Defining a dataset (a subset of the data returned by the Data Model) is the process of filtering or removing certain values from the data columns that you have chosen to use in your report. The ‘edit data set’ page is illustrated below. To define the data set (a subset of data returned by the Data Model), select the column you want to filter on the left pane. The corresponding column values will display under “Selected Column Values” in the middle pane. Uncheck values you do not wish to use in your report. When you click on +, the filtered list of column values will display under “Applied Filters” on the right pane. In the illustration only some countries have been selected from the “CustomerCountry” data field.
|
A |
List of columns that can be filtered to obtain required data set. |
|
B |
Unique values under the “ CustomerCountry” data column. Only required countries are chosen. |
|
C |
Click this button to add the data filter. |
|
D |
The countries we wish to retain have been added to the other filters on this data set. |
You may give your own name to the Data Set you have edited/added by typing over the text on the tab heading (Data Set 1 is the default name which you can edit). You may filter values from as many columns as you wish under the same dataset.
Intelliview NXT offers you multiple options on how you use date column filters in your widget.
Amongst other things, this feature can help keep your widgets/dashboards current. For example, using this feature you may set a filter on the date column to have the widget only populate with data for periods such as ‘Last month’. With such a filter, as the database continues to evolve over time with new data, the report would also get updated every month for the previous month. This date column filter feature allows numerous convenient customisations and is explained in detailed below.
Two kinds of filters can be set up on date fields. One is the “Date Range” option while the other is the “Date Split”. If you use “Date Range” your reports will automatically be updated with additions to the database over time the illustration below shows expanded options available for date ranges.
|
A |
This data column ‘Orderdate’ in the database is a date field and filter options on this field are broadly divided into 2 categories. |
|
B |
One of the filter options is “Date Range”. The types of date range are shown in next panel. |
|
C |
The second filter option is “Date Split” – i.e the date field is split into various the components listed in next illustration. |
|
D |
Options available under “Date Range” are listed here. |
If you use the “Date Split” option, widgets can be created on the basis of just part of the date field like for instance “WeekDay_of_OrderDate”. This would enable you to create a widget that uses data only pertaining to on orders received on particular days of the week alone. The example illustration below shows a filter for “OrderDate” falling on Mondays and Tuesdays alone.
