Page 158 - Unanet AE: Using Analytic Dashboard Designer

The Tree View filter element allows
you to display dimension values in
a hierarchical way. This can be the
set of dimensions with different
Tree View group intervals (for instance,
Year/Quarter/Month) or the set of
related dimensions (for instance,
geographical data such as
continents/countries/cities).

Activity 2.14 – Filter Elements
In this activity, you will create filter elements used to filter other dashboard
items.

Activity Steps

Part 1: Add a grid
1. Select Utilities > Analytic Dashboard Designer.
2. Select the New button. An Add Model? message displays.
3. Select the Yes button. The Analytic Models window opens.
4. Double-click the Sales Journal Detail CVS model.
5. Select the Grid button. The Grid item displays on the Dashboard.
6. Select the Parameters icon on the upper-right corner of the Dashboard. The
Dashboard Parameters window opens.
7. Type 1/1/2020 in the Value field for the From_Date line.
8. Type 2020-01 in the Value field for the From_Period_Code.
9. Type 2023-01 in the Value field for the Thru_Period_Code.
10. Select the Submit button.
11. Click and drag the following fields to the New Column field in the DATA ITEMS
panel. Note: If you see a red exclamation point in the upper left corner of a
dashboard item after adding fields to the DATA ITEMS pane, select the Reload
Data button.
• Transaction_Date
• Amount_Normalized
13. Select the down arrow for the Transaction_Date field in the DATA ITEMS
pane.
14. Select Exact Date.
15. Right-click the Amount_Normalized column header.
16. Select Add Total > Auto.

Lesson 2: Dashboard Design ©2024 Unanet. All rights reserved. 158