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Info

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This help page contains the list of filter parameters as well as other useful Projector BI documentation. 

You can display custom business intelligence tables dashboards and charts visuals on a usera user's s Home  or Page or Dashboards. The dashboards shown to a user come from their Primary User Type. tab under Reporting. Dashboards are commonly used to show things like but not limited to:

  • Accrued vacation
  • Utilization
  • Company performance metrics
  • Personal performance metrics
  • Accrued vacation
  • Utilization

This tab is only editable if you have the Advanced AnalyticsProjector BI module enabled. 

Tip
titleProjectorBI

Your installation comes with five example dashboards as shown in /wiki/spaces/docs/pages/12916659. You can define your own or edit the base ones as a starting point.Users can only see the dashboards if they are also provisioned in ProjectorBI. Once provisioned in ProjectorBI, users do not need a base package of seven high level dashboards and one home page dashboard. You can use these dashboards as a starting point and build on top of it. You can create new dashboards or edit the existing ones to suit your business needs.

Projector BI primarily runs on top of Microsoft Power BI (Projector allows you to embed third party websites into Projector as well).  Once these dashboards are embedded within Projector, users do not need a Power BI Pro license to view source dashboards, reports, or data sets shared to them. The only thing required to view a project dashboard is to ensure it has been published (see alias in table below). Or you may want to review the /wiki/spaces/docs/pages/12913973 guide.in the Power BI workspace. The dashboards are shared with a user within Projector at a user type level where they are listed as Primary Users. Permissions for an individual user can also be controlled at a user level. Refer to the attached help doc below for more details. 

View file
nameProjectorBI Help Documentation.docx
height250



ControlDescription
DashboardName your dashboard. Users will see this name from their home page or performance dashboards.
Alias
IDs

To display

an AAM

a Power BI dashboard, the

dashboard's alias must match the value entered here. To assign an alias to a dashboard -

required IDs have to be entered. These IDs are a part of the URL for the published Power BI dashboards. Please refer to the above doc for further details 

  1. Find the dashboard in
AAMClick Share
  1. Power BI Workspace
  2. Copy parts of the URL
  3. Go to Plain Dashboard tab
  4. Enter
an alias and save
  1. the details along with the IDs and hit Save.

When a dashboard has an alias, it does not need to be explicitly shared to a user for viewing. Think of an alias as a way of publishing a dashboard to anyone viewing it via My Home Page.

Parameters

Parameters are used to filter a dashboard down to show specific data. The most common use case is to have a dashboard that shows data about many users, but when viewed via My Home Page it only contains data about the current user. To accommodate this, the following special short codes are supported.

  • {0} - Primary User Type Name
  • {1} - Resource Display Name
  • {2} - Resource Cost Center Name
  • {3} - Resource Cost Center Number
  • {4} - Resource Company Name
  • {5} - Resource Company Number
  • {6} - Primary User Type Unique Identifier
  • {7} - Resource Unique Identifier
  • {8} - Resource User Unique Identifier
  • {9} - Resource Cost Center Unique Identifier
  • {10} - Resource Company Unique Identifier
  • {11} - Authenticated User Unique Identifier
  • {12} - Authenticated User Display Name

Parameter filters only work if they are perfectly matched to a filter defined in

AAM

Power BI. To add a filter

in AAM. See the My Home Page of /wiki/spaces/docs/pages/12913973 for instructions setting this up

, please refer to the above doc for further details.

You are actually building a querystring here, so you can define multiple filters by using the "

&

and"

symbol

function. For example,

Resource={1}&ResourceManager=TomYou can also filter using attribute codes. For example, L_DISPLAY_NAME={0}, but we discourage this method because you may have reports that don't necessarily need to filter based on project code. Or you may have joined data sets and the attribute codes may not be unique across reports. For example, L_DISPLAY_NAMEor L_DISPLAY_NAME_1.

DIM_Resource/Resource_x0020_Display_x0020_Name eq '{1}' and DIM_Project/Project_x0020_Code eq '{0}' 

You can also set up filters on external data sources by building an interim mapping table that maps something like resource display name to these other fields. For instance, if resources/users happen to own different products that are modeled as project UDFs, you might need to map name -> product in an interim mapping table and then link that to the project UDF.