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Dundas BI 2.6

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Dashboards
Dundas BI is an enterprise-level business intelligence, data analytics and dashboard software for
building and using interactive dashboards, reports, scorecards, and more.
There are different types of views in Dundas BI that all display data using data visualizations which
are connected to metric sets.
CUSTOMIZABLE DASHBOARDS

Our enterprise-level, self-service dashboards in Dundas BI let you monitor and measure
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Our enterprise-level, self-service dashboards in Dundas BI let you monitor and measure
performance and business metrics in real-time. You can visualize and analyze data from across the
organization on your dashboard, helping you gain valuable insight and drive accurate decision
making.
With easy, smart and intuitive design tools using drag and drop you can quickly design dashboards
and reports.
Easy, smart drag and drop design tools
Fully customizable visualizations to create personal and professional dashboard views
Wide range of visualizations, styles and themes
Responsive design options
On the Dundas BI dashboard, you can add data visualizations, or components and arrange them
anywhere on the canvas. Our dashboards allow you to filter, sort, group, re-visualize, drill-down
and perform advanced calculations through an easy to use interface. Our Drag and Drop interface
allows you to browse all of your measures and dimensions, and then plot them onto a chart, grid or
other advanced visualizations for instant analysis. Dundas BI provides an array of predefined best
practice data visualization configurations you can simply use to compose your dashboard.
Our dashboards are web-based and mobile optimized, which enables users to access any data,
anywhere with a web connection. You can build, share and view fully interactive dashboards
directly in your HTML5 browser without any additional desktop application. With many dashboard
properties, scripting options and a full open API, Dundas BI is the most customizable and
extensible dashboard creation platform for data visualization.

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USER INTERACTIVITY

Our built-in filtering and navigation make it easy for users to get to the data they need,
while designers can define their own interactions using custom scripts. Some possibilities
include:
Hover-over and click actions (custom mouse interactions)
Navigation (drill-down to another dashboard or view, forward/back buttons)
Data filters (dates, categories, etc.)
Customizable buttons
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Customizable buttons
Customize how the dashboard responds to interactions (mouse-clicks, hovers, etc.)
CHANGING THE VISUAL APPEARANCE

Just about any visual aspect of your dashboard can be modified to fit your own custom
dashboard designs. Dundas BI offers complete control over your visual design.
Change any property or attribute of your dashboard
Save preferred styles to apply them to other data visualizations
Share saved styles available to other dashboards, projects and users
Modify the attributes and layout of dashboards
Build and save full dashboard templates to maintain consistent styling

Communication and Collaboration Tools


You know that numbers don't always tell the full story. Sometimes there's a reason why your
business metrics are distorted. Dundas offers dashboard solutions that allow you to tell the proper
story with not only data, but also text notifications and notes.
Dundas BI lets you annotate any metric with questions and comments, respond to another user's
comments, and view conversations so that your data is always presented in the proper context.

NOTES

A note is a type of comment that users can make while viewing a dashboard. With notes
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A note is a type of comment that users can make while viewing a dashboard. With notes
you can:
Post questions, comments and follow-ups directly on specific metrics or data points
Request follow-up or action to be taken on specific areas of concern or opportunity
Keep comments organized in a conversation thread
Control who sees your comments
Collapse and expand notes so they don't get in the way of the data
Be notified by email when someone replies to your note
NOTIFICATIONS

A notification is an automated email that's sent out in response to an event. Dundas BI can
be set up to send automatic notifications when data reaches certain conditions, or when
someone responds to a comment you made on a dashboard. Dashboards can be emailed to
a list of users on a recurring schedule, like a weekly sales report. With notifications you can:
Send reports on a schedule to a group of users
Receive email alerts when something goes wrong with your business
Customize each message and specify recipients

Slideshows
Similar to a PowerPoint presentation, slideshows allows users to define their own selection of
dashboards or other views in sequence. There are two main use cases for slideshows:
Storytelling Slideshows can be used to present certain insights via a series of views forming
a logical business story during a business meeting presentation or discussion. For example,
you can start with the high-level view of the sales results and then show a second view with
more visualization and analysis about a certain region leading to a conclusion and set of
required actions. The advantage of using the slideshow mode for this use case is that the
slideshow is directly connected to the live view, allowing for answers to other questions that
may come up during the discussion using the live views and latest data rather than having to
"park" that question and answer it later if you were to use a static PowerPoint presentation.
Large Screen Automated Displays - A slideshow lets you display a dashboard or other view
for a configurable duration before it is swapped out with the next view in the sequence hence
automating the display loop. This provides an easy way to display important dashboards on a
flat panel in a corporate hallway setting, operations centers, kiosks, etc. Large screen displays
are a good way to engage users and encourage a certain behavior by providing informative
views and creating healthy competition.

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Data Visualizations
We're famous for our visualizations
Our customizable and powerful data visualizations are famous in the industry, and represent nearly
20 years of technology leadership and innovation. You will be amazed by the power and flexibility
of our data visualizations.
Our data visualizations help you to create best practice, interactive dashboards and rich reports for
complete data insight.

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Superb Interactivity
Dundas BI visualizations are extremely interactive, engaging the users and helping to understand
data better and faster. While custom interactivity can be easily added, the visualizations already
include a great deal of interactivity without requiring any setup, simply out of the box:
Data Interactions - Drill down/up, changing aggregation level (instead of drilling down on a
specific year, view the entire chart at the month level), sorting, filtering, zoom in/out,
grouping and expanding are easily available from the right click context menu and don't
require any IT assistance for setup.
Chart Animated Transitions - Dundas BI carefully separates out and smoothly transitions
different kinds of changes: changes to data point positions and colors based on values, chart
type changes, changes to axis reference points, and advanced interactions such as drill down,
drill up, changing level, filtering, sorting, grouping, and zooming in or out to allow viewers to
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drill up, changing level, filtering, sorting, grouping, and zooming in or out to allow viewers to
better and more visually understand changes to data points when doing any kind of analysis.
Dundas BI also staggers changes to a series of data points to reduce the number of
movements viewers see at any one time.
Re-Visualizing - Changing any visualization into any other visualization of choice is a matter
of a simple click and selection. Users can opt to view the data in a bar chart, re-visualize it to
a map visualization and then to a table as they see fit for their data and needs.
Data Brushing - Automatic brushing allows users to see where the same data is represented
in another visualization instantly when moving the mouse over it or interacting with it on a
tablet. Identifying relationships and related performance points becomes an easier task when
your data responds to your actions.

Rich, Interactive Scorecards


Scorecards display progress over time. They allow you to display state indicators and provide visual
feedback linked directly to your KPIs according to pre-determined business rules or thresholds.
Having a fast and easy way to determine the status of a business metric makes it far easier to take
action and make appropriate decisions more quickly and accurately.
Our scorecard designer in Dundas BI builds a table of data and/or visualizations with a pixel-precise
customizable layout, able to combine together any types of visualizations. Scorecards can then be
viewed on their own or used as part of a dashboard.
In Dundas BI, scorecards are flexible enough to support any style of table or scorecard and any
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In Dundas BI, scorecards are flexible enough to support any style of table or scorecard and any
needed visualizations. Scorecards are great for scenarios where you need to display tabular data
with complex visualizations such as sparklines or bullet graphs.

Tables
Our table gives you the ability to visualize your data easier and faster. Use the Dundas BI tables to
display lists, rankings or highly detailed information grouped by hierarchies using different types of
visuals such as data bars, state indicators, bullet graphs, checkboxes, images and hyperlinks that
are not only allowing you to read the detailed cell value but also quickly focus using smart
visualizations and interactions.

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Charts
Dundas BI's charts offers numerous chart types to choose from such as column/bar, stacked
column/bar, multi-level pie, sunburst, line, curved line, scatter plot, bubble, area, curved area,
stacked area, 100% stacked bar/area, box plot, range, curved range, range column/bar (Gantt like),
candlestick and stock.

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Chart features include:


Data and user notes
Mixed chart types
Color rules for highlighting values using colors
States for conditional formatting or coloring ranges
X & Y axes with smart axis labeling, major & minor tick marks, major & minor grid lines,
customizable intervals, data point markers, secondary axes, multiple axes per chart side
for multiple series
Alignment for lining up axes and axis value ranges for multiple charts
Support for plotting against numeric (including logarithmic), date/time and categorical
scales
Settings for controlling the appearance of everything above, such as colors, gradients,
borders and line dash styles
Chart transitions (animations) to support easy data discovery including changing of levels
and scale when you drill down or sort

Gauges
Gauges visualize dynamic data on an ongoing basis.
They are best used when displaying values against
targets or historical values allowing for a quick view,
so they offer a complementary function to charts that
are used for showing more details.
Gauges are often used in dashboard applications for
the manufacturing and financial sectors, where KPIs
and other critical data are monitored in real time.
Dundas BI's gauge supports linear, radial (circular) and pie gauge types, as well as a wide variety of
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Dundas BI's gauge supports linear, radial (circular) and pie gauge types, as well as a wide variety of
appearances and styles such as bullet graphs. Circular gauges support semi-circle, quarter-circle, or
custom angle layouts, while users can also change visual-element properties like scales, pointers
and ranges, which put context to pointer values and can also indicate a particular state.

Maps
Our Dundas BI map provides a level of visualization and interactivity that goes far beyond what can
be achieved with a data table or graph. Use our mapping component to enhance your dashboard
by displaying (and customizing) a wide variety of maps, making your geographic data far easier to
read and interpret. Add custom actions to your maps to control or filter what data is displayed on
the dashboard/report by region, city or other map element.

Maps are effective tools for sales or marketing reports, and can be used to show population details,
density of material, office locations, etc. The Dundas BI Map visualization includes maps of
continents, states, countries, regions and more:
Supports ESRI shape files that are built in or provided by the user
Visualizes data via color-coded shapes ("choropleth") and in addition, predefined map
element properties can bind to data (i.e. color, border, other visual properties)
Visualizes data via bubbles or symbols of varying sizes centered above geographic areas
Plot customizable symbols using geographic coordinates from a data source and use their
values to vary their sizes and colors
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values to vary their sizes and colors


Visualizes varying widths and colors of paths such as roads and waterways by their values
Provides mouse/touch panning and mouse/touch zooming
Offers standard projections: Equirectangular and Mercator
Includes legend integration
Automatic selection of maps and zoom level based on data

Treemap
The treemap is a hierarchical visualization that shows a distribution of values using differently sized
and colored rectangles. Since there are two dimensions (size and color), the treemap can convey
two pieces of information for each item. Treemaps are great for visually displaying the relative sizes
and values of a large number of distinct items.

Data Labels
The Data Label allows you to add a data-driven text label
to your data views. The Data Label can be easily
customized to support different text states and display
styles can be changed dynamically using colors, fonts,
symbols and currency. Data labels also support animated highlighting of real-time data changes.

Sparkline
Sparklines are lightweight graphs designed to convey many data trends in a small space. Sparklines
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Sparklines are lightweight graphs designed to convey many data trends in a small space. Sparklines
can be placed in a report or a scorecard to give historical context to your metrics.

Indicators
STATE INDICATORS

The state indicator represents the state of your data using an indicator that changes color or
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The state indicator represents the state of your data using an indicator that changes color or
shape. The shape (such as an up or down arrow) indicates the direction of the metric,
whereas the color indicates the current performance. State indicators can be placed in a
dashboard or within a table or scorecard to provide graphical indication of performance.
HARVEY BALLS

One type of indicator is the Harvey Ball (also known as a Booz Ball or FAIZ ball), which
conveys a score such as a quality or safety rating.

Diagrams
Customize your data views by easily adding a diagram (XAML or SVG) to your dashboard/report
providing greater context and at-a-glance viewing for quick decision making. Diagram shapes are
bound to your data and update dynamically based on your latest data values. Use diagrams to
visualize processes or complex parts views (i.e. body, airplane, manufacturing plant map) that are
updating their parts color based on the latest values in your database.

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Reporting
Intuitive reporting in Dundas BI
With Dundas BI, you can create any business intelligence report your organization needs, whether
multi-page reports or ad-hoc reports. Our BI and dashboard reporting tool gives you an easy but
structured way to create complex views involving repeated visualizations, just by using drag-anddrop operations. All of the required details can be easily combined into a single report and
grouped as needed for maximum insight. The reporting tool functionality includes the same dragand-drop design experience as our dashboards, metric sets, and analysis/data discovery.
Reports are ideal for displaying a lot of data in a multi-page report with a fixed layout. Whether
working with a handful of records or thousands, users can access and read the report easily in both
cases in Dundas BI. The BI and dashboard reporting tool in Dundas BI provides specific capabilities
allowing for automation of the entire reports usage process including email delivery scheduling
and printing.
Reports can be interactive just like dashboards but they are often designed to be simply viewed or
exported and printed. When using reports in conjunction with dashboards, you can create a far
more effective process, and save your organization the time spent preparing reports like routine
end of month or end of quarter reports. Using both dashboard and reporting tools allows for
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end of month or end of quarter reports. Using both dashboard and reporting tools allows for
greater efficiency, and without compromising the availability of information.
Increase efficiency and save time and money by eliminating manual reporting processes
Better versioning control for routine reports
Encourage user collaboration through built-in annotations, alert notifications, and scheduled
reports
Keep your dashboards and reports in a single familiar portal rather than navigating to a
different tool for reporting

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Designing Reports in Dundas BI


On a dashboard, you can add data visualizations, or components and arrange them anywhere on
the canvas. You can also do the same on a report, except that the report canvas contains several
specialized regions where you drag-and-drop data and visualizations in order to define the content
of your report. These regions allow you to specify a set of visualizations, and how you want them
repeated.
Building a report in Dundas BI is simple and consists of dragging and dropping items into the
header, body and footer regions of the report. Then switch to View mode to see the actual report
consisting of repeated elements.

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Ad Hoc Reporting Tools


Dundas BI is web-based and provides easy-to-use reporting tools to help create ad hoc reports
when you need to quickly drill deeper into your information. With the ad hoc reporting tools in
Dundas BI, you can create reports on-the-fly to display information that may be outside your
regular BI reporting.
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regular BI reporting.
A good reporting tool can easily accommodate the creation of ad hoc reports for both business
and technical users. Flexible, ad hoc reporting allows the business user to access critical information
for analysis and distribution quickly and with no assistance from IT required. The self-service, realtime analysis with scheduled distribution of reports in Dundas BI streamlines access to the
information users need for quick decision making.

Mobile
Dundas BI offers a full immersive experience on both desktop and mobile. The entire platform is
built with mobile-first in mind using HTML5, and does not require any special apps or downloads.
You can create, view and share your Dashboards, Reports and Scorecards on desktop and mobile
seamlessly, or even do data analysis on mobile devices.

FLEXIBLE MOBILE BI

The client-side of the Dundas BI platform is based entirely on the latest web standards
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The client-side of the Dundas BI platform is based entirely on the latest web standards
including HTML5, JavaScript, and CSS3. This means Dundas BI works and looks the same on
a desktop as it does on a mobile device such as a tablet or smartphone. Users get
immediate access to analyze and view their business data without having to use custom
applications. The HTML5 interface will allow you to deploy at once to all mobile platforms
supporting HTML5 browsing such as iOS, Android, Windows or BlackBerry without having to
develop and maintain a dedicated solution for each.
The user interface of Dundas BI was designed to be touch friendly so you can even design
dashboards, reports and perform data analysis directly on a tablet without having to
reconnect to your desktop.

MOBILE EXPERIENCE

Dundas BI offers Pinch to Zoom capabilities allowing users to focus on the different
visualizations. Within a specific visualizations such as a bar chart, Dundas BI offers the ability
to select data points and zoom in to that selection or out of the selection to see all points
again. In addition, it supports tap actions to drill down/up into the different hierarchy levels
of the displayed data points or apply any other data interaction. Tap and hold can also be
used to expose additional information such as custom tooltips.
Aside from the touch gestures, there are also built in capabilities that support automatic
resize based on the available screen size.
Scale zoom in to maximize the available screen size without compromising the
aspect ratio
Resize dynamically show more or less data points based on the device available
screen size. The difference between scale and resize is that scale could produce a very
"small view" of the charts and other visualization data points if the screen size is very
small while resize will show less data points but they will be readable even on a
smaller screen
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smaller screen

Analytics
Get a tailored experience by user type for self-served real-time visual access and analytics for
all your data, information and results. Experience predictive and advanced data analytics,
stunning data visualizations and on-the-fly data analysis in any format, on any device, with
Dundas BI. Our business intelligence and data analytics software enables you to quickly realize
the business value of your data.
Business users can view, create, interact with, monitor and share key business metrics, without
having to involve their organization's technical team. With our data exploration process, users
can easily turn their data insights into their own powerful dashboards and reports and share
those with others. Users can create data connectors, metric sets, hierarchies, dashboards and
reports, and use established data cubes and cube perspectives for simplified data discovery.
From the interactive designer screen in Dundas BI, you can easily explore available data
sources and use intuitive operations to arrange dashboard, report or scorecard views of your
data. For further analysis, you can easily apply period over period comparison or formula
calculations to data using a familiar expression interface. Smart defaults and automatic data
preparation are used throughout Dundas BI to provide a streamlined workflow, which means
there are fewer steps needed to progress from your data to desired visuals.

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Predictive and Advanced Data Analytics


Use R language to uncover patterns in your data and predict trends. The R Language Analysis
transform lets you write scripts using the R programming language to perform statistical and
predictive analysis on data. Using R language for advanced statistical computing and Dundas BI to
visualize and interact with the results gives you the best of both worlds. In addition to R, Dundas BI
features advanced interactivity and intuitive data discovery operations including drag and drop for
re-ordering and re-grouping as well as superior data analysis with trend and forecasting, priority
ranking and statistics for data manipulation.
EXPLORE YOUR DATA

Right from the home screen, users can access a blank canvas where they can start creating a
dashboard. They can easily see which data and metric sets are available to them in their
project. A Metric Set is like a slice of a multi-dimensional data cube. It specifies a set of
measures as well as which dimensions are on which axis, and which filters are available. By
simply dragging the Metric Set on the dashboard, the user will be presented with the
default view (i.e. a table or a chart).
Users can also drag data directly from their PC right onto the dashboard (i.e. Excel file or
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Users can also drag data directly from their PC right onto the dashboard (i.e. Excel file or
diagrams), and then perform various actions including copy, move and edit. They can also
easily see their data structures including database table fields and cube measures and
dimensions, and then drag and drop them onto the dashboard for further data discovery,
filtering, sorting, grouping and drill downs to learn more about their data. Explore, analyze
and visualize all your data, with Dundas BI business intelligence and data analytics software.
INTERACT AND ANALYZE YOUR DATA

Dundas BI advanced data analytics auto-detects hierarchies and time dimensions that
enable powerful drill-down/up.
Hierarchies easily interact with multi-dimensional hierarchies including geographic
and product hierarchies. Very intuitive process with enhanced filtering, sorting,
grouping and drill downs
Time Dimensions automatically aggregate your date based data into years, half
years, quarters, months, weeks and days
Metric Sets easily refine the available data for quick development and ease of use
Data Tools setup contextual metrics to support your data analysis including period
over period, states setup and formulas
Formula Visualizations - generate new visualizations out of formula calculations or
automatically summarize your data distribution via one click box plots setup
Analyze your data faster and thoroughly, and improve performance in all areas of your
business with Dundas BI, visual data analytics software.

Platform
With Dundas BI, you can connect to a variety of data sources including RDBMS, OLAP, Flat files,
Big Data, Web services and more.
Extract, Transform, Load (ETL) capability is built directly into Dundas BI via our data cube layer.
Simply add transform nodes to a data cube and connect them together to perform data
cleansing or join tables sourced from different databases. The output of a data cube can be
stored within the Dundas BI data warehouse for improved performance. Users can also build
an in-memory analytical model of the data to enable even faster results for analytical queries.
With data cubes, even non-technical users can easily discover and analyze data.

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Dundas BI connects directly to any data sources in real-time. As soon as your data changes,
your dashboards and reports will be updated automatically without needing to generate a new
report.
RELATIONAL DATABASES

Microsoft SQL Server 2005+


MySQL 5.0.45 or higher
Oracle 10g or higher
Oracle XE 10g or higher
Teradata Database 12.0+
Microsoft Access
PostgreSQL
ODBC
OLAP

Microsoft SQL Server Analysis Services (SSAS) 2005+


SAP NetWeaver BW 7.0+
Microsoft PowerPivot
Oracle Hyperion Essbase 11
FILE-BASED DATA

Microsoft Excel
Microsoft Access
Comma-delimited (CSV) and other delimited text
dBase (.dbf) files
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dBase (.dbf) files


XML files
WEB-BASED DATA

Amazon Redshift
Google BigQuery
Google Sheets
SQL Azure
SharePoint Lists
SharePoint Excel Services
Google Analytics
Salesforce CRM
Microsoft Dynamics CRM
Open Data Protocol (Windows Azure DataMarket, SharePoint 2010, etc.)
Custom Web Services
ODBC

DB2
Hive
Informix
Ingres
Pervasive PSQL
Quickbooks
Reuters
SAS
SPSS
SQL Anywhere
Vertica

Design
Dundas BI uses an optional layered approach to bring the data from its original source to your
screen. With this unified data layer approach, users can interact with and analyze data irrespective
of the data source. At a high-level, the approach includes
Data Connectors tell the software how to access your data.
Data Cubes define how the data is broken up into measures and hierarchies (dimensions).
Extract, Transform, Load (ETL) process such as data unification, transformation and cleansing
operations can also be performed at this level.
Metric Sets define the aspect of the data which will be viewed, including which dimensions
are going on which axis.
Dashboards, Reports and Scorecards for presenting and analyzing the data in a user-friendly
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Dashboards, Reports and Scorecards for presenting and analyzing the data in a user-friendly
way.

Integration
Embedded BI with seamless data integration
Dundas BI is an open, fully programmable platform that was designed with customization,
extensibility and ease of integration in mind. With an open and flexible platform, Dundas BI
supports many levels of customizations from simple end user configurations to CSS styling and
full scripting.

Easily Integrates Into Existing Systems and Applications


For a consistent customer experience, Embedded BI software should easily integrate into your
existing systems and look and work like your other applications. Dundas BI features one open,
flexible BI platform that can consolidate data from any data source, providing seamless data
delivery and a consistent user experience.
With an open, flexible platform and full API support and extended scripting, Dundas BI can be
easily integrated and embedded into existing systems, applications and administration
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easily integrated and embedded into existing systems, applications and administration
Dundas BI can be seamlessly embedded into existing systems such as Client Portals, your
Intranet or your CRM system
APIs also allow for easy integration and support for authentication, user management and
administration
BENEFITS OF EMBEDDED BI

With Dundas BI, you can build, share and view web-based dashboards and reports directly
in your business application. As Dundas BI is a server-based technology, it requires very little
work to install, manage, extend and upgrade.
Better BI experience and increased user adoption
Lower learning curve and less training required for users
Ease of integration and customization with a single solution
Better access control and management
Increased security and governance
WEB INTEGRATION

Dundas BI can be embedded and integrated into existing websites adding powerful
interactive dashboards and reports to your internal or public websites. Dundas BI easily
integrates with all major web technologies, including:
SharePoint
Basic HTML pages
Mobile-friendly HTML5 pages
Web applications

Authentication
Dundas BI provides optional support for Windows authentication. This means that users can log in
to Dundas BI using a Single Sign On (SSO) with their Windows domain credentials. Businesses
running non-Windows networks can either use our built-in account management system, or
integrate with a custom network using our public authentication API.

Extensibility
For most organizations, Dundas BI provides all of the required functionality out-of-the-box. For the
rest, we provide public APIs so developers can customize and extend the platform to your specific
needs:
Authentication API manage users, change security settings and log users in and out
Visualization Controls API add your own visualizations
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Visualization Controls API add your own visualizations


Data Providers API connect to legacy or otherwise unsupported data source
Export API export data into new formats
File System API manage Dundas BI file system objects
Formulas API create new mathematical formulas that users can add to their dashboards
Accounts Provider API Sync users, groups and tenants with your existing applications

Multi-Tenancy
Dundas BI has built-in support for multi-tenant deployment scenarios allowing you to easily create
and manage tenants in a single instance which are isolated from each other, add accounts for
specific tenants and customize the license seats for each tenant individually.

Microsoft Technology Integration


Dundas BI provides end-to-end support for
the full Microsoft BI (MSBI) stack and
integrates with your entire suite of Microsoft
BI technologies, including:
Microsoft SQL Server (MSSQL)
Microsoft Analysis Services (SSAS)
SharePoint lists and Excel Services
Microsoft Office (Excel, Access)
Windows Security (authentication and
impersonation)
Microsoft IIS
Microsoft Dynamics CRM
Windows Azure
PowerPivot
SharePoint and SharePoint Online integration
Export to Excel and PowerPoint

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