Step 1. Configure Inquiry Criteria

In the i-AUD Designer, create inquiry controls to define the data filtering criteria.

1.1 Create Controls

1. From the top menu area, click UI Bot > Calendar, Label to generate the controls.
   

1.2 Set Control Properties

1. In the property editor on the right, configure the Calendar attributes as follows:
   
   • Name : VS_YM
   • InitDate : Now() or DATE(0,0,0)

   
   
   

   Calendar Property Setup Guide

   To refer to the guide regarding Calendar property settings, move to the Link.

   
   

2. Additionally, configure the attributes for the Label control:

   Name	Text
   Label	Year-Month

   

Step 2. Connect Chart and OlapGrid

Create and link an OlapGrid and a Chart to represent sales performance by product.

2.1 OlapGrid Setup

1. Create OlapGrid
   
   • Navigate to UI Bot > Grid > Olap-Grid.
   
   
   

2. Use the "Sales Analysis" META file to link the data source and enable AutoRefresh.

   

   Link Data Source

   Right-click OlapGrid > Data Source > i-META > Select META file.

   • Sales Analysis Location : PPDM > Samples > 3. i-META > "Sales Analysis"

   Enable AutoRefresh

   Activate AutoRefresh in the properties pane on the right.

   

   Query Item	Query Condition	Variable
   Column : [Customer Grade] Data : [Revenue Amount]	[YearMonth]	:VS_YM

   
   
   

3. Right-click to open the Design menu, and change the following design properties:

   Field	Setting	Other Settings
   Change [Measures] position : Column > Row	Enable Auto Selection Area Range : Right 5, Down 1	Disable Paging

   
   

    Detail Property Configuration

   • Activate Auto Selection Area

   

   • Deactivate Activate Paging

   
   

2.2 Chart Setup

1. Create Chart Control
   
   • Navigate to UI Bot > Chart, and select Chart
   
   
   
   
2. In the property menu on the right, set the Olap-Grid target of the Chart.
   
   • Olap-Grid : Form1.OlapGrid
   
   
   
   

3. Click the Design menu to change the following:
   

   Basic	Series	Axis	Legend
   DataLabel : Value	[Revenue Amount] > Others > DataLabel Align : BottomCenter	Y1 Axis : Disable Visible X Axis > Design : Main Gridlines width 0	Position : Top, Right Direction : Horizontal

   
   

4. Verify the report is functioning correctly.

Step 3. ListGrid Setup

Configure a ListGrid to represent the detailed sales status.

1. Navigate to UI Bot > Grid and select List-Grid.
   
   
   
2. Set ListGrid Properties:
   
   • Name : DG_DETAIL
   • AutoRefresh : Active
   
   
   
   

3. Use the Sales Analysis META file to link the data source and enable AutoRefresh.

   Query Items	Query Conditions	Variable
   [Customer Grade, Product Category, Product Subcategory, Quantity, Unit Cost, Unit Sales Price, Revenue Amount]	[YearMonth]	:VS_YM
   	[Customer Grade]	@:VS_LEVEL

   

   Variable Setup Guide

   To check the guide regarding AUD Platform variables, click here.
   
   

   • VS_YM :
     Variable used to inquire based on the date value of the Calendar control.

   • VS_LEVEL :
     Variable to inquire ListGrid values based on [Customer Tier] data.
     Utilized in Step 5. Script Editor
     
     

4. Click the Design menu to change the following:

   Option > Common	Option > Group
   Show header > Row : Disable	Group : [Customer Grade, Product Category, Product Subcategory] Position of subtotal : Top Position of grand total : Top

5. Verify the report is functioning correctly.

Step 4. Use Process Bot

Configure modules for Chart design effects and report refreshing.

4.1 Configure Chart Gradient Effect Module

1. Click the Process Bot icon from the top icons.
   
   
   
2. Double-click Report in the Object tab to place it.
   
   
   
3. Load the module to set the Chart gradient effect, link it with the OnDocumentLoadComplete event of the Report, and click the 4th icon for parameter settings.
   
   
   • Module Name : "Set chart gradient color effect"
   
   
   
4. Set each parameter as follows and click the Save button:
   
   • List of chart control : Chart
   • Enter the series value used in the chart : [Revenue Amount]
   • Start color for gradient : #4BD0FD
   • End color for gradient : #D5BAFE
   
   
   
   

4.2 Configure Inquiry Button Refresh Module

1. Select and place Button from Process Bot > Object tab.
   
   
   
2. Select the system module Refresh from the Activities tab, link it with the OnClick event of the Button, and set the target parameters..
   
   • List of controls targeted for data retrieval : OlapGrid, DG_DETAIL
   
   
   
   

Step 5. Use Script Editor

5.1 Write Variable Initialization Script

1. Click Edit Group > Script Editor in the top menu.
   
   
   
2. Search for the API and double-click it to use.
   
   • API to Use  : OnDocumentLoadComplete
   
   
   
   

3. Write the script for variable initialization.
   

    Written Script

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

5.2 Write DataGrid Refresh Script on Chart Click

1. Search for the API and double-click.
   
   
   

2. Write the script for the event occurring upon Chart click.
   

    Written Script

   if(args.Id == "Chart"){
   
   Matrix.SetVariable("VS_LEVEL" ,args.Point);
   Matrix.doRefresh("DG_DETAIL");

   
   }

Verify the report is functioning correctly.