Inquiry and watch your data in Inquiry and watch your data in Inquiry and watch your data in Inquiry and watch your data in a smart way witha smart way witha smart way witha smart way with

Andrea Gioia

(andrea.gioia@eng.it)

Agenda

� QbE overview

� Smart Filter introduction

� Smart Filter in action

� Smart Filter document creation

� Q&A

Agenda

� QbE overview

� Smart Filter introduction

� Smart Filter in action

� Smart Filter document creation

� Q&A

What?

QbE (Query by Example) is an ad-hoc queryingengine that allows the users to:

• define queries in a visual way

• execute queries

• save queries for further executions

• export results

When?

QbE can be useful when:

• The final user must have free access to data sources

• Focus is on data inquiry and not on final output layout

How? (query creation)

How? (query execution)

How? (results exportation)

How? (query saving)

Agenda

� QbE overview

� Smart Filter introduction

� Smart Filter in action

� Smart Filter document creation

� Q&A

What?

Smart Filter engine is an ad-hoc data filteringengine that allows users to:

• Create enquiry forms in a visual way

• Filter data on a predefined view through those forms

• Group results

• Drill into details for each results' group

Enquiry forms

Data filtering and grouping rulesData domain

(base query) �

Form

When?

Smart Filter can be useful when:

• users have to inquiry and watch the data through several filtering criteria

• users need a simpler approach than the query metaphor

Agenda

� QbE overview

� Smart Filter introduction

� Smart Filter in action

� Smart Filter document creation

� Q&A

Filter’s types

Static closed filtersFiltering entity and values are

predefined

Static open filtersFiltering entity is predefined, filtering value is prompted

Dynamic filtersFiltering entity is prompted in a

combo box, values are freeGrouping variables

Results will be grouped by the entities selected into the 2

combo boxes

Step 1: fill form

Step 2: submit form

Step 3: analyze result

Master table shows a summary of records satisfying the form inputs and aggregated measures calculated on the selected grouping variables

Step 4: drill into details

By clicking on a row of the master table, the user can see the detailed records satisfying form inputs for the context values of the grouping variables

Step 4: drill into details

Agenda

� QbE overview

� Smart Filter introduction

� Smart Filter in action

� Smart Filter document creation

� Q&A

Smart Filter document creation

Developers can build the Smart Filter document using the Web GUI, starting from document's detail page

Step 1 : select datamart

The system asks the developer user the existing datamart to start with; all the information contained in the datamartdocument will be inherited by the Smart Filter document

Step 2: define the base query

Then the developer has to define the base query with QbE GUI: the result of this query is the data domain which the Smart Filter will inquiry on.

Step 2: define the base query

Step 3: test the base query

Step 4: select form designer tab

Form design tab

Form preview tab

Save form configuration

Step 5: add a static close filter

Click here to add a new static close filter group

Click here in order to retrieve the fields returned by the base query

Step 6: configure the static close filter

Radio buttons

Check boxes

Step 7: populate the static close filter

Add a new option

Step 7: populate the static close filter

Step 7: populate the static close filter

Step 7: populate the static close filter

Step 8: add another static close filter

NOTE: You can have more than one static close filter

Step 8: add another static close filter

Step 8: add another static close filter

Step 8: add another static close filter

NOTE: A filter option may contain more than one condition, as shown in the figure below

Step 9: add an open filter

Dragging a query field into the Static open filters section, the relevant wizard appears

Step 9: add an open filter

Filling the wizard, you define a new static open filter

Step 10: add another open filter

NOTE: You can have more than one static open filter

Step 11: add a dynamic filter

Click here to add a new dynamic filter

Step 11: add a dynamic filter

Step 11: add a dynamic filter

Dragging query fields, you define the variables for the dynamic filter

Step 12: select grouping variables

Dragging query fields, you define the grouping variables. You can use more than one field as grouping variable

Step 13: form preview

Form preview

Step 14: save template

Save form configuration

Questions

?

Thanks

Links

www.spagoworld.org/

xwiki/bin/view/Spago

World/WebinarCenter

www.spagobi.org

www.spagoworld.org

/blog

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