This article covers all frequently asked questions regarding R365 Intelligence. For additional R365 Intelligence training videos and materials, visit our R365 Intelligence Training Hub.
Dashboards
Question | Answer |
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How can I share Dashboards with other users? |
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What Locations can I see in R365 Intelligence? | In R365 Intelligence, all locations (both polling and nonpolling) that are accessible to the user are visible. |
How can I view my Dashboards on my mobile device? |
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Why are global filters not showing up in mobile view? | At this time, only element/value selectors are available in the mobile view of R365 Intelligence. |
How can I get a true week-to-date or month-to-date view of my dashboard? | A new chapter should be set up for each unique time frame to be reflected in the dashboard. |
Why is my dashboard running slowly? | Assuming all is well with the device's internet connection, this may be an issue with the lack of dashboard date filters. |
Data
Question | Answer |
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When adding data to my dashboard, when should I use In-Memory vs. Live? | When selecting a data access mode, R365 recommends using In-Memory for large data sets such as a product mix spanning multiple locations and multiple months. |
How does Intraday Polling work with R365 Intelligence? | R365 provides Intraday Polling for a number of POS systems, a list of which can be found here. |
Can I upload external data into R365 Intelligence? | Yes, external data can be uploaded to R365 Intelligence using a .csv or other supported files. Learn more about adding data to R365 Intelligence. |
What is the difference between a Fiscal Week and a Calendar Week? | The Fiscal Week follows the Fiscal Year Calendar while the Calendar Week follows the standard 12-month calendar. Read more about the Intelligence Glossary.
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How much historical data do we have from our POS for use in Intelligence? | As a standard setting, organizations will receive 3 years of historical data. This may be less, depending on when migration to R365 occurred. |
Why are the attributes and metrics I selected not working together? | An error may occur when attempting to combine attributes and metrics that are not from the same datasets or data table. R365 recommends adding data by dataset. When data is added by dataset, it will be grouped by dataset in the datasets panel. This will ensure that attributes and metrics that work well together are grouped together. When creating a visualization, attributes that are part of the same dataset should be used. As an example, financial attributes should only be joined with financial attributes.
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I have a large dataset, and it's taking too long to build my dashboard. How can I improve build speed? | To improve build speed, pause data retrieval by clicking the pause data retrieval button |
Can I combine datasets with individual objects? | While it's technically possible, it's not recommended for new users as it may reintroduce errors or complicate the dashboard-building process. |
How can I identify the right dataset for my needs and combine different domain datapoints into a single dashboard? | To select the appropriate dataset, the domain (e.g., Sales, Labor) and data granularity should be considered. The Labor by Day dataset is suitable for reports aggregated by date, week, or month, while the Labor by Interval dataset is designed for more detailed timeframes, such as 30 or 60 minutes. When combining data points from multiple domains into a single dashboard, it can be done safely without join errors. However, it is recommended to combine by Day datasets together and by Interval datasets separately to maintain consistency in data granularity and timeframe. Generally, by Day datasets cover a month, whereas by Interval datasets cover a week. |
What should I do if I encounter performance issues? | If delays occur, especially during the initial load, the dashboard can be simplified by using fewer live objects instead of a full dataset. If a dataset approach is preferred and multiple datasets are being used, reducing the number of datasets included in the dashboard can help improve performance. |
How do I avoid join issues when using individual objects? | To prevent join errors when working with individual objects, refer to the datasets as a guide to understand which objects are compatible with one another. Objects grouped within the same dataset folder are designed to work seamlessly together. For example, all the objects from the six Daily Summary datasets within the "Daily Summary" folder are fully compatible and can be used together without causing join issues. Use this structure as a reference to ensure smooth dashboard creation. |
When should I add data by datasets vs individual objects? | Adding data by datasets is recommended for complex, large, or cross-domain dashboards, while adding data by individual objects is recommended for simpler, smaller dashboards. Learn more about datasets vs objects.
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in dashboard edit mode. This will pause data updates momentarily while dashboards are being built.
.Miscellaneous
Question | Answer |
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What can I do with the R365 Intelligence Excel Plug-In? | The Excel Plugin allows users to access their Intelligence data pulls and visualizations in Excel. When a dynamic filter is created in Intelligence, the data will automatically refresh in Excel. |
Between R365 Intelligence, Ad Hoc Reporting, and Custom Financial Reporting, which should I use for reporting? | Each of R365's reporting features offers different tools, and the selection should be based on the needs of an organization. Below are the highlights of each reporting tool.
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