Lesson 16

TeamOB BI Dashboard

Lesson 16: BI Report

Objective:

The objective of the TeamOB BI Software is to help users efficiently upload, analyze, and share their data through advanced analytics tools. The platform allows users to integrate Excel and CSV files, create customizable search queries, generate reports and graphs, and share dashboards with stakeholders for collaborative decision-making.

Content:

1. Data Upload and Categorization
   Users can upload Excel (.xlsx) or CSV files, map data columns, and categorize them into buckets for easy organization. If similar files are uploaded, the system automatically detects the appropriate category based on column headers.

2. Search and Data Analysis
   Users can create search queries based on categories, apply filters, and generate tables or graphs to analyze the data. The advanced search feature allows for more complex queries, including sorting and limiting data results.

3. Dashboard Creation and Customization
   After generating results from queries, users can add tables or graphs to a dashboard. Dashboards can be customized, arranged, and shared with other users or specific roles within the organization.

4. Reporting and Sharing
   Users can create reports by combining saved queries, tables, and graphs, and share them with others. Reports can be printed or downloaded. Dashboards and reports can be shared with specific users or roles for collaborative purposes.

5. Data Management and Permissions
   The platform allows users to manage uploaded data, delete categories, and share data with others. Data management options include clearing data by date range and enabling or disabling BI report features for different users based on their roles (Updater/Viewer).