- Overview
Quick Analytix is a great platform to share business insights with business peers to evaluate strengths and weaknesses in your business segments, developing robust data-driven plans to drive towards success. Quick Analytix is a platform designed with considerations to entertain your large volume of internal and external users. Choosing our platform will lower your implementation, upgradation, maintenance and support costs. We provide the following key features.BI Portal provides all experience and features coming from Power BI under your own business intelligence platform in an easy, secured and managed way.
Embed Power BI Dashboards, Reports, Pages and data visualizations within our portal. Provides the following features and accessibility to integrated end users inside company in a managed way.
Empowers Business Administrators (Company administrators) to control accessibility to design their own dashboards and turn ON/OFF Workspace Capacities, Pages and available options at Page level filters, Page Backgrounds, Visual Headers etc.
Sharing data stories empowers you to collaborate within your company by exchanging data stories within your employees and customers. We provide security on top of dashboards and reports using all available methods of Power BI e.g.; Azure Active Directory (AAD), Row Level Security (RLS) and Custom Data.
We provide 24 * 7 portal support. Contact us directly from the service for free.
Quick Analytix provides an easy access to business entities to sign up into our business portal by providing the following information and we will create you a claimed site with company subdomain. Follow the following steps to create account.
- Open the following URL link
- Fill in your company name, personal information, business email and password.
- Claimed site with company subdomain will be shown below if not already exists.
- Agree the Quick Analytix terms of use and click signup to get started.
Contact Quick Analytix sales and technical team for your demo request. Any business entity willing to use our platform or needed any support can submit a request here. Our team will provide you necessary assistance at your earliest. Follow the following steps to request for demo.
- Open the following URL to request for demo.
- Fill in your personal information, business email address, company name, contact number title and any request message.
- Click Send request button and demo request will be submitted along with confirmatory email.
- Quick Analytix Login
- Office 365 Login
- Forgot Password
All business entities (Business Admin & customers) can sign in into the portal by providing their registered and verified business email addresses. Use the following steps to login into the BI portal.
- Click the following URL to redirect to sign in page.
- Enter your registered email address and password.
- Check "Remember me" to save your email and password in cookies to avoid entering credentials every time.
- Click login button and if authenticated will be redirected to their BI Portal.
Note: Your account will be locked after 5 invalid login attempts. Contact your administrator for suspended accounts.
Login with Office 365 provides an optional login access for customers only to use their registered Microsoft Azure Active Directory Account to login to Quick Analytix BI portal by clicking the "Sign In with Microsoft Account" button.
Note:For using Office 365 login user must be registered to their native company Microsoft Azure Directory Account. Following are the steps to login with Microsoft Account
- Click Login with Microsoft Button.
- Choose a Microsoft Registered Account.
- Enter password for account.
- Click Sign in button and user will be redirected to portal dashboard after successful authentication.
As a registered user, you can reset a password if the password is forgotten, if the user gets locked out of a device, or if the user never received a password. Reset Password link is sent to registered email address after authentication. Follow the following steps to get rest password link.
- Clink the following URL to request for reset password
- Enter your registered email address to receive reset password link.
- Open the reset password link received in email and set new password.
- Click Sign in button and user will be redirected to portal dashboard after successful authentication.
Note:Users created with login type Active Directory will request to their native company administrators for password reset request.
- Create User
- Edit User
After successful Business Intelligence Portal sign up business admin can create customers inside a company domain. Follow the following steps to create users in company account.
Step-1 User Details:
- Click on users tab from aside menu.
- List of all available users will be shown.
- Click create user button at top right corner.
- User Details are categorized into two sections (1) User Personal Details (2) User Rights
- User personal details includes user basic information. Fill in all the necessary information.
Step-2 User Team Mapping:
- User team mapping involves user association with multiple teams at time of creation. User can also be mapped to a team from Team sub menu. Turn the switcher on and off for user team association.
- Note: user can skip this step if no teams are available in company and can map user team association from Teams sub menu later.
Step-3 Confirmation:
- A preview is provided after validated user information, user rights and team association are entered and ask for confirmation to create user. Click finish to create a new user.
- A confirmatory message is shown after successful user creation. User can click on create new user account to create another user or can click on finish button to redirect to users grid.
- A user creation confirmatory email is sent to the provided email address. Verify the user account by clicking on verification button.
Step-3 Confirmation:
- User Roles (1-Company Administrator 2-Client)
- Sign In Method (1-Quick Analytix login 2-Office 365)
- RLS Method (1-AD Account 2-Custom Login )
After successful user creation, following are the steps to update existing user details.
Step-1 User Details:
- Click on users tab from aside menu.
- List of all available users will be shown along with their status details in grid.
- Click on edit button to update respective user detail.
- Update the user information and click update button to save changes.
- Success message is shown after successful updating user details.
Step-2 Update User Team Association:
- Click user teams tab.
- User current teams asscocation wil be shown.
- Turn the switcher on and off to update user team associations.
User Creation Status:
- Active Refers to user status is active and working.
- Refers to user status is inactive and user cannot access the portal.
- Unvarified Refers to user status is created but not verified through email verification link.
- Suspended Refers to user status is suspended after 5 invalid login attempts.
- Create Team
- Edit Team
- Associate Users
- Associate Pages
- Associate Dashboards
Following are the steps to create new team in company
- Click on teams tab from aside menu.
- List of all available teams will be shown.
- Click the create team button at top right corner.
- Enter team code and team name click save button.
- Success message is shown after team creation.
- Recently added team shown in grid.
Following are the steps to update existing team details.
- Click on teams tab from aside menu.
- List of all available teams will be shown.
- Click the create team button at top right corner.
- Click edit team button.
- Update team details and click update button.
- Success message is recieved after team updation
Prerequisites: Once Power BI Teams and Users are configured. This process involves the association of users against a team.
- Click on teams tab from aside menu.
- List of all available teams will be shown.
- Click on associate team users button from the grid, opens a pop up model with list of users
- Turn the switcher on and off to associate and disassociate user. Associate multiple users at a time.
Prerequisites: Power BI Pages are configured. This process involves the association of report pages at team level. usiness admin can set which report pages to be shown at team level.Two different teams can have the same or different report pages configured.
- Click on teams tab from aside menu.
- List of all available teams will be shown.
- Click on associate team page button from the grid, opens a pop up model with list of active pages.
- Turn the switcher on and off to associate and disassociate team page. Associate multiple pages at a time.
Prerequisites: Power BI Dashboards are configured. This process involves the association of dashboards at team level. Business admin can set which dashboards to be shown at team level.Two different teams can have the same or different dashboards pages configured.
- Click on teams tab from aside menu.
- List of all available teams will be shown.
- Click on associate team dashboards button from the grid , opens a pop up model with list of active dashboards
- Turn the switcher on and off to associate and disassociate a dashboard. Associate multiple dashboards at a time.
- Power BI Profile
- Workspaces
- Reports
- Report Level Security
- Pages
- Dashboards
- Bookmark
Business admin after successful company signup can setup Power BI and can integrate Power BI Dashboards, Reports and Pages in BI portal. Follow the following steps to integrate Power BI account details.
- Click on configration tab from aside menu.
- List of Configured Power BI Profiles with default shown with a green active dot.
- Click on Add Power BI Profile to add a Power BI Profile.
- Fill in all the necessary information and click Save button to add Power BI Profile
- Power BI Profile Name (Display name for profile to shown in BI Portal)
- Power BI Application ID (Follow the following link to get Power BI Application ID)
- Username (Power BI account username)
- Password (Power BI account password)
- Turn switcher ON to set this profile as default.
- Note: One or more Power BI Profiles can be setup and can set one of them as default profile to access Power BI Embedded Information (Workspaces, Reports, and Pages Dashboard etc.).
Prerequisites:One or more Power BI Profiles should be setup before configuring Power BI Workspaces.
- Click on Power BI tab from aside menu.
- Defualt Power BI Profile configured workspaces will be shown on page load.
- Workspaces can be filtered out based on configured profile and available workspaces in it.
- Click on Sync Power BI Profile button to get refreshed and sync latest Workspaces, Dashboards, Reports and Pages with in the respective Power BI Profile. Sync process will take some time to sync the updated items depending upon profile data.
- List of available workspaces with their status (Live, Dead) along with their Power BI Capacity (Preview and Premium) is shown.Expand a workspace to view its available Dashboards and Reports.
- Turn on the switcher to associate a workspace.
- Click edit button to update workspace display name and assign available dedicated capacity. Click the refresh button to get latest dedicated capacity list. Assign workspace a dedicated capacity in case the preview is utilized 100% and will be notified as status with color red and capacity will be 100%.
- Click the sync with Power BI button to sync Dashboards, Reports and Pages with in the respective workspace.
Workspace Status Details:
- Live refers to workspace is synced with Power BI and working.
- Live refers to workspace premium capacity is utilized 100%. Enable premium capacity on workspace to render reports.
- Dead refers to workspace doesn’t exist at Power BI account or malfunctioned.
- refers to workspace is Power BI Premium Capacity enabled.
- 100% utilized referes the utilized preview capacity for a workspace.
Prerequisites: One or more Power BI workspaces should be asssociated (Step-2). Following are the steps to configure Power BI reports against a associated workspace.
- Click on Power BI tab from aside menu.
- Default configured Power BI Profile workspaces shown.
- Expand a Power BI workspace to view its available reports. Reports with their counts, report level security and report status were shown in grid.
- Turn on and off the switcher for multiple report association. Actions cannot be performed until switcher marked as associated.
- Click on edit report button to update display name for BI Portal and update RLS method for respected report. RLS types details are mentioned at end.
- Click on Sync to Power BI button to get the latest synced pages and bookmarks from Power BI against the respected report.
- Click on refresh data set button to refresh report dataset. Gets the latest and sync dataset from Power BI agianst the report.
- Click on refresh dataset history give the meta data of report dataset history. Refresh Type , refresh date and status(success or failed).
Report Status Details:
- Live refers to report is synced with Power BI and working.
- Dead refers to report doesn’t exist at Power BI account or malfunctioned.
- Custom Data
- AD User Account.
- Not Defined.
Prerequisites: One or more Power BI workspaces should be asssociated (Step-2). Following are the steps to configure Power BI reports against a associated workspace.
- Report Level Secuirty
Report Status Details:
- Live refers to report is synced with Power BI and working.
- Dead refers to report doesn’t exist at Power BI account or malfunctioned
- Custom Data
- AD User Account
- Not Defined
Prerequisites: One or more Power BI reports should be asssociated (Step-3). Following are the steps to configure Power BI pages against a associated report.
- Click on Power BI tab from aside menu.
- Default configured Power BI Profile workspace are shown.
- Expand a Power BI associated workspace to view available reports and dashbaord counts.
- Click and expand Report section to view all workspace reports.
- Expand a Power BI report to view available pages.
- Available Pages with their counts, filter pane, visual Header, page background and report status were shown in grid.
- Turn on and off the switcher for multiple pages association for a report. Actions cannot be performed until switcher marked as associated. By default visual header and page bacnkground turns on page association.
- Click on edit page button to update display name for BI Portal for respected page.
- Turn on and off the filter pane hides side filter form render report page.
- Turn on and off the visual header removes options menu from render visual in report page
- Turn on and off the page background of the rendered report page.
Page Status Details:
- Live refers to page is synced with Power BI and working.
- Dead refers to page doesn’t exist at Power BI account or malfunctioned
Prerequisites: One or more Power BI workspaces should be asssociated (Step-2). Following are the steps to configure Power BI Dashboards against a associated workspace.
- Click on Power BI tab from aside menu.
- Default configured Power BI Profile workspace are shown.
- Expand a Power BI workspace to view its available dashboards. Dashboards with their counts and status were shown in grid.
- Turn on and off the switcher for multiple dashboards association. Actions cannot be performed until switcher marked as associated.
- Click on edit dashboard button to update display name for BI Portal for respected dashboards.
- Click on Sync to Power BI button to get the latest synced dashboards from Power BI against the respected workspace.
Dashboard Status Details:
- Live refers to dashboard is synced with Power BI and working.
- Dead refers to dashboard doesn’t exist at Power BI account or malfunctioned
Prerequisites: One or more Power BI reports should be asssociated (Step-3). Following are the steps to configure Power BI Bookmarks against a associated report.
- Click on Power BI tab from aside menu.
- Default configured Power BI Profile workspace are shown.
- Expand Power BI workspace to get repsctive reports and dashboards.
- Click on available Power BI reports and get report expanded view.
- Expand a Power BI report to view its available bookmarks. Bookmarks with their counts and status were shown in grid.
- Turn on and off the switcher for multiple bookmarks association. Actions cannot be performed until switcher marked as associated.
- Click on edit bookmarks button to update display name and add description to be sahown in BI Portal for respected bookmarks.
Dashboard Status Details:
- Live refers to bookmark is synced with Power BI and working.
- Dead refers to bookmark doesn’t exist at Power BI account or malfunctioned
- View Dashboards
- View Reports
- View Pages
- View Bookmarks
- Personal Bookmarks
- Share Data Story
- Create Personal Dashboard
Following are the steps to render configured dashboards.
- Click on dashboard tab in menu bar. List of all team associated dashboards will be shown.
- Hover down the dashboard list and click on the dashboard specific page to view rendered dashboard view.
- Expand the rendered dashboard by dragging bottom right corner edge.
- Click the full screen button to enable full screen dashboard view.
Following are the steps to render a report along with all associated pages.
- Click on Reports tab in menu bar. List of all team associated reports will be shown.
- Hover down and click on report icon to view rendered report.
- Default page set will be rendered along will all associated pages.
- Click on page tabs to render specific report page.
Following are the steps to render a specific report page.
- Click on Reports tab in menu bar. List of all team associated reports will be shown.
- Hover down the report and report associated pages will we shown. Click on the report specific page to view rendered page.
- Selected page will be rendered with all page properties set.
Following are the steps to render configured report bookmarks associated to a team.
- Click on bookmarks tab in menu bar.
- Bookmarks are categorized as
- Bookmarks (Report containing Bookmarks)
- Personal Bookmarks (Shared as Datastories)
- Level-1 hover down the Bookmarks and its associated bookmarks will we shown.
- level-2 hover down and click selected bookmark item to get one or more bookmarks list. Click the item to get rendered view.
- Selected bookmark rendered view.
- Click on full screen icon to get bookmark full screen view.
Shared and tagged datastories from other stake holders lie under Personal Bookmarks in Bookmarks menu. Following are the steps to render configured report bookmarks associated to a team.
- Click on bookmarks tab in menu bar.
- Level-1 hover down the Personal Bookmarks item and its associated Bookmarks will be shown.
- Level-1 hover down the Bookmarks and its associated bookmarks will we shown.
- Level-2 hover down and click selected personal bookmark item. Bookmark detail is shown. A Personal bookmark is categorized into 1- Shared 2- Personal Bookmarks.
- Shared: Click the shared bookmark item to get its rendered view. Bookmark contains the name and expiry date. "New" keyword is for latest shared bookmarks and keeps for one day
- Personal Bookmarks: Click on personal bookmark item to get its rendered view. Bookmark contains the name,expiry date and share story button. "New" keyword is for latest personal bookmarks and keeps for one day.
- Sharing Personal Bookmarks:Click on share button to share personal bookmark among the teams and individual users. A success message is recieved after successful share.
Sharing data stories empowers you to collaborate with external and internal stakeholders and share timeline stories for your custom visuals.Following are the steps to share data stories.
- Click on capture data story icon for any rendered report or page.
- Fill in all the necessary information. Add data story name, description,multiselect audience (teams or individual users) and expiry date till which data story will be avialble to view. click on share button and recieve notification for succesful data story share.
- Click bell icon in menu bar to view shared data story notification. Click on the any of the item to view shared data story details.
- Rendered view of shared data story by stakeholder.
Custom Dashboard creation facilities customers to create their own dashboard. Pin a single visual or pin a full page from different reports and pages, resize and drag the components as required. Following are the steps to pin visuals from multiple reports and pages to create custom personal dashboard.
Pin Complete Page:
- Select a report or a report page and get rendered view.
- Once report or page is rendered, click the pin to dashboard icon at top right corner.
Pin Page Visual:
- Report or page rendered view.
- Right click on page visual and click Pin to Dashboard option from dropdown.
- Pinned page visual successfully added to dashboard message recieved.
- Note: Warning message is prompted if page visual already exist on dashbaord.
Custom Dashboard Settings:
- Click on Quick Anlaytix Logo to get the custom dashboard page. By default dashboard page is rendered after successful login.
- Recently added visuals and pages shown as small tiles on dashboard.
- Hover down to setting icon on top right corner and click edit to rearrange, resize the added visuals and page as per customer requirement.
- Hold and resize a visuals or a page from the bottom (marked) place.Hold and drag the visual or a page to chagne position.
- Click remove background button to remove background from page or visual.
- Background removed success message and changed to white.
- Once pined visual and pages are resized and arranged, click the save button at top right to save layout changes.
- Success message is recieved after dashboard layout changes are saved.
Unpin Visual or Page :
- Click unpin icon button on right side of visual or page.
- Click the save button at top right to save changes.
- Layout changes saved with unpinned visuals.
