Getting Started with WorkBooks

Bi4Cloud WorkBooks allows you create tabular and  graphical reports and notes as tabbed reports within a WorkBook. The WorkBook can be shared with other users and emailed.

If you are participating in the WorkBook Beta you will find information about the URL to use, logging in and Quick Help at WorkBook Beta.

If you have  already logged into WorkBooks and just need fast help  then use this link Quick Help

There are know issues in the WorkBook Beta that can be found WorkBook Beta known issues

Workbook Selection Screen

After your press WorkBook you will be taken to a screen to select the workbook to run. The yellow boxed text describes the major functions. The exact WorkBooks that are available are determined against your Bi4Cloud user profile may be restricted to only information you are allowed to see.

Even if you have complete access right in Bi4Cloud only relevant WorkBooks are displayed. The Workbooks available are also choosen based upon to the data found in the connected data file.

For example

  • if there is no Inventory  then no Inventory WorksBooks will be shown. 
  • if there is Analysis Codes found ( Tracking Categories, Classes, Jobs)  then Department Analysis WorkBooks are shown.

Screen_Shot_2022-12-02_at_6.16.42_pm.png

Launching WorkBook Analyse Sales YOY  will display Something Like* the following screen.

Screen_Shot_2022-12-02_at_7.10.19_pm.png

Something Like* is not Exactly Like. Your data is different and some systems will not have all the dimensions that the WorkBook has utilised and so it will not display the same as the example above

Uncomplicate Things

Q: How do you fit four elephants into a VW ?

A: Two in the front and two in the back.

Divide the problem up to simply things.

The WorkBook has a lot going on. Let’s uncomplicate this by simplifying it into sections.

The workbook consists of

  • A header section
  • A menu section
  • A tab section

Header Section

SS01.png

The Header Section displays the WorkBook name, button to change report dimension and make new reports and on the right filters that apply to the entire workbook.

SS04.png

Menu Section

SS02.png

The Menu Section is used for WorkBook operations like Exit, Save, Set Default, Share and choose another WorkBook. This menu can be hidden by pressing the 3-line icon (hamburger) immediately above it.

SS05.png

Tab Sections

SS03.png

The Tab Section is where the output displays. Each tab can contain reports, charts or a combination of these to form a dashboard. Dashboard can also contain KPI widget that show Big Numbers and trend charts as well as HTML pages. The top line of each Tab has the filters for the Tab. The Tab that is being displayed (in focus) has a blue under-line under it’s name

SS06.png

 

The Tab display above above is named Headline Sales and it shows 4 KPI’s and below these a report of Year-Over-Year trailing 12months sales for the last 24 moths.

The YOY Compare show details with in-text barcharts for relativity and to indicate variance trend.

SS07.png

Lets go through the steps of how that dashboard was built.

First take Copy the WorkBook and Save it. This will allow you to make changes and save them.

Create a new Customer report - and save that.

How: Click [+Report] / Choose Customer /  Press Save

createSimple.gif

Too easy. So now lets add a Comparison Column to Compare Years .

To simplify the rest of the example we will

  • set the Sales Date range for this Report (Tab) to This Year.
  • then use the Edit pencil to open the Report Designer
  • remove the Metric except Total Sales
  • Click Comparison Filter Add
  • Notice you get three elements. A new Filter field, a Difference and a % difference
  • We Change filter Name to Last Year
  • Set the offset date
  • Then for the two Sales values set these to display a Bar Chart in line

EdMetric02.gif

 

Scope of Filters

The scope of filters can be WorkBook, the Tab, the DashBoard, the Widget.

In the screenshot below the purple filter has scope over the entire WorkBook.

The red filter has scope over Report Tab.

To see if there are filter for the Widget click into the widget.

Screen_Shot_2022-12-02_at_7.05.04_pm.png

 

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