Target Screen


Download Practice Template

To study the practice example above, use the following report by saving it with a new name.

  • How to Use the Business Overview Template
    1. Launch the report from the portal.

      Template Path : PPDM > Templates > 1. Reporting > Dashboards > Template_Business Overview


    2. Click the Save As button in the top right to save it to your working folder.

    3. Run the saved report.

    4. Click the Edit Report button in the top right to launch the Designer window.




Step 1. Establish Inquiry Controls

Define the foundational inquiry components to drive dynamic data filtering.


1.1 Instantiate Components

  1. Access the [UI Bot] menu to generate ComboBox, Calendar, and Label controls on the Designer.

1.2 Attribute Configuration

  1. In the Property Editor on the right, configure the Calendar attributes as follows:





  2. In the Property Editor on the right, configure the ComboBox attributes as follows:


  3. In the Property Editor on the right, configure the Label attributes:

    NameText
    LB_PeriodPeriod
    LB_ProductCategoryProduct Category


Step 2. Synchronize Chart and OlapGrid

Leverage chart attributes to link data from the OlapGrid.


2.1 OlapGrid Configuration

  1. Navigate to the DATA Form at the bottom of the report.


  2. Create an OlapGrid control.


  3. Connect Data Source to OlapGrid & Enable AutoRefresh.

    Right-click OlapGrid > DataSource > i-META > Select Sales Analysis META file

    ▪ Sales Analysis Path : Public Folder > PPDM > Samples > 3. i-META > Sales Analysis


    Select each OlapGrid and activate AutoRefresh in the properties pane on the right.


    NameQuery ItemsQuery ConditionsOperatorVariable Names
    OlapGrid1
    • Column : [YearMonth]
    • Row : [Product Category]
    • Data : [Quantity]
    		[YearMonth]BETWEEN:VS_YM_F ~ :VS_YM_T
    [Product Category]=@:VS_PRODUCT
    OlapGrid2
    • Column : [YearMonth]
    • Data : [Revenue Amount, Sales Cost]
    		[YearMonth]BETWEEN:VS_YM_F ~ :VS_YM_T
    [Product Category]=@:VS_PRODUCT
    OlapGrid3
    • Column : [Region]
    • Data : [Revenue Amount]
    		[YearMonth]BETWEEN:VS_YM_F ~ :VS_YM_T


  4. Right-click the OlapGrid to launch the Design menu and modify design attributes.


    NameFieldField > Calculated Field

    Option > Auto Selection Area

    OlapGrid1--
    • Enable Auto Selection Area
    • Range : Right 12, Bottom 4
    OlapGrid2
    • Change [Measures] Field Position :
      Column > Row
    • Caption : Gross Profit
    • Format : {0:N0}
    • Formula : [Revenue Amount] - [Sales Cost]
    • Enable Auto Selection Area
    • Range : Right 12, Bottom 2
    OlapGrid3
    • Change [Region] Field Attribute :
      Click More at Sort Attribute

    		-
    • Enable Auto Selection Area
    • Range : Right 4


    Navigate to Design > Field and click the Add  icon to generate calculated fields.


2.2 Chart Configuration

  1. Navigate to the MAIN Form at the bottom of the report.



  2. Instantiate Chart controls within the MAIN Form.


  3. Select each Chart control to update its Name in the property menu and link it to the OlapGrid created in the DATA form.

    NameData > OlapGrid
    Chart1DATA.OlapGrid1
    Chart2DATA.OlapGrid2
    Chart3DATA.OlapGrid3


    Select each Chart and designate the target Grid in the OlapGrid property field.



  4. Click the Design menu to modify visual attributes.

    NameControl AreaBasic > Chart TypeSeriesAxisLegend
    Chart1Sales Volume by ProductSpline-- 
    • Position : Top, Right
    • Direction : Horizontal
    Chart2Monthly Gross Profit-
    • Sales Cost : Deactivate Visible
    • Gross Profit Chart Type : Spline
    		-
    • Position : Top, Right
    Chart3TOP5 Regions by SalesArea Spline
    • Style :
      Background Color > Transparency > 0.1
      Symbol Type > Circle
      Symbol Color > #8fb8f0
    • Others : Unit > 1000000(Million)
    • PlotLines :
      Line Color > #2a3a47
      Line Style > Dot
      Line Width > 1
      Display Criteria > 70000
      Enable Criteria Visible
    • Position : Top, Right



Verify the report is functioning correctly.

         


Step 3. Create PieChart

Develop a Doughnut Chart to visualize the current sales status by product category.


  1. Create a Pie-Chart control.


  2. Modify the control attributes


  3. Bind the data source using the Sales Analysis META file.

    Query ItemsQuery ConditionsOperatorVariable Names
    [Product Subcategory, Revenue Amount][YearMonth]BETWEEN:VS_YM_F ~ :VS_YM_T
    [Product Category]=@:VS_PRODUCT


  4. Change Chart Type



  5. Right-click the Pie-Chart to launch the Design window and modify visual attributes.

    SeriesLegend
    • Label Field : [Product Subcategory]
    • Value Field : [Revenue Amount]
    • Format : {0:N0}
    • Position : Middle, Right
    • Direction : Vertical



Verify the report is functioning correctly.


Step 4. Configure Process Bot

Orchestrate automated dashboard actions and styling using Process Bot.


4.1 Create Inquiry Button

Configure a button to view the report.

  1. Create a Button control


  2. Modify the control attributes.


  3. Right-click the generated button and select Refresh from the Operation Settings menu.


  4. Click the Module Parameter icon () to configure the Refresh action.
    Refresh Target : PieChart, OlapGrid1, OlapGrid2, OlapGrid3


4.2 Set Chart Colors

Set the chart colors using a module.

  1. Click the Process Bot icon () to launch the window and double-click the Report object.


  2. Navigate to Activities > Modules > Control Management > Change Chart Palette to select the module and set values.



    Used Color Codes

    #8FB8F0, #2C6DC9, #2C3765, #ABC7EE, #8F96A8, #C6CAD5, #C4D9F5, #EEF1F5



      Verify the report is functioning correctly.