WorkBooks Beta Guide

 

The WorkBooks Beta is a preview of new WorkBooks functionality in Bi4Cloud. To participate in the Bi4Cloud WorkBooks Beta please email an expression of interest to support@bi4cloud.com 

Only Bi4Cloud users running Enterprise 5 (Cool Stuff or above) with Admin privilege can participate in the Beta at this time.

Once accepted we will provide access to the Beta section of BI4Cloud.

The URL to get access is https://future.bi4cloud.com 

Screen_Shot_2022-12-01_at_11.44.40_am.png

You will see a login screen like this.

Screen_Shot_2022-12-01_at_11.56.35_am.png

If you do not see the title Bi4Cloud Beta Login then you are not in the correct place. Re-check you entered https://future.bi4cloud.com  into the URL line of your browser and not into a google search bar.

Use your Bi4Cloud credentials to login. You will be presented with what looks like a familiar Bi4Cloud Admin page however it's a little different. The KPI link has been moved under the Cool Stuff button and a new button added for access to WorkBooks. Your normal reports are available under the Reports button.

Screen_Shot_2022-12-01_at_12.08.43_pm.png

Click the WorkBooks button and a WorkBook Selection screen is displayed. 

Screen_Shot_2022-12-02_at_1.46.28_pm.png

If your WorkBook Selection screen does not launch you need to check if you have pop-ups enabled for future.bi4cloud.com . Here are link to allow popups in common browsers  

The following Quick Help animations will help get you started.

| Change Company | Filter WorkBook | Learn More

ChangeCoNew.gif

 

Open a WorkBook | Select Another WorkBook | Return to WorkBook Selector Page

OpenWorkBookNew.gif

Open WorkBook at Specific Report Tab  |  Change Analyse Dimension

We could not save the changes in the WorkBook because it is shared and read-only. 

You need to take a copy of it.

OpenReportTab.gif

Copy read-only WorkBook Edit/Save | Delete a WorkBook

Once Copied you need Save the WorkBook. Make you edits and save again

CopyReadOnly.gif

There are more details of WorkBook features in the article Using WorkBooks 

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Ask the BI4 Community
Need help using this report or feature?