Creating a folder under Functionalities Tree in SpagoBI Server

In general Spago BI uses its own functionalities tree which allows to better organize documents / reports by grouping them in folders. Although in built Folders are provided to organize (Analytical documents, Custom Documents and Audit & monitoring under Functional Tree) but most of the cases we like to maintain our reports to be placed under different folder.

Based on Role-Based permissions these folders are visible to user. This structure can be created or modified only by the administrator.

Let’s start creating a folder under Functionalities Tree:

  1. Login as biadmin.
  2. From left menu, Select Functionalities Management under Profile tab.
  3. By clicking on a node of the functionalities Tree a set of possible actions is shown:
  4. While clicking on Functionalities insert option fill in Label, Name & Description (option) on Functionalities Detail page.
    • Insert
    • Detail
    • Erase
    • Move up/down
  5. Assign roles as preferred and Save the page

Work Flow

Thanks & Regards
Venkatanaveen Dasari™

Leave a Reply