pyramid analytics (bi office) tutorial

OIE | Pyramid Dashboard Tutorial – Consumer Interface

August 7, 2015

Institutional Effectiveness Pyramid Analytics (BI Office) Help

Topic: Pyramid Analytics (BI Office) Dashboard Tutorial

Dashboards are a way to display performance indicators, key performance indicators (KPIs), and other

relevant information to a user. Dashboard can be interactive with drill capabilities to review additional

aspects of the data. A dashboard can be organized by the types of individuals using the dashboard, by

department, or by types of information.

Access

Device/Browser Compatibility

Consumer Interface

o Advanced UI

Account

Content Management

o Basic UI

Action Ribbon

Content Menu

Open Dashboard

o Advanced UI

o Basic UI

Dashboard Navigation

o Global Slicers

o Drill

Drill Down

Drill Up

Drill to Level

o Expand Down/Collapse

Expand Down

Collapse

o Sorting and Filtering

Quick Sort

Quick Filter

o Other Context Sensitive Functions

Navigate between Dashboards

Export and Print

o Print

o Export

Exit Pyramid Analytics (BI Office)

For More Information

Please contact the Office of Institutional Effectiveness at mailto:[email protected] if you have

questions about this material.


August 7, 2015 (Updated October 24, 2017)

Access <Return to topics> Website Address (URL):

https://pyramid.mnstate.edu/

User Name: Star ID Password: Star ID Password

Device/Browser Compatibility <Return to topics>

LI (10‐24‐2017)

Device Browser SSRS Pyramid4

PC Chrome No Yes5

PC Firefox Yes No

PC Internet Explorer Yes1 Yes2

Mac Chrome No No

Mac Firefox Yes No

Mac Internet Explorer No No

Mac Safari No Yes

iPAD3 Chrome No No

iPAD3 Firefox No No

iPAD3 Internet Explorer No No

iPAD3 Safari No Yes

1. Compatibility view must be active on IE 10 2. Compatibility view must be inactive on IE 10 3. BI Office (Pyramid) program must be loaded on iPAD for functionality. 4. Silverlight program is required for Pyramid Analytics operation. 5. Google Chrome not supported with version 45 onwards.

– iPAD

o Please contact Penny Railing at 477‐2936 or [email protected] if you would like

Pyramid Analytics (BI Office) installed on your iPAD.



Consumer Interface <Return to topics>

Advanced UI Account <Return to topics> The Account screen or Welcome screen is referred to as the Backstage. The Backstage is considered the common interface screen. This form contains the menu for accessing online

help, opening a report and/or dashboard. The form also displays the user information and version details as well

other options for users.

Help – This is the online Pyramid documentation. Another window will open for the online documentation.

Basic UI – This is to switch from the Advance User Interface to Basic User Interface. Click on the icon and it switch to the "Basic User Interface" which is a slimmed‐down version of what is available in the main client. It provides a simple point‐and‐click interface without exposing the numerous content management interfaces. You cannot modify when using Basic UI.

The Basic UI appears as shown below:



Content Management <Return to topics>

A. Recent – The Recent Content will list the dashboards that you have recently accessed. Once you place your cursor on a dashboard, the Items area will be populated. You can open up a particular dashboard directly from this form.

B. Open – To open a dashboard that already exists.

Public Content area provides a hierarchical tree listing that is READ access only. The listing of contents is segmented into Personal, group, public. Based upon security, you may not have access to all folders. O Personal Content is contents that you have created and saved. This is your own personal workspace. Others do not have access to your Personal Contents.

O Group Content is available to analyst and professional users and represents a workspace appropriate for analysts only.

O Public Content is available to all users. However only professional users can publish content to this domain.



C. New – To create a new item using one of the following Pyramid Applications:

These features are not available in the consumer interface (license). bioXL – Application used for creating and modifying reports. bioPoint – Application used for creating dashboards. bioWriter – Application used for creating publication documents and alerts.

D. Feeds – Feeds allow you to review any alert and/or publication that have been processed.

E. Search – Provides a search interface for finding content based on keywords or other criteria. You can

open a book from the results.

o Exit – Close the application.



Basic UI

Action Ribbon <Return to topics>

Menu Button ‐ Tap to access the available content and actions.

Back button (<) ‐ click on to return to the previous screen.

This button refreshes only the content of the application.

This button will launch the user back into the full client interface.

This is the online Pyramid documentation. Another window will open for the online documentation.

Search Button – Quick search of content.



Content Menu <Return to topics>

A. Recent Items ‐ View and access recently used files.

B. Personal Content – View the Personal folders and files of contents that you have created and saved. This is your own personal workspace. Others do not have access to your Personal Contents.

C. Public ‐ View and access files from the Public folder. Click on a folder to view the files/slides

within. The number displayed in the folder indicates the number of dashboards found in a

folder. Follow the instructions below to access the public dashboards.

D. Alerts ‐ View, manage and dismiss notifications from Publisher.

E. Publications ‐ View and access publication files.



Open Dashboard <Return to topics> Accessing Dashboards Within Pyramid, a dashboard is considered a book made up of one or more slides. Similar to our books of reports, these are books of slides. Dashboards will be identified by a red pyramid icon next to the name as outlined below.

Advanced UI <Return to topics>

Within Advance UI you can click on the dashboard you would like to view. A single click will display the slides of

the dashboard and present the user with the options. Click on the “View Dashboard” button which will take you

to the first slide or if you want to go directly to another slide click on the specific slide (i.e. Course Trends).

View Dashboard

This runs the dashboard and displays how the end users would see it.

Open Link This will return the URL link for the dashboard.



Basic UI <Return to topics>

Within Basic UI single click on Public and then the folder (i.e. Executive Dashboards) and choose the dashboard

you would like to view. A single click will display the slides of the dashboard and present the user with the

options.

Once the Dashboard is open you may see sections which are groupings of common slides. In the

example below, there are two sections: Class Utilization and Class Meeting.



Dashboard Navigation

<Return to topics>

Global Slicers (drop‐downs) – global slicers allow you to choose (filter) the values on one slide and

they will automatically update all slides. <Return to topics>

Drill – the drill feature allows you the ability to see specific details of the data for further analysis.

Drill Down – Drills down the current element to its child elements. If no child elements (hierarchy), this feature is disabled. <Return to topics> Left click on the element within the report or right click on the element and the Context

Menu will appear.

Click on the “Drill Down” option from the Context Menu. Results (partial) of Drill Down on Class Numbers ACCT (ACCT)



Drill Up – Drills up to the parent level. <Return to topics>

Right click on the element within the report and click on the “Drill Up” option from

the Context Menu.

Results of Drill Up

Drill to Level – Drills down to the descendants (children) of a selected member at the level

chosen from the sub menu. <Return to topics>

Right click on the element and click on the “Drill to Level” option from the Context

Menu.

Results of Drill to Level on Class Number



Expand Down and Collapse – These features will show the current element and it child elements or hides the current element’s exposed children. (If there are no child elements, these features are automatically disabled). <Return to topics>

o To Expand Down, hit (Ctrl + Click) or right click for the Context Menu and click on the Expand Down option. <Return to topics>

Results of Expand Down on ANIM (ANIM)

o To Collapse, right click on the element and click on the Collapse option. <Return to topics>

Results of Collapse on ANIM (ANIM)



D. Sorting and Filtering ‐ You can sort and/or filter the data easily by using the Quick Sort and Quick Filter options. There are addition sorting and filtering options for the rows and columns within the Query Ribbon. <Return to topics>

o Quick Sort ‐ Provides a context sensitive sorting of the rows or columns based on the values or on the labels of the element as the sort criteria. <Return to topics> Right click on the column or row you are sorting. The Context Menu will appear.

Click on the Quick Sort option and click on the option to sort by the Values or by the Labels. Click on either Sort Ascending or Sort Descending.

Results of Sort Values by Sort Descending on Column Fall Semester 2015

Results of Sort Labels by Sort Descending on Columns



o Quick Filter ‐ Provides a context sensitive filtering of the rows or columns based on the selected elements as the filter criteria. Filters are either the TopCount / BottomCount or TopPercent / BottomPercent. <Return to topics>

Right click on the column or row you are filtering. The Context Menu will appear.

Click on the Quick Filter option and click on the option to sort by the Values or by the Labels.



Other Context Sensitive Functions – if you right click on the slide (outside of the grid) there are other context sensitive functions available. These features will not be covered in this tutorial. <Return to topics>



Navigate between Dashboards <Return to topics>

To return to choose another dashboard, click on the Pyramid icon in the top right corner of the page. It will display a fan of options, click on the ‘Close dashboard’ section of the blue fan with the red pyramid icon.

This will return you to one of the following screens.

Advanced UI

Basic UI



Export and Print (Etc.) <Return to topics>

To export or print, click on the Pyramid icon in the top right corner of the page. It will display a

fan of options, click on the Printer icon .

Reset all panels – This will reset the dashboard to slides/panels to their original settings.

Rerun all queries - This will rerun all queries for the reports used on the current slide.

Help – This will access Pyramid online help.

Dashboard Timer - this allows you to set a counter or countdown to refresh and cycle through your presentation.

Print\Export – Exports the slide to a PDF, XPS , Microsoft Office or email

Close dashboard – This will close the dashboard and return to the backstage area.

A. Print – Click on Print Content

<Return to topics>



Within the Print menu, you can select PDF or XPS. The Output Options allow you to select specific objects within the report, whether to include the report titles and/or filter lists from the report. The Settings determine which report or reports that are selected to appear within the PDF/XPS document as well as the formatting of the paper. Clicking on the Headers and Footers allows you to determine if the PDF/XPS should have a header or footer and what to place within each if desired.

1. Once you have selected the print options and you are ready to export to a PDF or XPS document, click on the Print button. Once completed, you will receive the following window:

2. To open the PDF (in this example), click the middle section where is states “Click here to get file” and the PDF will appear. You can now print the document to your printer or save to a folder for access later. Note: The Report Analysis button will display a summary of the runtime it took to create the PDF document and the queries included.

3. Click ‘Close’ once done.



B. Export – Click on Export Content <Return to topics>

1. Within the Export menu, you can select MS Excel, MS Word or MS PowerPoint. The Settings

determine which report or reports that are selected to appear.

2. Select the file type you wish to export your report to. The options are:



3. Select your Settings, which would be to select the current report you are on, the entire book or

specific reports within the book. You will have other formatting options based on the application selected.

4. Once you have your settings in place, click on the Export button and you will receive the following

screen:

5. Click on “Click here to get file” to open up the document within the application selected. You can then save the document to a specific folder location if so desired.

Note: The Report Analysis button will display a summary of the runtime it took to create the PDF document and the queries included. 6. When completed, click the Close button.



Exit Pyramid Analytics (BI Office) <Return to topics> Advanced UI

Basic UI

Close the browser

If you choose to close the browser via the Basic UI you will receive this prompt. Click on Leave

Page.



Document Change Tracking

Date Change Page

7/29/2015 Original Document All

8/7/2015 Added Opera to the Device/Brower compatibility grid 2

12/4/2015 Updated to reflect that we now have four dashboards in the Executive

Dashboards folder

4,8,9,16

12/11/2015 9/18/15 Google announced that the latest version of Chrome browser

no longer supports certain third‐party browser plug‐s like Java and

Silverlight, as of 9/1/2015. As a result, Google Chrome – version 45

onwards – is no longer capable of running Pyramid Analytics’ main BI

Office client.

2

10/24/2017 March 2017 – Firefox (version 52) no longer supports the Silverlight

browser plugin which is required for Pyramid Analytics.

2

pyramid analytics (bi office) tutorial

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