The Business Intelligence Dashboard is designed to optimize reporting by visualizing data stored in the PM System.
- The Dashboard data is updated overnight, making it a day behind the data in the PM System.
- The BI Tool collects, stores, processes, and analyzes large amounts of data.
- The data is presented as a Dashboard populated with Visuals (charts) that utilize Controls (filters) and Drill Downs to display data based on the user's selections.
- BI can be used to create performance Benchmarks that can aid in decision-making and operational processes in your practice.
Account Types
There are two QuickSight Account Types.
- Reader Accounts: Readers can view and interact with Dashboards.
- Author Accounts: Authors can build Dashboards and modify the Author-built Dashboards.
The Left Side Menu displays on the Home screen.
- If you navigate away from the this screen, select the QuickSight Logo to display the Left Side Menu again.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn7e81bc3c668ce054f2f3f4e5c0f65bc9e921652e2754cf9ef532afe4c251c5879a8f215c0d0eb357e45550b40cfc6861?inline=true)
- Search field: Use the Search field to find Dashboards, Analyses, Datasets, and Folders by name.
- Favorites: Dashboards, Analyses, and Folders can be selected as Favorites.
- Select the Star icon beside a File/Folder or the Star icon on the tile to make it a Favorite.
- Recent: Displays your most recently used Analyses and Dashboards.
- My Folders: Create Folders for your personal use.
- Dashboards, Analyses, and Datasets can be added to this Folder.
- This action creates a copy and does not delete it from the original Category
- Shared Folders: This folder contains Dashboards and Analyses that have been Shared with you.
- The System Delivered Dashboards are given to users in a Shared Folder.
- Dashboards: The files located here are the Analyses that have been published.
- Once published, a Dashboard is created.
- You can only see this Dashboard if you created it, or the User that created it shares it with you.
- Analyses: These are the Analyses that you have created or have been shared with you.
- Datasets: This is the data that is used to create the Analyses and ultimately the Dashboards.
![](https://dxjhdfl8ofa1d.cloudfront.net/Business+Intelligence+(BI)+Tool/Left+Menu+Tile-List+View.png)
Actions
There are Actions that can be performed on folders, files, and tiles using the ellipses (three dots) on the right.
- To access the Action dropdown on a Dashboard Tile or Analysis Tile, select the ellipsis on the bottom right of the tile. Example:
- See recent snapshots
- Delete
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn894eaca8896b0e7bb9b2cfcf6232584967eca4502fcb492247d606bd0bc0540f92e7534b8b42ee3181c3353080457c90?inline=true)
- To access the Action dropdown on a list item, such as on My Folder items, select the ellipsis on the far right. Example:
![](https://dxjhdfl8ofa1d.cloudfront.net/Business+Intelligence+(BI)+Tool/Ellipsis+and+Actions.png)
Maximum Data Point Limitations
- The QuickSight Business Intelligence tool is restricted to a certain number of data points before hitting a maximum limit.
- Depending on the visual, the maximum limit is between 5,000 and 10,000 data points.
- When Drilling by Group or date, utilize the Filters to ensure that all data is captured in the Visual.
- Example: Viewing a chart using Days over Ten Years may prevent all data from being captured because the maximum number of data points has been exceeded.
- Solution 1: Adjust your Filter to view a shorter time span.
- Solution 2: Use the Filters to remove unnecessary data.