BI Viewer Tabs

The BI Viewer component is comprised of three main tabs: BI designer, component properties, and data adapters.

BI Designer

Once the BI Designer is selected the user is presented with the controls that provides the capability to build a functional dashboard. The dashboard provides elements that display visual or textual information in a dashboard known as dashboard items. These Dashboard items can be divided into the following groups: data visualization items, filter elements and dashboard item containers. To visualize data within dashboard items, you need to first establish a connection to a data source as mentioned above. The data source collects the data adapter data and passes it to the dashboard.

The BI Designer layout provides an intuitive user interface that facilitates data binding, shaping, and layout design. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately. This BI Designer contains rich, intuitive graphics and tools that will assist in analyzing data with functionality that requires little to no coding. Users would be able to combine multiple views of data to get better insight to their information, perform ad hoc analyses and quickly publish their dashboard to share it within the application.

Features of this solution assist with Ad Hoc Reports, Dashboard Data Analysis, Data Visualization, Key Performance Indicators, Drill down, filters and interact with OneStream data and other sources of data.

Data Source

The Data Source section allows you to navigate through dashboard data provided from the Data Adapter. It displays the data source structure and allows you to bind dashboard items to the required data source fields using drag-and-drop functionality. The data source section also enables you to manage calculated fields.

The data source browser contains the following elements:

Data Source Drop-Down List Allows you to select the required data source and its required data member. The command buttons pictured below are available to sort or group fields in the browser.

The Field List displays data source fields. You can drag these fields to the data item placeholders to specify data binding. Data source data field types define the field type of each field.

Icon	Description
	Boolean
	Byte
	Date-time
	Numeric
	String
	Calculated Field

Data Items Pane

The Data Items pane is placed side-by-side with the data source browser and allows you to create and modify data binding using drag-and-drop operations.

The data items pane can contain the following elements:

Data Item placeholder: Creates data binding using drag-and-drop operations.

Data Item: Identifies data binding by mapping to a specified data source field. Each data item has the Data Item menu button, used to invoke a menu that allows you to perform various data shaping operations.

Data Section: Corresponds to a specified dashboard item area or element.

Data Item Container: Provides data item sets (e.g., for calculating the difference between two measures). Data item containers have options buttons that allow you to change specific dashboard item settings.

Sort indicator: Shows the current sort order for the data item.

Coloring indicator: Indicates whether coloring by hue is enabled for the data item.

Component Properties

The BI Designer has its own section for parameters. These parameters can be used to filter on and drive the data shown in BI viewer components (inbound parameter). There is also the ability for the BI viewer to pass values from the BI viewer components to other dashboard components (outbound parameters) outside of the BI viewer.

Parameter Name Value Pairs (Inbound Parameter)

The Parameter Name Value Pairs property is used to assign a BI viewer parameter to some value. This value can be a bound parameter.

When the BI Designer is opened or the BI viewer component is run inside a dashboard, the specified BI viewer parameter in the Parameter Name Value Pairs property will be set to the specified value (|!ChosenAccount!|) which in this case is set in the Cube View. If that value is a bound parameter, the value will be resolved before setting the BI Viewer parameter.

|!ChosenAccount!| is a dashboard bound parameter. In this case the value hasn’t been resolved yet, so its value is prompted for.

Once the value (54400) is entered at prompt time, the component (pie chart) will be displayed representing the value.

In the upper-right corner of the toolbar inside the BI Designer there is a Parameters button. Clicking it will open the parameters dialog which is used to create BI viewer parameters. Each parameter has its own settings for what values they can be set to and in what format.

In this case notice how the value property was set to 54400. This is due to the Parameter Name Value Pairs property set earlier (pAccount=|!ChosenAccount!|). The value of this BI viewer parameter called pAccount was assigned to the value of the OneStream bound parameter |!ChosenAccount!|.

At runtime, the Pie Charts created in the BI Viewer will utilize the selected items (|!ChosenAccount!| from the Cube View to render its view.

Action Name Value Pairs (Outbound Parameter)/ Bound Parameter

The BI Designer has its own section for parameters. These parameters can be used to filter the BI viewer and to pass values from the BI viewer components to other dashboard components (outbound parameters) outside of the BI viewer.

The Action Name Value Pairs property is used to assign a BI viewer parameter to some value. This value can be a bound parameter.

In the screenshot above, the Action Name Value Pairs property of Actual vs Budget=Account is used to assign that BI viewer value to a bound parameter which is assigned AccountNumber.

In the screenshot below, the grid component in the BI viewer is the source of the Action Name Value Pairs property that is being used to assign a BI viewer parameter to a bound parameter.

The name of the grid component is Actual vs Budget and this along with the column Account is the source of the Action Name Value Pairs property used in the example above. The result is that anytime an account (or multiple accounts -if setup) is selected at runtime, that selected account value(s) will be passed to the designated bound parameter (AccountNumber).

If the row that contains 52000 – Promotions is selected, the value of the account from that row will be assigned to the bound parameter.

Show Filter Panel Mode

The Show Filter Panel Mode property allows you to turn on and off filter editors within the BI Viewer grids. You must specify the mode controlling the visibility of all grid component's bottom filter panel.

The Show Filter Panel Mode contains the following values:

(Use Default): This value will display when Show Filter Panel Mode has not been set up. You must change this property to display filter editors.

Dynamic: The filter panel is shown when filtering is applied to the grid, meaning the filter isn’t always on or off. The bottom panel filter of the grid is only on if any column has filtering applied. It will only pop up after filtering has been applied to the grid.

Show Always: The filter panel is always shown.

Never: The filter panel is always hidden.

Yellow highlight over the Show Filter Panel Mode property display as (Use Default) with the tooltip.

Data Adapters

Data adapters specify the kind of data used within a dashboard. Once the data adapter is configured and pointing to the desired data, attach it to a dashboard component in order to display it on a dashboard.