BI views

Overview of the BI views for presenting data in the Business Intelligence view

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Business Intelligence

Created: 22.04.2020
Updated: 23.05.2025 | Redesign of the BI module with version 6.8

In order to display the data in the Business Intelligence (BI) view, you must define BI views. These are located in the folder Settings > Business Intelligence > BI views:

Each of these BI views represents an evaluation in the BI module:

A BI view has the following properties:

Designation

The designation of the evaluation is shown as the label of the buttons in the BI view. These are MLstring fields.

Active

Defines whether an evaluation is shown in the BI view.

Icon

In addition to the designation, an icon can be specified on the buttons. Valid are all Vertec Icons (index number) as well as the icon name.

Group/Order

The group is an integer. This allows you to group the buttons with which the BI shows are called up into groups. A group includes all BI shows that have entered the same group number. Within a group, the BI shows are sorted according to the specified order.

If all buttons in a group have the same icon, it is shown in front of the group.

Starting dimension

Under Starting dimension, you can define the objects on which an evaluation is shown in the BI view.

  • Class: Defines for which class this display is defined, i.e. on which objects this evaluation is available.
  • Expression: An expression is needed if the specified class itself does not have measures that can be evaluated. In this case, an OCL expression must be specified, the result of which is a class for which measures are defined. For example, you want to show an evaluation on the customer, but the figures themselves come from the projects. Enter  Adresseintrag as the class and projekte as the expression.
  • Single object/list: This specifies whether this evaluation is available on single objects and/or on lists.
Result dimension

Here, you choose the class to be evaluated with this BI view.

You can only select classes for which measures are available.

Graph type

Here, you can select how the evaluation is displayed. The following options are available:

  • Time series: If the time series is selected as the chart type, the displayed values are displayed as a line graph.
  • Bar graph: shows the values in bar graphs. Until now, this view was the default view if it was not a time series.
  • Pie chart: In the pie chart, the individual sectors are represented in a circle (pie chart)

You can set how the values are grouped in the different options under Horizontal grouping/Line grouping/Circle sectors below.

Horizontal grouping/Line
grouping/Circle sectors

Depending on the graph type selected, this section is called horizontal grouping (bar graph), line grouping (time series), or pie chart.

Here, you can specify how the displayed values should be grouped. Based on the result dimension, the following options are available:

  • Result dimension: Grouping by result dimension is the previous default. If an expression is added, it is grouped accordingly, applied to the result dimension.
    • If the result of the expression is a business object, it is grouped according to the default display of the business object.
    • If the result is something else, an attempt is made to convert it to a string and to group it accordingly.
    • If this is not possible or the result is zero, the values are grouped under “None”.
  • Folders: If a folder is specified, the numbers are grouped by its subfolders (Projection). These must contain objects of the class specified as the result dimension. In addition to normal subfolders, Expression and SQL are also evaluated. You must ensure that their folder content is calculated before the evaluation views are shown.
  • BI measure: With this grouping, the values are displayed summed according to the selected measures.

Measures

On the Measures page, you can predefine which BI measures you want to display:

If this view is opened in the BI, these measures are automatically preselected:

Any other measures can be added.

If the current user does not have user rights for any of the predefined measures, the BI view is hidden.

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