WorkBooks Primer

 

New WorkBooks functionality in Bi4Cloud provides easy to use tabular reports and dashboards. 

These are delivered as pre-built Workbooks ready for immediate use.

Fast links

1. List WorkBooks

2. Change Company

3. Open WorkBook change dimesion

3. Copy a read-only WorkBook

 

Getting there

Screenshot 2023-10-16 at 9.16.02 am.png

You will see a login screen like this.

Screenshot 2023-10-16 at 9.16.50 am.pngUse 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.

Screenshot 2023-10-16 at 9.23.26 am.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 my.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 

 

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