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Uniphore Customer Portal

Viewing BI Dashboards

U-Assist BI Dashboards help you to explore and understand your account activity data, interactively.

Each Dashboard presents a selected dataset, designed to answer specific questions about account and business activities.

Note

Only a user with the BI Viewer role (or higher) can view Uniphore BI Dashboards.

  1. From the X-Console U-Assist menu, select BI Services. The BI Services page opens with currently available Dashboards displayed:

    BIServices-LandingPage-U-Assist_300724.png

  2. Click on the name of the Dashboard you want to view. The selected Dashboard will be displayed.

Note

If you receive a HTML 401 authentication error when attempting to access the BI Dashboards, make sure that your browser is not blocking third-party cookies. For more details about handling this and similar authentication errors, see the Looker documentation.

Working with BI Dashboards

BI Services enable you to view BI Dashboards for your account and examine activity metrics and data subsets over a selected time period.

You can actively interact with a displayed Dashboard to filter relevant data, as described below.

Looker supports the following activities while viewing a BI Dashboard:

Filter the Dashboard

You can limit which specific data will be used for displayed calculations using the Filter dropdowns found at the top of the Dashboard. The Filters will vary according to the Dashboard you are using:

BIDashboard-UAssistConversations-FilterExample_040824.png

Tip

If the Filter dropdowns are not currently visible, click on the Filter Display BIDashboard-FilterToggle_icon.png icon at the upper right corner of the Dashboard to open it. Note that not all Dashboards provide Filtering options.

To use the Filter, select the values and ranges that you want the Dashboard to focus on, then click the Refresh BIDashboard-FilterRefresh_icon.png icon at the upper right corner of the Dashboard to display the filter results.

While filtering is active, all displayed charts, tables and summaries will reflect only data that matches the filter.

To remove a Filter, click the X on the right side of its dropdown. The Dashboard will refresh to reflect your updated filtering selection.

To quickly reset all filters to their default values, from the upper right corner of the Dashboard, click Reset filters:

BIDashboard-ResetFiltersSelectorClick_130624.png

Expand the View of a Dashboard Metric

To view an enlarged image of the selected metric, from the upper right corner of the tile for the metric open the Tile Actions sub-menu and click View > Expanded.

BIDashboard-TileActions-Expand_300124.png

An enlarged popup of the metric will be displayed.

Manage Time Zone

You can select which time zone is used to display Dashboard values. You can choose from:

  • Each tile's time zone

  • The Viewer's time zone

  • Coordinated Universal Time (UTC)

  • A specific time zone

When the Globe BIDashboardTile-TimeZone_icon.png icon appears at the upper right corner of any title, each tile is using its own time zone.

To change the selected time zone, first, from the upper right corner of the Dashboard, click the current time zone option menu:

BIDashboard-TimeZoneSelectorClick_240424.png

Then, from the dropdown list, select the desired time zone display option:

BIDashboard-TimeZoneSelector_240424.png

All of the Dashboard titles will be instantly updated to reflect your selection.

For a complete description of Looker Dashboard features, refer to Looker documentation.

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