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Using the Axiom Intelligence report editor

Using the Axiom Intelligence report editor, you can add visualizations and other elements to your report, and define the data shown in each visualization.

Axiom Intelligence reports leverage Microsoft Power BI to provide access to industry-leading business intelligence reporting. This topic provides a brief overview of the features available when creating reports. For more information on using visualizations, filters, and other features in the report editor, see the Power BI documentation.

The Axiom Intelligence report editor is available as follows:

• When you create a new Axiom Intelligence report, the new report is automatically opened in the editor.

• When browsing reports in the Report Center, you can use the Edit action to open an Axiom Intelligence report in the editor.

• When viewing an existing Axiom Intelligence report, you can switch to edit mode. Open the report that you want to edit, then click the Edit icon in the Task Bar The gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document..

  

Report editor overview

The Axiom Intelligence report editor uses Microsoft Power BI technology embedded within Axiom Financial Institutions Suite. When you open an Axiom Intelligence report in edit mode, a third toolbar becomes available to provide access to report editing features. The panels along the right-hand side of the editor provide access to visualizations and your Axiom Financial Institutions Suite data.

Example Axiom Intelligence report editor

To create the report, you can add data visualizations and other report elements to the report canvas. You can move items by dragging and dropping them to different areas of the canvas, and you can resize items by clicking and dragging the frame handles.

Axiom Intelligence reports can have multiple pages. To add new pages or delete pages, use the page controls at the bottom of the editor. To configure display options for the report and its pages, use the View menu.

Fields and visualizations

The Fields panel along the right-hand side of the editor displays the available Axiom Financial Institutions Suite data for the report. The data available to Axiom Intelligence reports is determined by your Axiom Intelligence model, which is provided as part of the product installation. Currently, the model cannot be modified.

The available fields are based on the table data in your Axiom Financial Institutions Suite system. Some fields may directly correspond to tables and columns in Axiom Financial Institutions Suite, while others may represent transformations or calculations of table data. See your product documentation for more information on the data included in the model.

NOTE: The Fields panel shows all data fields used by the model, regardless of whether the current user has access to data in that field (as defined by that user's permissions on the AI Tables tab in security). When a field is used in the report, the data resulting from that field depends on the user's security permissions.

Axiom Financial Institutions Suite data can be viewed in the report using visualizations. You can create and configure visualizations using the Visualizations panel along the right-hand side of the editor. Each visualization is a different way to display data, including various chart types, tables, maps, matrices, cards, and KPIs.

You can create new visualizations in any of the following ways:

• Click in an empty area of the report (so that nothing is selected), then select a visualization. The selected visualization is added to the report. You can then add data to the visualization by selecting fields in the Fields panel.

• Click in an empty area of the report (so that nothing is selected), then select a field from the Fields panel. A visualization is automatically added to the report, displaying data from the selected field. You can then change the visualization type by selecting a different visualization, and add more fields to the visualization.

• Drag and drop a field from the Fields panel to a blank area of the report. A visualization is automatically added to the report, displaying data from the field. You can then change the visualization type by selecting a different visualization, and add more fields to the visualization.

Once a visualization has been added to the report, you can further configure it by using the Fields, Format, and Analytics tools within the Visualizations panel. The available options depend on the visualization type.

For more information on using visualizations, see the Power BI documentation.

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Filters

There are several different levels of filters available in Axiom Intelligence reports to filter data. Filters can be set in the Filters section of the Visualization panel.

• Visual level filters apply to specific visualizations in the report. Select the visualization in the report that you want to filter, then configure the filters. By default, all fields that are currently used in the visualization are available for filtering. If you want to filter by a field that is not displayed in the visualization, you can drag and drop the field to this area.

• Page level filters apply to all visualizations on the current report page. Go to the page that you want to filter, then drag and drop fields to this area in order to filter by those fields.

• Report level filters apply to all visualizations in the report. Drag and drop fields to this area in order to filter by those fields.

NOTE: When defining page-level and report-level filters, you can leverage the Filter Library to store frequently-used filters and apply saved filters. For more information, see Using saved filters in Axiom Intelligence reports.

When viewing the report, end users can interact with these filters to change the data shown in the report.

For more information on using filters, see the Power BI documentation.

Bookmarks

You can create bookmarks within the report in order to:

• Direct end users to certain pages or visualizations within the report
• Save pre-set filter configurations

To work with bookmarks, click the Show Report Bookmarks icon in the Web Client Task Bar The gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document. .

The Bookmarks panel opens along the right-hand side of the editor. You can configure the report a desired way, and then use this panel to save that configuration as a bookmark. When end users view the report, they can select bookmarks to load the saved configurations. For more information on using bookmarks, see the Power BI documentation.

Report settings

Using the Report Settings panel, you can configure various general settings for an Axiom Intelligence report, such as:

• An optional report title to display in the browser tab
• The color theme to apply to the report

To configure report settings:

1. Click the Report Settings icon in the Web Client Task Bar The gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document..

   

2. In the Report Settings panel, complete the settings as needed.

   

The following settings are available:

Item	Description
Report Title	Optional. Defines alternate title text to display in the browser tab instead of the full file name. By default, the file name is used as the report title.
Theme	Specifies the color theme to apply to the report. The theme affects colors used in visualizations and other report elements. The color theme can also be changed when viewing the report, to change the colors used in the current session only.
Help Code	Optional. Associates the report with a custom help code, to provide report-specific help. Clients can select any help code as defined in the Custom Help Admin area. Reports installed by a product package may use a help code from the product help file.
Help Source	By default, this is set to Database and should be left as is for client use. Reports installed by a product package may use the Product help source in order to display help from the applicable product help file.

Previewing and saving the report

At any time, you can save the current report configuration by clicking Save in the right-hand side of the report editor toolbar.

If you want to save a copy of the report, click File > Save as in the left-hand side of the report editor toolbar. You can also save the current report using this menu.

If you want to see how end users can interact with the report, you can use the preview feature.

• To preview the report, click Go to Preview Mode in the right-hand side of the task bar. This automatically saves the report, and then opens it in viewer mode. You can then test the end user experience as needed.

  

• To return to the editor and make further changes, click Go to Edit Mode in the right-hand side of the task bar.

  

When you navigate away from the report or close the browser tab, you will be prompted to save the report as follows:

• If you have not saved the report since entering edit mode, you will be prompted to save.
• If you have saved the report once during the current edit session, you will not be prompted to save.
• Each time you switch from edit mode to preview, then back to edit mode, the save prompt is reset and will display again if you do not save.