. Working with KPIs

Once created, the KPI could be re-used on many dashboards with the respect to defined permissions on the KPI.
All available KPIs for the current user are visible in ‘Dashboards’ -> ‘KPI’ section of the Kyubit Business
Intelligence application.

When one of the dashboard tiles should display KPI, one must first be defined in the Kyubit Business Intelligence
application to be used on the dashboard itself. It could be right away created while in dashboard ‘Design’ view,
without leaving working dashboard.

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6.1. Designing KPI

‘KPI Design’ form offers everything on one place to create KPI in Kyubit Business Intelligence application.

▪ ‘KPI Name’, defines full name of the KPI in the system.

▪ ‘KPI Short Name’, will be used on places (mobile device), where space is limited
▪ ‘KPI Description’, simply describe KPI meaning for other users.
▪ ‘Success Model’, defines if higher values are more successful (Higher is better), lower values are more
successful (lower is better) or values closer to target are more successful (Middle-Range Success).
▪ ‘KPI Value’ is actual value that is tested for KPI success. Could be configured as ‘Fixed numeric value’ or
value from a ‘Query/Analysis’.
▪ ‘Success threshold’, defines limit above KPI status is consider as ‘Success’ and marked with green arrow
icon. Could be configured as ‘Fixed numeric value’ or value from a ‘Query/Analysis’.
▪ ‘Fail threshold’, defines limit bellow KPI status is considered as ‘Failed’ and marked with red arrow icon.
Could be configured as ‘Fixed numeric value’ or value from a ‘Query/Analysis’.
▪ If ‘KPI value’ is between ‘Success’ and ‘Fail’ limit, KPI is in the ‘Even’ status and marked with yellow
circle.
▪ ‘Last change as percentage’, defines if last change will be displayed as percentage or regular delta
value.
▪ ‘Show KPI values line chart’, defined if line chart will be visible next to KPI to reflect changing of data
through time, up to last (current) value. KPI data feed is based on series of values (first series of
analysis/query) and last value in series is considered as current value to be evaluated for KPI, previous
values are considered as historic and could be displayed as list chart next to KPI indicator.

When all inputs are selected, click on ‘Test KPI’ to immediately display KPI visualization and perhaps make
correction, before it is closed.

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Testing KPI definition …

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6.2. Understanding data usage for KPI design

The data to display KPI comes from ‘Analysis’ (existing analysis within Kyubit Business Intelligence application),
‘MDX Query’ or ‘TSQL Query’. Value to be evaluated as relevant for KPI is the first value in the first series of
values retrieved from analysis or query. All other values after the first value are considered as a historic
supplement of values and are used to describe trend and last value change (delta).

KPI value is the first value in the first series of query values, other values are used to draw line chart and the
second value is used to show ‘last value change’.

Same principles are used if data is retrieved from ‘Analysis’ or ‘MDX query’.

6.3. Setting permissions for KPI

If KPI should be visible to other users, click on the ‘Permissions’ options in the upper-right corner and add
appropriate Active Directory or Kyubit users and groups to have ‘Read’ or ‘Read/Write’ permissions or set
unrestricted access to created KPI. (See chapter 7.1. for more details)

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6.4. KPI visualization

Default KPI visualization on the dashboard includes KPI status icon (that quickly describes current KPI status), KPI
current value, last values change and last changes of values displayed as small line chart or column chart.

6.5. Gauge KPI visualization

Gauge visualization displays KPI current status with additional insight on how much it takes to meet success or
fail threshold that is indicated by the pointer on the gauge. Various visualizations options are included to design
gauge that suits best to your visualization requirements, which includes colors, various pointer types, display of
mini charts, last value indicator and additional color meter on the top. All visualization options could be selected
at the tile visualization options tab.

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6.6. Goal-Meter KPI visualization

Another way of KPI status display with circle metric showing how much it takes until KPI reach its goal with the
additional red arc that displays also failure area of the KPI. Simply add Goal-Meter to the dashboard and attach
existing KPI to display its status.

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6.7 KPI Alerts

Any user can create an alert for any available KPI and receive an email notification when KPI reaches one or
more required statuses. It presents a quick and simple way for a user to be notified of important value
thresholds being reached with a flexible monitoring and notifying frequency. Just click on the dashboard KPI and
create a new Alert.

1) Select any available KPI on the dashboard and create a new alert to be notified of the relevant KPI
status.

2) The alert form defines the status or statuses that will trigger the alert. Also, a list of email addresses
that will receive this alert is available to provide for this alert.

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7. Scorecards
Organize multiple KPIs to a list that presents the status of all KPIs, targets, indicators, goal percentage on one
place on the dashboard. Easy create Scorecard list in the KPI & Scorecard section of the application and assign
appropriate permissions.

Pick from the list of existing KPIs and arrange order you prefer.

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The appearance of the Scorecard on the dashboard depends on the dashboard column width and/or defined
columns of Scorecard to display. If there is the place, more details about Scorecard KPIs will be displayed (if not
configured manually).

Scorecard with less space on the dashboard:

Scorecard with more space on the dashboard:

If KPI has ‘Short Name’ defined, it will be used to display KPI name on the Scorecard. If not, KPI default name will
be used.

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7.1. Scorecard defined with a SQL query

An alternative to creating KPIs one by one and adding to a scorecard is creating a list of values and thresholds
with SQL query results (if applicable in your environment). Such query results are quickly rendered on the
Scorecard visualization on the dashboard.

1) Create a query that includes columns 'KPIName', 'KPIValue', 'KPIValueText', 'Success', 'Fail' and 'Model'
and save it as query type = 'Scorecard data'. While adding a scorecard visualization on the chart, this
query will be available as a data source for the scorecard.

2) SQL query-based scorecard is quickly rendered on the dashboard. The ideal way to present a larger set
of performance items.

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8. Working with Queries

Data for dashboard tiles comes from ‘Analysis’ (existing analysis in Kyubit Business Intelligence) or from
MDX/TSQL queries. This chapter describes ‘Query’ creation and some important properties of queries.

All queries available to the current user are displayed in Dashboards -> Queries section of Kyubit Business
Intelligence. Two query views are available: ‘All available Queries’ (considering query permissions) and all queries
‘Created by me’.

Queries could be MDX queries for OLAP data source or SQL queries for SQL Server or ODBC Data sources that
accept SQL query data requests.

8.1. Creating a Query

All Kyubit Business Intelligence users could create the query using query design form and Data sources for which
they are given permissions.

‘Query Type’ has two options:

a) Data Table. This form of the query consists of Categories and Series. The first column defines
Categories, while other columns present Series and must contain numeric values. This form of the
query is used to present/visualize data on the dashboard.

b) Filter Values. This form of the query is only used to list values that would be used as ‘drop down’ values
for SQL filtering on the dashboard. Check section 8.2 ‘SQL Dashboard filtering’ for more details on this
topic.

c) Any data. This form of the query consists of Categories and Series. The first column defines Categories,
while other columns present Series with any values (does not have to be numeric).

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For each query, ‘Data source’ has to be selected. If the data source is OLAP database, MDX query will be
expected and if the data source is SQL database, SQL query will be expected.

Both MDX and TSQL queries always expect the first column as category column with any type of data, while all
subsequent columns are considered a series of values and must be of numeric type.

Both MDX and TSQL queries expect at least one series of values (one category and one series columns of data).

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8.2. Formatting query values

For each column of the query data results, “Format string” definition could be defined to present the data with
an appropriate formatting to the end-users.

Click on the column ‘Format string’ option and fill-in measure format string for the selected column.

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To get required number formatting output for data usage.

Examples of “Format string” for number 123456.789

$#,#.## => $123.456,78

€#,#.## => €123.456,78

#.## USD => 123456,78 USD

#,#.# => 123.456,7

#,#.### => 123.456,789

#,#.###0 => 123.456,7890

#,# => 123.456

Same measure unit will be displayed wherever this query is used on any of the dashboard visual elements (tiles).

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8.3. Impersonate query execution

By default, the query will be executed in the context of the current user. If for any reason the data source needs
to be accessed with different user credentials. Impersonate user credentials could be defined on ‘Impersonate’
tab on the query design form.

8.4. ‘User Properties’ as query additional filters

The query could be filtered using current user properties to show the data of interest for the current user. User
properties are Login Name, Real Name of current user or custom created user properties that could be assigned
and changed by the Kyubit administrator.

To create and manage user properties, Kyubit Administrator should navigate to Administration -> ‘Users and
Admins’, create new custom user properties and click on each user to assign his custom property values.

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‘User Properties’ could be used to filter Analyses, Queries and Dashboards.

To add ‘User Property’ as query, add ‘User Property’ name with double square brackets to your SQL or MDX
query. ([[UserPropertyName]])

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8.5. Query caching

The query results could be cached to avoid production data sources from constant query execution and save
hardware processing time and usage. Imagine hundreds of users opening the same dashboard and for each
dashboard opening, the query to underlying data sources executes each time the dashboard is opened. That
kind of query execution is unnecessary in most scenarios and caching queries for a certain amount of time is
perfectly good for the most dashboard scenarios. To set the caching on a certain query, open the query design
form and on ‘Caching’ tab set number of minutes for which the query results will be cached.

The query results are cached on two levels. First, the query results are cached on ASP.NET level within Kyubit
Business Intelligence application memory. If for any reason, IIS is restarted or application is recycled within IIS
execution, the query results are stored in the Kyubit Business Intelligence internal database. In both cases,
cached query results will be expired after a defined amount of time and the original data source will be queried
afterward.

8.6. Setting Query permissions

If the query object should be visible to other users, click on the ‘Permissions’ options in the upper-right corner
and add appropriate Active Directory/Kyubit users and groups to have ‘Read’ or ‘Read/Write’ permissions or set
unrestricted access to the created Query. (See chapter 7.1. for more details)

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9. Dashboard Analytic Features

9.1. OLAP/Analytic Model Slicers

All data on dashboards that are based on the OLAP data source or Analytic Models could be manipulated with
data slicers that could be added in the design or production time. If a slicer is added in the design time, it will be
part of the dashboard whenever the dashboard is opened. Also, users who are not dashboard designers, but
only use the dashboard, could also add the dashboard slicer that will be only a temporary supplement to the
dashboard, while the dashboard is opened.

Adding a slicer for certain OLAP/Analytic Model data source will automatically filter (refresh) all tiles based on
the same data source with the slicer dimension members. Slicers could be additionally changed, reordered and
removed to provide fine analysis tool while exploring OLAP/Analytic Model data.

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Filter dialog box in advanced view with options to search for dimension members, apply ‘User Properties’ or ‘Time
Intelligence’

State of the filters panel (opened/closed) and its width (drag left-right to resize) is saved with the dashboard and
opened next time the way it is saved.

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9.1.1. OLAP/Analytic Model filters inheritance to child dashboards

The dashboard could contain tiles that have ‘Child dashboard’ configured to open as a separate dashboard in the
new browser tab. If the parent dashboard has filters defined, opening ‘Child dashboard’ will pass (inherit) all
OLAP/Analytic Model filters from parent to child dashboard.

Child dashboard has gray OLAP filters that are inherited by opening from parent dashboard.

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9.2. SQL data filtering

Data on the dashboard could also be filtered by adding SQL data filters. For this concept to work, SQL Queries
with ‘Input parameters’ have to be created that requires some basic SQL knowledge (see 8.2.1 Creating SQL
queries with ‘Input parameters’). Once you create the dashboard chart that is based on the SQL query with
‘Input parameters’ you can add SQL filters that would filter/slice data on the dashboard. SQL Filters could be
static ‘Numeric’ and ‘Date Time’ input fields, or they could be a drop-down list of values that comes from SQL
queries defined as ‘Query Type’ = ‘Filter values’.

While selecting the query for visualization on the dashboard, a user can see if created query accepts ‘Input
parameter’.

After adding a query to a dashboard visualization in the design mode, moving mouse over tile title will display
‘Input parameters’ this visualization accepts. Now, this dashboard tile visualization is ready to be filtered.

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Adding a filter …

Adding a SQL filter will show a dialog to choose another query that return drop-down list of values that would be
used to filter data or to select static input field that would be used for filtering. 'Number' or 'Date Time' filter
type.

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(Selecting query for a drop-down list of values for filtering. A filter will be applied only to visualizations with same
‘Input parameter’ name as defined of query filter.)

(Select input field that will be used for SQL filtering. Filter will be applied only to visualizations with same ‘Input
parameter’ name as defined for ‘Output parameter’ on this input field).

(Added SQL filters appear on the slicer panel with the option to change filter values)

Applying SQL filters immediately show sliced data for the dashboard tiles with ‘Input parameters’ that match
added filter ‘Output parameter’ name.

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9.2.1. Creating SQL queries with ‘Input Parameters’

To create SQL query with ‘Input Parameters’ some basic SQL knowledge is required for the query text
manipulation. For example, the following query…

select top 200 DimProduct.EnglishProductName, DimGeography.EnglishCountryRegionName, s.SalesAmount,

s.ShipDate
from [dbo].[FactInternetSales] s
left join DimCustomer on s.CustomerKey = DimCustomer.CustomerKey
left join DimGeography on DimCustomer.GeographyKey = DimGeography.GeographyKey
left join DimProduct on DimProduct.ProductKey = s.ProductKey

… returns values without the option to be filtered in the dashboard.

Now, we would like to have the ability to filter products based on several filter inputs. To add filter parameter
input open curly brackets, add the name of the filter parameter that must start with @, then add ‘colon’
character following with the SQL expression that will be used if the filter parameter value is actually supplied.

select top 200 DimProduct.EnglishProductName, DimGeography.EnglishCountryRegionName, s.SalesAmount,

s.ShipDate
from [dbo].[FactInternetSales] s
left join DimCustomer on s.CustomerKey = DimCustomer.CustomerKey
left join DimGeography on DimCustomer.GeographyKey = DimGeography.GeographyKey
left join DimProduct on DimProduct.ProductKey = s.ProductKey
where 1=1

{@productName: and EnglishProductName like '%@productName%'}

{@shipDate: and s.ShipDate < '@shipDate' }
{@country: and EnglishCountryRegionName in (@country)}
{@salesAmount: and s.SalesAmount > @salesAmount}

order by s.SalesOrderNumber desc

This semantic ensures that SQL query will be correctly executed if no filter parameter values are supplied and
also if any number of filter parameter values is supplied.

If @productName parameter is supplied, SQL expression will be included in the query:

and EnglishProductName like '%@productName%' (where @productName will be replaced with the actual filter
parameter value).

Filter parameters provided on this way could be used on the same way for any technology supporting SQL
language to retrieve the data (MS SQL server or any other data source supporting ODBC query calls).

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9.3. Exclude dashboard chart from the filtering

By default, all dashboard tiles accept filters defined on the dashboard level. Each dashboard tile can be excluded
from accepting filters added to the dashboard, which will be ignored in such case.

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9.4. Chart drill-down, drill-through actions on the dashboard

All dashboard tiles based on the OLAP/Analytic Model data source could be drilled-down, sliced or drilled-
through in place within the dashboard. Right click on the OLAP/Analytic Model dashboard chart and selected one
of the available analytic actions.

9.5 ‘User Properties’ as Dashboard filters

The dashboard could be filtered using current user properties to show the data of interest for the current user.
User properties are Login Name, Real Name of current user or custom created user properties that could be
assigned and changed by the Kyubit administrator.

To create and manage user properties, Kyubit Administrator should navigate to Administration -> ‘Users and
Admins’, create new custom user properties and click on each user to assign his custom property values.

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‘User Properties’ could be used to filter Analyses, Queries and Dashboards.

To add ‘User Property’ to OLAP/Analytic Model analysis as a filter, while in a filter dialog form, click on the ‘User
Property’ icon on the upper right and choose one of the existing User Properties. More values under the same
property should be delimited with a semicolon (;).

Every time the user opens an analysis, ‘User Property’ value will be resolved and used to filter analysis data using
the current user property value.

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9.5. Define dashboard filter values using URL query string

If the dashboard contains SQL or OLAP filters, filter values could be set using URL opening the dashboard. This
gives great flexibility how data will be sliced and manage dashboard data scope outside Kyubit application. In this
example, we added the filter with title ‘Customer Geography’ which is identified with parameter ID =
‘[Customer].[Customer Geography]’. In order to supply the value for this filter using URL, we add the member
unique name for the ‘France’ member -> [Customer].[Customer Geography].[Country].&[France] …

@[Customer].[Customer Geography]=[Customer].[Customer Geography].[Country].%26[France]

… to dashboard URL. Note that ‘&’ character is replaced by %26 HTML escape code for ampersand character. If
the filter parameter requires more values, separate them with (;) the semicolon.

@[Customer].[Customer Geography]=[Customer].[Customer Geography].[Country].%26[France];

[Customer].[Customer Geography].[Country].%26[Germany]

… creating final URL …

http://localhost:85/Forms/Dashboard.aspx?DashboardID=3028&@[Customer].[Customer
Geography]=[Customer].[Customer Geography].[Country].%26[France];[Customer].[Customer
Geography].[Country].%26[Germany]

URL filters applied …

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9.6. Dashboard filters configuration

‘Automatic Filtering Configuration’ is the default way of handling the dashboard filters. For OLAP/Analytic Model
data, this means, when the dashboard filter is added, it would automatically be applied on all dashboard tiles
that are based on the same OLAP/Analytic Model data source. For SQL data-based tiles, this means that filter
would be automatically applied to all queries based upon the same ‘Input parameter’.

‘Explicit Filtering Configuration’ is the process in which a dashboard designer could select for each dashboard tile
which dashboard filters it will use when retrieving data from data sources. On this way, a dashboard designer
can fine tune, how filters will be implemented for each tile on the dashboard. For example, a dashboard tile
based on the OLAP/Analytic Model data could accept filter values that are based on some other OLAP/Analytic
Model data source.

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9.7. End-User actions on the dashboard chart

After the dashboard is rendered in the production usage to end-users, there are several options a user can
choose to additionally arrange and visually analyze data. Right-click on the dashboard tile to show main user
actions, such are ‘Refresh’ tile data, change ‘Chart Type’, pivot tile data category and series values for the tile
with ‘Pivot Chart’ action, show ‘Values Labels’ on the chart with additional selection on how many items labels
would be displayed, set temporary ‘Aggregate’ (SUM or AVG) value that could be used to compare with the
existing tile chart values or click on ‘Use as Slicer’ option to set tile chart to act as a dashboard slicer.

Right-click on the chart legend shows additional actions that could be used on a particular series of values on the
chart. Such is ‘Sorting’ of the data on the chart, display ‘Top X’ items on the chart,

… or toggle display of ‘Trend’ or ‘Average’ line on the chart and ‘Value Labels’ for a particular series of values on
the chart.

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9.8. Use a chart as ‘Slicer’ chart

From version 3.7 of Kyubit Business Intelligence app, end-user while working on the dashboard can choose
several chart types and turn them into dashboard slicers. Chart types ‘Pie Chart’, ‘Doughnut Chart’, ‘Column
Chart’, ‘Line Chart’ and ‘TreeMap Chart’ could be toggled to ‘Use as slicer’ mode with a single click of end-user if
data chart is based upon OLAP/Analytic Model data. At the same time, more than one chart on the dashboard
could be set to work in a ‘Slicer’ mode, giving many possibilities to slice and analyze data of interest on the
dashboard.

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9.9. ‘Quick Explore’ dashboard analytic feature

‘Quick Explore’ feature is designed to get quick insight about specific chart segment related to some other
dimension. For example, if chart displays the product sales values, with ‘Quick explore’ feature a user could get
quick insight how specific product sales was in the past, by using ‘Quick explore’ with Time dimension. Quick
explore dimension and Quick explore chart type could be defined on the dashboard chart during design time or
production time by the designer or end-user.

Once ‘Quick Explore’ feature is set, it is enough to click on the any chart segment to get small chart visualization
of the selected member using other dimension.

‘Quick Explore’ display additional dimension in a small separate window …

For example, when a user clicks on 'Jacksonville' city, 'Quick Explore' window will pop-up showing Jacksonville
sales data by the products. Same could be applied for any measure and using various charts. 'Quick Explore'
chart could be further drilled-down to a particular dimension or displayed as an enlarged chart in the full screen
mode.

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Click on the Queensland/Bachelors column open ‘Quick Explore’ values for the same item over the months …

Click on the Male/June chart point opens ‘Quick Explore’ window with ‘Occupation’ data for the same point …

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9.10. Compare Analysis

When observing a dashboard chart based on OLAP or Analytic Model analysis, a user has an option to compare
currently displayed data with the same data when applied using a different set of filters. Compare form shows
filters applied to the original data-set and the compare data-set. On the same chart, both sets of data are
displayed for easy comparison.

For example, if the original chart display sold items over the year, a user can quickly compare the same set with
sold items from the previous year, gender female from Europe, for instance.

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When using the 'Compare Analysis' a user could use all features that applies to 'Combo chart', choosing display
of Line/Column chart combination, using delta chart to display differences, etc.

Base and compare filter sets are displayed as two items in the chart legend.

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9.11 Master-Detail Report

Open a report analysis in the context of particular chart point on the dashboard. Analysis in a Report View will be
opened for that particular point, passing a point member and other dashboard filter members to the report
filtering. The ideal way for end-users to observe master-detail insights from a dashboard chart (master view) to a
particular analysis for a particular selected value on the chart (details view). Select a ‘Report’ in Tile > Options >
Master-Detail Report field to be used with this feature.

Right-click on any point on the dashboard chart. If defined, Master-Detail Report option will be visible. (Use Tile >
Options to define Master-Detail Report). Report View will open for a clicked point on the dashboard and also
passing existing dashboard filters.

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10. Dashboard descriptive text features

The dashboard and its charts contain features to include text that would additionally describe the content for
the end-user. Dashboard itself contains header and footer text that should generally describe dashboard overall
content, while individual dashboard charts could have chart description text that explains the data on the
particular dashboard chart.

10.1. ‘Dynamic Text’ on the dashboard

The text of the Dashboard can contain dynamic values from previously created analysis and queries. For
example, now you can quickly set description text explaining which is the most sold product this year using the
words.

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‘Dynamic Text’ picker icon ({}) suggests that this text input could contain dynamic values that are result of
existing query/analysis execution. First cell in the query/analysis will be taken as relevant and its data will be
inserted in the existing text input on the position as specified. Dynamic text placeholder that consist of double
curly brackets will be replaced by the value from query or analysis. Dashboard designer could manually set
dynamic text by adding query/analysis ID into double curly brackets ( for example, {{A101}} for analysis with ID
101 or {{Q202}} for the query with ID of 202) or he could click on the ‘Dynamic Text’ picker icon ({}), which will
open dialog to search and select existing query or analysis and its ID will be embedded to existing text at the
precise position where cursor was positioned at the time picker was selected.

‘Dynamic Text’ with first item name from query or analysis is defined with ID inside curly brackets.

For example, {{A101}}

‘Dynamic Text’ with first item value from query or analysis is defined with ID inside curly brackets with hashtag
(#) after ID number.

For example, {{A101#}}

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10.2. HTML support for dashboard descriptive text

The text of Dashboard Header/Footer and Tile Description can contain HTML, which is a convenient way to
provide enhanced text for end-users but also to add a custom link or similar. Inside dashboard header/footer or
tile description simply enter HTML text, that will be rendered on the dashboard. This feature should not be used
to add some complex HTML to text descriptions. While exporting dashboard to PDF, plain text (without HTML)
will be used.

Rendered dashboard chart with HTML in the description text …

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11. Exporting dashboard to a PDF file

A user can export complete dashboard or particular dashboard chart to the PDF file at any time. PDF export
features include Simple and Detailed dashboard export and additional options for end-user to select PDF
document settings.

Simple export …

Simple export PDF file …

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A ‘Simple’ dashboard export, creates PDF file that contains all the charts on the single page. If dashboard
contains ‘Table’ charts, those are rendered on the subsequent pages, because it is not possible to render many
rows and columns on the single page.

A ‘Detailed’ dashboard export created PDF file that contains each dashboard chart on a separate page. First page
is dashboard title and index of dashboard charts. User can opt to export charts with values, in which case below
every chart there will be table of chart values used to render visualization.

Rendered ‘Detailed’ PDF export of the dashboard …

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11.1. Include Company Logo image in the exported PDF

Set your company logo image to be visible in the exported dashboard PDF header. This option is available to
Kyubit instances with registered ‘Company Edition’ license or ‘Enterprise Edition’ license.

To setup company logo image, navigate to C:\Program Files\Kyubit\BusinessIntelligence\WhiteLabel folder and

replace CompanyLogo.png with the image of your preference. Make sure the image is of the same size 400px x
200px.

Note: Even if the image is located in the WhiteLabel folder, this feature is not directly related to “White Label”
feature of Kyubit BI application that allows to customize logo on the complete Kyubit application.

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12. Folders and dashboards access permissions

To group more dashboards into a logical group that shares same user permissions, folders could be created to
contain any number of dashboards. When created, dashboard by default is located in ‘My Dashboards’ folder,
visible only to the dashboard creator. At any time, user can share the dashboard with other users by moving
dashboard to folder that is shared with other users.

To create a new folder, click on the button ‘Create New Folder’, fill-in the folder title and click save. New folder
will appear in the list of folders. New folder is by default visible only to the folder creator and administrators. To
give other people access to the folder, open the same folder (Edit option) and select ‘Permissions’ in the upper-
right corner.

12.1. Setting object permissions

To set permissions for any Kyubit Business Intelligence object, click on the ‘Permissions’ option in the upper-right
corner of the form and edit object permission.

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Search for Active Directory/Windows/Kyubit users and groups to set the appropriate permissions. (depending on
which authentication is configured for Kyubit application)

Read/Write permission gives full rights to the user on the folder and all dashboards within that folder.

Read permission gives the right to see the folder and open all dashboards within that folder. No changes are
allowed.

By setting permissions to ‘Everyone’ (unrestricted) gives (Read or Read/Write) permission to any user that is
trying to access the folder and all dashboards within that folder.

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13. Subscriptions
An Important aspect of Kyubit Business Intelligence dashboards usage is to deliver dashboards to the users using
email subscriptions which contain dashboard data in the form of HTML with embedded dashboard images or
attached PDF document with dashboard details. Every user of the Kyubit Business Intelligence with at least
‘Read’ permission has privileges to make a subscription on a dashboard and receive the dashboard on the email
within scheduled time of delivery. To create subscriptions, a user needs to update his ‘email address’ and
‘credentials’ in the user settings form (upper left icon in the ‘Home’ page).

13.1. My subscriptions
Every user can see all his own subscriptions (Analysis and Dashboards) in the Kyubit Business Intelligence
application -> Dashboards section, where all his subscriptions could be managed.

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13.2. Subscriptions within the dashboard

When a user opens certain dashboard, he can immediately see if he already has some subscriptions created on
the same dashboard.

By clicking on “Subscribe” link, form with existing subscriptions of the current user will be displayed with the
option to create a new subscription, edit or delete existing.

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13.3. Subscription details

There are several subscription settings that could impact the way users are receiving subscriptions.

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• Subscription title sets the name that will appear when delivering the dashboard/analysis inside the
email message.
• Subscription item selects Kyubit Business Intelligence content (Analysis or Dashboard) to deliver within
the subscription. The user can subscribe to all content with at least ‘Read’ permission.
• Occurs, defines the scheduled time to deliver the subscription. There are three different time
scheduling categories:
o Weekly, set the weekdays to deliver the subscription
o Monthly, set the month days to deliver the subscription
o Once, set a single day to deliver the subscription
• Time sets the time within a day to deliver the subscription
• Recipients, set the contacts, contact groups and email addresses that will be used to send subscriptions
• Include, type of delivered content
o Link to Kyubit Business Intelligence dashboard
o PDF dashboard document (Simple)
o PDF dashboard document (Detailed)

• Disable - All subscriptions marked as ‘disabled’ will not be delivered at the scheduled time.

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13.4. Contacts and Contact Groups

The 'Contacts' is a list of persons with their first name, last name, and email address that is shared by all
application users. For Kyubit users who are preparing scheduled reports/dashboards to deliver by email to other
individuals (often not even Kyubit users), contacts and contact groups can save a lot of time. Instead of adding
the email address of each person to receive the email to the subscription, now the application supports creating
contacts and contact groups for rapid subscription email setup. You can create a contact that is easily searched
and added to every new subscription and not remember his email address for each new scheduled report. If a
subscription contains multiple contacts to send to, it will be sent for each contact separately.

The strongest feature is to create and manage contact groups, which can save a lot of time while preparing
subscriptions for larger groups of people. For example, you can add 100 users to a group and quickly add it to
every new subscription.

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13.5. Recurring subscriptions

To create a single subscription that would send multiple subscription emails during the same day, it is not
necessary to create multiple subscriptions, but a single subscription that has enabled recurring options. To set
recurring subscription execution, set ‘Recurring’ to enabled on the ‘Recurring’ tab, email frequency in minutes
and ending time of the subscription recurring execution.

13.6. Send subscriptions conditionally

Dashboard subscriptions have ability to be sent conditionally. When the subscription condition is met the
subscription is sent.

The subscription condition is defined with value, criteria and Query/Analysis. When the first cell from the
selected Query/Analysis meets the defined condition, the subscription will be sent.

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14. Mobile Dashboards View

All dashboards and the dashboard folders created within 'Kyubit Business Intelligence' web application are
available to be used from mobile devices. A user is authorized to see exact same dashboard objects and data as
within ‘Desktop view’ of the Kyubit application. Kyubit BI can be used internally to access data from mobile
devices on the local intranet and wireless connection or Kyubit application can be exposed externally on the web
and users can reach their business data, visualizations and analytics from anywhere. Prepared dashboards based
on the SQL and OLAP data can be accessed using mobile devices and mobile user interface to visualize and
analyze data in the real-time. Mobile BI with Kyubit software is accessible using modern web technologies
(HTML5, CSS3) and mobile web browsers.

14.1. Connect Mobile Device to Kyubit Business Intelligence

To connect to Kyubit Business Intelligence and display created dashboards, simply open the web browser on
your mobile device and type URL of your Kyubit BI web application. If your Kyubit web application is exposed on
the internet, enter URL of the Kyubit app public web address and add '/Mobile/Index.html'

(For example, http://yourkyubitaddress/mobile/index.html)

To access Kyubit BI on the local intranet:

1) Find your server IP address. (Command prompt -> IPCONFIG)

2) Type URL to the mobile device browser together with the port number and /Mobile/Index.html (For
example, http://10.2.203.166:81/Mobile/Index.html)
3) The first time you will need to enter your Windows/Kyubit credentials to access the application.

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12.2. OLAP Analysis on Mobile Dashboards

Perform OLAP analysis Drill-Down and Drill-through actions to find more in-depth details of your data with the
touch of your fingers from Dashboards Mobile view. Select OLAP dimension level to Drill the current data with
multiple Drill-Down steps or get back to the previous state of analysis. Select predefined Drill-through actions
that will return row details of the current OLAP visualization.

1) Open the Dashboard with charts based on the OLAP data

2) Touch the chart segment you would like to explore to discover new details (Drill).
3) Select OLAP action: Drill-by, Drill-Down or Drill-Through.
4) Select the OLAP dimension to drill.
5) Select OLAP dimension hierarchy - level to drill
6) The chart on the dashboards mobile view transforms to display drill-down dimension level.
7) Repeat this step multiple times to reach analysis data of the interest.
8) Select 'Back' to return to previous states of the OLAP analysis

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All dashboard visualizations available at the dashboard design time will be rendered on mobile devices with all
custom display options defined while designing the dashboard. Visual options and data settings like, Color
Theme Pallets, Value Labels, Average/Trendlines and others will behave the same way on mobile and desktop
view of the dashboard. For each dashboard tile, the user can select chart visualization and the option to 'Show
Values' to see pure values that are base for the chart visualization. OLAP data chart visualizations have the
option to 'Drill-Through' data for specific chart segment to see all leaf-level data details that are related to the
chart segment of the interest.

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15. Multipage Reports

The ‘Multipage Report’ consist of more analyses and dashboards on the same report with tabs above the page to
quickly switch from one analysis or dashboard to another. Multipage Report groups dashboards and analyses of
common interest, so the users do not have to look for the related data on several different places on the portal.
After you create Multipage Report, simply send the link to someone who will be able to see all related BI content
without having to leave the page.

To create a Multipage report, follow these steps:

1) Click on a ‘New Multipage Report’ button

2) Select analyses and dashboards to appear on the Multipage report
3) Select order of appearance of Dashboards and Analyses
4) Set Name and the Description for Multipage Report and Save it.
5) Multipage Report is displayed in the Folder with Dashboards and could be shared with other users by
moving to any shared folder.

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16. Dashboard Data Slideshow

Click the 'Slideshow' button that will start the full-screen dashboard slideshow querying data sources and
presenting visualizations and metrics in the real-time.

While designing Dashboard user set slides transition duration and caching options that could cache returned
data and not query data sources for the same visualization for a defined time in minutes. All dashboard
visualizations are transformed to full-screen mode during slideshow presentation, presenting only chart/metric
data, dashboard tile title and description for the displayed visualization. Slideshow logic rotates all dashboard
visualization one by one, repeating until slideshow page is closed.

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17. Integrate dashboards with other web applications and

sites
The dashboard created within the Kyubit Business Intelligence application could be easily embedded/included in
any HTML page using IFRAME element, allowing number of configuration options to customize dashboard
appearance to best fit visually into existing HTML page.

Simple example of embedded dashboard using IFRAME element:

<iframe id="dashFrame" src="http://KyubitBI/Forms/Dashboard.aspx?DashboardID=3" width="800px"

height="1000px" frameborder="0" scrolling="no"></iframe>

Add IFRAME element and set SRC attribute to URL of the dashboard from the Kyubit Business Intelligence
application (Same URL if opened from Kyubit Business Intelligence application).

Additional URL attributes to customize dashboard appearance:

▪ Align, alignment of the dashboard within IFRAME element

▪ Font, dashboard fonts
▪ FontColor, dashboard font color
▪ TileFontSize, dashboard title size
▪ HideDesignButton, hides ‘Design’ button
▪ HideCloseButton, hides ‘Close’ button

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▪ HideOpenPDFbutton, hides ‘Open PDF’ button

▪ HideSubscribeButton, hides ‘Subscribe’ button

Example with all attributes:

<iframe id="dashFrame"
src="http://KyubitBI/Forms/Dashboard.aspx?DashboardID=3&align=right&font=helvetica&fontColor=red&tileFo
ntSize=11px&hideDesignButton=1&hideCloseButton=1&hideOpenPDFbutton=1&hideSubscribeButton=1"
width="800px" height="1000px" frameborder="0" scrolling="no"></iframe>

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