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Data Shaping


Hi, my name is Kumar, and in this video I will demonstrate how to perform various Data Shaping operations such as Grouping, Sorting, Filtering, Summarization, Formatting Data, and Top N in the Dashboard Designer.

So, let us start with Summarization. To obtain numeric values that should be displayed within a Dashboard item, Dashboard calculates a summary function against the specified measure.

Let us check it out.

In Management Console, go to Reports, and in submenu Designer Label, select option Designer Dashboard, click New button, provide Code and Description, then click Design Dashboard button.

Here, we will use a Dashboard item. Before that, make sure you have selected a Data Source. This is my Data Source. Now, let us take a Dashboard item, provide value. By default, Dashboard calculates Sum for numeric measures and Count for measures that contain another type of data.

You can change the summary function type for numeric measures. To do this, invoke the Data Item menu and select the desired summary type. Less common summary types are organized in the More submenu.

Now, let us move to Grouping which is another type of Data Shaping. The Dashboard Designer allows you to group dimension values and display summaries for entire group rather than individuals. You can arrange dimension values in group of different sizes by specifying the appropriate group interval and these group intervals can be Text Group intervals and Date Time group intervals.

In Text Group intervals, values are grouped alphabetically, and in Date Time group interval, we have Year, Quarter, Month, Day and inside More submenu you have Hour, Minutes, Second, Day of Year, Day of Week, Week of Year, Week of Month. Then, you have Month-Year, Quarter-Year, Day-Month-Year, and again you have Date-Hour, Date-Hour-Minute, Date-Hour-Minute-Second, and Exact Date.

Next, we have Sorting. The Dashboard Designer allows you to easily change the sort order of values within the Dashboard items. You can also enable sorting by parameter values. Sort order dimension values are indicated with these errors. To change the sort order, click the Data Item menu. You can also toggle sorting from the Data Item menu, Sort Ascending, Sort Descending, and Sort By.

Now, let us move to next topic which is Filtering. Dashboard allows you to apply filtering to each data aware Dashboard item. To apply Filtering, select the target Dashboard item and click Edit Filter button in Data tab. Filter Editor window will pop up. Here, you can build filter criteria with a convenient tree-like interface, and in order to clear filtering, select the Dashboard item and then click the Clear button in the Data tab.

Now, let us move to next topic which is Top N. This feature allows you to display only a limited number of values that correspond to highest or lowest values of a particular measure. To display the top values in dimension, select Top N from the Data Item menu. Top N value dialog will appear. Here, check the Enabled checkbox and then specify these settings.

Mode specifies whether top or bottom value should be displayed.

In Count, provide the number of values which you want to display.

In Measure, select the parameter that will determine the top or bottom values, and if Show Other Values is enabled, all values that are not the top or bottom values are consolidated in the Other value.

Next, we have Formatting Data. Dashboard allows you to customize various data format settings for Numeric and Date Time values. To specify a format for numeric values, select the format from the Data Item menu. Numeric Format window will appear. Here, you can do the formatting of the numeric values, and in order to format Date Time values, click on format submenu in the Data Item menu. So, in this way user can perform various data shaping operations in the Dashboard Designer.

With this, we end our session.

Thank you for watching this video.

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