Target Screen


Step 1. Set Query Condition

In i-AUD Designer, create a query condition Control and set query condition for data.


1.1 Create Control 

  1. At the top menu, click UI Bot > Calendar, Label to create a label Control.


1.2 Set Properties of Each Control

  1. In the Properties Modification panel on the right, set the properties of the Calendar Control as below.



    For detailed information about Calendar Property Configuration, please refer to the Link.



  2. Set the property of the Label Control.

    NameText
    LabelReporting Period

1.3 Create a Query Button Control

  1. At the top menu, go to UI Bot > Button and create a Button Control.


  2. In the Properties Modification panel on the right, set the properties as the following.


  3. Verify that the Query Condition Control is placed as below image.


Step 2. Connect Chart to OlapGrid

Create and connect a OlapGrid and a Chart to display Sales Performance by Product.

2.1 Set OlapGrid

  1. Create a OlapGrid


  2. Connect datasource using Sales Analysis META, and activate AutoRefresh.

    Right-click the OlapGrid > DataSource > i-META > Select META file

    • Sales Analysis Location : TBD > Sample > 3.Templates > OLAP > "Sales Analysis"


    Activate AutoRefresh in the property panel on the right of the OlapGrid.


    Query ItemQuery ConditionVariable
    • Column : [Customer Tier]
    • Data : [Sales Cost, Revenue]
    [YM]:VS_YM



  3. Right-click to open Design menu, and modify the design property.

    FieldSettingOther Settings
    • [Measures] field position changed :
      Column > Row
    • Enable auto selection area
    • Range : Right 5, Down 1
    • Disable Using Paging




    • [Measures] Field Position Changed : Column > Row


    • Enable Auto Selection Area


    • Disable Using Paging



2.2 Chart Configuration

  1. Create a Chart Control



  2. In the property menu on the right, configure the Chart property.



  3. Click the Design menu to modify the design property.

    DefaultSeriesAxisLegend
    • Data Label : Value
    • [Sales Cost] > Chart Type : Line Chart
    • [Sales Cost] Axis : Y2
    • [Sales Cost] > Other > Sort Label : TopCenter
    • [Revenue] > Other > Sort Label : BottomCenter
    • Y1 Axis : Display Disabled
    • X Axis > Design : Major Grid Line width 0
    • Position : Top, Right
    • Direction : Horizontal


Verify that the report is working as expected.




Step 3. Set ListGrid


Set a ListGrid to display Detailed Sales Performance.


  1. Go to UI Bot > Grid and create a ListGrid.


  2. Set properties of the ListGrid.



  3. Connect data source using Sales Analysis META, and activate AutoRefresh.

    Query ItemQuery ConditionVariable

    [Customer Tier, Product Category, Product Subcategory,
    Sales Quantity, Unit Cost, Unit Price, Revenue]

    [YM]

    :VS_YM
    [Customer Tier]@:VS_LEVEL

    For more information about AUD Platform Variables, please click here.

    • VS_YM :
      Variable for querying data based on date value of the Calendar Control
    • VS_LEVEL :
      Variable for querying ListGrid value based on [Customer Tier] data.
      Step 5. Utilizing in Script Editor



  4. Click the Design Menu, to modify the design property.

    Setting > DefaultSetting > Group
    • View Header > Row : Disable
    • Group : [Customer Tier, Product Category, Product Subcategory]
    • Subtotal Position : Top
    • Grand Total Position : Top



Verify that the report is working as expected.


Step 4. Utilizing Process Bot


Set a module for Chart Design Effect and Report Update.


4.1 Chart Gradient Effect Application Module Setting

  1. Click the Process Bot icon at the top.


  2. In the Object tab, double-click and place the Report.


  3. Load a module that sets the Chart gradient effect, connect with OnDocumentLoadComplete event of the Report,
    and click Number 4 icon for parameter setting.



  4. Set the parameters of the module as below and Click Save button.



4.2 Refresh for Query Button Module Setting


  1. In the Process Bot > Object tab, select and place a Button.


  2. In the Activities tab, click system module, Refresh, connect with Button's OnClick event, and set query target parameter.



Step 5. Utilize the Script Editor


5.1 Writing a Variable Initializing Script

  1. In the report's top menu, click Edit Group > Script Editor.


  2. Search and double-click an API to use.



  3. Write the following script to initialize a variable.


    Matrix.SetVariable("VS_LEVEL", "");



5.2 Write a Script to Refresh the DataGrid when a Chart is Clicked

  1. Search and double-click an API to use.


  2. Write a script for an event when the Chart is clicked.


    if(args.Id == "Chart"){

    Matrix.SetVariable("VS_LEVEL" ,args.Point);
    Matrix.doRefresh("DG_DETAIL");


    }



Verify that the report is working as expected.