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Create Analytics View#

🔒 AnalyticsViews.Create

Overview#

The Analytics View is a Data Platform entity that represents a paginated report or a dashboard that gets its data from Data Platform. They enable you to interact with the data in a visual way.

Analytics Views are available in the Business Intelligence page group.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Analytics View name must be unique in the folder in which it will be created.

Warning

The following characters are not supported: ., /, \, and $.

Sequence of Steps#

  1. Navigate to the Business Intelligence page group, and select the Expand button on the top right to show the ribbon with all the buttons.

    Create Analytics View

  2. Select the folder where you want to create the Analytics View, or create a new folder, and then select the New button on the ribbon.

    Create Analytics View

  3. Enter a name for the Analytics View, and give it a description (optional).

  4. Select a Data Group if you want to restrict the access to your Analytics View (assuming Object Security Level is active in MES).

  5. If needed, change the Folder where it should be placed.

  6. Select the Type of your Analytics View:

    • Stimulsoft - select this type if you want to create a paginated report using Stimulsoft, in which case you will need to select a pre-existing Template to use.
    • Grafana - select this type if you want to create a link to a previously created Grafana dashboard, in which case you will have to provide the full URL to that dashboard.

  7. If needed, select some keywords so that your Analytics View will be easier to find.

  8. Select Create.

If you selected the Stimulsoft type, an editor will open so that you can edit your paginated report:

Create Analytics View

If you selected the Grafana type, your dashboard will open:

Create Analytics View

Either way, the Analytics View will now be available in the folder in which it was created.