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BIAnalytix Tip Summary: Personalize Analysis with Auto Filtered Dashboards

Dashboards are designed to present a variety of key analysis requirements in an easy to read presentation on a single page of a corporate portal. A dashboard is made up of multiple analysis webparts rendered on a single page presenting multiple views of an issue or role. It is recommended that common filters be connected to all of the relevant reports (webparts) on the page so that the selection of the filter value only needs to be done once for the whole series of reports on the dashboard. When a filter value is selected (for example a single channel or station) it will display the data for the new dimension member (the selected channel or station in this example) across all dashboard reports. In addition, it is helpful for some filters to obtain their default value from the user profile within the portal (which contains their preferences). An example might include a default filter by Sales Office of the employee so that the dashboard displays the most appropriate data for each user by the Sales Office they are attached to.

This ability to use the portal to personalize the data displayed on a dashboard is a feature that is separate from the normal data security (that also recognizes an employee profile). A dashboard default filter value can be modified by the user to view the reports by other filter values. However it should also be true that the allowed filter values are always limited by the data based security for the individual user. It is important that the portal dashboard technology selected for your business can be configured by power users to have these default filters included which will result in more immediate and relevant dashboards, adding again to overall personal productivity for the total organization.

BIAnalytix is a media data warehouse and business intelligence system from Decentrix which includes portal reports and dashboards for the presentation of the Media Business Intelligence analysis. The user's authentication on the portal is used for both active presentation filtering as well as for the data level security for information retrieval and display. Decentrix provides in-depth training to your power users who support the ongoing customization of your portal reports and dashboards that evolve to continue to meet the corporation's strategic requirements.

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