TIPP Board

This is a TIPP CORE page. A TIPP Board puts several saved TIPP lenses on one screen as tiles, so you can follow different parts of the business at the same time. Each tile is a number (KPI), a chart or a small table. Managers and finance or sales users normally open a board for a daily or weekly overview, and click values to focus the whole board on one customer, status or period.

Before you start

• A board is opened by its name. The name is part of the link that opens the page. Without a name the page shows “No board name supplied.” If the name is unknown it shows “There is no board called” followed by that name.
• The board must be switched on and you must be allowed to read it. Otherwise access is denied.
• Each tile is a lens. You need access to that lens as well. A lens you may not see is replaced by a note on its tile.
• Which lenses a board contains, and what each tile shows, is set up by an administrator, not on this page.

How to read a board

1. Open the board. The title and description are at the top, and the tiles are below in a twelve-column grid.
2. Each tile has a title and an Open link at its top right. Number tiles show one large value, chart tiles show bars, lines or pie slices, and table tiles show rows.
3. A number tile with a target shows a progress bar and a text like “60% of 100,000”.
4. Empty cells show a dash. In chart groupings, empty values are grouped as “(blank)”.
5. Click Refresh at the top to load the latest figures. If the administrator set an automatic refresh of 30 seconds or more, the board reloads itself at that interval.

How to filter the whole board by clicking

1. On a board with linked filtering, a hint line says “Linked filtering is on: click a value in one tile to filter the other tiles on it. Click it again to clear.”
2. Click a bar, slice or point in a chart tile, or click a row in a table tile. A table row filters on the value in its first text column.
3. A “Filtered by” bar appears with a chip for the filter, for example the column name and the value.
4. Every other tile that has a column with the same name narrows to that value. Tiles without such a column are dimmed and are not filtered.
5. To remove one filter, click the x on its chip, or click the same value again. To remove all filters, click Clear all.

How to open the full lens behind a tile

1. Click Open at the top right of the tile.
2. The full lens opens, with all its rows and the lens’s own options.

How to ask a question about the board

1. If your system has the AI assistant set up, a box “Ask about what you are looking at” and an Ask button appear. If they are not there, the AI assistant is not set up.
2. Type your question and click Ask, or press Enter.
3. While it works, the text “Reading the numbers…” is shown. The answer appears below with a heading “About” and the board name. If a filter is active the heading adds “, filtered to” and the filter value.
4. The answer is based on summaries of all tiles on the board, not only the rows you see on screen.

How to change the layout (administrators only)

1. Click Arrange. The hint says “Drag a tile to move it. Drag the corner to resize, or use the size box on a small screen.”
2. Drag tiles to reorder them. Drag the corner grip to make a tile wider or taller, or use the size list on the tile: Quarter, Third, Half, Two thirds or Full.
3. Click Save layout to keep the arrangement for everyone, or Cancel to go back to the previous layout.
4. Click Edit to open the board maintenance page to change which lenses the board contains.

Screen guide

Buttons at the top

• Edit: opens the board maintenance page. Shown to administrators only.
• Arrange: starts layout editing. Shown to administrators only. While arranging, Save layout and Cancel replace Arrange and Refresh.
• Save layout: saves tile positions and sizes. Shown while arranging.
• Cancel: abandons layout changes. Shown while arranging.
• Refresh: reloads the page and all tiles.
• Close: returns to the page you came from, or to the TIPP lenses overview when there is no previous page.
• A procedure button: if the administrator added one to the board, it appears with its own caption. It may ask you to confirm, then runs the procedure and shows the result as a note under the buttons.
• Link buttons: if the administrator added links, they appear as extra buttons that open the target page, sometimes in a new tab.

Parameter fields

• When two or more lenses on the board ask for the same parameter (for example a date), it is asked once at the top, with an Apply button. Click Apply to rerun all tiles with the new value. Dates use a date picker, numbers a number box.

Tile types

• Number tile: one total, count, average, minimum or maximum, set per tile, optionally with a target bar.
• Chart tile: columns, bars, lines, areas or pie. The legend shows when there is more than one measure or a pie. A dashed red line marks a target when one is set. Clicking a bar or slice filters the board.
• Table tile: the first 200 rows with column headings. Some cells are links that open a record or a menu. Menu links are only offered to users with a high enough security level.

Filter bar

• Filtered by: shows the active filters as chips.
• Clear all: removes every filter.

Messages and what to do

• “This board could not be shown.”: the board failed to load; the reason is shown under it. Pass the reason to your TIPP administrator.
• “No board name supplied.”: the link has no board name. Open the board from its menu or lens list.
• “There is no board called”: the name in the link does not exist. Check the name with your administrator.
• “This lens no longer exists.”: the tile points to a lens that was deleted. An administrator should edit the board.
• “This lens is switched off.”: the lens behind the tile is inactive. An administrator can switch it on.
• “You do not have access to this lens.”: you are not allowed to read that lens. Ask your administrator for access.
• “Nothing to show.”: the table tile has no rows for the current filters. Clear the filters or change the parameters.
• “No rows to plot.”: the chart tile has no data for the current filters.
• “Choose a grouping column and a measure for this lens.”: the chart tile is not fully configured. An administrator needs to fix the lens.
• “Showing the first rows only. Aggregate this lens in SQL for a board.”: the tile reached its row limit of 2000 rows, so totals may be incomplete. Ask your administrator to summarize the lens or filter it.
• “You do not have access to this board.” and access denied: you may not read this board. Ask your administrator.
• “The question could not be answered:” followed by a detail: the assistant failed. Try again or tell your administrator.
• “Only an administrator can rearrange this.” and “The layout could not be saved.”: saving the layout requires an administrator, or failed. Try again as an administrator.

What you cannot do here

• You cannot change which lenses are on a board from the board itself, except as an administrator through Edit.
• Only administrators can arrange tiles. Other users see the saved layout.
• Filters from clicking are not saved. They vanish when you refresh or leave the page and while you arrange.
• A tile never shows more than 2000 rows, and a table tile shows at most 200 of them. Open the lens for the full list.
• You cannot edit data in Exact here; a board only shows information.

Related pages

• TIPP Lens: the full page for a single lens. The Open link on each tile goes there.
• TIPP Lenses: the overview of lenses, where Close returns when you did not come from another page.
• Board maintenance: where administrators define boards. Edit opens it.

Common questions

What is a TIPP Board?

It is a single page with several lenses as tiles, so you can monitor several figures together. Click values to focus all tiles on one customer, status or period.

How do I filter every tile at once?

Click a bar or slice in a chart or a row in a table, when linked filtering is on. Every tile with a column of the same name narrows to that value. Click again or use Clear all to remove it.

Why did a click not change some tiles?

Only tiles with a column that has the same name as the clicked column are filtered. The other tiles are dimmed to show they are not part of the filter. Also, if the hint “Linked filtering is on” is not shown, the board has linked filtering off.

How do I see all rows of a tile?

Click Open at the top right of the tile to open the full lens. Table tiles on the board show at most 200 rows.

Why do I see “Showing the first rows only”?

The lens behind the tile returned more rows than the board limit of 2000. Ask your administrator to summarize that lens so the board shows complete totals.

Why does a tile say “You do not have access to this lens.”?

You may read the board but not that lens. Ask your administrator for access to the lens.

Why do I not see Edit or Arrange?

Those buttons are only shown to administrators.

How do I save a new tile arrangement?

As an administrator click Arrange, move or resize the tiles, then click Save layout. The layout is then the same for all users.

Why is there no Ask box?

The question box only appears when the AI assistant is set up for your system. Ask your administrator.

How often does the board update?

When you open it or click Refresh. If the administrator set an automatic refresh of at least 30 seconds, it reloads itself at that interval.

What does “(blank)” mean in a chart?

It groups the rows that have no value in the chart’s grouping column.