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Select Business Insights Explorer menu > select a view.
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Use Business Insights Explorer to navigate through data, and preview and drill into related data for the selected row to follow a transaction from beginning to end. Business Insights Explorer provides predefined views of commonly used sets of data, such as the Customer view, Sales Orders view, and Open Invoices view. Data can be exported to a variety of output types, including Microsoft Excel, Microsoft Access, Microsoft Word, XML, and Web pages.
The Business Insights Explorer window is comprised of three major areas: the Navigation pane, the Data View grid, and the Preview pane. All of these areas provide ways to navigate to related data or preview information for the selected view.
You can use the Navigation pane to explore data related to the selected view. The Navigation pane is located to the left of the main Data View grid in the Business Insights Explorer window.
Data in the Data View grid can be filtered, sorted, grouped, and summarized. You can also modify the columns in the grid by showing and hiding columns, changing the column order, changing the column names, and formatting the data that appears in the columns. Changes to the Data View grid can be saved to a setting. The information in the Data View grid can also be printed and saved to a report.
The Preview pane allows you to view related data in the Data View grid. The Preview pane is located below the Data View grid. The data in the Preview pane is filtered by the selected row in the Data View grid and by the option selected in the Preview group on the Navigation pane.
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