Building BI tool is a feature within our platform that allows you to view data on a dashboard and chart form. This data can provide valuable insights into the performance of your building management solution, helping you make informed decisions about how to optimize and improve your operations. Building BI makes it easy to view and analyze your data.

Navigate to Building BI

To access Building BI, you'll first need to log into your account in KODE OS. Once you're logged in, look for the "Building BI'' module on the left main navigation bar. Click on this module to open the Building BI.

To view all Building BI dashboards, click on the "All Dashboard" button.

The dashboard displays a range of data points, tables and charts related to your building management solution. These data points are presented in the form of tiles that can be customized to suit your needs.

Add a new Dashboard

Adding a new dashboard to the Building BI tool is a great way to customize your view of the data and focus on specific metrics or data points. Here's how to add a new dashboard:

1. Click on the "Building BI" module located in the main left navigation bar to open the tool.

2. Click on the "+ Add Dashboard" button located at the top right of the page.

3. Give your new dashboard a name and a description.

4. Click "Create" to save your new dashboard.

Add Widget/Charts to the Dashboard

Here's how to add charts to your dashboard:

1. From the dashboards list, select the dashboard you want to populate with charts.

2. Click on the "Edit Dashboard" button located at the top right of the dashboard.

3. Click on the side menuicon to open up the Chart Configuration menu.

4. Select the chart type you want to add to the dashboard (e.g. line, bar, pie) by dragging the chart to the dashboard or double clicking on it.

5. Select the data point you want to display on the chart by using the dropdown menu of the Data Source field.

6. Once selecting the data source a list of metrics and data points will be displayed.

7. Drag to the “Setup” section the data points you want to display on the chart.

8. Customize the chart by selecting different options, such as the chart title, chart colors, and chart size.

9. You can customize the position of the chart on the dashboard by clicking and dragging it to a different location.

10. Clicking on the 3 dots icon located at the top right of each chart you can duplicate or delete the chart. 

11. Repeat these steps to add additional charts to your dashboard.

12. Once you're satisfied with the charts and dashboard, click "Save" and you’re done.

Roles and Permissions

Setting roles and permissions for Building BI dashboard can help you control who has access to view, edit, and export data. Here's how to set roles and permissions:

1. Click on the 3 dots icon located at the bottom right of each dashboard. 

2. From the drop down menu select “Permissions”.

3. From the Roles tab, click on the "+ Add Roles" button.

4. From the Add Role popup window select the appropriate role for the role from the dropdown menu. For example, you can choose "Owner" to give the role full access or "Viewer" to give them read-only access.

5. Click the “+ Add Roles” button to save the changes.

6. Repeat these steps for each role you want to set permissions for.

You can also give permissions to specific users. To do so follow the below steps:

1. Click on the 3 dots icon located at the bottom right of each dashboard. 

2. From the drop down menu select “Permissions”.

3. Click on the "Users" tab.

4. Click on the “+ Add User” button.

5. From the Add User popup page select the appropriate role for the user from the dropdown menu. For example, you can choose "Owner" to give the user full access or "Viewer" to give them read-only access.

6. Click "+ Add User" to save the user's permissions.

7. Repeat these steps for each user you want to set permissions for.

Shareable Link

You have the ability to build your desired dashboards and embed them in other platforms or share them with external users. 

Sharing a dashboard is easy and here's how you can do it:

1. Navigate to the “Building BI” module from the left main navigation bar.

2. Select the dashboard of your choice.

3. Click on the “Share” button at the top right of the dashboard.

4. In the “Sharing properties” pop-up page you can choose:

1. Pages to share,

2. Access expiration,

3. Refresh rate.

5. Click on the “Generate Link” button.

6. Copy the shareable link by clicking on the Linkicon to share with external users and open on the browser. 

7. You can get back to the list of the created links by clicking on the Share icon button at the top right of the dashboard.

1. The link is automatically enabled, which allows you to share the link immediately by copying it.

2. You can delete the link at any time to revoke access to the widget by clicking on the Delete button. 

1. Any internal users with no access to that widget or any external users you have shared the link with will no longer be able to view the widget.

If you wish to generate a shareable link for a specific widget, here's how you can do it:

1. Click on the 3 dots icon at the top right of the widget.

2. From the drop down menu click on “Share”.

3. In the “Sharing properties” pop-up page you can choose:

1. Choose pages to share

2. Access expiration,

3. Link title

4. Refresh rate.

5. Allowed IPs

4. Click on the “Generate Link” button.

5. Copy the shareable link by clicking on the Linkicon to share with external users and open on the browser.