BI: Glossary of Terms

BI: Glossary of Terms

  • Analysis: Authors build Dashboards in an Analysis.
  • Author Account: Authors can build Dashboards, modify the Author-built Dashboards, and add/modify Sheets.
  • Dashboard: Dashboards contain Sheets and Visuals that all users can interact with.
  • System Delivered Dashboards are given to users through a Shared Folder.
  • Author-Built Dashboards are built by an Author in an Analysis.
  • Controls: Used to set parameters for the data on a Dashboard.
  • Data Point: A single piece of data that exists in a dataset.
  • Dataset: A collection of data.
  • Drill Down: Narrow the view of the data by date or Grouping.
  • Drill Up: Expand the view of the data by date or Grouping.
  • Metric Type: A selection on some Visuals that determines the reported data.
  • Reader Account: Readers can interact with Dashboards and add/modify Sheets. This is the standard permission level for users.
  • Sheet: A layer of Visuals that appears on a Dashboard.
  • Example: If the BI Tool is the web browser, a Sheet is a web page.
  • Both Account Types can add/modify Sheets.
  • Snapshot: A screen capture of a Sheet on a Dashboard that can be sent as an automated email, or viewed on the Dashboard.
  • In the Business Intelligence Tool, this section is stored under Scheduling.
  • Visual: A chart or graph that exists on a Dashboard or Analysis to report data.




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