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Note: :Should you require assistance in designing your dashboards / reports in Power BI, offers consultative assistance. Please use either of the channels above to contact us for further information.
Please use the login details provide to you by support via email.
If you are a System Administrator and are unable to login, please contact Support in order for your login credentials to be reset, the same process should be followed in the event you have forgotten\lost your password.
If you are a system user and have lost/forgotten your password please contact your company Administrator for your login credentials to be reset.
Easy Analytics is a secure, Cloud Hosted Software-as-a-Service (SaaS) based Business Intelligence (BI) platform powered by Microsoft’s Power BI which allows you to import data from multiple data sources into a workspace for detailed analyses. Using security roles to create users, you can invite users into the platform to view specific information within your company organogram\client base. You have the ability to apply your corporate branding to the portal so that your users can easily identify with your organization’s Corporate Identity. Data is very easily made available in both mobile and web browsers. Administrators of the platform can also run in-depth analyses of who has been interfacing with the data.
When you log in to Easy Analytics you are presented with the Dashboard/Report which is illustrated in the diagram below,
1. Please use the login details provide to you by support via email.
2. Navigate between the Dashboard, Organogram, Report, Plug-ins and Session menus
3. The System Settings in where you have the ability to add/remove users, SMTP details and update the main contact details. All system related notices/information will be sent to the user defined in this section.
The information within Easy Analytics is interactive, allowing you to mouse over graphs to view details and allowing you to filter out data related to what has been clicked, this can be seen in 1 in the illustration below. Note should any element be clicked, the entire workspace will be filtered accordingly.
Please note that there are different functions you can make use of in each of the graphs presented with Easy Analytics, please refer to 2 above, icons are explained from left to right below,
- Drill up/down
- Expand all down one level in the hierarchy
- Shows you the slices applied to the data you are viewing
- Focus Mode: Allows you to view the graph in full screen
- Export data into .csv or .xlsx
- Show data: Which will show you only the graph you have selected with its associated data
- Spotlight: Highlights the graph/tile you are viewing and dims out the rest
- Sorting options
- The filter option marked by 3 above, is to create a specific view set of your data. As can be seen, the amount of data which can be input can become quite large and complicated to work with. This feature allows you to streamline the data making its way into the dashboard/report.
In this section, system administrators have the ability to add nodes into the platform. Nodes created can either be parent nodes or follow a hierarchy, these nodes can be defined to make sense to you and/or your client’s business. The structure can be changed at any time. Once added you have the ability to create user or admin access to certain nodes within the organogram. Users will be restricted to the node you have provided access too when they login to the platform.
Organogram Detail: Click the + box in the top right panel of the edit panel
Enter the name of the cost center/node being created
Choose a parent cost center (leave empty if this cost center will be a parent cost center)
Choose a classification (not mandatory).
Analytics: Select a combination of a Dashboard and/or Report to be associated with the node you are creating.
Choose the appropriate report filter or role you wish to apply to this node. This will make information available to only the user/security scope you have defined.
Click on “Save/Add” to save the cost center/node.
To edit a cost center, simply click on the name in the left panel (quick search can facilitate ease of access)
Reporting in Easy Analytics can be achieved using functions in the dashboard / reports as shown above in page 5. Data from any graph can be exported into a report.
The reporting tab in the platform is for a report set that is not included is any of the data being presented via the dashboards / reports.
As shown above, when clicking on the Reports tab you will be presented with a list of system reports for you to run.
1.Please choose a Cost Centre. As you start typing the name of the cost centre the system will display a list of possible matches.
2.Choose the date range for the report, you can choose from 6 pre-set dates or choose a specific date range.
3.Choose the report format that you want the report to be generated in, you can choose from “EXCEL.XLSX”, “EXCEL.XLS” and “CSV”.
4.Choose which email(s) the report should be sent too. Please note that all recipients will be CCed including the user that is creating this report. (This field is not mandatory)
5.Click on the “Run report now” button to email the report. You will receive a notification after the report has been successfully sent.
A plug-in is defined as a software component which is used to add a specific feature to an existing program/website.
Current Easy Analytics supports the plug-in for Word Press. When viewing the plug-ins menu in Easy Analytics please make use of the “Read Me” HTML file which details how to download and install the plug-in. The Read Me file is also pasted below for ease of reference,
ethod 1, via FTP upload (easiest)
- Extract the plugin, and copy the folder via FTP into your WordPress directory `/wp-content/plugins/`
- The `powerbi.php` file should now be accessible at the following path: `/wp-content/plugins/claritech-powerbi-plugin/powerbi.php`
Method 2, via WordPress Admin and FTP upload
- Login to WordPress Admin
- Click `Plugins`
- Click `Add New`
- Click `Upload Plugin`
- Click `Choose File`, and browse and select `claritech-powerbi-plugin.zip`
- Click `Install Now`
- If required, enter your FTP settings.
- Click `Proceed`
After uploading the plugin, you need to set it up:
- Login to WordPress Admin
- Click `Plugins`
- Activate `Claritech PowerBI Embedded`
- Click on `Settings` on the plugin
- Enter your access key
You can now add a report to your pages or posts, by adding the following short code, where ID is your PowerBI report ID or name of the report you wish to plugin:
Sessions allow you to share Easy Analytics content outside of the secure portal within your website/application or via a direct URL to your desired user base. You have the ability to chose what content is to be made available and the duration in which the content is available.
1.Report Type: Select whether you are creating a report or dashbaord session for sharing.
2.Report session expires in (days): Select how long you wish the data to be available for?
3.Name: Provide a name for the session.
4.Location: You can provide any URL/Location in this field. This field does not link to any data but is purely a descriptive field to assist in defining where your data is being presented.
5.Enable Filtering: Will make filtering options avaiable on the right hand side of the report. Not avaialble for dashboards
6.Enable Content Navigation: Will alllow you to navigate between different reporting pages. Not available for dashboards.
7.Enable row level security (RLS): Will allow for data to be shared at a granular level based on a users security scope or access provided by means of login credentials.
The system settings section is only accessible by system administrators and client administrators.
System settings allows a System Administrator to define the following:
1.Global– Allows you to input a master email and contact number which will be sent notifications should there be an issue with the platform.
2.SMTP – Should you wish to use your own mail server and not the default server, you have the option to enter in SMTP details
3.Users – manage user access, user details and simple system look and feel.
To add a system user - Administrator, click on the Users tab.
1.Only system administrators can create other system administrators and view system settings.
2.Enter a Name, Surname and email address for the user being added.
3.The solution will automatically use your email address as the username, but this can be changed. The username must be unique and the solution will prompt for this should you add a username that is already being used.
4.The password is system generated. You will not be required to add this, nor will you be able to see the password at any time.
5.System administrators have full read and write privileges to all facets of the platform.
6.You are also able to add an administrator to a cost center which will allow the admin to read and write data to the cost center which they have explicitly been given access too.
7.You can follow the same process above to create a user, however a user is only provided with Read access to the cost center/node they have been provided access too. Covered in detail in point 9.
8.The system administrator is also able to add Styling to a cost center which will allow for a selection of a primary and secondary color for the site as well as provide the ability to add in a logo as shown below,
9.When creating a user, please follow the steps outlined above. As shown below a user does not have access to the settings menu but only read access to the report/dashboard provided. The difference in menus for admins and users is illustrated below,
9.1 User Menu
9.2 Admin Menu
|First Name||Last Name||Company||Role|