Home > SI Documentation (v17) > User Guide > Business Analytics

Business Analytics

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The Business Analytics Explorer (BA) allows you to view data across multiple "entities" in SI: Projects, Project Items, Clients, Change Orders, Purchase Orders, Tasks, Service Orders, and Service Plans. This article will cover the basics of the default BA in SI but you can also create your own custom BA.

 

You can access this interface via Start->Reports->Manage Business Analytics:

 

start menu.jpg

 

You can also access BA via the Business Analytics buttons throughout SI on the Explorer ribbons.

 

analytics on ribbon.jpg

 

When you click one these buttons, a list of BA will display to run, filtered to the entity from whose ribbon you clicked the button. Running any BA will open the Business Analytics Explorer:

 

run project analytics.jpg

 

 

ba explorer.jpg

 

On the left side there is a list of the stock BA in SI, organized by entity.

 

entities.jpg

 

There are two types of BA: Chart and List. A chart-type BA displays the data as either a Bar, Column, or Pie chart (example shown above).

 

A list-type BA displays more like a spreadsheet of data with columns/rows:

 

list type ba.jpg

 

There are a few things to explain here regarding terminology. Leads are Clients that do not have a Project, Service Order, or Service Plan associated with them. A Lead becomes a Prospect when a Project/Service Order/Service Plan is created. A Prospect becomes a Client when a Project or Service Plan is approved, or when a Service Order's Status changed from "Not Started".

 

leads and prospects.jpg

 

An Opportunity is a Project that has not been moved to a Status with a State of "Won":

 

opportunities.jpg

 

won state.jpg

Chart

 

Chart-type BA have a list of available groupings (one will be set as the default grouping) and the list varies by entity:

 

groupings.jpg

 

You can double-click a chart-type BA name or grouping to generate the chart (if you double the name of the BA, the default grouping will be used). You can also click the Run button on the ribbon.

 

run button.jpg

 

When you run a BA, you can then change the way the data is displayed via the controls along the top of the interface.

 

chart toolbar.jpg

 

Note: Changing these settings on a default BA will not be saved for future use, i.e. you can't permanently edit our default BA. If you wish to make your changes to a default BA permanent, first clone the BA to create a new one and then set your preferences. Click here to learn how create your own Business Analytics.

 

All of the default chart-type BA in SI are set to Column by default and most have one data set but you can have up to two data sets for Column or Bar charts.

List

 

List-type BA do not have groupings listed beneath them as there are no groupings for these.

 

list type in list.jpg


Similar to Chart-type BA you can then change the way the data is displayed via the controls along the top of the interface using the Filter button:

 

list toolbar.jpg

 

Note: Changing these settings on a default BA will not be saved for future use, i.e. you can't permanently edit our default BA. If you wish to make your changes to a default BA permanent, first clone the BA to create a new one and then set your preferences. Click here to learn how create your own Business Analytics.

Home Page Display

 

The default Home page in SI is a webpage, similar to the one shown below:

 

webpage.jpg

 

When you first install and launch SI (and until you either set it up or check the box not be reminded) you will be prompted to set up which BA you want to display on your Home page when SI launches.

 

prompt.jpg

 

When you click Yes on the prompt the following interface will open where you can select up to six BA to display and can put them in the order you prefer using the up/down arrows:

 

home page selections.jpg

 

Note: Project Item BA are not available for display on the Home Page due to load time.

 

Your choices will display on the Home page, two side-by-side:

 

ba on home page.jpg

 

After initial setup, if you wish to change the BA the that display on the Home page, click your user name in the upper-right corner of the SI interface:

 

user name.jpg

 

Then click the Home Page Analytics button on the My Account Information dialog:

 

ba in user info.jpg

 

You can also change your Home Page Analytics directly in the Business Analytics Explorer:

 

home page button.jpg

Permissions

 

There are specific User Group Permissions for Business Analytics that will grant or deny users permissions to manage each entity:

 

ba permissions.jpg

 

In addition, your other User Group Permissions could limit what BA you have access to view, e.g. if you don't have permission to view Cost/Price for a Project you will not be able to view any BA that use those fields.

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