ethority Quick Start Guide

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Ginger Oliver
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1 Prepared By The Office of Financial Planning and Budget Table of Contents Logging into ethority... page 2 ethority Home Page... page 3 DataBooks... page 4 Graphs... page 5 evaluate... page 6 Dashboards... page 7

Log Into ethority Go to the URL https://ethority.hsc.unt.

2 Log Into ethority Go to the URL (this must be done on the HSC campus or with a VPN connection) Enter EUID and enterprise password, click on Login Revised: Friday, March 30, :15 AM Page 2 of 7 Office of Financial Planning and Budget

ethority Home Page The Home page consists of Panels Expand a Panel to full screen, shrink to

clicking on Window, Workspace and Basic Use the Plus and Minus icons under the double up arrow to

one level Switch from folder view to list view by clicking on the Switch to List View icon Switch

click/hold on the slashes and drag to desired size and shape Move panels by click/hold on the top

3 ethority Home Page The Home page consists of Panels Expand a Panel to full screen, shrink to normal size or remove a panel by clicking on appropriate buttons Restore missing panels by clicking on Window, Workspace and Basic Use the Plus and Minus icons under the double up arrow to expand or collapse a list; or use the Folder/Up Arrow icon to close the current folder and go up one level Switch from folder view to list view by clicking on the Switch to List View icon Switch to Folder View icon To open any DataBook or Dash double click on the item name or icon Resize by click/hold on the slashes and drag to desired size and shape Move panels by click/hold on the top bar and drag to new location Revised: Friday, March 30, :15 AM Page 3 of 7 Office of Financial Planning and Budget

DataBooks DataBooks are the basic report The basic format consists with rows and columns They are the basis for all charts, graphs, Dashboards, etc.

or click on the data shaping button: Use Grouping to organize and add Use Sorting to order the detail totals and subtotals within each group Use Filtering to select the data

Seek handle to Quickly Browse large, multi-page Databooks Use the plus and minus buttons to Expand or Collapse one line Use the bottom bar to zoom in and out, get the page

4 DataBooks DataBooks are the basic report The basic format consists with rows and columns They are the basis for all charts, graphs, Dashboards, etc. Use the tabs to change from table to graph and other formats Data Shaping is done by click/hold and drag a column into a data shaping panel, right click and select an option, or click on the data shaping button: Use Grouping to organize and add Use Sorting to order the detail totals and subtotals within each group Use Filtering to select the data to be included in the report Right click on a column heading to add a Column Header Function also known as a Measure Use the File menu to Use the View menu to Use the Swift Seek handle to Quickly Browse large, multi-page Databooks Use the plus and minus buttons to Expand or Collapse one line Use the bottom bar to zoom in and out, get the page count and report size, and to move between pages Click on the Refresh button when the Refresh watermark appears Revised: Friday, March 30, :15 AM Page 4 of 7 Office of Financial Planning and Budget

Graphs Graphs are built from DataBooks Click on the Graph tab to format data as a graph or

identified by the colored icon on the column heading Use the Column Header Functions to add

change the viewing angle of the image Click to Zoom in and out Click to Reset to all

add/format Labels Use the Title button to add/format a customized Title Drill-down by

segments to the folder icon and click on New Select a graph type from the drop-down list

and Background display Use the Palette button to select a Color scheme Use the Data button

5 Graphs Graphs are built from DataBooks Click on the Graph tab to format data as a graph or chart All graphs require one or more Groups All graphs require one or more Measures, identified by the colored icon on the column heading Use the Column Header Functions to add Measures Use the electric Graph tool bar to format the graph Use the Rotate button to change the viewing angle of the image Click to Zoom in and out Click to Reset to all default settings Use the Legend button to add/format a Legend Use the Labels button to add/format Labels Use the Title button to add/format a customized Title Drill-down by double clicking on a segment Drill-down or Create a New DataBook by dragging one or more segments to the folder icon and click on New Select a graph type from the drop-down list Select a measure from the list of all available Use the Style button to format the Image and Background display Use the Palette button to select a Color scheme Use the Data button to Sort or Limit the groups of data Revised: Friday, March 30, :15 AM Page 5 of 7 Office of Financial Planning and Budget

evaluate evaluate gauges one line on a report, or in a group, against its peers Click on a single line to select for evaluate in its group

column available and the size of the group or population The Measure or column being evaluated The Value for the line selected The

the field, click, drag and drop in the field or back to the upper left Click to create a distribution Histogram of the group for the

focus on the measure and expose the group range information for the column The Maximum value in the group The Actual value for the line

6 evaluate evaluate gauges one line on a report, or in a group, against its peers Click on a single line to select for evaluate in its group of peers Click on the evaluate tab The report focuses on the line selected, Each gauge provides: giving one gauge for each measure or column available and the size of the group or population The Measure or column being evaluated The Value for the line selected The Percentile for the line selected within the group The Rank within the group for the line selected To Add measures for review or Remove from the field, click, drag and drop in the field or back to the upper left Click to create a distribution Histogram of the group for the measure selected Click to create a Trend analysis for the group using the measure selected against any other measure Click on a gauge to focus on the measure and expose the group range information for the column The Maximum value in the group The Actual value for the line selected The Average value for the group The Minimum value for the group Revised: Friday, March 30, :15 AM Page 6 of 7 Office of Financial Planning and Budget

Dashboards Each Dash is a collection of one or more excerpt(s) created

Maximize or Minimize an excerpt Use to open the excerpt tools, to

excerpt by drilling-down, double click on the segment to expand

7 Dashboards Each Dash is a collection of one or more excerpt(s) created from Reports in the DataBook Panel Use the Plus and Minus icons to Maximize or Minimize an excerpt Use to open the excerpt tools, to refresh and to view the excerpt properties Interacted with graph excerpt by drilling-down, double click on the segment to expand Revised: Friday, March 30, :15 AM Page 7 of 7 Office of Financial Planning and Budget

The Graph Tab. Create a Graph Format a Graph

The Graph Tab. Create a Graph Format a Graph The Graph Tab Create a Graph Format a Graph Create a Graph To create a Graph, you must first have at least one group and at least one measured column that you wish to compare. The first group will make