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Custom Report Builder – B04 Grid Box Widget

Contents

1.1 Widget Setting

1.1.1 Data Tab

1.1.1.1 Preview

  1.  Dimensions
    1. A list of dimensions. Users are able to drag the dimension to the Filter or Split area to render out the result for the grid.
  2. Measures
    1. A list of metrics. Measures are the values that will be aggregated over the selected data. Users are able to drag the metric to the Measure area to select the metric for the widget.
    2. The naming structure of measure: [Metric Code]_[Count Mode]_[Aggregation Formula] (e.g. FC01_1_Sum)
    3. For metric code definition, please refer to Appendix B - Metrics Definition
    4. The following count mode stand for:
      1. 1 - People,
      2. 11 - Visitor People,
      3. 21 - Staff People,
      4. 12 - Car Vehicle
  3. Filter
    1. Users are able to select the dimension to filter (WHERE clauses) the data for the grid. By default, the filter will follow the report granularity to preselect a few dimensions. (e.g. Company level report will auto filter with latest date, company id and company name).  If users drag a non-preselected dimension (e.g. Area), this widget will become data binded and the grid box output will follow the selected option of the dimensions.
    2. Filter Configuration:
      Item Description
      1. Time

      • Default filter date range based on the widget time interval.
        • Minutes, 15Minutes, Hours - Latest Day
        • Days - Latest Week
        • Weeks - Latest Month
        • Months, Quarter, Year - Latest Year
      • Users are able to select the data range to preview the grid box output. If user select relative time, the selected time will not apply to the real data for the grid to display (only for preview display purpose). If user select fixed time, the selected time will apply to the real data for the grid to display
      • Time Shift - Users are able to compare a timeframe with a previous one. Users are able to define a shift interval such as last day, last week, last month or other ISO_8601 Duration Expressions (e.g. PT1H for one hour, P1Y for one year).
      2. Data
      • Users are able to select for the dimension options to preview the grid output. If there are extra filters (not preselect dimensions), this widget will be considered as data binded.
      • For example, if the selected granularity of the report/dashboard is Site, the preselected dimension will be Company and Branch. If users drag a non-preselected dimension (e.g. Area), this widget will become data binded and the grid output will follow the selected option of the dimensions.
  4. Split
    1. Users are able to select the dimension to split (GROUP BY clauses) the data for the grid.
    2. Split Configuration:
      Item Description
      1. Granularity (Only Supported for Time Dimension)
      • Time - Time Granularity based on the widget's time interval.
      • Time2 - Users are able to select the granularity for Time, which are minute, hour, day, week, or month.
      2. Sort By Sort according to the selected option.
      3. Order By Order by ascending or descending.
      3. Limits Select the output limit (5, 10, 25, 50 or 100).
  5. Measure
    1. Users are only able to select one (1) measure to render the data for the grid.
  6. Element Type
    1. Preview the result in different element types (only for preview display purpose).
  7. Preview Screen 
    1. Users are able to preview the grid output in different element types based on the selected dimensions and measure in filter section, split section and measure section.

1.1.1.2 Preview Table

Users are able to configure the display name of the column for the grid box. By default, the display name will follow the default name of the selected dimensions/measures.

 

1.1.2 Settings Tab

Item Description
1. Chart Title * Title for the grid box(Maximum 30 characters)
2. Export Name * Export name of the widget for the export function

*Required field

1.1.3 Advanced Tab

Item Description
1. Show Sparkline By default, this checkbox is not checked and disabled. It only will enable when the user selects split for grid box setting. Sparkline is used to display the data trendline for the metric selected
2. Show Threshold By default, this checkbox not checked . Threshold is used to indicated the maximum value of the metric selected.
3. Threshold This field will render when the show threshold is checked. This selector is metric definition of selected measure.
4. Set Widget Specific Threshold By default, this checkbox is unchecked. This checkbox will render when the show threshold is checked.  Widget Specific Threshold is used to set specific threshold value for the particular widget.
5. Threshold Value This field will render when the set widget specific threshold is checked. Set threshold value for the particular widget. 
6. Threshold Label This field will render when the show threshold is checked. Title of the threshold (Maximum 12 characters)
7. Show Change % Compared with Threshold This field will render when the show threshold is checked. This checkbox is used to enabling this will override the time shift settings (for showing the change % compared with specific time range).
8. Show YTD Values Check this checkbox if the grid box need to display date according to the period of the time beginning the first day of the current calendar year or financial year up to the current date.
9. YTD Options Select the Year to date(YTD) format. By default, Calendar Year will be selected. Calendar year is a one-year period that begins on 1st of January and ends on 31st of December. Financial year is a one-year period that begins on the start date of the financial year as configured in the company settings
10. SSI (Optional) Apply custom SSI code by selecting the SSI template or enter the code in the text area.

 

Updated on January 27, 2022