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.
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Access
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Device/Browser Compatibility
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Consumer Interfaceo
Advanced UI
Account
Content Managemento
Basic UI
Action Ribbon
Content Menu•
Open Dashboard
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Advanced UI
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Basic UI
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Dashboard Navigation
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Global Slicers
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Drill
Drill Down
Drill Up
Drill to Level
o Expand Down/Collapse
Expand Down
Collapse
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Sorting and Filtering
Quick Sort
Quick Filter
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Other Context Sensitive Functions
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Navigate between Dashboards
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Export and Print
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Export
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Exit Pyramid Analytics (BI Office)
Access
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Website Address (URL):
https://pyramid.mnstate.edu/
User Name: Star ID
Password: Star ID Password
Device/Browser Compatibility
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OIE Device and Browser Compatibility (07-20-2015)
Device Browser SSRS Pyramid4
PC Chrome No Yes
PC Firefox Yes Yes
PC Internet Explorer Yes1 Yes2
Mac Chrome No No
Mac Firefox Yes Yes
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.
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BI Office – iPAD
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Please contact Penny Railing at 477-2936 or
penny.railing@mnstate.edu
if you would like
Pyramid Analytics (BI Office) installed on your iPAD.
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The Silverlight plug-in is required to be installed on your device in order for Pyramid Analytics to
work properly. If you receive a message that Silverlight is required go ahead and install. If you
have issues installing contact the MSUM IT Support at IT Helpdesk at
support@mnstate.edu
or
477-2603.
Consumer Interface
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Advanced UI
Account
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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.
Content Management
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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.
Basic UI
Action Ribbon
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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.Content Menu
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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
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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
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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.
Basic UI
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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
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Global Slicers (drop-downs) – global slicers allow you to choose (filter) the values on one slide and
they will automatically update all slides.
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Drill – the drill feature allows you the ability to see specific details of the data for further analysis.
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Drill Down – Drills down the current element to its child elements. If no child elements
(hierarchy), this feature is disabled.
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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.
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Drill Up – Drills up to the parent level.
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Right click on the element within the report and click on the “Drill Up” option from
the Context Menu.
Results of Drill Up
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Drill to Level – Drills down to the descendants (children) of a selected member at the level
chosen from the sub menu.
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Right click on the element and click on the “Drill to Level” option from the Context
Menu.
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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).
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To Expand Down, hit (Ctrl + Click) or right click for the Context Menu and click on the
Expand Down option.
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Results of Expand Down on ANIM (ANIM)
o To Collapse, right click on the element and click on the Collapse option.
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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.
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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.
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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
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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.
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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.
Navigate between Dashboards
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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.
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Advanced UI
Export and Print (Etc.)
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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
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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
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.
B.
Export – Click on Export Content
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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.
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.
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Advanced UI
Basic UI
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