Selecting "Apply" will transfer the values suggested by ChatERP to the analysis table.
ChatERP also supports more detailed queries regarding the structure of the analysis.
The edit mode is used to manage data and format its layout This mode provides the following:
Selecting the Use data from last model refresh option involves the following:
Furthermore, it is possible to create a new folder where a copy of the file will be saved. To do so, click on the folder icon next to the selected location.
After clicking on the icon, you can enter the name of the folder and add it to the repository.
In the lower part of the window, there is a switch button [Share with the same users]. By default, it is set to off. Setting it to on will share the copy to the same users as the source file.
You can also create a new folder where the file will be saved. To do so, click on the folder icon next to the selected location.
After clicking on the icon, you can enter the name of the folder and add it to the repository.
You can remove the analysis from favorites with the [Remove from Favorites] button on the navigation pane of the opened analysis or clicking the star icon by its name.
Selecting [Add New Subscription] will redirect you to the subscription editor.
If an analysis already has a subscription defined, after selecting the [Manage Subscriptions] action, all already existing subscriptions for the analysis will also be displayed on the screen.
After editing the selected subscription, you can also modify it (these operations require appropriate permissions).
If the analysis is used by a user who does not have the appropriate subscription privileges, an error message will be displayed when selecting [View Subscriptions].
You can also click on the analysis name on the navigation pane to rename it.
The above example presents renamed analysis in English. When switching the application language to English, the report name is changed according to the translation for the selected language.
Available file formats are:
Available options are:
or directly from the analysis view under [More actions]:
After running the analysis in refresh mode, a context menu opens.
In the context menu, you can specify the following:
or from the analysis itself:
After running the analysis, no data is displayed except for the information that the analysis is opened in delayed update mode.
To make changes, proceed to the edit mode:
Changes can be made in the left analysis pane:
The effect of the introduced changes can be viewed by selecting [Update Analysis Now] in the left pane.
When creating an analysis, after selecting the button [Save] you need to enter the name of the analysis being created and optionally its description.
Its location is displayed in the upper left corner of the screen.
Upon saving the analysis, you will be able to expand the list More Actions (framed in the upper right corner) for further modification of the analysis.
For description of all the available actions, refer to the article Actions.
Below the analysis name, there is the analysis location along with links to the specific place in the repository.
You can customize the width of the dashboard as needed. Simply hover the mouse over the right edge of the dashboard and drag it to change its width. To hide the dashboard, just switch to the preview mode.
In the upper part of the dashboard, there are tabs Data Editor and Settings between which you can switch.
Additional information about the selected data model can be viewed upon hovering the mouse cursor over it. You can also change the selected data model by clicking on the pencil icon next to its name.
You can easily search the list of elements using the search engine. The most relevant elements can be added to favorites by clicking on the star icon that appears upon hovering the mouse cursor over a measure or dimension.
Such elements will be marked on the list with a star icon and will be added to the Favorites section so that the user can access them easily.
Folders and hierarchies can be expanded and collapsed using the arrow icon.
The added measures and dimensions go to the left panel and table. By hovering the mouse cursor over an element, you can access additional actions. Using the filter icon you can add a filter to an element and using the “x” icon you can delete the element from the panel and table. Elements can be moved between sections by drag&drop.
If you add an element to the filter section, it will also be visible above the chart and table.
When more than one measure is added to the value section, an additional element appears - all values. This element is used to change the order and location (rows and columns) of all added measures.
Konstruktor miary wyliczanej dla modelu SQL:
Custom measure builder for SQL model:
Custom measures work in the same way, regardless of the type of data model. For OLAP models, you use mdx language queries, while for SQL models, you can use the options available in the additional right pane of the measure builder.
The Data column contains all measures and dimensions retrieved from a data model, which you can use to build a custom measure:
To use the measure in your query, drag the measure/dimension into the Syntax field.
In the Formulas column, there are multiple logical operators you can use to build a custom measure.
The formulas are divided into (logical) functions and (arithmetic) operators.
Upon selecting a function, its description is displayed together with use cases.
Possible formats are:
Number – a value precision can also be defined for this format.
Percentage – shows a custom measure in percentage format. You can also define a value precision for this format.
Currency – shows a custom measure in currency format. Next to normally defined value precision, you must define the currency that will be assigned to the custom measure:
Scientific – shows the number in exponential notation, replacing part of the number with the value E+n
Large numbers – this format is used to shorten the notation of large numerical values. For thousands it inserts the letter K, for millions M, for billions B, etc.
You can leave the form of value notation set to automatic (the program itself detects the corresponding symbol) or manual according to individual settings:
Custom – format individually defined according to the scheme:
Depending on the entered translations, those using BI Point in a language other than Polish will see the measure name according to the provided translation. If no translation is provided for certain language, the name of the custom measure will be displayed in Polish.
Upon selecting [Validate and Save], the program verifies whether the measure syntax is correct. If it is, the measure is saved and added to the list of selectable measures in the analysis. Otherwise, the validation fails and the user is notified of the error and reason.
To add an element from a document into the query syntax of a custom measure, drag it from the Data column into the Syntax column as in the case of any other value.
The chart area presents data on the pivot data in a user-friendly visual form.
The pivot table works in synergy with the chart. This means that any change made to the pivot table in the analysis dynamically changes the chart area. For example, if you apply a filter that restricts the data to one value in the table, the values displayed in the chart will also change.
Example:
There are two elements in the analysis: Sales Quantity and Customer Abbreviation.
Pivot table view:
Chart view:
The customer with the highest turnover is then filtered out.
Pivot table view:
Chart view:
To edit the chart, select the chart area and then expand the right formatting pane:
A chart type can be defined either for the whole chart (by selecting its entire area):
or for a specific column (measure) in the chart:
You can define multiple chart types in the work pane.
The chart contains 3 types of values: Sales Quantity, Sales Value and Purchases Quantity.
For:
Selectable options are:
or for a specific series:
The cascade chart is the only one that has the option Auto-color series:
Selecting this option automatically adjust the colors based on the characteristics of the constant values. Increasing values will be colored one color, while decreasing values will be colored another.
The pivot table in Comarch BI Point application is used to:
Wskazówka Use the right formatting pane to format the template and cells.
The two actions are:
Selectable options are:
Selectable options are:
To be able to format a specific section, you must first select the table/chart to see all available formatting options in the right pane (in the beta version of Comarch BI Point 2024 analysis, the only object that can be formatted is the pivot table).
There are several formatting options available:
View
Templates
There are 4 predefined template deigns available:
It is divided into three groupings:
In the heading formatting view, you can specify the font type, size, formatting style, text layout, and whether the text should be collapsed or expanded.
Formatting applies only to values in a pivot table. In addition to standard formatting options, such as changing font, size, style, there is also an option to change the format of the displayed value:
Available options are: Number, Percent, Currency, Scientific, Large numbers, From data model, Source, Custom.
In addition to the standard formatting options, there are additional fields such as Show Grand Totals and Show Subtotals.
For Show Grand Totals, you can specify the elements for which grand totals must be presented in the pivot table.
Available options are: For columns and rows (default), For columns only, For rows only, Do not show.
For Subtotals, only two options are available: Show all and Do not show:
Show all (default) and Do not show
then go the "Conditional Formatting" tab in the right pane and select "Add Rule".
Conditional formatting can be applied not only to the entire pivot table, but also to a specific attribute value. To apply conditional formatting to a value, select it in the pivot table and declare the formatting context for that value:
Conditional formatting can be defined in three ways:
Available logical operators:
This priority can be changed by moving the formatting definitions with the drag&drop method.
The available options are used to change the colors of text and header.
In the preview mode, the only way to interfere with the displayed view is to switch into "Edit" mode or use the filter option.
The filter option is also available in the analysis work pane above an attribute heading.
When accessing the filter pane, all elements included in the attribute are selected by default (see the figure below).
All the above-selected elements can be deselected with the Select all parameter. You can use the search field to find specific elements in the attribute.
Searching can be aggregated using the following options:
select the second tab Top N elements and then the option Show top N elements:
When selected, additional filter definition options are activated:
Here you can specify the time range that will be dynamically updated each time the data model is refreshed.
For example, selecting This year will automatically select the range from the beginning of the year to the current
day each time the data model is recalculated during analysis.
This option filters out all elements to a specified date.
Clicking on the filter icon activates filter options in the left pane of the repository.
When accessing the filter pane, all elements included in the attribute are selected by default (see the figure above).
All the above-selected elements can be deselected with the Select all parameter. You can use the search field to find specific elements in the attribute.
Searching can be aggregated using the following options: