InetSoft Technology: Dashboard Software - Dashboard Data Conditions

InetSoft's dashboard software allows users to create conditions within a report that allow for dynamic interactive mashups. View the example below to learn more about the Style Intelligence Solution.

You can use a Named Condition in any Worksheet that shares the same scope as the Named Condition. To add a Named Condition to a table in a Worksheet, follow these steps:

1. Drag the Named Condition asset from the Asset Repository tree to an empty cell in the Worksheet. This creates a Named Condition object in the Worksheet.

2. Drag the new Named Condition object until its border touches the border (left or right) of the table to which you want to add the condition.

3. When the “filter” icon appears, release the Name Condition object.

The Named Condition is applied to the table. If the Named Condition references attributes that do not already exist in the table, these attributes are added to the table as invisible columns. You can add multiple Named Conditions to a single table by repeating the above steps. These Named Conditions, as well as any conditions internal to the table itself, are joined together by AND operators to yield the final data filter.

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We will create a new Data Worksheet which contains a table using the 'NJ Orders' query. If we want to filter the data in that table so that only the orders with a discount value greater than 0.2 are included, instead of specifying that condition for the table, we can use the 'Large Discount' Named Condition and associate it with the table.

1. Create a new Worksheet.

2. Expand the 'Query' node, the 'Orders' node, and the 'DWS' node.

3. Drag the 'NY Orders' query onto an empty cell on the Worksheet. This creates a new table, 'NY Orders1'.

4. Expand the 'Global Worksheet' node. The condition name is shown in italics to indi¬cate that the condition asset is referenced from another Worksheet.

5. Select the 'Large Discount' Named Condition and drag it onto an empty cell in the Worksheet. This adds a named condition called 'Large Discount1' to the Worksheet. Note: Drag the title bar to move the object. (Do not drag the filter icon in the title bar.)

6. Drag the Named Condition object to be right next to the 'NY Orders1' table until the mouse changes into the condition icon.

7. Release the mouse. The condition is added to the table.

8. Select the 'NY Orders1' table. Notice that a link is created between the 'NY Orders1' table and the 'Large Discount1' Named Condition.

9. Preview the table. Notice that only the orders with a discount value greater than 0.2 are included in the table.


InetSoft Viewpoint

"You actually use more business intelligence capabilities. So in between the execution phase and the final evaluation, you’re constantly tracking and monitoring your performance so you can tune your execution. That’s where business intelligence with dashboards for analysis and monitoring come in. And in between the evaluation phase and incorporating your learnings or findings and adapting your strategy, you need to do some in-depth analytics.

That’s the more traditional forecasting or predictive analytics as well as things like data mining. So there is a piece that is more business intelligence as it relates to the management system, and then there is a piece that is more performance management, and you couple them together.

After some months of active use of the platform, go back to the users and find out where they get value out of the system, what they’ve been using it for, and start to use those thought leaders, the folks that have been the most aggressive users getting this value out of it. Use them, perhaps, as a way to add the additional performance management capabilities into the organization." - Mark Flaherty, CMO, InetSoft

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