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Welcome to our training materials! We're excited to have you here and hope that this training will provide you with valuable knowledge and skills. Below, you can find the complete table of contents, this will give you an overview of what topics will be covered and in what order. Be sure to check back regularly for any updates, as we make changes or additions to the training materials. |
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Working with Subset Editor
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Filter bar
Widget header for every available row or column dimension in each widget
Cube Settings popup
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Subset editor shortcut can be also added to the context menu which is useful functionality when editing views.
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Navigate to Reports / Views - Simple planning template view
Enable the edit mode
Click on the cube setting icon
Select Product dimension
Open the advanced option GUI for the Dimensions Settings
Turn on Enable Subset Editor option
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Your choice is immediately visible and you can decide if those are the elements you want to display. The list includes Static and Private subsets.
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- Create your own subset
Select Europe and Asia element
Use Keep button to confirm the selection
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After the adjustments are made you can save them as our own subset:
Click Save icon
In the popup input: my test subset
Click Save button
New Subset will be now available in the Subset drop-down list
Click Apply to see the changes in the Overview widget then discard
Discard the changes
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If you want to make additional adjustments it's possible to copy & paste and change the order of the elements. |
3. Attribute Selection
Now you will practice Attribute selection.
- Follow the steps
Open Subset
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Editor for Overview widget Region dimension directly form its header
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Now we will practice Attribute selection:
Open Attribute drop-down list to see all available attributes for selected dimension
Choose Color and Currency
Like in previous case we you immediately can see how given attribute will look like if we it was applied it.
Open Attribute list again
Unselect Code and Description
Click Apply to see the changes in the Overview widget
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Click Save & Discard button and Discard changes in the confirmation popup to revert to original configuration.
4. Choose Default Value
Subset editor also allows us you to change default values for global filters and fixed values: .
- Follow the steps
Open Subset editor Editor for Region dashboard global filter
Current default value is set to: World
- You can easily change that
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Go through the elements visible in the dimension and notice that cursor icon appears
If you hover over it, the " Select default" message will appear
Select Europe element as default element Default
Click Apply
Save the changes and reload the page
Turn on the Edit Mode Check if
Region filter
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should be displaying Europe element.
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We You can decide not to choose remove default element at all by clicking "x" visible next to the selected element. |
5. Exercise
In this exercise we you will use Subset editor Editor to change elements displayed in Version dimension: .
- Follow the steps
Open Subset editor Editor for Overview widget directly from its header
Choose Version from the list
Subset editor popup will appear on the screen
Select Actual, Budget and Act_Bud_Var from the list by pressing and holding Ctrl to select multiple items
Click Keep button
Click Apply the changes button
Overview widget is now displaying updated column elements selection.
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Open cube settings for Overview widget and click
Select Version dimension
After applying changes, List Type is now set to MDX and the selected elements are listed in the MDX statement in the textbox
Change List Type back to Subset and choose Default from Subset drop-down list •
Close the popup
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6. Rollup
Rollup functionality, allows users to quickly and easily aggregate data from selected members into a single, summarized record. The rollup feature can simplify data analysis and provide more comprehensive view of information. Aggregated data can be displayed in tables and charts.
In Subset Editor you will find dedicated Rollup button or you can utilize the Rollup option inside the context menu.
- Follow the steps
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Open the subset editor for Region dimension in Overview widget
Click Show All elements Elements (All E) button
Select all leaf level elements
Click Rollup button
Click Apply button
You will notice that new rollup was saved in the subset editor toolbar.
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Click Apply button
New consolidated element will be visible in the table
Open subset editor again
Click on the x button to reset the Rollup
Change Select different leaf level elements
Right click on any element to open up the context menu
Select Rollup from the context menu
Click on the x button to reset the Rollup
Rollup will be no longer visible in the subset editor toolbar
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Enabling this option reverses the order in which child elements are displayed under (or above) their parent consolidations.
- Follow the steps
Click Show All Elements (All E) button
Click Expand Above button
Click Apply button
Save the changes
Collapse and expand Region dimension consolidations and you will notice that the order in which children elements are displayed changed. Save the changes.
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Working with Settings Service
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To do this, you need to reference that value in the report's title using the UX placeholder. This way, every time the user changes the filter, the report title will update accordingly:
- Follow the steps
Navigate to Sales Planning view (Exercises / Views)
Enable the Edit Mode
Click on the page title
Change it to ": Sales Planning $<<UX_Demo.Region.Region>>"
Change the Region global filter to World
Make sure that the title updated
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With the use of the UX placeholder, you can also retrieve the alias of elements. This is done by using the syntax: $<<(Instance$<<Instance_Name).(Dimensions name)_Name.(Hierarchy name)_Name-alias>> |
» Attribute values
It is also possible to retrieve specific attribute value from Settings Service and use in e.g view title. You must use the following formulasyntax: $<<(Instance$<<Instance_Name).(Dimensions name)_Name.(Hierarchy name)_Name::attribute name>> attribute>>
In this exercise we you will retrieve values for Region dimension Country Code attribute.
For the attribute to show correctly in the frontend we need to enable the option option calledAll Attributes needs to be enabled.
This is how we enable it:
Click on the Settings icon
Select Filterbar option
Set All Attributes to Yes
Collapse the settings panel and save
Save the changes
Reload the page
Enable the edit mode
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- Then follow
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- the steps
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Click on the view title
Change it to: Sales Planning $<<UX_Demo.Region.Region::CountryCode>>
Change the Region global filter to Spain
Make sure that the title says: Sales Planning ES
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Those variables can be used in every text field in the view definition: info tool-tips, page titles etc. as well as in MDX query. |
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UX placeholders can be part of MDX expressions that are used when configuring dimensions.
In this example we you will configure Version dimension (Exercises / Views / Sales Planning view) to dynamically change the column content depending on the selected Global global filter.
- Follow the steps
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Click on the cube icon to open up the cube settings popup
Change the sub-view to Version
Select Version column dimension
Open the advanced options panel and select Dimension Settings
Change the List Type to MDX
In the MDX text box input: {[Version].[Version].[$<<UX_Demo.Version.Version>>]}
Close the Cube Settings popup
Change the Version Global global filter to Budget
Make sure that the data as well as column header updated •
Save the changes
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3. Dynamic Formatting
Another way to utilize the UX placeholders is to make the formatting of our table more dynamic. Instead of using the column name for formatting, we can use the UX placeholder, which will apply the formatting based on the value of the global filter.
- Follow the steps
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Click on the cube icon to open up the cube settings popup
Click + icon visible the Global Filters section
In the popup:
From the dropdown list select Period dimension
Click Add Dimension button
Change the Attribute (for newly added Period dimension) to Short Description
Close the cube settings popup
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- Follow the steps
Open the advanced option panel
Expand Table config Config section by clicking on the + icon
Select Column Format
Click + Column Format
Add Year Column by Feb column by selecting it from the dropdown list and clicking +
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Click on the pencil icon in className textbox and select any class
Click Apply button
Open the CODE tab
Replace the Feb column name with $<<UX_Demo.Period.Period::Short Description>>
Collapse advanced options panel
Save the changes
Change the Period global filter and notice that formatting is based on currently selected value .
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(only Year column will have different formatting applied)
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4. UX placeholders used in hierarchy context
This functionality allows users to dynamically define a dimension hierarchy using a placeholder. After clicking Select button the Hierarchy dropdown list will be changed to text box to enable placeholder input. To showcase this example we will create
- Create new view
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Select Add public... option inside Exercises - Views folder
Do the following configuration inside the popup:
Add view title: Dynamic hierarchy
Change the Cube Source by selecting Retail from the dropdown list
Click Create button
Publish the view.
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- Set up the view
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Click on the cube icon to open cube settings popup
Select Default view
Drag and drop:
Period to Row Dimensions
Product to Column Dimensions
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- Set up Product dimension to dynamically change based on the hierarchy selected
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Click Add Dimension (+ icon) button in Global Filters section
Choose Product from the list
Click Add Dimension button Click
Add Click Add Dimension (+ icon) button again
Set Control objects Objects option to Yes
Choose }Hierarchies_Product from the list
Click Add Dimension button
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Select }Hierarchies_Product dimension
Open Subset Editor
Click All E button
Select Product:Color and Product:Size from the list of available elements
Click Apply button
Select Product global filter dimension
Open the advanced options panel Dimension Settings
Click Select button visible above Hierarchy dropdown list
In the editable text box input UX Placeholder: $<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>
Change the list type List Type to MDX
Select Product dimension added in columns
Add the same placeholder in the Hierarchy text box
Change the list type List Type to MDX
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Close the cube settings popup
Change }Hierarchies_Product filter to Product:Size and back to Product:Color
Notice how Product dimension hierarchy dynamically updated in global filter as well as in columns.
Save the changes
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This configuration will work for global filters as well as for dimensions selected in rows or columns. |
5. Nested UX placeholders
We will use Use the view configured in the previous exercise to practice how can we add adding nested UX placeholders.
In this example the selection will be even more dynamic, both filters are configurated the same way as in previous case, but the MDX changes were made for the Product dimension added in columns.
We need to do only one change in the view configuration:
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- Update the configuration and follow the steps
Click on the cube icon to open cube settings
Select Product dimension added in columns
Open advanced options panel and select Dimension Settings ◦
Change the MDX query to:
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{[Product].[$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>].[$<<UX_Demo.Product.$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>>>]} |
Close the cube settings popup
Select element from Product global filter and notice how the column element dynamically updated
Change }Hierarchies_Product filter to Product:Size and select different element from Product element global filter
Save the changes
Above example shows that by nesting two UX placeholder statements within each other users can not only define dynamic element selection based on filters, but also dimension hierarchy.
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MDX details: {[Product].
[$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>].
[$<<UX_Demo.Product.$<<UX_Demo.}Hierarchies_Product.}Hierarchies_ProductProduct>>>>]}
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In this part of the exercise to apply the format based on atribute attribute dynamically:
Open the cube settings
Select }ElementAttributes_Region dimension
Open advanced options panel and select Dimension Settings
Set Fix option to No
Change the List Type to Subset
Close cube settings popup
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Right click on the inserted column header
Select Edit Column Header from the list
Enter the new title in the popup e.g. ": New Column "
Click Save
Make sure that the column header updated
Save the changes
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To undo the changes follow the steps below: When many changes are made at once (e.g. via a copy/paste action), these are stored in the change log in a summarized form:
Check the box for the change you want to undo
UNDO button will become active, click it
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Right click on the Operating Expenses cell in Actual column
Choose Comments from the list
In the text box write e.g. : This is test commentary
Click Post
Close the popup
Make sure that the cell is marked with red triangle that indicates that the comments was added
Click Refresh button
Make sure that Waterfall chart is displaying the added comment for Operating Expenses element
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3. Track process status in notification drawer
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Since UX Version 2023.10 Notification drawer has been disabled by default (bell icon not visible in the app), to enable it please add the below option to the default.constants.js file and set it to true. 'NOTIFICATION_DRAWER': true File is located in ApliqoServer\webapps\Apliqo_Demo\apq-c3-custom\js folder. |
With the help of the processes drawer in the notifications panel, users can monitor running processes and their status changes.
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In the right corner of the page there is a name of the user visible (Demo1), click it
Choose User Default Settings from the list
In the popup open Set Default Homepage drop-down list
Choose Welcome to Apliqo UX
Close the popup
Click on the Logo and make sure that it navigates to Welcome to Apliqo UX
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Final Exercise
Your task: Recreate a wizard based on provided screenshots. Pay attention to details like colors, typography, formatting and layout. View demo below to check the details.