At the IFSUG conference this week in Cary, NC I met Stephen Harris from Bank of America. Stephen gave the talk “Manage Your Partners Before You Manage Your Dashboards: Designing Great Dashboards” covering the business aspects of successfully implementing dashboards. When you back up for a second to consider the [...]

When developing content in SAS BI Dashboard, such as indicators, ranges, and dashboards, knowing how to name them is pretty important. If changes are required later (for instance to improve the administrators capability of partial promoting content) much more work is required to ensure the links between the objects isn’t [...]

Business Problem: The traffic lighting (red/green/yellow) range is different for one group/category than the others but the indicator needs to include all group values. Recommendation: It’s all in the data. Here is an example. For the Candy_Sales_Summary data (located in the EG Sample Data folder) there are three groups of [...]

In BI Dashboard 4.3, you have the ability to edit or entirely remove the frame around an indicator. When in the dashboard edit screen, select the indicator and on the right hand side update the Object name with the frame title to display. When viewing this indicator from the Portal [...]

Each indicator added to the dashboard begins with the saved name of the indicator. Take the example below, I dragged the spark table indicator ’02_Top_CustomerSAT’ into the new dashboard. Of course the 02_Top_CustomerSAT name is not necessarily what my executives would like to see on their dashboard view. But I [...]

Within BI Dashboard 4.3, you can change the font styles on different elements within the Dashboard. This is a global change to all the indicators displayed on the dashboard as you are unable to modify at an indicator level fonts for titles, cells, etc. Ranges are placed on indicators and [...]

Using Server-Side filters requires defined prompts with default values in Information Map Studio. But it is extremely important to note that changes to the default values (or adding a default value) to the map while the related dashboard is in use can cause some issues. The documentation has this noted [...]

If you would like for the BI Dashboard to send you an alert via email, you must ensure that the email address is included for each user that will be receiving emails. This is located in SAS Management Console User Manager. Instructions: http://support.sas.com/documentation/cdl/en/biwaag/63059/HTML/default/a003311779.htm Example: tags: BI Dashboard

You may choose to address security of who can view what dashboards within a SAS Information Delivery Portal page by managing the ‘Sharing’ capabilities at the Page or Portlet levels, however the most gradular level might also require a ‘lock down’ to avoid users surfing for and locating dashboards they [...]