e-Builder Business Intelligence (BI)

e-Builder Business Intelligence (BI) empowers your organization to create powerful reports and dashboards that help drive better business decisions. This guide will help you create and format reports, add drill downs, and create and format dashboards that include interactive filter controls.

Use BI Reports and Dashboards to tell the story of your organizations construction projects by bringing Key Performance Indicators (KPIs) to life with dashboards and reports. The advanced visualizations (charts, graphs, maps) and formatting available in the tool can take your reporting to the next level. These features can be used with the base reports and reporting features you already enjoy in e-Builder.

Permissions

There are two permissions associated with BI Reports that enable your organization to distinguish between those who may view reports and those who may both create and view reports and dashboards. The two types of BI report users are:

Report Viewer: A typical report viewer is a business user that runs reports to track progress and analyze key performance indicators.
Report Designer: A typical report designer is an administrator, power user or more technical resource that has a sense of the underlying data structure and understanding of the fundamentals of reporting such as sorting, filtering and formula creation.
Report Designers with Add/Edit rights may only add data that they have permission to access. For example, if they do not have access to e-Builder's Planning module they will not be able to add and view Planning data in reports, values for Planning will be blank.

Set BI permissions

Account administrators can manage permissions by role or set them for individual users.

e-Builder's Report Data Structure

The data available in advanced reporting is organized as per the following guidelines:

Your organization's data is stored in a relational database.
The data is made available to you in advanced reporting as categories of data (e.g. Invoices).
Some categories are joined together and some are not.
Joins are links between two data categories that enable you to pull data from both onto one report.
There is a category that joins project, cost, schedule and process together for reporting on overall project status.

From Table	From Column	To Table	To Column	Relationship	Join Type
SubmittalPackage	ProjectID	Project	ProjectID	ManyToOne	Inner
SubmittalItem	ProjectID	Project	ProjectID	ManyToOne	Inner
SubmittalPackage	SubmittalPackageID	SubmittalItem	SubmittalPackageID	OneToMany	Left
SubmittalItem	SubmittalItemID	SubmittalItemReviewer	SubmittalItemID	OneToMany	Left
Companies	CompanyID	Contacts	CompanyID	OneToMany	Left
Companies	CompanyID	ProjectCompanies	CompanyID	OneToMany	Left
ProjectCompanies	ProjectID	Project	ProjectID	ManyToOne	Inner
Contacts	ContactID	ProjectContacts	ContactID	OneToMany	Left
ProjectContacts	ProjectID	Project	ProjectID	ManyToOne	Inner
BudgetLineItem	BudgetID	Budget	BudgetID	ManyToOne	Inner
BudgetLineItem	BudgetID	Budget	BudgetID	ManyToOne	Inner
Budget	ProjectID	Project	ProjectID	ManyToOne	Inner
BudgetChange	BudgetID	Budget	BudgetID	ManyToOne	Inner
Budget	ProjectID	Project	ProjectID	ManyToOne	Inner
BudgetChangeItem	BudgetChangeID	BudgetChange	BudgetChangeID	ManyToOne	Inner
BudgetChangeItem	BudgetLineItemID	BudgetLineItem	BudgetLineItemID	ManyToOne	Inner
CommitmentItem	CommitmentID	Commitment	CommitmentID	ManyToOne	Inner
CommitmentItem	BudgetLineItemID	BudgetLineItem	BudgetLineItemID	ManyToOne	Left
Commitment	ProjectID	Budget	ProjectID	ManyToOne	Inner
Commitment	ProjectID	Project	ProjectID	ManyToOne	Inner
Commitment	CompanyID	Company	CompanyID	OneToOne	Inner
Commitment	ContactID	Contact	ContactID	OneToOne	Left
CommitmentItem	EquipmentItemID	EquipmentItems	ItemID	ManyToOne	Inner
CommitmentChangeItem	CommitmentChangeID	CommitmentChange	CommitmentChangeID	ManyToOne	Left
CommitmentChange	CommitmentID	Commitment	CommitmentID	ManyToOne	Left
Commitment	ProjectID	Budget	ProjectID	ManyToOne	Inner
Commitment	ProjectID	Project	ProjectID	ManyToOne	Inner
Commitment	CompanyID	Company	CompanyID	OneToOne	Inner
Commitment	ContactID	Contact	ContactID	OneToOne	Left
CommitmentChangeItem	CommitmentItemID	CommitmentItem	CommitmentItemID	ManyToOne	Left
CommitmentItem	BudgetLineItemID	BudgetLineItem	BudgetLineItemID	ManyToOne	Left
CommitmentItem	EquipmentItemID	EquipmentItems	ItemID	ManyToOne	Inner
InvoiceItem	InvoiceID	Invoice	InvoiceID	ManyToOne	Inner
Invoice	ProjectID	Project	ProjectID	ManyToOne	Inner
Invoice	ProjectID	Budget	ProjectID	ManyToOne	Inner
Invoice	CompanyID	Company	CompanyID	OneToOne	Inner
Invoice	ContactID	Contact	ContactID	OneToOne	Left
InvoiceItem	BudgetLineItemID	BudgetLineItem	BudgetLineItemID	ManyToOne	Left
CommitmentItem	BudgetLineItemID	BudgetLineItem	BudgetLineItemID	ManyToOne	Left
CommitmentItem	CommitmentID	Commitment	CommitmentID	ManyToOne	Inner
CommitmentItem	EquipmentItemID	EquipmentItems	ItemID	ManyToOne	Inner
FundingSource	ProjectID	Project	ProjectID	ManyToOne	Inner
FundingSource	ProjectID	Budget	ProjectID	ManyToOne	Inner
FundingSource	FundingSourceID	InvoiceFundingSource	FundingSourceID	OneToMany	Left
InvoiceFundingSource	InvoiceItemID	InvoiceItem	InvoiceItemID	ManyToOne	Left
FundingSourceTransactions	ProjectID	Project	ProjectID	ManyToOne	Inner
Budget	BudgetID	BudgetLineItem	BudgetID	OneToMany	Left
Budget	ProjectID	Project	ProjectID	ManyToOne	Inner
Budget	BudgetID	BudgetLineItem	BudgetID	OneToMany	Inner
Cashflow	ProjectID	Project	ProjectID	ManyToOne	Inner
Cashflow	ProjectID	Budget	ProjectID	ManyToOne	Inner
Budget	BudgetID	BudgetLineItem	BudgetID	OneToMany	Left
FormSummary	ProjectID	Project	ProjectID	ManyToOne	Inner
RoleMembers	RoleID	Roles	RoleID	ManyToOne	Inner
RoleMembers	ProjectID	Project	ProjectID	ManyToOne	Inner
RoleMembers	UserID	User	UserID	ManyToOne	Inner
EquipmentItems	ProjectID	Project	ProjectID	ManyToOne	Inner
ProjectActivity	ProjectID	Project	ProjectID	OneToOne	Inner
CapitalPlans	CapitalPlanID	CapitalPlanItem	CapitalPlanID	OneToMany	Left
CapitalPlanItem	CapitalPlanItemID	CapitalPlanCashflowData	ItemID	OneToMany	Left
CapitalPlanItem	ScenarioID	PlanScenario	ScenarioID	OneToOne	Left
CapitalPlanItem	PortalID	Project	ProjectID	OneToOne	Left
Project	ProjectID	PlanScenario	PortalID	OneToOne	Inner
PlanScenario	ScenarioID	ScenarioCategory	ScenarioID	OneToMany	Left
ScenarioCategory	ScenarioID	ScenarioItem	ScenarioID	OneToMany	Left
ScenarioItem	ScenarioCategoryID	ScenarioCategoryCashflowData	ScenarioCategoryID	OneToMany	Left
Documents	ProjectID	Projects	ProjectID	ManyToOne	Inner
CalendarEvent	ProjectID	Projects	ProjectID	ManyToOne	Inner
CalendarEvent	ProjectID	Projects	ProjectID	ManyToOne	Inner
CalendarEvent	EventID	MeetingMinuteItem	EventID	OneToMany	Inner
CalendarEvent	ProjectID	Projects	ProjectID	ManyToOne	Inner
CalendarEvent	EventID	CalendarEventAttendee	EventID	OneToMany	Inner
BidPackage	PortalID	Project	ProjectID	ManyToOne	Inner
BidPackage	PackageID	Bidders	PackageID	OneToMany	Left
Bidders	ContactID	Contact	ContactID	OneToOne	Inner
InvitedBidders	ContactID	Contact	ContactID	OneToOne	Inner
Contact	CompanyID	Company	CompanyID	OneToOne	Inner
BidPackage	PackageID	InvitedBidders	PackageID	OneToMany	Left
InvitedBidders	BidID	BidDetails	BidID	OneToMany	Left
BidDetails	BidItemID	BidScopeItem	BidScopeItemID	OneToOne	Inner
BidPackage	PackageID	BidScopeSection	PackageID	OneToMany	Inner
BidScopeSection	BidSectionID	BidScopeItem	BidScopeSectionID	OneToMany	Left
BidCoverage	PackageID	BidPackage	PackageID	OneToOne	Inner
ProcessInstance	ProjectID	Project	ProjectID	ManyToOne	Inner
ProcessRoutingHistory	ProjectID	Project	ProjectID	ManyToOne	Inner
ProcessActors	ProjectID	Project	ProjectID	ManyToOne	Inner
AuditLog	UserID	User	UserID	OneToOne	Inner
Schedule	ProjectID	Projects	ProjectID	OneToOne	Inner
< Form Instances >	ProjectID	Project	ProjectID	ManyToOne	Inner
< Process Instances >	ProjectID	Project	ProjectID	ManyToOne	Inner
< Process Instance - Commitment Change >	EntityID	CommitmentChange	CommitmentChangeID	OneToOne	Inner
< Process Instance - Commitment >	EntityID	Commitment	CommitmentID	OneToOne	Inner
< Process Instance - Budget Change >	EntityID	BudgetChange	BudgetChangeID	OneToOne	Inner
< Process Instance - Invoice (Commitment or General) >	EntityID	Invoice	InvoiceID	OneToOne	Inner
< Process Instance - Dynamic Cost >	InstanceID	DLI_< Process Instance >	InstanceID	OneToOne	Inner
DLI_< Process Instance >	BudgetLineItemID	BudgetLineItem	BudgetLineItemID	ManyToOne	Inner