GBS IntelliPRINT dashboard reporting with GBS Project Management
Thanks to GBS Project Management 11, users are now able to benefit significantly from the broad portfolio of GBS Enterprise Group for the first time. With GBS IntelliPRINT, GBS Project Management offers a product line that includes the globally leading reporting and analysis tool for IBM Lotus Notes / Domino. This version also contains the free installation of the three versions GBS IntelliPRINT Dashboard Reporting, GBS IntelliPRINT Reporting, GBS IntelliPRINT Analytics and the corresponding design tools. In addition to pre-defined reports, which can be created using a professional report designer, users are also able to create dynamic dashboards, including drill downs and individual ad hoc evaluations with IntelliPRINT Analytics. Many of the reports that could previously only be realized through the efforts of developers are now created flexibly and in a time efficient manner by the end-users. Dashboards and reports are automatically distributed to the various users or groups, while all security aspects of IBM Lotus Notes / Domino are maintained.
In the following pages, we will show you how to create individual dashboards for the GBS project management application (central project database) in a few steps.
At the same time, it is possible to take action when the evaluations for GBS Organization Directory and GBS Export data base must be created by GBS TimeTracking. All three applications are included in the scope of GBS Project Management 11.
Both GBS Project Management and GBS IntelliPRINT have to be installed separately. Both versions are available in the download area after registration.
Open GBS Project Management (central project data base) and start IntelliPRINT Dashboard Reporting in the actions menu.
The Designer opens, which allows for the creation of a variety of Dashboards. Every Dashboard contains up to 4 different widgets. A widget is a graphic or tabular representation of the selected application’s data. Alternatively, the data can also be represented in a in a pivot table.
To create a widget, IntelliPRINT Dashboard provides a Wizzard that completes all necessary tasks step-by-step. In the figure above, the start button is labeled with the 1- symbol.
First, a view has to be selected in addition to the application. For a dashboard, the controlling views starting at 07 are particularly well suited! Select view 08.02.
Next, all columns of the selected views are listed. Columns contain the data that should be processed within the dashboard. Column labels are also listed, but not displayed to the user. This includes, for example, icons, categories, or combined columns. For the first dashboard, all columns can be used. Choose the first option “Select All“.
We will need the column named $170, since it contains the project name. Select the title in the first list and replace $170 with project name. All other fields are optional. Later, you can navigate back to this point and enter the appropriate name and file type for each purpose.
In the next step, you will define your own columns or groups of column values. This function can be skipped initially, since it requires extended requirements.
Next, the layout of the widget is defined. The possibilities are familiar from Microsoft Excel. First, choose a bar graph.
In the most important step, the data are added to the figure. This is done using drag & drop. Drag a field from the left column to the area of the figure you are creating. You may also reverse the step and drag & drop incorrectly added fields from the figure back into the list. Drag the fields into the desktop as represented in the figure.
The values project name and process name on the X-axis allow for drill-down analyses at a later point in time. In this process, they transform from an aggregate level project to the values of the individual processes. Use the preview function to view your future diagram.
The second to last step allows a more detailed description of the widget and can be skipped.
In the final step, you are able to determine who is allowed to use the widget later. This step can also be skipped
The widget is now displayed in the list of available widgets on the right hand side. In order to display the widget, it must be dragged and dropped into a free area on the desktop.
Run the Wizzard for additional widgets. Finally, you will start the dashboard with the green run symbol . This is how your dashboard could look: