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Filter

In the tab Data it is possible to create a quick filter for the whole pivot. It could be done in two ways: Way 1. Click “Edit filter” button in “Data” tab in dashboard design window. Way 2. Open context menu (click the right mouse button) at any place of a pivot. Only those hierarchies, […]

05.08.2024

Format

In order to change the format of a calculating value, you need to open context menu: A numeric-format form will open: The form contains following fields: Format type – format type may be: Unit – Date and currency format type may have the following presentation: Precision – number of symbols after comma; Currency – currency […]

05.08.2024

Formatting Data

Upon opening value context menu, it is possible to create a formatting rule (highlighting):

05.08.2024

Title

Before saving a created pivot let us rename its title. This may be done in two ways: Way 1. In “Design” tab press “Edit names” icon. Way 2. Open context menu in a pivot (click the right mouse button) and choose “Edit names” from the list. In an appeared form enter the following data: Now […]

05.08.2024

Export

If needed you can export a pivot into PDF, Excel or a picture format by clicking the right mouse button in a pivot: 1.Export To PDF The following options are available when exporting the Pivot dashboard item to a PDF: Page Layout – page orientation; Size – page size; Show Title – to display or […]

05.08.2024

Grid

Let us add a new element called “Grid” to an already-existing dashboard. For this we first click an “Edit” icon on a dashboard toolbar, and then in a dashboard design window click a “Grid” button: Let us look at the grid, which will display the results of sales by product categories. In the column move […]

06.08.2024

Column type

Columns in a grid may be of the following type: Dimension – a column shows DB dimension; Measure – a column shows measure value; Delta – a column, which shows a delta of two measures, where one is an actual and the other – a target; Sparkline – a chart, which shown a measure value […]

06.08.2024

Delta column

Let us create a column of a “Delta” type. Choose the type and click an «ОК» button: In a column field two new fields – “Actual” and “Target” appear. Let’s choose a “Reseller Internet Quantity” measure for real values (actual), and a “Reseller Order Quantity” measure will be a target. We will get a new […]

06.08.2024

Sparkline Column

Let’s create a column of a “Sparkline” type. For this, let’s consider how the quantity of orders for product categories changed depending on the month of the year. For this, we will insert the “Reseller Order Count” measure in the columns and select the “Sparkline” column type: The following settings will be available in the […]

06.08.2024

Hyperlink column

A hyperlink column allows you to display hyperlinks in the Grid dashboard item. You can provide hyperlinks as a separate data column or they can be automatically created at run-time from any column using the specified URI pattern.

06.08.2024