How does Embedded BI work in the dashboard?

Embedded BI with Panintelligence

We’ll show you how easy it is to embed charts and connect to the databases in your organisation. In the video below, Panintelligence's CEO and Sales Director, Zandra Moore, offers you a tour of our business intelligence and analytics dashboard, including its embedded features and its benefits for your business.

Embedded BI in the Pi Dashboard

Panintelligence is very easy to configure as a BI and analytics solution, and we enable developers to be able to embed a single chart or a whole dashboard into their own application. 


If you'd like to see, firsthand, how you can embed Panintelligence into your application, you're able to get in touch with us to request more information, a one to one demo, or a no-risk proof of concept.

Embedding Charts

If you select the Information option from the Chart Tools menu, it will give you the embed code for that chart. If you copy that embed code, and open a new browser tab or window and paste the code in, you’ll see exactly how a chart would be embedded in an application.

You can embed a single chart or a whole dashboard in an application, a webpage, on the intranet, or any portal which you use to share information. The charts that are embedded will work exactly as they do in the dashboard; they are drillable and allow the user to go down through the data, explore it, and export the information into Excel.

As you filter information, it will pass all the parameters through to the browser. So, when you select and apply different filters, it passes those through to the URL, which makes this easy for any of our partners to embed within their application, and serve to their customers.

Where to find the technical information

You can also see this information in the Chart Information screen, by clicking the Information icon in Chart Tools. Inside there, you can see all the chart drill paths and the individual table and information that it’s selected from.

For more technical users, we also have the SQL and XML that’s executed on the database. You can switch off this debug information for your users, if you’d rather they didn’t see it. However, it’s very helpful if we’re trying to support or enable our users who have created charts to understand what’s happening in the backend.

Going into the backend

Any users who are set up as admins will have the ability to select the Spanner icon at the top-right of the dashboard. This allows them to go into the Configuration area of the dashboard.

This area is where you can set up connections to databases in the organisation, and create new users and set their parameters.

The Configuration Area

There is a list of all the databases you have connected to the dashboard. There is the option to select any of the drivers that come with the dashboard, to connect to any database we have. We have most database drivers within the application; we also have cloud-based drivers for applications like Salesforce.

You can also see all the fields in the underlying application that we connect to. Many of our partners and customers will create this model, and this can be used to deploy to multiple customers or websites. You simply build this once and it’s available to be distributed very easily.


Fields and Objects

Each of these objects can exist within the underlying database, or we can create completely new objects that can be calculating fields which take data from different parts of the system, calculating those together to create new data.

On these individual objects, you can also put things like case statements on them, to enable the user to be able to see that information where you’d like it to be displayed, or to do calculations on the fly.

We can also rename the fields in the database to make sure they make sense to the end user. So, if we have user-defined fields and analysis codes, this is where we can name them, so when users are building charts, they can see exactly where they’re building them from and easy search for that.

Users

There are several different user hierarchies you can assign to users. A Chart Viewer, for example, can only view the charts that were built for them. You can create lots of different roles which restrict what the users can and can’t do.

In the case of the Chart Viewer, you can restrict the user’s ability to copy data, create PDFs, or even schedule reports. You can also restrict which database connections they can see data from, and which individual lines of data, at an object level, they can see.

Therefore, you can build one set of dashboards and reports, and allow your user permissions and security to restrict what each user can and can’t see and do.

Other configuration areas

There are lots of other areas in the Configuration, including a scheduler for distributing and automatically bursting reports. There are also KPIs, where we can sample data and create alerts automatically for users.

Add your company branding

From here, you can also add branding to your dashboard, so that it looks and feels exactly like the other applications within your business, complete with your logos and colour palette.


Are you ready to explore Embedded BI with Panintelligence?

Our business intelligence software is built on the strong partnerships we’ve formed. We involve our partners in our roadmap to ensure our dashboard is easy to use and easy to integrate. Contact us to tell us a little more about your need for embedded business intelligence.