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Managed BI Portal
Manual
1 — Last update: 2015/05/19
Decisive BI
Table of Contents
Overview ..................................................................................................................................................... 1
Login & Navigation ..................................................................................................................................... 2
Reports ....................................................................................................................................................... 3
Pivot Reports ............................................................................................................................................. 4
Creating a new report (OLAP) ................................................................................................................. 5
Graphs & Charts ..................................................................................................................................... 6
Databox .................................................................................................................................................. 7
Geographic Maps.................................................................................................................................... 8
Sparklines ............................................................................................................................................... 9
Formulas............................................................................................................................................... 10
Conditional Formating ........................................................................................................................... 11
Scheduling Reports.................................................................................................................................. 12
Decisive BI
Managed BI Portal - 1
Overview
The Managed BI portal is a robust web application that provides seamless access to your data over via
Internet. The application requires no client side software and runs on all devices including PC, Mac, and
mobile using common browsers (Internet Explorer, Firefox, Safari, and Chrome) in multiple languages.
We offer role based security model with the flexibility to manage privileges to reports and folders.
Through this powerful tool, users can create the following report types:
• Dashboards
• Key Performance Indicators
• Reports
• Pivot Tables (similar to Excel)
Key features of the portal include:
• SSL secure access
• Report Scheduling
• Dynamic Formatting
• Charting, Graphing, Geographic Mapping
• Downloading to Excel
• Sharing and collaboration
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Decisive BI
Managed BI Portal - 1
Login & Navigation
The login page for Managed BI is located at http://www.managedbi.com/
The login page captures user information for logging into the portal. In the event you forget your password,
you have options to have it resent or reset.
User Entry:
• Username
• Password
In order to obtain a login account please contact Decisive BI using the contact information provided.
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Decisive BI
Managed BI Portal - 1
Reports
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Decisive BI
Managed BI Portal - 1
Pivot Reports
Managed BI has the flexibility to offer pivot reporting based on cube data and relational data. While best
practice dictates that analytics is performed on summary data, we understand that users often want
transactional lists to be generated from the management analytic platform. It is due to this requirement, that
we offer the relational access. The relational access method is designed for longer reports with many lines
of detail returned.
Clients may be licensed for one or both of these report types. Please contact us if you are interested in
viewing a demo of either type.
OLAP
• Pre-calculated for faster response
• Optimized for summary analysis of data
Relational
• Able to handle large detail requests
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Decisive BI
Managed BI Portal - 1
Creating a new report (OLAP)
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Decisive BI
Managed BI Portal - 1
Graphs & Charts
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Decisive BI
Managed BI Portal - 1
Databox
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Decisive BI
Managed BI Portal - 1
Geographic Maps
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Decisive BI
Managed BI Portal - 1
Sparklines
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Decisive BI
Managed BI Portal - 1
Formulas
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Decisive BI
Managed BI Portal - 1
Conditional Formating
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Decisive BI
Managed BI Portal - 1
Scheduling Reports
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