COINS provides out of the box standard SureStart Power BI dashboards, which can be used as they are or can be adjusted based on individual business requirements and then used.

The standard dashboards are built upon standard augmented views that reside under the “Views” menu. Required views for each dashboard reside under a schema with the same name as dashboard name. These views are referred to as schema specific views; for example, “AsAtOpenItem” dashboard works on top of the views that are built under the “AsAtOpenItem” schema. Users can display and browse all the views that are used in each dashboard by filtering based on schema name.

There are some views that reside under the “Generic” schema. These views have been created as generic since they are used in multiple standard Power BI dashboards.

Required Generic views must be created first if a schema specific view has dependencies on these generic views. An error message will be generated if this has not been done in the correct sequence, that is, generic views first, and then schema specific views.

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Extracts – Views browse

Before creating views, all required entities first must be generated and their corresponding SQL tables must be created, otherwise an error will be issued which lists all missing tables for creation of the view.

Users can browse the views’ data in ERP+, by clicking on the Editor button that is available next to each view.

SQL Editor

Standard Power BI dashboards that have been developed can be downloaded from Reports on the menu. These dashboards are built on standard views and can be used as they are. Alternatively, they can be used as a starting point and more measures can be added to them by a qualified Power BI developer.

Required dashboard specific views must have been created before the dashboard can be used.

Extracts – Reports browse