Data dashboard is only available in the edit mode. It allows you to manage your data and customize its settings according to your preferences. 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.

Data Editor

This tab presents all data added to an analysis: selected data model, measures, attributes and filters. 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. Clicking the pencil icon opens a window where you can change the data model.

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Changing a data model may affect the analysis and remove previously selected rows, columns, filters, or values.

The data editor is composed of four sections: values, rows, columns and filters. The content of each section can be expanded and collapsed by clicking on the arrow icon next to section name. Clicking on the plus icon by the value, row and column sections opens an additional window with a list of all measures and dimensions assigned to the selected data model. You can add an element by clicking on the plus icon next to its name or by dragging it to the desired location on the panel. 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.

Settings

In the second tab, you can manage the table structure and how the data is displayed.

• Swap rows and columns - it transposes rows and columns. This option will apply both to the table and the data panel.
• Display data - you can choose whether to display blank rows on the table. This option is deactivated by default and blank rows are not displayed.
• Name format - you can choose the format in which the names of measures, attributes and hierarchies are displayed. The selected format will be applied both to the table and the data panel. Available formats are: Shortened name - simple name of measures, attribute or hierarchy. Additional information (folder name, dimension name) can be viewed upon hovering the mouse cursor over an element in the left panel.Detailed name - in addition to the name of measure, attribute or hierarchy, it also contains the name of the folder or dimension. Technical name - name returned by the OLAP source.

Custom measure

Custom measures are built following the structure of the mdx language, their definition can greatly improve the user experience, but minimum knowledge of the language is required. To add a custom measure, select the + button by the column Values and then the option Add Custom Measure.

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Depending on the data model on which the analysis is based, a custom measure builder offers different options.

  Custom measure builder for the OLAP model:   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.

Definition

In the definition view, you can build a custom measure query. 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.

Format

It is used to define the format of a custom measure. 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:

Translations

In this tab, you can add language translations to a custom measure. 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.

Custom measure validation

This is used to verify the correctness of the query syntax of a custom measure. 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.

Dimension attribute element

As of Comarch BI Point 2024.1 it is possible to use specific values added to a dimension attribute. To use a specific value of the attribute, select the attribute in the custom measure builder and then the option Show elements. 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.

Delay analysis refresh

Using the option to delay analysis refresh you can make multiple changes at once before the table view refreshes. This option is available on each tab of the left panel.

The chart’s analytical pane is available below the pivot table: 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:

Templates

In the Templates tab, you can edit the type of presented chart and its template.

Chart types

You can define a chart type to be presented in the analysis. 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:

• Sales Quantity, the chart type was set to line chart
• Sales Value, the chart type was set to bar char
• Purchases Quantity, the chart type was set to scatter chart

Selectable chart types are:

• column chart
• line chart
• area chart
• pie chart
• scatter chart
• waterfall chart

Templates

You can define a template of the selected chart.

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Depending on the type of selected chart, the available templates may vary.

Available templates are: For column charts, bar charts, stacked charts:

• Classic – presents data as separate columns, side by side on the x-axis with the values represented on the y-axis
• Stacked – shows sums of values for different categories, but in such a way that each value within a category is added at successive column levels, creating a “stacked” column
• Stacked 100% – shows data in a similar way to the stacked chart, except that each column is normalized to 100%

For pie charts:

• Pie – shows data as a circle divided into slices, with each slice representing the percentage of a category relative to the whole
• Doughnut – similar to the pie chart, but with a hollow center to create a 'ring' effect For scatter charts:
• scatter plot - shows data as individual points on a two-dimensional coordinate system, with each axis representing a different variable
• bubble plot – an extension of the scatter plot chart, where the size of each dot (bubble) increases or decreases depending on the value represented in the dot

For cascade charts:

• Waterfall

Data in this chart show changes in value over time or due to various factors. Each bar indicates an increase or decrease in value relative to the previous level. The bars are arranged in a way that creates a "waterfall" visualization, where values are gradually added or subtracted. This illustrates how individual elements impact the final result. In addition to defining the template, you can also change the orientation of the displayed values:

•  vertically

•  horizontally

Options and style

In this tab, you can manage the features of the labels and the chart legend.

 Standard labels

Selecting the option Show standard labels shows data labels in the chart as attached to and visible constantly in the chart.

 Additional labels

Selecting the option Show additional labels will activate a label with value upon hovering the mouse cursor over the column.

Legend

in the legend section, you can edit the legend and its parameters

• Show legend – when selected, it adds a legend into a chart

•  Auto-hide legend – when selected, it hides the legend when the browser window is reduced to a size that does not allow it to be clearly shown on the chart.

•  Legend orientation – this option is used to define the location of the legend on the chart.

Selectable options are:

• Legend inside the chart area

•  Legend outside the chart area

•  Legend position relative to chart – this option is used to set the position of the legend on the chart. By default, it always takes the position "bottom to center".

Axes and grid

In this tab, you can define whether the header/value axes are to be visible/invisible

Colors

This tab provides the chart coloring options. Coloring, as with the chart type, can be defined for the entire chart: or for a specific series:

•  Background color – used to define the background color of the chart (the default color is white)

•  Color palette – used to customize the color scheme of the data displayed on the chart:

  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.

A pivot table is a tool that quickly summarizes and analyzes large data sets. The pivot table in Comarch BI Point application is used to:

• Summarize data

The pivot table allows you to summarize large amounts of data to easily understand the general overview.

• Move and organize data

It moves and organizes data in a way that facilitates analysis. You can easily rearrange the data by dragging and dropping the appropriate fields.

• Filter data

Pivot tables allow you to filter data by various criteria so that you can focus on specific aspects of your analysis.

• Calculate totals, averages, etc.

It automatically calculates totals, averages, minimums, maximums and other functions for selected data.

• Update data dynamically

The pivot table automatically adjusts to changes in the source data. When data is updated or modified, the pivot table also updates.   Additional features available directly in the pivot table are:

• Lock row headers

The option Lock row headers is used to keep row headers visible even when scrolling through large data sets. When row headers are locked, the first row always remains visible at the top of the sheet, even when you scroll down the page. This makes it easier to identify the data in a particular row, especially when you have a lot of data and have to scroll through the sheet to see everything.

• Transpose rows and columns

Transposing rows and columns means swapping the orientation of the data in the sheet. If you have data organized in columns, transpose will convert them into rows and vice versa.

• Other features

such as Save to File (which exports a table to a file). Expand All and Collapse All.

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To add data to a pivot table, use the left data dashboard.  

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Use the right formatting pane to format the template and cells.

 

Context-based actions

Depending on the selected pivot table item, there are additional options designed specifically for the selected area.

1. Selecting a pivot table area

Activates two actions at the top, which you can carry out from the context menu: The two actions are:

• Copy - used to copy the entire pivot table

 

• Show formatting pane – expands analysis left pane designed for formatting the view

 

2.Actions available when selecting a dimension name

Upon selecting a dimension, you can filter out the dimension data in the context pane. Selectable options are:

• Filter – opens the left pane of data filtering

• Sort by (OLAP model only) – sort options available for OLAP models. This option is not available for analyses based on other data models.

• Sort by ascending/descending

• Change value format – expands the right formatting pane, where you can change the format in which the values are displayed

• Dimension custom name – used to change the attribute name displayed in the analysis

• Show formatting pane – expands analysis right pane designed for formatting the view

 

3. Actions available when selecting attribute element in a pivot table

Selecting an attribute element (attribute value) activates the context menu. Selectable options are:

• Copy – copies attribute name

• Sort by ascending/descending

• Show selected element only – when selected, only the selected element in the pivot table is filtered out automatically

• Hide selected element – hide the selected element in the pivot table

• Change value format – expands the right formatting pane, where you can change the format in which the values are displayed

• Custom name – used to change the name of the attribute element displayed in the analysis

• Show formatting pane – expands analysis right pane designed for formatting the view

   

In the right analysis pane, you can format the layout and behavior of values in a pivot table/chart. 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:

1. Table templates

View

there are two views available

• Convenient view

This is the default view, containing all the information about the data in the table, e.g., filters, measure names, dimension names, etc.

• Compact view

It is similar to the convenient view, but it no longer includes the dimension names in the pivot table.

Templates

Templates are used to change the color, layout and grid of a pivot table. There are 4 predefined template deigns available:

• Expressive
• Striped
• Vivid
• Classic

To customize the color for the template design, you can use the color palette available under the template by selecting the "+" button.  

2. Table options and style

In this section, you can define the formatting of table elements. It is divided into three groupings:

• Headings

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.

• Values

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.

• Grand totals and subtotals

Allow formatting of grand totals and subtotals only   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

3. Conditional formatting

Conditional formatting provides options to add rules for highlighting cells, change the layout of the pivot table according to the defined settings. To add conditional formatting to the analysis, select the pivot table 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:

• Formatting context – All such rows

Formatting will apply to the value within the entire pivot table.

• Formatting context – This row only

Formatting will apply to selected row only. Selecting "Add Rule" opens a window with conditional formatting definition. Conditional formatting can be defined in three ways:

• Values and totals

formatting applies to both totals and values in columns

• Values only

formatting applies only to values in columns

• Totals only

formatting applies only to totals in columns   The conditional formatting itself is applied when the condition specified by the user is met. A predefined logical operator must be used to define the formatting. Available logical operators:

• Greater than
• Greater than or equal to
• Less than
• Less than or equal to
• Equal to
• Different than
• Between
• Not between

  Priority is given to the formatting entered first and is first in the list. Each subsequent one is added below and thus has a lower priority. This priority can be changed by moving the formatting definitions with the drag&drop method.

4. Colors

  In this tab, you can edit colors under three groupings:

• Headings

The available options are used to change the colors of text and header.

• Values

The available options are used to define column value colors. Value colors can be defined as a single color or as an odd and even color pair.

• Grand totals and subtotals

The available options are used to specify the colors for grand totals and subtotals. In addition to the default color selection, you can also specify whether the coloring should be the same for headers and values, or different for headers and values.