How to Access Built Insights Portfolio Analytics Dashboards

This guide provides a comprehensive walkthrough for accessing and utilizing Built Insights Portfolio Analytics Dashboards, making it essential for users looking to enhance their data analysis skills. It covers everything from navigating the interface to applying filters and maximizing dashboard views, ensuring users can effectively tailor their analytics experience. By following this guide, users can unlock the full potential of their dashboards, leading to more informed decision-making and streamlined project management.

Thane Vajda
24 steps
3 minutes

Builtinsights

Navigate to the Built Insights home page.

Click "Portfolio Analytics"

Click "Dashboards"

Selecting Dashboards

All Standard and Custom dashboards can be accessed through the Folder Icon on the Right Hand panel

Utilizing the standard dashboards the user can then select the required dashboard. From here we will click "Assets Dashboard"

Filtering Dashboard Data

To apply filters to the dashboards the user has access through the filter icon on the Right Hand panel

Once open the user will be presented with the available filter for that dashboard. This will change depending on the information included on that specific dashboard

The user can then select the option for how they would like to filter the data on the dashboard from the avilable options

Once the required options have been included the user will then click "Save"

Once the dashboard filters have been saved the user should then collape the filter panel to expose the entire dashboard

Dashboard Sub-Set Cross Filtering

On Dashboard filtering is also available to users. This can be done by clicking a specific sub-set of data. The dashboard will then cross filter the data based on the user selected sub-set of data

To remove a sub-set of data filter the user can do this by clicking "Clear Master Filter" icon

Displaying Multiple Projects on a Single Dashboard

Additional projects can be displayed on a single dashboard by utilizing the dashboard filter on the Right Hand panel

Once the filter panel is displayed the user can click into the empty space on the filter to display the available options

From here the user can select additonal project data to be displayed on the dashboard

Once the required options have been included the user will then click "Save"

Once the dashboard filters have been saved the user should then collape the filter panel to expose the entire dashboard

Maximize Sub-Section of Dashboard

To expand a specific section of any dashboard the user can complete this by clicking "Maximize" which will then display that dashboard as the entire screen

To return to the original dashboard view the user must select the "Maximize" icon again which set the dashboard back to the original view

Clear Dashboard Filters

A user can clear any filters applied to a dashboard by accessing the filter icon on the Right Hand panel

From here the user can select the "Clear" option

Once the dashboard filters have been saved the user should then collape the filter panel to expose the entire dashboard

Close Dashboards

To close the dashboard view the user will need to click the "X" icon in the top right

A user can return to the Built Insights home page by clicking the Built Insights logo in the Top Left corner

How to Access Built Insights Portfolio Analytics Dashboards

Thane Vajda
24 steps
3 minutes

Builtinsights

Navigate to the Built Insights home page.

Click "Portfolio Analytics"

Click "Dashboards"

Selecting Dashboards

All Standard and Custom dashboards can be accessed through the Folder Icon on the Right Hand panel

Utilizing the standard dashboards the user can then select the required dashboard. From here we will click "Assets Dashboard"

Filtering Dashboard Data

To apply filters to the dashboards the user has access through the filter icon on the Right Hand panel

Once open the user will be presented with the available filter for that dashboard. This will change depending on the information included on that specific dashboard

The user can then select the option for how they would like to filter the data on the dashboard from the avilable options

Once the required options have been included the user will then click "Save"

Once the dashboard filters have been saved the user should then collape the filter panel to expose the entire dashboard

Dashboard Sub-Set Cross Filtering

On Dashboard filtering is also available to users. This can be done by clicking a specific sub-set of data. The dashboard will then cross filter the data based on the user selected sub-set of data

To remove a sub-set of data filter the user can do this by clicking "Clear Master Filter" icon

Displaying Multiple Projects on a Single Dashboard

Additional projects can be displayed on a single dashboard by utilizing the dashboard filter on the Right Hand panel

Once the filter panel is displayed the user can click into the empty space on the filter to display the available options

From here the user can select additonal project data to be displayed on the dashboard

Once the required options have been included the user will then click "Save"

Once the dashboard filters have been saved the user should then collape the filter panel to expose the entire dashboard

Maximize Sub-Section of Dashboard

To expand a specific section of any dashboard the user can complete this by clicking "Maximize" which will then display that dashboard as the entire screen

To return to the original dashboard view the user must select the "Maximize" icon again which set the dashboard back to the original view

Clear Dashboard Filters

A user can clear any filters applied to a dashboard by accessing the filter icon on the Right Hand panel

From here the user can select the "Clear" option

Once the dashboard filters have been saved the user should then collape the filter panel to expose the entire dashboard

Close Dashboards

To close the dashboard view the user will need to click the "X" icon in the top right

A user can return to the Built Insights home page by clicking the Built Insights logo in the Top Left corner