Assets

What is an asset?

In Enterprise BI Portal an asset is any object or report pulled from a data source.

Some examples of assets are Power BI reports, Cognos reports, Crystal reports, SSRS reports, SSAS Cubes, Datazen dashboards, Kepion forms, and websites.

Asset board menu

To the right of the page you will find the asset board menu.

Asset board

Menu

Sort

Choose how to sort your assets.

The options available are:

  • Alphabetical
  • Popular
  • Recency

Layout

Choose how to view your assets.

The options available are:

  • Card View
  • List View

Card view

List view

You can select asset sorting options in the right hand navigation menu and can select from Alphabetical, Popular and Recency. You can also select to view your assets in Card or List View here, and select slicers to filter your assets. You can also select a view or sorting option without expanding the navigation panel by clicking on its icon.

Asset sort

Navigation terms can be viewed in the left hand navigation and it will expand by clicking the top left arrow.

Left Hand Navigation Terms

Slicers

Asset slicers will appear here. Select the attributes you would like to filter your assets by.

Selection

Click Toggle Multi-Select to edit multiple assets at the same time.

Select the assets individually or use the + to select all or - to deselect all.

Once you have select the assets click on Bulk Edit.

The Bulk Edit Assets screen will appear.

Bulk Edit Assets

Edit the fields required then click Save Changes to save.

You can also choose to unpublish multiple assets by clicking on the Unpublish button.

Administration

Under the Administration section you can choose from the following:

  • Pin to layout - pin as an asset board layout or pin as a tile to a tile layout.
  • Copy asset query

What can I do with an asset?

You can view the asset simply by clicking on the asset title link or the Open button.

The asset will open up in either a new tab or embedded into the portal.

If the asset is embedded, the navigation menu will be minimised.

You can view the asset menu simply by clicking on the right-hand navigation arrow at the top right of your page.

If embedding is enabled, the asset actions - Information, Discussions, Help, Open, Full Screen, Share, Network Map, Pin to Tile Layout (refer to ‘Tile Layouts’ of this User Guide), Usage and Audience links will display in the navigation pane on the right.

You can view the embedded asset in full screen mode simply by clicking on the Full Screen option. Press the ESC key to exit the full screen mode.

Asset menu

To go back, click Back.


Information

To view the asset metadata, click on the Information button. A pop up will display showing the details for the asset.

Click Edit to add or modify asset metadata.

Click the bin icon to delete the asset. A confirmation will appear.

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Discussions

You can participate in discussions regarding a particular asset.

You can start a new discussion or reply to an existing discussion thread.

New Discussion

To start a discussion, click New Discussion to add a new thread.

Enter a Subject (required). This is the discussion topic.

Enter a Description (required).

Tag Audiences.

Select a Discussion Type from the list (required).

Discussion Type

Choose a Relevant Period if applicable.

Once done, click Save.

Discussions

To make changes to a discussion, click Edit to modify the discussion details.

To see replies, click View.

You can add to the discussion by clicking on Reply.

Reply

Enter your Description (required), then click Post.

You can choose to opt in or opt out of discussion notifications.

Click on a discussion thread.

Tick the ‘Subscribe to this discussion?’ box to opt in and receive notifications every time an update has been made to the particular discussion thread. Untick this box to opt out of discussion notifications for this thread.

Discussion notification option

By default the user who creates the discussion post is automatically opt in to notifications related to that discussion thread.


Help

You can submit a help desk ticket for an asset.

For example, if you’re having issues viewing the asset you can raise a help desk ticket to request permissions to view the report.

Help

Click Help.

Enter a Title (required) for the help desk ticket.

Select a Request Type (required) from the list.

Request Type

Enter a Description (required).

Click Create.


Open

Clicking on Open will open up the asset in a new tab.


Usage

Usage will display asset usage information such as user name, action type, and logged time.

You can save or download this information simply by clicking on the Download button.

Usage


Audience

This will display the audience associated with the asset termsets.

Audience

Share

You can share a particular asset by clicking on the Share button.

Share

This will provide the option to either copy the asset’s link using the Copy link button or email the link to a user that you can find by typing their name into the empty field.

You can select multiple users by adding each user, thus creating a list of users that it will then share the asset with.

Sharing with multiple BI Portal users


Network Map

A visual network map of the asset will display. (Refer to the Network Maps section of this guide here)

Network Map


Pin to Tile Layout

(Refer to ‘Tile Layouts’ of this User Guide)


Full Screen Mode

You can view the embedded asset in full screen mode simply by clicking on this option. Press the ESC key to exit the full screen mode.

Alternatively, you can click the X icon which appears at the top of the screen when you hover over it.