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.
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.
Only measures can be added to the value section, and only dimensions to the rows and columns. Individual elements are marked with different colors and icons to help distinguish them.
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.
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.
