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Discovering Assets with the Enterprise BI Portal

Faced with a multitude of reporting tools, a high volume of reports, and an escalating list of sources and locations, it can be very difficult to not only find what you are looking for, but also ensure the right information is available to the right audience.

Perspective Enterprise BI Portal is a central hub for business staff to find and collaborate on all of the scorecards, dashboards, data sources and reports within the enterprise.  Referred to as “assets”, these analytics resources are often hidden away on local machines, shared network drives, or in mailboxes.  The Enterprise BI Portal provides a governed framework to be able to bring together corporate intelligence into a single, unified location.

We are going to focus on assets in this blog, covering what they are, how they interact with the Portal, and ultimately how they are consumed by staff.

What is an asset?

An asset is defined simply as any analytics and reporting resource within an Enterprise.  This can be a physical Power BI Dashboard to an Excel spreadsheet, or even a database connection or website. The BI Portal lets you register or embed assets from a wide range of source systems – Power BI.com, Tableau, Cognos - just to name a few.

Embedding allows you to open and comment on the report or dashboard from within the Portal itself, while Registered assets make it simple for users to find reports and view them externally, in a new tab.

A Report Card view allow you to find out, at a glance, what the asset type is, as well as:

  • Who registered the asset and when,
  • Which terms have been tagged against the asset to assist with discoverability
  • Who are the subject matter experts, and
  • What, if any, custom metadata  has been configured by an Administrator.

Report Card

Finding assets

The BI Portal is specifically designed to ensure ease of discovery.  From the taxonomy configured, to the metadata stored against each asset, the Portal ensures that the information you need is extremely easy to find.

If you’re not sure exactly what report you’re looking for you can use a simple filter to narrow down your search. (seen in the screen shot below).  You can also just use the search bar at the top, and enter key words relevant to the asset that you are looking for. 

Filters

What can I do with an asset?

There are a number actions you can take once you find the asset you’re looking for. 

Open: This is pretty self explanatory.  The open button literally opens the asset.  If the report is ‘embed supported’, such as Power BI or Excel then it will open directly in the portal.  If the asset is to an external link, a new browser window will open with your report.

Information: This will provide a detailed panel of all of the information relevant to your report including tags, SMEs, dates of registration, allocated Business Area etc.  This is the panel you can also edit the metadata stored against the report if your permission level allows.

Discussions: A brilliant feature that allows you to collaborate on reports in situ, and store against each report.  Rather than the plethora of emails that usually takes place when a team, or teams consume a report, you can not only add your comments or questions, you can even target it directly to a person and/or team.

Help: Raise a Help Desk Ticket right there and then.  No need to provide any details about the report, only enter what support you need.  The ticket will store all of the relevant report metadata automatically.

There’s so much more to discover about the BI Portal. Stay tuned for further blogs.

In the meantime, want to try it out for yourself? Check out the links below.

 

  1. For more information
  2. Download the White Paper Now
  3. Click Here to arrange a Demonstration today.