Fishbowl Advanced
BI Editor: Difference between revisions

BI Editor: Difference between revisions

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m (I changed drop-down to dropdown and web to Web.)
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The following buttons are located at the top of the module.
The following buttons are located at the top of the module.


* {{Module Button|New}} creates a new {{Module Button|Page|3=text-top}}. Click the drop-down arrow to create a new {{Module Button|Template|3=text-top}}, {{Module Button|Style|3=baseline}}, or {{Module Button|Script|3=text-top}}.
* {{Module Button|New}} creates a new {{Module Button|Page|3=text-top}}. Click the dropdown arrow to create a new {{Module Button|Template|3=text-top}}, {{Module Button|Style|3=baseline}}, or {{Module Button|Script|3=text-top}}.
* {{Module Button|Import Script|Import}} allows BI scripts to be imported from a JSON file.
* {{Module Button|Import Script|Import}} allows BI scripts to be imported from a JSON file.
* {{Module Button|Save}} will save changes to the file that is currently open.
* {{Module Button|Save}} will save changes to the file that is currently open.
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* {{Module Button|Duplicate}} will create a duplicate of the file that is currently open.
* {{Module Button|Duplicate}} will create a duplicate of the file that is currently open.
* {{Module Button|Print}} sends the [[Reports#Default_report|default module report]] to the printer.
* {{Module Button|Print}} sends the [[Reports#Default_report|default module report]] to the printer.
* {{Module Button|How To}} opens this article in a web browser.
* {{Module Button|How To}} opens this article in a Web browser.
* {{Module Button|Refresh}} reloads whatever is currently open in the module.
* {{Module Button|Refresh}} reloads whatever is currently open in the module.


Revision as of 11:54, 21 March 2023

Icon.BI Editor.png The BI Editor module, located in the Reporting module group.png Reporting group, allows the creation of Business Intelligence (BI) scripts, which are used to display robust HTML reports. Pages can be viewed and printed in the Icon.BI Report.png BI Report module and in Fishbowl Advanced Mobile. Fishbowl includes several BI reports for free. To purchase a custom BI report, contact reports@fishbowlinventory.com.

View

  • Open a Page Button.png Page and click the Run Icon Button.png Preview button on the component toolbar to the right.
    Component toolbar scripts.png
  • Pages that have the Checked.png Published checkbox selected will appear in the Icon.BI Report.png BI Report module.
  • The buttons at the top of the preview window can be used to Refresh Button.png Refresh, Modify Report Button.png Modify, Save Button.png Save, or Print Button.png Print the current view. The preview can also be refreshed by pressing F5 on the keyboard.
    BI Script.png
  • Click the Modify Report Button.png Modify Parameters button to change the parameter data displayed in the current view.
    Script parameters.png

Edit

  • Scripts can be edited by modifying the text in the code area and then clicking the Save Button.png Save button.
    Edit script.png
  • Built-in scripts, created by Fishbowl, display a lock icon.
    Locked script.png
  • If a built-in script is modified, the original will be duplicated, prefixed with (FB), and inactivated.
    Locked inactive script.png
  • Inactive scripts can be seen by using the Advanced Search.
    BI Scripts Advanced Search.png
  • To find text in a file, select the text and then press Ctrl + F.
    BI Find.png
  • To replace text in a file, select the text and then press Ctrl + R.
    BI Replace.png
  • To see changes that have been made to a file, click the History Button.png History button on the module toolbar, select two versions, and then click the Compare versions Icon Button.png Compare versions button.
    BI Compare.png
  • To revert to a previous version of a file, click the Compare versions Icon Button.png Compare versions button, then copy and paste the text from a prior version.

Module buttons

The following buttons are located at the top of the module.

  • New Button.png New creates a new Page Button.png Page. Click the dropdown arrow to create a new Template Button.png Template, Style Button.png Style, or Script Button.png Script.
  • Import Script Button.png Import allows BI scripts to be imported from a JSON file.
  • Save Button.png Save will save changes to the file that is currently open.
  • Delete Button.png Delete will delete the file that is currently open.
  • Duplicate Button.png Duplicate will create a duplicate of the file that is currently open.
  • Print Button.png Print sends the default module report to the printer.
  • How To Button.png How To opens this article in a Web browser.
  • Refresh Button.png Refresh reloads whatever is currently open in the module.

Component buttons

The following buttons are located on the component toolbar to the right.

BI Script Component Buttons.png
  • The Run Icon Button.png Preview page button shows a preview of any Page Button.png Page.
    BI Script.png
  • The Include script Icon Button.png Include script button inserts the name of a saved Script Button.png Script, Style Button.png Style, or Template Button.png Template.
    Include Script.png
  • The Insert report setting Icon Button.png Insert report setting button inserts parameters and settings.
    Include Parameter.png
  • The Include built-in JavaScript Icon Button.png Include built-in JavaScript button inserts the name of a built-in JavaScript.
    Include Javascript.png
  • The Lint check Icon Button.png Lint check button suggests improvements for a JavaScript file.
    JS Lint Check.png
  • The Save script to file Icon Button.png Save script to file button saves the file that is currently open as a JSON file.
    Save JSON.png

Tips

  • Items on a pie chart can be hidden by clicking the label in the legend.
    Pie hide.png
  • Press Ctrl + G to jump to a line of code.
    Line jump.png
  • Press Ctrl + C to copy a line of code or the selected text.
  • Press Ctrl + X to cut a line of code or the selected text.
  • Press Ctrl + D to duplicate a line of code or the selected text.
  • Press Ctrl + Y to delete a line of code.
  • To purchase a custom script, contact reports@fishbowlinventory.com.
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