ProjectorBI is where you configure our Business Intelligence tool. ProjectorBI displays and measures key metrics through compelling and easily digestible visualizations and dashboards. It takes information not only from Projector, but from other sources such as Salesforce, Google Analytics, and SQL databases. Then creates a centralized database where information is stored. This help page and topics underneath it are meant to educate you on how to configure, modify, and build visualizations in ProjectorBI.
If you are just getting started with your ProjectorBI implementation, make sure you read our Projector BI Classic Initial Configuration help guide. You won't be able to start using it until it is properly set up.
If you are exploring ProjectorBI and want to learn more about how it can help your business, please see our release notes and introductory webinars as part of the Projector e3 community program, or contact your sales representative.
Permissions and Settings
The Advanced Analytics topic is available to users with the general permission View and administer advanced analytics content.
ProjectorBI is a system within a system. That means it is a full, web-based product contained within Projector Web. Although you can create users in ProjectorBI via Management Portal, you'll need to configure and manage them from within ProjectorBI itself. ProjectorBI has its own terminology which differs from Projector proper. You'll need to learn the ProjectorBI terminology to use the system. Most of your users will likely be consumers of business intelligence dashboards, which means they don't need to care about all that. But if you are administering ProjectorBI you will definitely need to learn the differences between the two systems.
Because ProjectorBI is separate from Projector, to build dashboards based on Projector data, you'll need to pull that data from Projector into ProjectorBI. The same goes for other systems like Salesforce or Google Analytics. The pulling of data is accomplished through something called a connector. By default, you have one active connector which allows you to import Projector data. You can enable additional connectors like Salesforce, SQL databases, etc by contacting the Projector support team. For a full list of available connectors, see http://support.belladati.com/doc/Data+Sources.
Management Portal is used to create ProjectorBI users. Once a ProjectorBI user is created, their ProjectorBI permissions are controlled from within ProjectorBI itself. By default, users cannot build any visualizations or import any data. You can elevate privileges by assigning them to one of three ProjectorBI User Roles. The bullet list below describes your available role options.
- No Role - users have very few permissions by default. They can view data sets, reports, and dashboards that are shared to them. Generally, only dashboards will be shared to them. The underlying reports and data sets will be the domain of a few, higher level users. Users can create their own dashboards, but those dashboards can only be amalgamations of things already shared to them.
- Data Manager Role - this user can import data from Projector's reporting engine. They may optionally import data from other systems like Salesforce. They have great power to create, modify, and purge data. Can only perform those actions on data sets they own or that are shared to them.
- Report Editor Role - this user can take information from a dataset and build it into tables, charts, and visualizations. Can only perform those actions on data sets they own or that are shared to them. It's likely your report editors will also be data managers. But you could possibly segment the two if you have someone whose sole responsibility is building visualizations.
- Domain Administrator Role - you can administer everything within the system. Domain administrators implicitly get all the permissions of Data Managers and Report Editors. However, unlike those roles, administrators can edit any data set, report, or dashboard in the system. Even ones they do not own or have not been shared to them. In addition, administrators can edit users, user groups, and access the sharing console.
- Owner - This isn't an actual role, more an implicit role. Each data set, report, and dashboard has a single owner. The owner is the person who created the entity. Owners have full access to view, modify, delete, and share their entities.
Given the above roles, you'll want to determine who in your organization fulfills which roles. Once you have determined that, start making User Groups. User Groups allow you to group like personnel together for applying permissions and sharing dashboards/reports/datasets. The user group editor is reachable from this link - https://aam.projectorpsa.com/usergroup/all.
The ProjectorBI module is based on a software product called BellaDati. The help pages written here are a non-authoritative guide to using BellaDati. Basically, we are just telling you what you need to know in order to understand BellaDati in the context of Projector. If you need help beyond what is covered in these help topics, you should visit the full documentation available on BellaDati's website. See the BellaDati documentation found at http://support.belladati.com/doc/Getting+Started. You can also watch introductory video tutorials on their YouTube channel.
Learn more about ProjectorBI in the context of Projector.
- Projector BI Classic Base Package
- Projector BI Classic Data Sets
- Projector BI Classic Reports
- Projector BI Classic Dashboards
- Projector BI Classic Design Patterns
- Projector BI Classic Formulas
- Projector BI Classic Glossary
- Projector BI Classic Import Export
- Projector BI Classic Share Dashboards and Reports