Community BI Home Page

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The Community BI homepage displays links to the various components of the system.

  • Recently Viewed Items
  • Popular Resources
  • Data Sources
  • Domains
  • Ad Hoc Views
  • Reports
  • Dashboards

Instructions

Step 1.  Log in to your Community BI system (refer to Logging In for further information).

Tip: Contact your system administrator if you need assistance with your log in details.

The Home Page is displayed.

Home Page

 

The Menus are displayed at the top of every Community BI page.

Menu Bar

HomePage

The HomePage button returns you to the HomePage from anywhere in Community BI.

HomePage button

Library

The Library link opens the Library page (list of all saved items) from anywhere in Community BI.

Library

For more information on the Library, refer to the Using the Library article.

View

View Menu

The View menu allows you to display recent Search Results, the Repository, Schedules and Messages.

View Menu

 

Create

Create Menu

The Create Menu allows you to Create new Ad Hoc Views, Reports and Dashboards.

Create Menu

Recently Viewed Items

Step 1. Review the Recently Viewed Items list on the left-hand side of the homepage.

Recently Viewed Items

 

Step 2. If the arrow is pointing the right, click it to expand the items.

Recently Viewed Items

Items you have recently viewed are displayed.

 

Step 3. Hover over the name of the item to see the name and description

Item Description

 

Step 4. Click on the name to edit the item.

 

 

Step 1. Review the Popular Resources list on the left-hand side of the homepage.

Popular Resources

Step 2. If the arrow is pointing the right, click it to expand the items.

Popular Resources

Click on one of the links to be taken to the resource.

 

Data Sources

Data Sources are a connection to a database or other data source.

Data Sources are generally managed by CDS or your System Administrator, you may not have access to this area.

For more information, please contact Community Data Solutions.

Domains

Domains are a structure created from a Domain to allow the use of the data in an Ad Hoc View.

Domains are generally created by CDS. You may not have access to this area.

For more information, please contact Community Data Solutions.

Further information

For information on Ad Hoc Views, Reports and Dashboards, please refer to the following articles:

 

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