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:
   
   • Name : VS_YM_F
   • Name2 : VS_YM_T
   • InitValue : DATE(0,-12,0);DATE(0,0,0)
   
   
   
   
   
   
2. In the Property Editor on the right, configure the ComboBox attributes as follows:
   
   • Name : VS_PRODUCT
   • DataSource : CB_ProductCategory
      More > SQL > "CB_ProductCategory"
   • Enable UseAllItems
   • Enable AutoRefresh
     
     
   
   
   

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

   Name	Text
   LB_Period	Period
   LB_ProductCategory	Product 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.

   OlapGrid DataSource Connection

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

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

   Enable AutoRefresh

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

   

   Name	Query Items	Query Conditions	Operator	Variable 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.
   
   
   

   Name	Field	Field > 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

   Add Calculated Field

   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.

   Name	Data > OlapGrid
   Chart1	DATA.OlapGrid1
   Chart2	DATA.OlapGrid2
   Chart3	DATA.OlapGrid3

   OlapGrid Binding

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

   

   
   

   
   

4. Click the Design menu to modify visual attributes.
   

   Name	Control Area	Basic > Chart Type	Series	Axis	Legend
   Chart1	Sales Volume by Product	Spline	-	-	Position : Top, Right Direction : Horizontal
   Chart2	Monthly Gross Profit	-	Sales Cost : Deactivate Visible Gross Profit Chart Type : Spline	-	Position : Top, Right
   Chart3	TOP5 Regions by Sales	Area 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
   
   • Name : PieChart
   • Enable AutoRefresh

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

   Query Items	Query Conditions	Operator	Variable Names
   [Product Subcategory, Revenue Amount]	[YearMonth]	BETWEEN	:VS_YM_F ~ :VS_YM_T
   	[Product Category]	=	@:VS_PRODUCT

   
   

4. Change Chart Type
   
   • Chart Type : Doughnut Chart

   
   
   

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

   Series	Legend
   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.
   
   • Name : BTN_RE
   • Text : Refresh
   • Style > BoxStyle : BTN1
   
   
   
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.
   
   • Chart Selection : PieChart, Chart1, Chart2, Chart3
   • Enter Color Values
     
     Once the parameter configuration is complete, link the 'Change Chart Palette' module to the OnDocumentLoadComplete event of the Report.

   
   
   

   Description

   Used Color Codes

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

      Verify the report is functioning correctly.