Help articles for BI Book Planning custom visual

BI Book Planning

This page describes how to change the user interface language in Planning Visual.

Planning visual supported languages

How to use Planning Visual

How to use formulas in Planning

This page explains the available options for saving planning cell data.

Planning - Saving settings

Locked cells feature

How to use copy planning data/scenario feature

Plan Faster in BI Book Planning: Keyboard Shortcuts That Save You Time

BI Book Planning - Calculated Columns

This article describes table layouts available in BI Book Planning

Planning layouts

Planning - Dynamic Column Headers from Measures

BI Book AI

BI Book AI Pricing

BI Book AI - FAQ 

MCPs

Basics

This article explains how to log in to BI Book, which authentication methods your company can use (Microsoft, Google, Basic, SSO, and One-time Password), and how to solve the most common login issues, such as “No access” errors or problems with Google and Microsoft authentication.

Logging in to BI Book

This article explains what to do if you see the Microsoft “Approval required” message when logging in to BI Book for the first time. It guides BI Book users on how to request access, and IT managers on how to review and approve the consent request in Microsoft Entra admin center, so that users can then log in normally.

Microsoft Authentication: Logging in for the first time

This article explains how to use one-time passcode (OTP) login in BI Book, how to enable it if it is not available, and how to troubleshoot common login issues.

One-time passcode login

Changing your language

My reports

User rights explained

How to change language in BI Book report

Power BI Report Rendering Issues 

Power BI Report Theme

Support Overview

How to log out from BI Book

Importing Budgets to BI Book

How to save report as PDF in BI Book

Switching between environments

How to navigate between report pages

Export report from BI Book

Make BI Book match your brand. This article shows you how to set up custom UI themes, from colors to display modes.

Changing BIBook theme

Adding company logo

Editing a report

Adding a new Power BI report

BI Book Files

How to activate BI Book

Adding a new BI Book report

This article explains how to switch between Light and Dark display modes in BI Book.

BI Book display modes

BI Book Report Bookmarks

Changing your user name

Guidelines on what can be done via the support widget.

Support Widget

Instructions for BI Book environments' admins

Admins

BI Book user roles, permission management, access management 

BI Book Access Management

This article explains how to add and edit users in BI Book, manage their permissions through group membership, root access, and the Access Tree, and use the “View as” feature to verify what each user can see. It also links to recommended articles for setting admin roles and understanding access levels.

How to manage users

Creating and Managing User Groups

Making an existing user an admin

Granting access to the Content objects

How to share root folder with user(s)

Adding a user

How do I remove a user?

Editing the company display name

Refreshing the database

Refreshing a report

Setting up SSO

Viewing and editing who has access to a report

BI Book Power BI Connector

Domain settings

System Banners

Power BI Report Theme Generator

BI Book Reports Embedding

Import Users from Excel

Embedding BI Book in Sharepoint

Service Level Agreement (SLA)

How to edit company environment

Adding Row level Security to data models

This article describes how you can add row level security (RLS) to your BI Book report. It also provides instructions on how you can validate that the rules have been correctly applied.

How to add RLS to your report in BI Book

Integration requests

Integrations

How to activate Netvisor HR integration 

How to activate Sympa integration

How to activate Mepco integration

Custom data Sources and connectors

How to activate Pipedrive integration

How to activate Fortnox integration

How to activate Lemonsoft integration

How to activate HubSpot integration

Connecting Quinyx to BI Book

How to activate Severa integration

How to activate QuickBooks integration

Integration errors

How to activate Leadfeeder integration

How to activate Teamtailor integration

How to activate Netvisor integration

How to activate Talenom integration

Viewing a user's access list

How to activate WooCommerce integration

How to activate Legalsense integration

How to activate MeritAktiva integration

How to activate PlanMill integration

How to activate Chargebee integration

How to activate Feedbackly integration

How to activate Mailchimp integration

How to activate Movenium integration

How to activate OfficeRnD integration

How to activate Rackbeat integration

How to activate Sitoo integration

How to activate Tripletex integration

How to activate NetSuite integration

How to activate Nepton integration

How to activate Bezala integration

How to activate Cirrus integration

How to activate LimeCRM integration

How to activate Fennoa integration

How to activate Cuuma integration

How to activate Fivaldi integration

How to activate Younium integration

How to activate HaileyHR integration

How to activate Tagetik integration

How to activate Vine integration

How to activate Xero Integration

How to activate Manu Online integration

How to activate LeadDesk integration

How to activate Harvest integration

How to activate AdmicomUltima integration

How to activate Restolution integration

How to activate VismaNova integration

How to activate Shopify Integration

How to activate Netvisor HR module

How to activate Business Central integration

How to activate Koho integration

How to activate Tilastokeskus integration

How to activate Visma Net integration

Kuinka aktivoida Netvisor integraatio

How to activate Abacus integration

How to activate SAP Business One integration

How to activate Directo integration

How to activate Zef.fi integration

How to activate Pro Economica Premium

How to activate FareHarbor integration

How to activate Odoo integration

How to Activate Replicon

How to activate Scoro integration

How to activate Apple App Store integration

How to activate Salesforce integration

How to activate Easor

How to activate Statistics Denmark integration

Request activation

How to use BI Book Planning and Table Editor

Custom visuals

Help articles for BI Book Process Mining Flow Chart custom visual

BI Book Process Mining

Process Mining - Getting Started

This article describes how to read the flow chart as well as how to interact with the visual

Process Mining: Interacting with the Flow Chart

Process Mining - Compare Mode

Process Mining - Animation

Process Mining - Checking Process Conformance

Process Mining´- Insights panel

Process Mining - Settings and exporting

Process Mining - Tips and Things to Know

Help articles for Table Writeback custom visual

BI Book Table Writeback

In this article, you’ll learn what the Table Writeback visual is and how to activate it in your report.

Getting started with the Table Writeback Visual

Customizing Table Writeback visual

This article provides instructions on how to add a new table in Table Writeback visual

Add a new table

Opening an existing table

This article describes how to add and edit the columns, supported datatypes, column settings.

Managing columns in Table Writeback

This article explains the Actions toolbar and shows how to work with the rows.

Supported actions in tables

This article covers how to lock a column or lock a table for editing

Table Writeback: Lock for Editing

Table Writeback: Configure and Use Dropdown Fields

Table Writeback - Calculated  Columns

Table Writeback and Row-level security (RLS)

BI Book API connection Methods

BI Book API authentication

BI Book API documentation

10 steps to setting up BigQuery and loading JSON data form Google App scripts to BigQuery