Getting Started with Helical Insight

Installation

Please refer to the following link for installation guide

Logging in

 

For logging in as a Super Admin:
Username: hiadmin
Password: hiadmin

Or you can click on the ‘Default Admin’ button

 

For logging in as a User:
Username: hiuser
Password: hiuser

Or you can click on the ‘Default user’ button

 

One can create different user/roles/profiles once he logs in. Super Admin can also create different Organizations and Admin for them. To know more about User Role Management, click here
To see what the difference between Super Admin and Admin is, click here

Creating Reports

 

You can refer to the below presentation to learn how to create an Ad-hoc report:

 

Reports can also be created using EFW method. Generally complex reports having high level of customization are developed using this method. To know more about creating reports using EFW method, click here

Creating Dashboards
Dashboards can be developed using two methods:
1. Using Dashboard Designer
2. Using EFW method
Please refer to the below presentation for more understanding:

 

1. Dashboard Designer
Users can simply Drag n drop the reports into the canvas and create their own dashboard on a fly. They can add filters, apply inter-panel communication, and customize the look and feel of the Dashboard as well. To know more, click here
2. EFW method
Dashboards too can be created using EFW method. To know more about creating Dashboards using EFW method, click here

Other features

a. Email Scheduling: Users can Email/Email schedule the report/dashboard they create. To know more, click here
b. Exporting: Users can export reports/dashboards into various file formats like PDF, JPEG, PNG, Excel etc. To know more about exporting, click here

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Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered