In this case study, filtering, sorting and extracting data from the wizard and using ${view:ViewName.Selection} will be covered. The idea of this dashboard is to select a product_id from a Grid element and a Table element will display records with the selected product_id. The border title for the Table element will display the product_id selected.
Query Builder
button and use the table named
sales_fact_1997. Select all the fields. Infer the schema and end the wizard.
Finish
button.
Add Grid
. When the wizard appears, click on the Next
button twice. In the Expression Builder
, enter 100 in the Amount
field. Then, click on the Set Value
button. This will extract the top 100 data from
the datasource. Click on Next
twice.
product_id
. Finally, exit from the
wizard by clicking on the Finish
button.
Sales
as the border title.
Add Table
. At the second page of the wizard, you will see the
parameter defined in the datasource. Under Value
, change ${id}
to ${view:Sales.selected:product_id}. This will pass in the value selected by the user
from the Grid element to Sales_param.ds as a parameter. The Table element will display the respective
results.
Add
icon. Select
product_id
and Ascending
for the Name and Sort Order respectively.
This will sort the data according to the product_id in ascending order.
Next
button twice. Over here, you will be able to do some filtering of
data. Under When
of promotion_id, select
Not Equals. As for the Condition
, enter the value
0. This will filter away all the records where the
promotion_id is zero. Finally, click on Finish
to exit from
the wizard.
Initial Selection
to the Grid element.
With Initial Selection
, the Table element will have a value to pass to
the datasource when it loads.
Initial Selection
, right-click on the Grid element and select
Initial Selection...
. You will then see the Initial Selection Wizard
like Figure 2.20, “Initial Selection Wizard”. Select Select First on Refresh
. For the
Field
, select customer_id. Click on
Finish
. With this setting, the first record of the Sales element
will be selected (based on customer_id) each time the view is
refreshed.
Presentation...
. The default value for Border Title is
${ContentName}, which is the name of the element in the perspective. This name
is editable at the properties of the element. To change it to reflect the selected
product_id, enter ${view:Sales.selected:product_id}
in the Border Title field. Click on Finish
to exit from the wizard.