I have a table called order which have columns called Region and OrderNumber. My client want region as slicer in page and OrderNumber as a page level filter. I have a grid visuals which displays details of orders. Grid includes OrderNumber column as well. So a sales person click on region in slicer and trying to go to select orderNumber in page level filter, OrderNumber is filtering data based on slicer. Is it something that slicers do not interact with page level filter. If yes, help me in providing workaround to make slicer interact with page level filters.
In your case the easy way to have another slicer, which contains the OrderNumber so that when Region selected you'r second slicer would be filtered:
You can also, manage interactive filters upon your requirement as mentioned in screenshots:
Related
We want to have a sales order dashboard where we only show orders for certain sales people based on the logged in user. For example, we have sales people BB and CR who share an assistant TP. BB can see his orders on the dashboard. CR can see his orders on the dashboard. TP can see orders for both of them on his dashboard. We also have people outside of sales who need to see all orders. We want to do all of this without having to create a bunch of custom dashboards. We wanted to maintain 2 dashboards - one filtered one for sales people and one unfiltered one for everyone else.
We have gotten close to solution by using a generic inquiry. We created custom fields on the salesperson that point back to a logged in user (UserID1 and UserID2). Multiple custom fields were used because a single sales person could be visible to 2 people. We then joined SOOrder to SalesPerson inside our GI. We then wanted to join the Users table on (SalesPerson.UserID1 = Users.PKID AND SalesPerson.UserID1 = #me) OR (SalesPerson.UserID2 = Users.PKID AND SalesPerson.UserID2 = #me). That would allow us to create a filter where Users.PKID is not null to limit the view for sales people and then not use any filter on the non-sales dashboard.
The problem is that #me is not available on the Relations section. It is only available on the conditions section. We tried to just have the join of SalesPerson.UserID1 = Users.PKID or SalesPerson.UserID2 = Users.PKID and then creating the condition for the #me portion. The issue there is that it only shows records with a match. That won't work for non-sales people.
Is there some way to include #me or an equivalent on the relations tab? Any better way to accomplish this?
Built-in variables like '#me' aren't well documented which raises questions about support of this feature.
Try this instead:
In generic inquiry TABLES tab, add table 'PX.Data.AccessInfo'.
In PARAMETERS tab, add a new parameter (ex: 'P1') and set the Schema Field value to 'Accessinfo.UserID' (use 'Accessinfo' or the alias for that table declared in TABLES tab).
In the RELATIONS tab in the join condition Child Field you can reference the '[P1]' variable.
Accessinfo DAC contains current record of the logged in user and reflects the information you see when you click your profile in the top right of Acumatica pages. If the solution doesn't work right away you can debug it with the Request Profiler page to look up the generated SQL query for the GI.
Is there a way in Acumatica report designer to union two tables? I find that you have to link table to use them in reports. For example can you get data based on a date range from AP Invoice and AR Invoice without having a third table to link them together?
Thanks
A DAC created over a SQL VIEW with UNION ALL and added to ReportDesigner is likely the best approach, but perhaps a FULL JOIN will work for your purpose.
This link describes Full Join or Union All:
https://www.tutorialspoint.com/sql/sql-full-joins.htm
For your example in ReportDesigner, APInvoice could be FULL JOIN to ARInvoice on FinPeriod and Vendor/Customer on relationships tab, offer From/To date range parameters on parameters tab with defaults such as #monthStart and #monthEnd. Conditions tab could limit results to WHERE DocBal NotEqual 0. Display textboxes could use an IsNull such as:
=IsNull([APInvoice.DocBal],[ARInvoice.DocBal])
I'm using a worksheet that is configured to connect to the data Cube and everything I see is a pivot table.
I put Customer ID into Row and Net Revenue into Column, but somehow I cannot filter Revenue (it's greyed out), and I cannot use a slicer on that field. Is there anything I did wrong? I can filter Customer ID, but that's not going to be useful. It seems that I can only put it into "Values", which is pretty frustrating.
A side question: Is there a way to know the SQL scripts used in each OLAP query? I'm thinking maybe I can write VBA codes for the query, which would be more flexible.
Click on the Customer ID filter icon, and select the VALUE filter option. This lets you filter the aggregated numbers in the VALUES field from the perspective of the field you are filtering from (in this case, from the perspective of the ID field)
I need to control the data being shown on table Collections and Delivery based on what I click on Table A column value on Spotfire.
For example we have the three tables below:
When the user clicks on a column on Dashboard Table let's say BO: BN. On Delivery and Collections Table only BO row should only appear. How can you do this in Spotfire?
Note: The three tables have a relationship via Code and Branch column.
Additional data:
Collections and Deliveries table takes its data from DB using parameterized SQL Query.
There are three parameters that needs to be satisfied so that the query will work and data will be retrieved these are
StartDate
EndDate
Branch
I don't have a problem with the Date parameters but with the Branch see below SQL Query
The branch parameter value is controlled by specifying/entering a value on the input field on text area.
Deliveries and Collections table is configured to refer to this value to display the data.
The suggested solution worked great, but I have this extra dependency which makes it a bit more difficult to work out a solution. Do you have any ideas on how to go about this?
#dimas- One way to do this is creating detail visualization tables for Collections and Delivery from 'Dashboards table'.
Assuming that the three tables have relationship, please follow the below steps.
Step 1: Right click on Dashboards table and select Create Details visualizations -> Table. It prompts you to select a table, select 'Collections' tables.
Step 2: Repeat Step 1. But, this time select 'Delivery' table.
The Dashboards table now controls what data to show in Collections/Delivery tables based on the row selection.
Output:
Please ensure that you right click on the table and select Properties > Data > All data for Collections and Delivery table (screenshot below) if you want to show all rows if nothing is selected in Dashboards table.
I have a SSAS cube where one dimension is "User".
User has many attributes, say "Email", "Mobile Number", "Address" and (many) more.
I build a Pivot table in Excel 2016 where I can easily find which Users, for instance, placed orders in the current month.
Now, I want to visualize for each of these users several of the possible attributes: I just need to easily get the list of email and mobile numbers of the users that placed orders in the current month.
If I drag the required attributes in the Pivot table though, these are used to further split each row: under each User in the Pivot there will be a level with just one Mobile Phone and this will be further divided in one email and so on.
What I need is, instead, keeping the division of the Fact "Order" only by the dimension User, and for each User to just visualize some more fields.
What's the best way to achieve this?
The only way we can think of so far is to have an additional attribute with the concatenation (comma separated?) of all the needed information. But this is honestly horrible. The aim should be to have each of the additional attributes in its own excel cell.
I think you are looking for something like this ...
Pivot-Table options -> Display -> Classic PivotTable layout
For each field on your pivot table, Field Settings->Subtotals->None
From this raw data ...
And the options above, I generate this Pivot Table ...
I can't comment on Excel 2016, as I'm using XL 2013.
But in my pivot table, I can right-click on the default-displayed value for the dimension (I guess this would show the user Name for your User dimension - for me it's a Products dimension).[
Then select "Show Properties in Report", and select the one you want.
What it shows is what you get in the Tooltip popup when you hover over the cell. It doesn't seem to treat these extra values as extra dimension levels, with a Cartesian-product relation to the leaf-level you're looking at: it correctly just reads one value per leaf member.
Is there maybe some switch in your dimension design you need to flip to get Excel to do this? My dimension has these "properties" as dimension attributes, with AttributeHierarchyVisible=True, AttributeHierarchyEnabled=False.
I only have 2 of these defined (Current Product Code and ID). For some reason this Excel functionality also includes the immediate parent level of the leaf level in the hierarchy (Category) as a "property".