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Bechtle Customer Dashboard User Documentation and Support
 
Contents

1    General information
      1.1    Server installation
            1.1.1    Log in
            1.1.2    Change password
            1.1.3    Navigation
            1.1.4    Set your personal homepage
      1.2    Dashboard structure
            1.2.1    General
            1.2.2    Last refresh (Data currency)
            1.2.3    Filters
                        1.2.3.1    Range filter
                        1.2.3.2    Drop down filter
                        1.2.3.3    Relative values
            1.2.4    Provider selection
            1.2.5    Help
            1.2.6    Key
            1.2.7    Navigation buttons
            1.2.8    Tooltip
2    How to use the dashboard
      2.1    Navigation
            2.1.1    Dashboard tab
            2.1.2    Buttons
      2.2    Changes to time axes
      2.3    Threshold value alerts
      2.4    Sorting
            2.4.1    In header column
            2.4.2    In a tooltip
      2.5    Tooltip
            2.5.1    Display and open links
            2.5.2    Data export (extended)
      2.6    Different axis ranges
      2.7    Hidden filters
3    Dashboards
      3.1    Bechtle Customer Dashboard
      3.2    Clouds Dashboard
      3.3    Analyses of use-based Cloud Services
            3.3.1    Overview Cloud Infrastructure
            3.3.2    Cloud Infrastructure – Organisation
            3.3.3    Cost Allocation (Extended)
            3.3.4    Cloud Infrastructure – Services
            3.3.5    Details Services (Extended)
            3.3.6    Cloud Infrastructure – Projects (extended)
            3.3.7    Details projects (Extended)
      3.4    Analyses of licence-based Cloud Services
            3.4.1    Overview Cloud Licences
            3.4.2    Cloud Licences – Products
      3.5    Invoices
            3.5.1    Overview Cloud Invoices
            3.5.2    Details Invoices (Extended)

 

1.1.1    Log in

The dashboard can be accessed at https://dashboard.bechtle.com using a Bechtle username and password.

1.1.2    Change password

For security reasons, the password should be changed after the first login. Click on the initials in the top right and select My Account Settings.

Clicking on Change Password prompts the user to enter their current and new passwords. Click on Save Password to save changes.

1.1.3    Navigation

After logging in, the dashboard pages you previously visited will be displayed. These can be used to navigate directly to the dashboard. You can also access it via the left-hand menu pane by clicking on Explore, Project Standard, Bechtle Dashboard Standard.

In order to be redirected to a particular dashboard straight away, there is the option to set it as your personal start page.  Click on the initials in the top right corner and select Make This My Start Page.

Clicking OK saves the selection. and the next time you log in, you will be automatically redirected to this page.
 

1.2.1    General

The name of the dashboard and Bechtle logo are displayed in the header. Details dashboard do not have a header. Beneath the header is a grey box that shows the help feature and data currency and beneath that or to the left is another grey box with the filters and keys. The footer contains links to bechtle.com, the Bechtle legal note and privacy policy. The rest of the dashboard is made up of charts and tables.

In addition to the help feature and the vendor selection, the data currency is displayed in a grey box in the top right corner of the dashboard. This tells you when the data displayed was last updated to enable an evaluation of the data quality.

1.2.3    Filters

Filters enable values to be refined e.g. to a specific time period. If there are several filters on a dashboard and one is activated, the remaining filters will only display relevant values. All filters are displayed in a grey box which is either at the top or on one side of the dashboard. Some charts serve as additional filters and are explained on the individual dashboards.

1.2.3.1    Range filter

By changing the position of the slider in the range filter, the scope can be extended or reduced. This can also be adjusted using the keyboard. When using time period filters, there is an option to select a start and end date from a calendar. The following range filters are available:

  • Costs
  • Use (extended)
  • Time period

1.2.3.2    Drop down filter

Drop down filters give the opportunity to select as many filters as you require. There is also an option to search using the search box. Confirm selection by clicking on Apply. Filter names that are shortened in the drop down menu are displayed in full when the cursor is held over them. The following drop down filters are available:

  • Description (extended)
  • Vendor
  • Cost centre
  • Month
  • User (extended)
  • Application (extended)
  • Organisational unit
  • Product name (extended)
  • Project
  • Invoice number (extended)
  • System environment (extended)

1.2.3.3    Relative values

The following relative value filters are available:

  • Time interval: Possible values are the previous month, the current month, month-to-date and the following month. The previous three or the next three months can also be selected. These values can also be used for years, quarters, weeks and days.

1.2.4    Provider selection

Alongside the help feature and data currency, a vendor selection is also displayed in a grey box. The different cloud providers can be selected from the drop down menu. If there is no data for a provider, they shall not be displayed in the menu. As standard, all providers for which there is information will be displayed.

1.2.5    Help

The help feature is also located in a grey box in the top left corner of the dashboard. When hovering the cursor over it, a tooltip will appear displaying information about the dashboard’s individual charts.

1.2.6    Key

Keys group information in colours, sizes and patterns. As with filters, keys are displayed in a grey box which is either at the top or on one side of the dashboard. The following keys are available:

  • Organisational unit (colours allocated to the individual organisational units)

1.2.7    Navigation buttons

Another grey box at the top of the page contains navigation buttons which can be used to navigate between the dashboards.

1.2.8    Tooltip

Hovering the cursor over charts and costs (e.g. in tables) displays a tooltip. These are pop-up windows that show additional information or for tables, for example, text is displayed for which there is not enough space available within the cell for it to be completely seen.

2.1    Navigation
2.1.1    Dashboard tab

Individual dashboards are shown as tabs. Clicking on the tab displays the corresponding dashboard.
 

2.1.2    Buttons

Buttons (1.2.7) also serve to navigate between the various dashboards.
 

Time axes of graphs which show a particular time period can be adjusted. Holding the mouse pointer over the time axis displays plus and minus symbols. Clicking on either changes the period accordingly. Time axis hierarchy is as follows: year, quarter, month, week, day.
In order to correctly display data after changing the time axis, it may be necessary to change the date filter.

The dashboard enables e-mail alerts to be sent as soon as a defined threshold value has been reached or exceeded.
To set up alerts, check the required cost axis box and select Alerts in the top right menu bar

A list of alerts that have already been set up is visible on the right side of the screen and there is also the possibility to create new ones. (Click Create)
An alert value, interval and the e-mail recipient can be set in the next step. Click on Create Alert to save.

As soon as the threshold value is reached or exceeded, an alert will then be sent by e-mail.
Alerts can be changed or deleted under My Account Settings / Alerts.

2.4    Sorting
2.4.1    In header column

Table columns can be sorted. They are sorted in ascending order as standard, but can be sorted in descending order by clicking on the icon in the column header.

Some columns can be sorted in ascending order according to total costs. These are shown with a corresponding icon in the column header.

2.4.2    In a tooltip

In order to change the order in a KPI column, click on the header to highlight the column in blue, keeping the mouse pointer over the header, a tooltip appears with two icons to allow sorting in ascending or descending order.

2.5    Tooltip

Moving the mouse pointer over a chart, table or help feature displays a tooltip. As soon as the mouse pointer is moved away, the tooltip disappears. Clicking on the selected element means a grey header and links appear in the tooltip. The mouse pointer can then be moved around in the tooltip allowing the displayed links to be opened.
 

In order to export data from e.g. details dashboards, click on the header to highlight the column in blue, keeping the mouse pointer over the header, a grey header appears in the tooltip with an icon to display the data. Clicking on the icon opens a new browser window with the required data.

Clicking on Download all rows as a text file exports the data as a csv file and can then be used for own analysis.

Charts with axis ranges can show different ranges depending on the value amount (e.g. costs) to help with clear visualisation, but this needs to be taken into consideration during analysis.

2.7    Hidden filters

If no data is displayed in a chart, it should be checked to see if hidden filters have been applied, e.g. on a chart which serves as an additional filter for other charts on the dashboard.

3    Dashboards

Navigation bar
 

Help and Last refresh
 

The dashboard displays 4 categories of possible services: Hardware, software, clouds and IT services. Each category includes the cost development of the current month, an area chart showing costs over time, a bar chart displaying costs compared to the previous month and a horizontal bar chart showing the top 5 products.
If no costs or charts are displayed, there are no data available for the respective categories.
 

Cost Development: The tiles shows the costs from the start of the month until the current day with the development compared to the previous month. If the arrow is pointing down, costs are lower compared to the previous month, or higher in comparison if pointed up.

Cost Summary: The area chart gives an overview of the daily costs from the start of the month to the current day.
 

Cost Comparison – Previous Month: The bar chart chows the current monthly costs in comparison to the previous month (red vertical bar). The tooltip additionally shows the percentage share of the previous month.
 

Top 5 Products: The horizontal bar chart displays the top 5 cost-intensive products and their vendors (tooltip). Costs are sorted in descending order. "Null" values are excluded.
 

Important: The area chart showing daily costs and the bar chart showing monthly costs display different axis ranges for the 4 service categories depending on costs.
Licence costs on this dashboard may differ from the overview on the licence dashboard as the licence dashboard overview has a live connection and receives changes to licence data in real-time.
 

Navigation bar
 

Help and Last refresh
 

Filter: Time interval (the month-to-date is selected as standard)
 

Differentiation between Infrastructure and Licences: Licence-based cloud products (right) are invoiced according to number of licences; use-based cloud-products (infrastructure, left) are invoiced according to use.
 

Total monthly Costs – Cloud Products: The tile shows the total costs of the current month for the licence-based and use-based cloud products.
 

Overview of Service Providers with Costs: The provider logos serve as a filter for cloud products and by clicking on them, only that provider’s products are displayed. Clicking once again resets the results.
No results means no data is available for that provider.

Cloud Product Costs: A list of cloud products, split between use and licence-based, with related costs. Cloud products are sorted in descending order according to their total costs. All provider products are shown and "null" values are excluded. The tooltip includes costs and the percentage share of the total cost of the products.
 

Important: Licence costs on this dashboard may differ from the overview on the licence dashboard as the licence dashboard overview has a live connection and receives changes to licence data in real-time.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Time Period: Month to date
 

Key: Business Unit
 

Cost Distribution: The pie chart shows the cost share of the individual business units in the total costs. The total costs are shown in the middle of the pie chart. The tooltip shows the costs, total costs and percentage share of the total costs for a business unit. The pie chart serves as a filter for the others. Clicking on an business unit removes the others from the charts. Clicking again on the business unit resets the results.
The pie chart shows the 9 business units with the highest total costs. If there are more than 9, the others will be collated under Rest.
 

Overhead Distribution: The pie chart shows a business units costs excluding the share of overheads (business unit costs “null”) as a share of the total costs. The total costs are shown in the middle of the pie chart. The tooltip includes the costs, total overheads, the overhead share, the percentage share of the total costs and the costs excluding the share of the overheads for the business unit. This pie chart also serves as a filter for the others. Clicking on a business unit selects it and the remaining charts are adjusted accordingly. Clicking once again, resets the results.

Costs over Time: The area chart shows daily total costs.
 

Top Cost Centers: The bar chart shows the cost centers and costs, sorted in descending order according to total cost. "Null" values are included and are collated as cost center Null.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Time Period, Business Unit, Cost Center, Product Name, Costs
 

Key: Business Unit
 

Costs per Business Unit / Cost Center: Each field in the tree map shows every cost center per business unit. The cost centers are assigned to the business unit according to its colour code. Field sizes are sorted in descending order within a business unit according to cost center. The tree map fields serve as filter for the other dashboard charts.
 

Costs per Business Unit: The area chart shows the costs per business unit over time. The area between two dividing lines represents a business unit. Clicking on a dividing line removes it. Clicking again resets the results.
Product Costs per Business Unit: The table includes the following columns: Business unit, cost center, product name and costs. Using filters, the columns and time period can be changed as required. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Month
 

Cost Allocation Business Unit: The table includes the following columns: Business unit, costs, share of overheads and total costs. The aim of the table is to distribute overhead costs, i.e., all costs that cannot be assigned directly to a business unit should be proportionately distributed to the others. The month can be changed as required using filters. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Cost Allocation Cost Center: The table includes the following columns: Business unit, cost center, costs, share of overheads and total costs. The aim of the table is to distribute overhead costs, i.e., all costs that cannot be assigned directly to a cost center should be proportionately distributed to the others. The month can be changed as required using filters. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Cost Allocation Project: The table includes the following columns: Businessunit, cost center, projects, costs, share of overheads and total costs. The aim of the table is to distribute overhead costs, i.e., all costs that cannot be assigned directly to a project should be proportionately distributed to the others. The month can be changed as required using filters. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Time period (month-to-date is set as standard), organisational unit, cost centre, project costs
 

Costs per Product: Each field in the tree map shows a provider’s product and the related costs. The size of the fields results from their total cost. The higher the cost, the larger the field. The tooltip also shows the percentage share of the product in the total costs. The tree map serves as a filter for the other line graphs on the dashboard, i.e. clicking on a product field removes the remaining products from the charts. Clicking again on the product field resets the results.

The tree map shows the 20 products with the highest total costs. If there are more than 20, the others will be collated under Rest.

Costs per Business Unit: The line graph shows the product costs over time per business unit, sorted in descending order according to total costs in daily steps. The tooltip also shows the running total costs and the date. The line graph serves as a filter for the other charts, including the tree map. The time period can be changed (see 2.2).

Costs per Cost Center: The line graph shows the product costs over time per cost center, sorted in descending order according to total costs in daily steps. The tooltip also shows the running total costs and the date. The line graph serves as a filter for the other charts, including the tree map.
 

Costs per Project: The line graph shows the product costs over time per project, sorted in descending order according to total costs in daily steps. The tooltip also shows the running total costs, the date and the project start and end date. The line graph serves as a filter for the other charts, including the tree map.
 

Important: The monthly product cost line graphs show different axis ranges depending on the costs.
The time period filter is set to month-to-date as standard. No content is visible on the first of the month due to a data delay. Data is displayed by changing the filter (e.g. to previous month).
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Time period, Product Name, Type of Use, Description, Environment, Costs, Usage
 

Costs per Product: The table includes the columns product name, type of use, description, environment, costs and usage. Using filters, the columns and time period can be changed as required. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Important: Costs in the selected usage period and invoice amounts may differ, as the information provided by the providers may be defined differently.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Time period, Project, Costs
 

Key: Business Unit
 

Number of Projects per Business Unit / Cost Center: Each field in the tree map shows a cost center and the related number of projects. Cost centers are assigned to a business unit based on their colour, i.e., all cost centers belonging to the same business unit are displayed with the same colour. The size of the fields within a business unit is sorted in descending order by the number of projects. The fewer projects a cost center has, the smaller the field in the tree map is. The tree map fields serve as filter for the other dashboard charts.
 

Project Costs over Time: The area chart shows a business unit’s project costs over time.  The area between two dividing lines represents a business unit. Clicking on a dividing line removes it. Clicking again resets the results.
 

Project KPIs: The table shows project costs, average project costs per day and the project duration in days both per project and per business unit. For costs, average project costs per day and project duration in days, the tooltip also displays project costs per month as a table. This table is also shown on the details per project dashboard. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Time period, Business Unit, Project, User Account, Product Name, Description
 

Project Costs per Month: The table includes the following columns: Year, month, costs, cost difference compared to the previous month as a percentage and cost difference compared to the previous month. Green signifies a lower value and red a higher value compared to the previous month.
 

Project Details: The table includes the following columns: Business unit, cost center, project, product name, costs and usage.
 

Project Costs per Business Unit: The table includes the following columns: business unit, cost center, project, user account, product name and costs. Each column (excluding costs ) can be filtered. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Duration: Previous month
 

Key: Organisational units
 

Cost Distribution: The pie chart shows the cost share of the individual business units in the total costs. The total costs are shown in the middle of the pie chart. The tooltip shows the costs, total costs and percentage share of the total costs for a business unit. The pie chart serves as a filter for the others. Clicking on a business unit removes the others from the charts. Clicking again on the business unit resets the results.

The pie chart shows the 9 business units with the highest total costs. If there are more than 9, the others will be collated under Rest.
 

Overhead Distribution: The pie chart shows business units costs excluding the share of overheads (business unit costs “null”) as a share of the total costs. The total costs are shown in the middle of the pie chart. The tooltip includes the costs, total overheads, the overhead share, the percentage share of the total costs and the costs excluding the share of the overheads for the business unit. This pie chart also serves as a filter for the others. Clicking on a business unit selects it and the remaining charts are adjusted accordingly. Clicking once again, resets the results.
 

Costs over Time: The area chart shows daily total costs.
 

Top Cost Centers: The bar chart shows the cost centers and costs, sorted in descending order according to total cost. "Null" values are included and are collated as Cost Center Null.
 

Navigation selection
 

Help, Provider selection and Last refresh
 

Number of Licences per Product: The tree map shows the number of licences per product on the current day. The products are sorted in descending order depending on the number of licences. The size of the tree map elements corresponds to the number of licences, i.e. The larger the element, the greater the number of licences. The tree map serves as a filter for the other dashboard charts, i.e. by clicking on a table element, the remaining charts are filtered accordingly. Clicking on the table element again resets the results.
 

Cost Trend (last 3 Months): The area chart shows the running total costs for the last 3 months according to product.
(In development) Number of expiring Licences: The bar chart shows the number of expiring licences per product for the next 6 months.
 

Important: The chart showing the number of expiring licences per product is currently still in development.
 

3.5    Invoices

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Month
 

Invoice amount: Displays the invoice amount of the selected month.
 

Costs per Invoice: The table sub-divides the costs according to the Bechtle and provider invoice numbers.
 

Costs per User Account: The table assigns invoice numbers with costs to user accounts.
 

Invoices per Business Unit: The table sub-divides a business unit’s costs according to invoice numbers.
 

Invoices per Cost Center: The table sub-divides a cost center’s costs according to invoice numbers.
 

Important: If the current month is selected, the invoice numbers of certain providers are not displayed as the invoice is only charged at the beginning of the following month. Instead of the invoice number, Estimated or NULL is displayed.
 

Navigation bar
 

Help, Provider selection and Last refresh
 

Filter: Month, Bechtle Invoice ID, Provider Invoice ID, Business Unit, Cost Center, Project, Description
 

Details per Invoice: The table includes the following columns: Bechtle invoice number, provider invoice number, business unit, cost center, project and costs. The columns Bechtle invoice number, provider invoice number, business unit, cost center, project and month can be filtered as required. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Details per Invoice with Description: The table includes the following columns: Bechtle invoice number, provider invoice number, business unit, cost center, project, description and costs. The columns Bechtle invoice number, provider invoice number, business unit, cost center, project, description and month can be filtered as required. Clicking on a table highlights it in blue. Clicking again resets the results.
 

Important: If the current month is selected, the invoice numbers of certain providers are not displayed as the invoice is only charged at the beginning of the following month. Instead of the invoice number, Estimated or NULL is displayed.