Having a large chunk of data to collect, organize and maintain is a big hurdle for anyone. Every day we get to meet different sets of information that needs to be analyzed at a later time for business strategies. With today’s current technology, nothing beats having a business intelligence that helps you decide for your business needs as quickly as possible.
In this blog, I will be introducing a very helpful feature that focuses on how to filter data and limit results to a certain data. Through this, you can set only a certain data that can be viewed by you and your team on the business intelligence viewer.
A Cleaner, Data Specific and Direct to the Point Analysis with Filter Pop Up Form
The enhanced form of Business Intelligence’s Popup Filter allows you to select a specific data to view on the chart for analysis. You can hide or make a particular row visible which exists within the data source.
Let’s dig in how to work it out…
You can access the Business Intelligence Manager from the System Manager module. From there, click on an existing Business Intelligence or you may Create a New Business Intelligence. For instance, we will set an example of a Business Intelligence with Sales from Different Countries. What we want is customize the filter by country and exclude other data.
Select the Popup Filter from the menu options. The Filter Popup form will then display.
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In the form, we will find the following fields:
| Field |
Description |
Field |
This refers to the fields selected from the Data Source. |
Filter Type |
This field indicates only the records that contain the values in the corresponding field that are to be displayed in the pivot grid. You may select between:
* Exclusive – specifies that the Pivot Grid control should not display the selected filter values. All the other values will be displayed. This is also the default filter type value.
* Inclusive – specifies that the Pivot Grid control should display only the filter values.
|
For a better understanding, suppose transactions are made to the following countries: USA. Note that the default filter type is Exclusive, thus, all countries will be shown in the pivot grid.
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Now, filter the field country by selecting only the United States of America (click on the radio button on the specified row). The result would then show only the USA as a country.
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See the result below:
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Now, a new posted invoice is created and whose country was from Austria. This will show up in the Pivot Grid since the default filter type is set to Exclusive. Checking on the filters, we will see that the new country Austria is included.
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Austria has been automatically added as a filter of the data since we selected "Exclusive" as filter type. The system detects that the new record has a value that does not exist from the original collection of countries.
Another scenario: We want a filter that what we have selected will only show on the Pivot Grid even if new transactions are created, this time set the Filter type to Inclusive. To do this, open the Popup Filter form and set the country to Inclusive.
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Now, suppose we add a new posted invoice and whose country was from France. When looking back at the Business Intelligence, the result would then be the country France is available on the filter.
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France is not marked as filter since we selected "inclusive" as filter type. But "France" shows on the collection so user can later use it as a filter for the records if needed.
We hope you find this blog helpful for your needs in Business Intelligence. Feel free to add comments and suggestions below. Thanks for dropping by!