Users can summon data and define variables for report creation using InetSoft's comprehensive real-time analytical reporting solution dashboard software. View the example below to learn more about the Style Intelligence solution.
To create a new Variable, follow these steps:
1. Click the 'New Object' button in the top toolbar, and select 'Variable'. This opens the 'Variable Properties' dialog box.
2. Enter a 'Name' for the new Variable asset. This is the name that appears in the title bar of the Variable asset.
3. Enter a 'Label' for the Variable. This is the label that appears in the parameter dialog box that prompts the user.
4. Select the data type of the Variable from the 'Type' menu. This is the data type of the values that the Variable will provide to the filtering condition.
5. In the 'Selection List' panel, specify the source of the Variable data:
a. Select 'None' to prompt the user with an empty text field (no choices).b. Select 'Embedded' to enter a fixed list of choices. c. Select 'Query' to populate the list of choices with the data in an existing table column.
6. In the 'Display Style' panel, select the type of list to display to the user.
The 'Combo Box' and 'Radio Buttons' options allow the user to make a single selection. The 'List' and 'Checkboxes' options allow the user to make multiple selections. (Multiple selections can be used in conjunction with the 'one of' condition operator.)
7. Click 'OK' to exit the dialog box.
Say we have multiple Data Worksheets including the order and contact information pertaining to all customers. It would be helpful to have a Variable that provided a specific state value in order to filter the data so that only information pertaining to the customers in the specified state was included in the data analysis.
Instead of creating the 'state' Variable for all of the Data Worksheets, we can create it once and save it as a 'Variable' asset in the Asset Repository. Then, we can reuse the Variable in all of the relevant Data Worksheets. Follow these steps to create a Variable asset:
1. Create a new Worksheet.
2. Click on the 'New Object' button located in the top toolbar, and select the 'Variable' option. This opens the 'Variable Properties' dialog box.
3. Specify “state” as the name of the Variable.
4. Specify “State” as the Label.
5. Select 'String' from the drop-down list for Type.
6. Uncheck the 'None' check box next to 'Default Value', and enter “CA” as the default value.
7. Ensure that 'None' is selected for the Selection List.
8. Click on the 'OK' button
9. Right-click on the Variable's title and select 'Set as Primary'.
10. Click on the 'Save' button in the top toolbar. This opens the 'Save as Worksheet' dialog.
11. Specify “State” as the asset name and select 'Global Worksheet' as its scope.
12. Click on the 'OK' button to add the 'State' Variable to the Asset Repository. Notice that the name of the asset on the asset tree is prepended with a Variable icon indicating that the asset is of the 'Variable' type.
Copyright © 2024, InetSoft Technology Corp.
