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.
Related
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])
in PowerApps, I have default New Form screen for Table1 with Combobox linked to Table2 so the user is able to choose items from the Table2. Combobox is saving the selected item Column1 data from Table2 to Column1 in Table1.
What I need, is to be able to save appropriate combobox item Column2 data (from Table2) to Column 2 in Table 1.
Basically, I need to save item's Column1 AND! Column2 data from Table2 to Column1 and Column2 of Table1.
BTW: Tables are lists on Sharepoint.
Can you help please?
This level of customisation requires in any case abandoning the out-of-the-box forms and creating your own. For a simple example of this, please see here.
The approach to store the individual selected values in separate columns in Table 1 (as you suggest) is not the approach I would recommend. This is relatively easy to implement but is incomplete and has shortcomings, including but not limited to:
You need to create as many columns as there may be items in Table 2, and the number of items in Table 2 may vary over time
PowerApps cannot currently set a column value to Blank() in a data source, so you will need a work-around to deal with the situation where an item previously selected needs to be unselected
The correct way to deal with the combo box is to create a many-to-many relationship as outlined in this post.
When saving the changes, you need to:
Remove any records in the junction table where an item has been unselected via a Remove or RemoveIf statement
Create an entry for each new item that has been added to the relationship via a Collect or a Patch function
If you need guidance on this, please comment this answer and I will add more details.
I have a similar problem to one answered this past November. (Same general title.) The particulars of my problem are as follows:
I want to send users an excel template with validation rules. In the first column (Receipt/Disbursement), users select whether a record is a Receipt or Disbursement. For that, a discrete list (Receipt, Disbursement) is defined to validate against. This works fine.
On a subsequent column (Schedule), validation is to be based on a defined Schedule Table that references the Receipt/Disbursement column: If the user selected Receipt, a list of possible schedules from the Schedule Table is presented, if the user selected Disbursement, a different list of schedules from the Schedule Table is presented.
How do I base my validation (selection list) on the Schedule column on the result of the previously indicated Receipt/Disbursement column?
Thx!
Here is my query. I am new to Cognos and using Cognos 10. And I am having a bit difficulty in developing a report which uses a Sub Query and an Inner Join Query.
1.
SELECT ID, BATCH_DT, LOCIT FROM AOI.TEMP_BRICK
WHERE BATCH_DT < (SELECT MAX(DATE) FROM CALENDAR)
2.
SELECT A.ID, B.SAL FROM TABLE as A LEFT OUTER JOIN TABLE as B
WHERE A.ID=B.ID
First, you must understand that Cognos generates its own SQL. In order for it to do that, you must define relationships between tables in Cognos Framework Manager. Once that is done your report has 3 major parts, The Report Page(s), the Prompt Page(s) and the Query(s).
a.) Setup the CALENDAR and AOI.TEMP_BRICK tables in Cognos. You may want to define a relationship between TEMP_BRICK.BATCH_DT and CALENDAR.DATE (assuming your calendar has date records for every date that may be present in TEMP_BRICK).
b.) Next you would create a new List Report. You would grab your ID, BATCH_DT and DATE fields into the list. (Date would come from the calendar if you decided to link the two tables in step A, otherwise you use the BATCH_DT field in TEMP_BRICK.)
c.) You would open the Query pages and see that Cognos has already created one query, called Query1. You need to create a new query (we will call it qryMaxDate). That query would have one element, 'DATE' from CALENDAR. On the properties of the 'DATE' field in Data Items, you would chagne the 'Agregate Function' from None to 'Maximum'.
d.) Now edit your Query1, add a Filter on the Date from that query. In the Expression Definition, select the Queries tab and drag the 'DATE' field from your qryMaxDate. Should look something like this [Batch Date] = [qryMaxDate].[Date]
e.) You are done! Run the report. in this case, the user running the report is giving no input, so no Prompt page is necessary.
a.) Setup Table A and B in the Framework Manager. You need to define a relationship between Table A and B in Framework Manager via a Star Schema (define A.ID = B.ID and specify 1 to n, or n to 1).
b.) Create a new report and simply drag in elements from table a and table b. Their relationship is already defined in Framework manager, so there is no need to re-define it while writing reports.
Your second example is a great demonstration of the power of BI programs like Cognos. Report Authors dont need to fully understand the ways that two tables are joined... they simply pull out elements from each table and they work, as the relationships are already defined in the Framework.
I have a portal in my contacts table layout that shows related mention in a second "mentions" table. This related table has a relationship to a third "sources" table that I want the user to select from when they view the data in the "mentions" portal of my "contacts" layout. This works for the most part. The problem comes when the user changes the "source" in the portal then attempts to change the "source" in the next portal row t will change the "source" to the last select source regardless to make a selection
any ideas ?
here are some screen shots of how I have it setup
portal and specified field
and field control setup
and the relationship
You are modifying the value of the source field in the sources table, which is not what you want. You only want to use that data to populate your value list and store the serial number of that source (or the source text) in your mentions table.
1) Create a value list from sources using all values from the sources field.
2) Create a new field in the Mentions table called 'source.'
3) Add that field to the portal and remove the current sources field.
4) Apply the value list to your new field.
It sounds like your portal isn't actually the mentions table, but the sources table. Either that or the field that you're using to change the "source" is not in the mentions table, or is not the correct Table Occurrence.
The portal should be based on the Mentions table, and should contain a field in that table that refers to the sources table, not a field from the sources table.
Either way, to diagnose it further, I'd probably need more detail.