Business Intelligence Portal


Video: Pivoting Data


Data sources can contain repeating columns, or groups of columns. You can use the pivot option to transform these columns or groups of columns into rows.

From the Home Page, click the Data category in the Action Bar, and then click the Upload Data button.
From the Legacy Home Page, in the Resources tree, right-click a domain or folder, point to Upload, and then click Data.

Let’s upload a file from the Home Page.

Click the Upload Data button.
The Upload page opens. 

Pivoting Data

Some data files may contain repeating columns, such as sales figures for a series of years. There may even be repeating column groups, such as both budget and actual figures for a series of years. When uploading data, you can use the pivot option to transform these columns or groups of columns into rows, as shown in the following image.

Note: The pivot option is also available when creating or editing metadata.

Defining a Portal Structure

Each portal is a conglomerate of various parts that you can use to make your portal a comprehensive representation of your data narrative. For example, you can add pages and workbooks to your portal to showcase data. You can create sections and sub-sections to better organize your content. The structure of a portal can be as simple or as complex as required by your specific purpose. There are four content types that you can add to a portal:

Working With Personal Pages

Personal pages are created at run time by the user and allow the new level of versatility in a way users organize and use portals. Personal pages remain visible only to the user that created them, unless the user shares them. Personal pages reside inside the My Pages folder in the repository.

Creating Portals

The new generation Business Intelligence (BI) Portal is an analytical content management system that provides a flexible and interactive environment for both authors and consumers of data analytics. It allows users to access and share content, customize their portal experience, collaborate, and build sophisticated structures for data storytelling.

The key benefits of the BI portal are:

Customizing Portals

All users can remove their own customizations from a portal. Developers and administrators can also remove customizations for all users. Customizations are made when users customize unlocked content inside base portal pages. Personal pages and edits to personal pages are not considered customizations and, therefore, they are not removed.