Infor Birst – Dashlets

Infor Birst – Dashlets

The article explores the dashboard features and functions, including the use of dashlets, drill-down chart functionality, and table analysis using dashlets. It also covers additional dashboard elements and exporting data options. The article provides a clear and knowledgeable overview of Birst Business Intelligence and its capabilities and the many uses of dashlets.

Key Takeaways

• A dashlet is an individual component that can be added to or removed from a dashboard. They are a reusable unit
  of functionality. A collection is a container of multiple dashboards, a dashboard is a container consisting of multiple dashlets.
• Birst is a cloud-native application that combines data from multiple sources and automates connections to a variety of data sources.
  
  
• Birst provides a strong toolset and consumer-grade easy-to-use like a desktop application for users, using dashlets, drill-down chart functionality, and table analysis on Dashboards.
• Birst offers additional dashboard elements and exporting data options.

Overview of Birst Business Intelligence

Birst is a cloud-native application that combines data from multiple sources and automates connections to a variety of data sources, including SQL databases. It provides a strong toolset and consumer-grade easy-to-use desktop applications for users. Birst works with just about any version of Infor ERP systems.

Birst allows users to access data independently outside of their ERP via a standard web browser. It can use multiple data sources, such as CloudSuite , Salesforce database, or Dropbox, to get the data set that users need to do the reporting they are looking for.

A Birst solution may provide metrics dashboard with various dashlets that provide key performance information or metrics. The summary boxes provide in-your-face type performance information for sales dollars, unit ships, and discounts. Birst can create sales by state dashlet provides a Geo or heat map that shows sales information for each individual state. Users can drill down into the data to see sales by month or region.

Another example of a Birst solution provides a table that allows users to do some Excel-type functions within the table. Users can break down the table by region or add another column for sales percentage. Users can export the table to PDF or Excel. This is one example of a Birst solution.

The drill-down charts allow users to view information for a specific quarter or month, etc. The table in the dashboard can be modified to break down sales by region and add a sales percentage column using the Explorer and Visualizer tool.

Other dashlets in the dashboard include sales by customer type chart, a heat map for sales by product, and sales by month by region chart. Users can also add their favorite websites as dashlets.

The dashboard's export feature allows users to export data to PDF or Excel. The Birst dashboard is an easy-to-use tool that provides valuable insights into sales performance metrics.

Use of Dashlets

Dashlets are small components that provide important performance information or metrics. They are a key feature of the Birst tool. Data can be combined from multiple sources and connections automated to a variety of data sources, including sequel databases. Birst works with just about any version of Infor CloudSuite ERP.

One can use dashlets to drill down into specific data sets, apply filters, and view the results in various formats such as tables, charts, and heat maps. For example, a sales metrics dashboard may contain summary boxes that provide in-your-face type performance information for sales dollars, unit ships, discounts, etc. The dashlet may also include a Geo or heat map that displays sales by location.

Dashlets can be maximized, and users can zoom in and out, apply filters, and view the results in expanded views. Users can also export dashlets to PDF or Excel. Dashlets can be customized by adding columns, breaking down data by region, and adding percentages of sales for each customer.

Overall, dashlets provide a strong toolset and easy-to-use desktop applications for users. They are a key feature of the Birst providing users with the ability to combine data from multiple sources and automate connections to a variety of data sources.

Drill-Down Chart Functionality

The Birst dashboard provides users with a variety of dashlets, which are small components that display key performance information or metrics. The drill-down chart is one such dashlet that allows users to filter data and drill down into more specific information. Users can also switch between different views, such as a bar graph or a table, using the dashlet action button.

In addition to the drill-down chart, the Birst dashboard also includes other dashlets such as summary boxes, a Geo or heat map, and sales by customer type chart. Users can maximize these dashlets to view larger displays and export the data to PDF or Excel.

Overall, the Birst dashboard offers a strong tool set and easy-to-use desktop applications for users. It can combine data from multiple sources and automate connections to a variety of data sources including sequel databases. Dashboard is accessible via a standard web browser, making your data virtually accessible anywhere!

Learn at your pace

Dragon Den is an Agile Dragon Group community focused on all aspects of Birst knowledge and development. Whether it is our free content or our paid training, we are here to support you throughout your Birst journey, from building your first dashboard to building your Birst solutions.

• Creating dashboards
• Creating reports
• Adding filters
• Manage user access