What is Building BI?

Building BI is the analytics and visualization module in Cloud BMS. Create single-pane-of-glass dashboards that consolidate metrics, support operational workflows, and highlight trends across your entire building portfolio A single dashboard can combine FDD results, FTT scores, energy data, and graphics. You can also include AssetOps insights and live sensor readings in one view. Open Building BI from the Cloud BMS portfolio or building sidebar. Design dashboards so users find what they need without leaving the view. See The philosophy of Building BI.

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Start here

Pick a path based on what you need first.

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Portfolio and building scope

Building BI works at two levels: portfolio and building. The interface and features match at both levels. Only the data scope changes.

• Portfolio level — Cross-building analytics, aggregated metrics, and site-to-site comparisons. Executives and portfolio managers use this view most often.
• Building level — Data filtered to one site for monitoring, targeted workflows, and deep-dive analysis. Building operators and facility managers use this view for daily work.

Design each dashboard for the altitude where people will open it. A portfolio comparison can look empty at a single building. A building-ops layout can look incomplete at portfolio level.

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Enable Building BI

Enable Building BI per building in Launchpad. After the module is on, assign role permissions so users can open and edit dashboards. See How Building BI permissions work.

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Access Building BI

Select Building BI from the left navigation bar. The module opens to your dashboard view. The left-hand navigation panel is the primary way to move through Building BI. It has two sections. Top section

• Collections and Dashboards — Opens the management page where you edit collections and dashboards, including configuration, settings, and permissions.
• Collections list — Expandable groups of dashboards by topic or team. Select the arrow next to a collection name to expand or collapse it. Visibility depends on your KODE OS role. Editing a dashboard in one collection updates it everywhere it appears.
• My Dashboards — Dashboards you created or can edit as a collaborator, across every collection. Unlike collections, access here is assigned per user. See My Dashboards.

Bottom section

• Deployment Manager — Deploy a dashboard or collection across multiple buildings at once. Portfolio level only. Highly customized dashboards may not scale well across sites.
• Settings — Manage shared links, scheduled reports, and custom color palettes.
• Data Sources — Add, edit, or remove tables, columns, and metrics available across your Building BI instances.
• Templates — Create, import, or export templates for collections, dashboards, tabs, or widgets. This section also includes global templates with standard KODE Labs dashboards.

You can collapse the panel when you need more canvas space.

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Key features

Building BI provides tools to create, manage, and distribute visualizations across your portfolio.

• Dashboards — Build interactive views with configurable widgets, charts, and data tables.
• Collections — Organize dashboards into groups and control access with role-based sharing.
• Data sources — Connect dashboards to live building data from devices, points, and other KODE OS modules.
• Deployment manager — Deploy a dashboard configuration across multiple sites at once.
• Templates — Duplicate collections, dashboards, tabs, or widgets for faster reuse.
• Widget customization — Style and configure individual widgets on the canvas.
• PDF exports — Generate scheduled PDF reports and distribute them to stakeholders.
• Version history — Track dashboard changes over time and restore earlier versions when needed.
• Settings — Configure sharing, scheduled reports, and color palettes.

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How these docs are organized

Building BI docs follow the product, not documentation labels.

• Get started — This overview, plus a Tutorials group for guided walkthroughs such as the first-dashboard tutorial.
• Feature groups — Dashboards, Data sources, Collections and templates, and Administration.
• Concepts — Why and how the product works, starting with philosophy.
• Reference — Field-level lookups and the glossary.

If you know what you need, use search. If you are learning the product, start with the tutorial, then open the matching topic page.

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Next steps