Access Intelligence

The Access Intelligence Center allows you to discover key insights into your identity and administration program. You can view and create dashboards to customize the data you view.

• The Access Intelligence Center dashboard is an identity program overview focusing on identity relationships. Data displayed in the Access Intelligence Center includes showing identities, requests, and certifications.

• The AIC Audit dashboard focuses on more tangible audit events, such as access requests, certifications, lifecycle state, addition and removal of entitlements, and creation or deletion of accounts. It contains data from the last 3 months or 5 million events.

With Reader permissions, users can view public sheets and further filter the data. With Authoring permissions, users can view public sheets, create public or private sheets, and bookmark certain filters for future use.

Notes

• You must be assigned the Admin or Report Admin user level as well as the Access Intelligence Center Reader or Author user levels.
• Third party cookies must be enabled on your browser. Safari is not a supported browser.
• Data changes in IdentityNow might take up to 24 hours to reflect in the dashboard.
• Customers hosted in Canada should select the Qlik Sense documentation links.

To view the Access Intelligence Center:

Go to Admin > Dashboard > Access Intelligence Center and select the Access Intelligence Center or AIC Audit card.

Sheets

Use sheets to display customized visualizations to analyze and explore your data. You can view any public sheets and filter the data within the sheet to get more information. With Author permissions, you can create public or private sheets.

Sheets are comprised of visualizations, including charts, extensions, or other objects that display your data in a meaningful way. Visualizations use measures and dimensions to group and calculate the data. These are the visual representations of your data in a sheet. Refer to Qlik documentation for more information on using visualizations. Customers hosted in Canada refer to Qlik Sense documentation.

Creating a Sheet

The Sheets page allows you to view any public sheets as well as any private sheets you have created. You can also create a new sheet from here.

Select Sheets under the Analyze tab in the navigation bar to open the Sheets page.

To create a sheet:

1. From the Sheets page, go to the Sheets tab in the toolbar.

2. Select Create new sheet and enter a Title and Description for the new sheet.

3. Select Enter to create the sheet.

4. Select your new sheet to start building.

Note

There is a 5 GB total size limit in the application that includes, but is not limited, to raw data, sheets, bookmarks, and users.

Building a Sheet by Exploring the Data

Explore your data directly and choose what to add to your new sheet. You can have an Insight Advisor assist with generating insights.

1. From your new sheet, select Explore the data.

2. Select a Dimension or Measure.

   Any visualizations that work with the dimension or measure you selected will display.

3. Select Add to sheet on the visualization you want to add.

4. Select the name of your new sheet to add the visualization.

   Repeat steps 2-4 as many times as needed to build your sheet.

5. After you have built your sheet, select the Insight Advisor tab to turn off Insight Advisor and view your sheet.

You can add more visualizations in this way at any time by selecting the Insight Advisor tab.

Building a Sheet by Asking a Question

Ask the Insight Advisor to help you find new insights. These insights can be saved to your new sheet.

1. From your new sheet, select Have a question?

   The Ask a question field at the top of the page expands.

2. Enter a question you would like the Insight Advisor to help you answer.

   As you type, options will start to display in a dropdown.

3. Select Enter to submit the question or select from the dropdown.

   The Insight Advisor displays visualization options showing the data you asked about.

4. Select Add to sheet on the visualization you want to add.

5. Select the name of your new sheet to add the visualization.

   Repeat steps 2-5 as many times as needed to build your sheet.

6. After you have built your sheet, select the Insight Advisor tab to turn off Insight Advisor and view your sheet.

You can add more visualizations in this way at any time by entering a question into the Ask a question field at the top of the page.

Building a Sheet by Creating New Analytics

Start building your sheet by adding your own customized visualizations.

1. From your new sheet, select Create new analytics.

2. Select a visualization type.

3. Add a Dimension to the visualization:

   a. Drag and drop your selection or select Add dimension and then choose from the dropdown.

4. Add a Measure to the visualization:

   a. Drag and drop your selection or select Add measure and then choose from the dropdown.

5. Select + Add to add a filter.

6. Make selections under Presentation to customize the appearance of the visualization.

7. Select + to the right or below a visualization to add a new visualization in that position.

   Visualizations can be dragged into new positions within the sheet.

8. After you have configured your dashboard, select the Edit sheet button to exit edit mode and view your new sheet.

You can add more visualizations in this way at any time by selecting the Edit sheet button. Refer to Qlik documentation for more information on creating visualizations. Customers hosted in Canada refer to Qlik Sense documentation.

Managing a Sheet

Any sheets you create are private and stored under My sheets. From the Sheets tab in the toolbar, you can make changes to the details of your sheets. Open a sheet to make changes to the data in the sheet.

Editing a Sheet

Open a private sheet to make changes. You can add more visualizations by entering a question into the Ask a question field at the top of the page, selecting the Insight Advisor tab, or selecting the Edit sheet tab.

If you want to make modifications to a sheet but it is public, you can duplicate the sheet and then make any edits. Refer to Duplicating a Sheet for more information.

Publishing a Sheet

You can publish a private sheet to make it public and visible to everyone.

To publish a sheet:

1. Go to Sheets > My sheets.

2. Right click the sheet you want to publish.

3. Select Publish.

4. Select Publish to confirm.

You can now find this sheet in Sheets > Published by me.

To unpublish a sheet:

1. Go to Sheets > My sheets.

2. Right click the sheet you want to publish.

3. Select Unpublish.

4. Select Unpublish to confirm.

Renaming a Sheet

Private sheets can be renamed from the Sheets tab in the toolbar.

1. Go to Sheets > My sheets.

2. Select the Info icon on the sheet you want to delete.

3. Select the Edit sheet icon .

4. Enter a new name for the sheet.

5. Select the Stop editing icon .

Duplicating a Sheet

You can duplicate any sheet visible to you by opening the sheet and selecting Duplicate in the toolbar. This allows you to immediately duplicate the current sheet and enter edit mode. Select Edit sheet to turn off edit mode and save the sheet. This duplicate sheet is private and is stored in My sheets.

You can also right click on a sheet under the Sheets tab and select Duplicate. Name the duplicate sheet and select Enter to save the new sheet.

Deleting a Sheet

Private sheets can be deleted from the Sheets tab in the toolbar.

1. Go to Sheets > My sheets.

2. Select the Info icon on the sheet you want to delete.

3. Select the Edit sheet icon .

4. Select the Delete icon .

5. Select Delete to confirm the deletion of the sheet and all its contents.

Viewing Your Data

When you open a sheet, you can view your data in the visualizations of that sheet. You can also add filters to the visualizations to narrow down the data and gain additional insights.

Making Selections

Select the Selections tool button to go to the Selections page. Here, you can see all possible filters and which filters are currently applied. You can add or remove selections within this page. Select the Selections tool button again to exit and return to your sheet.

At the top of the sheet, you can apply suggested filters to all visualizations as selections are made. You can also select the data within a visualization to apply filters to all visualizations.

You can click or draw to make selections within most visualizations. This updates the other visualizations and allows you to focus on specific values.

Bookmarking Selections

You can save filter selections and a sheet location to a bookmark. This allows you to reopen a sheet and restore the selections you had applied. You can also apply these selections to other sheets with the same data.

Refer to Qlik documentation for more information on creating bookmarks. Customers hosted in Canada refer to Qlik Sense documentation.

Viewing Visualizations

You can get more information, modify, or download visualizations in a sheet. Right click on a visualization or select the ellipses icon to see your options.

• Full screen: Expands the visualization to full screen. Select the X to exit full screen.

• Show details: Displays any dimension or measure used in the visualization.

• View data: Use this to switch to a list view of the data. To return, select the ellipses icon and choose View Chart.

• Notes: Create a note or find notes related to this chart.

• Storytelling Snapshots: Take a snapshot of the chart to add to a story.

• Download: Download the visualization as an xlsx file, a png image, or a PDF.

Storytelling

You can tell stories to share your data insights with an audience. This allows you take snapshots and share specific visualizations with others in a presentation format.

Refer to Qlik documentation for more information on storytelling. Customers hosted in Canada refer to Qlik Sense documentation.

Select Storytelling under the Narrate tab in the navigation bar to create or open a story.

Notes

You can create, share, and collaborate on notes in your space under the Notes tab.

Refer to Qlik documentation for more information on using notes.