D E N A L I B I

RN00003 110619

Copyright Notification

At Cougar Mountain Software, Inc., we strive to produce high-quality software at reasonable prices. We can only do this, however, if our rights as developers are respected. Even though we provide excep-tional software at low prices, we do not consent to unlicensed use of our software or documentation.Information contained in this document represents the current view of Cougar Mountain Software on the issues discussed as of the date of publication. Because Cougar Mountain Software must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Cougar Mountain Software, and Cougar Mountain Software cannot guarantee the accuracy of any information presented after the date of publication.

This documentation is for informational purposes only and is not a qualified accounting reference. COUGAR MOUNTAIN SOFTWARE MAKES NO WARRANTIES, EXPRESS OR IMPLIED, AS TO THE INFORMATION IN THIS DOCUMENT. It is the user’s responsibility to review the latest publication releases from Cougar Mountain Software. The demonstration companies, organizations, products, people, and events depicted herein are fictitious. No association with any real company, organization, product, person, or event is intended or should be inferred.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Cougar Mountain Software.

Cougar Mountain Software may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Cougar Mountain Software, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.Recognized Trademarks. Microsoft and all Windows products are registered trademarks of Microsoft Corporation. QuickBooks is a trademark of Intuit Inc., registered in the United States and other coun-tries. Other brands or products are the trademarks or registered trademarks of their respective holders and should be treated as such.© 2020 Cougar Mountain Software

All Rights Reserved

Table of ContentsDenali BI powered by Sisense

Denali BI powered by Sisense 4

Denali BI Basics .................................................................................... 5

Installing Denali BI ................................................................................ 5

Setting up Users.................................................................................... 6

Sharing Dashboards ............................................................................. 7

Navigating the Interface........................................................................ 8Data ..........................................................................................................................................8

Analytics ..................................................................................................................................8

Pulse....................................................................................................................................... 11

Admin .....................................................................................................................................13

1Chapter

Denali BIpowered by Sisense

Denali BI Basics

Installing Denali BI

Setting up Users

Sharing Dashboards

Navigating the Interface

Denali BI powered by Sisense is a powerful business intelligence platform customized

to show your most important analytics. You can set up multiple dashboards for

different users, customize the data each user sees and how they see it, easily add and

remove filters on the data, set up alerts, and download and print the entire dashboard

or widgets within it.

Your Denali BI server must be installed on a Windows 10 64-bit system. By default, the server is installed in the same folder as your Denali installation.

Denali BI BasicsThe Denali BI powered by Sisense dashboard data comes from elasticubes that contain all the data sources you want to include in the dashboard. Elasticubes are the data analysis engine behind Denali BI. They support data from different sources, such as the Denali SQL server, a CRM, or Excel. When you open Denali BI, the elasticubes are updated from all the data sources they include. Denali BI comes with the following default dashboards:

• If you have General Ledger: Financial and EBITA dashboards (budget data in the Financial Dashboard includes finalized and unfinalized budgets)

• If you have Accounts Payable: Expense dashboard• If you have Sales: Sales dashboard

You can edit the default dashboards or create as many dashboards as you want. If you need help customizing dashboards or setting up new elasticubes or dashboards, contact Customer Support at (800) 390-7055 to get help from a Denali BI expert.

Installing Denali BI When you install Denali, the Denali BI powered by Sisense server is installed in the same folder. After you enter your Denali BI license key in the Denali License Manager, the BI icon will appear on the Denali toolbar next to your other installed module icons.

Figure 1: Denali BI icon on the Toolbar

Before you can access Denali BI, you must enter your administrator username and password in the Denali Business Intelligence window in Controller. To enter your username and password:

1 In Controller, select Denali BI Setup from the left navigation pane. The Denali Business Intelligence window will open.

CAUTION: We highly recommend you make a copy of the default dashboards before you edit them. You can do this by clicking Duplicate from the dashboard options.

5Denali BI powered by SisenseDenali BI Basics

Figure 2: Denali Business Intelligence window

2 Enter your username and password in the appropriate fields. 3 Select OK.

You can now access Denali BI from the toolbar.

Setting up UsersWhat you can do in Denali BI powered by Sisense is based on your user type. There are three types of users in Denali BI.

• Admin/Data Admin: you can set up one system administrator and by default that is the user who installed Denali BI. But you can set up other admin users. Admin users are the only users who can set up other accounts. Admins can also design elasticubes and dashboards.

• Designer: you can set up one designer. The designer can create elasticubes and customize dashboards, and share them with other users.

• Viewers: you can set up ten viewer accounts. Viewers can see any dashboard that is shared with them, add filters, set up alerts, and download or print a dashboard or widget.

To set up users:1 In Denali BI, click the Admin page.2 Click the + Users button in the top right corner. The Add Users window will open.

NOTE: The Denali BI server must be installed on a 64-bit computer.

6Denali BI powered by SisenseSetting up Users

Figure 3: Add Users window

3 Enter the user’s email address and name. 4 From the Role drop-down select the user type.5 Click Save.

You can also set up several users at once by selecting Import Many at the top of the window.

Sharing DashboardsIf you are an admin or designer, you can share dashboards with other users. Users must be set up in Denali BI before you can share dashboards with them. Viewers must have dashboards and elasticubes shared with them before they can use Denali BI powered by Sisense.

To share a dashboard:1 On the Analytics page, click the options menu on any dashboard and select Share.2 Enter the email address of the user or users you want to share it with. 3 Click Save.

To share an elasticube:1 On the Data page, click the options menu in any elasticube and select Go to Admin. The Admin page

will open with all the elasticubes listed. 2 On the elasticube you want to share, click the options menu on the right.3 Select Share and enter the email of the user or users you want to share it with. 4 Click Save.

For more information see https://documentation.sisense.com.

NOTE: You will need to share both the dashboard and the elasticube with the user for the dashboard to work.

7Denali BI powered by SisenseSharing Dashboards

Navigating the InterfaceDepending on if you are an admin, designer, or viewer, you will see some or all of these pages at the top of Denali BI powered by Sisense.

DataThe data page is where you can view and create all of your elasticubes. You can add data to elasticubes from many sources, including the Denali SQL database, Excel, CRMs, and CSV files. For detailed information about the data page and how to work with elasticubes, see https://documentation.sisense.com. You can also call Cougar Mountain and have us customize your elasticubes and dashboards.Contact Customer Support at (800) 390-7055.

AnalyticsThe Analytics page is where you access your dashboards. Dashboards are made up of widgets that you can individually design (if you have design rights), filter, and download. You can view dashboards you design or that are shared with you. When you make local changes on a shared dashboard, the changes only affect your copy. When the dashboard is republished, the updated version will override the changes you made.

Figure 4: Denali BI dashboard

All of the dashboards available to you appear on the left side of the Analytics page. Hover over any dashboard name to view its details, such as the owner, when it was created, and when it was last modified. When you hover over a dashboard name you will also see an options menu icon to the right of the name. Click the icon to view the options available.

8Denali BI powered by SisenseNavigating the Interface

Figure 5: Dashboard column

Using the Filters column on the right, you can filter all the widgets in your dashboard at once. For example, you can look at certain dates or a certain revenue type. You can also filter widgets by clicking a portion of a widget (a bar in a bar chart, for example) or click and drag to select a range. You can use multiple levels of filters to narrow the data down to exactly what you need to see and then remove or change the filters at any time.

9Denali BI powered by SisenseNavigating the Interface

Figure 6: Filter column

In most widgets, you can drill-down into the data. For example, you can right-click on a slice of a pie chart or a bar in a graph to see your drill-down options. Use the breadcrumbs in the top left of the widget to move to a higher level of your drill-down or click the X to close the drill-down.

Figure 7: Pie chart drill down

10Denali BI powered by SisenseNavigating the Interface

You can also drill down in some indicator widgets. Indicator widgets have a number or gauge that shows a specific value. These widget types will have a jump symbol in the top left corner to let you know they have a drill down available.

Figure 8: Denali BI Indicator widget drill down

If you need to view any of this data outside of Denali BI powered by Sisense, you can download the entire dashboard or a single widget as an image or PDF. You can also choose to print a PDF of the dashboard or a widget. To print a PDF, click the PDF button at the top of the dashboard. To download, click the options menu in the top right corner of the dashboard or widget.

Figure 9: Dashboard and widget download and PDF options

For more information, see https://documentation.sisense.com.

PulseThe Pulse page lets you set up a central location for your most important stats from multiple dashboards. You can also set alerts for a single value so you’ll be notified based on specific criteria. For example, if you have a widget that shows cash on hand, you can set an alert to let you know when it hits a certain amount. You can choose from three options when you set up your alerts.

• Threshold: You will get an alert when the threshold you set is reached. You can change the threshold amount when necessary.

11Denali BI powered by SisenseNavigating the Interface

• Automatic: Based on machine learning, you will get an alert when the system recognizes anomalies in your data.

• Always: You will be notified after each build, whether there is a data change or not.To set up an alert:

1 Click the options menu in the top right corner of a single-value widget or right-click a single value in a chart.

2 Select Add to Pulse. The Add to Pulse window will open.

Figure 10: Add to Pulse window

3 In the Name field enter the name you want to appear on the Pulse page for this alert. 4 In the Alert Condition section, select the type of alert you want to set.5 If you want to set how the alert is sent (email, text, Slack, etc.), add a message to the alert, or adjust

the filters, click Advanced in the bottom left corner. 6 Click Add to add this to the Pulse page.

Figure 11: Alerts on Pulse page

12Denali BI powered by SisenseNavigating the Interface

From the Pulse page you can mange the alert settings. For more information, see https://documentation.sisense.com.

AdminThe Admin page is where you can set up users, groups, data sources, and other settings only available to the Admin user. For more information, see https://documentation.sisense.com.

13Denali BI powered by SisenseNavigating the Interface

7180 Potomac Dr. Boise, Idaho 83704 Sales: (800) 388-3038 Customer Support: (800) 390-7053 Forms & Supplies: (800) 454-1660 www.cougarmtn.com