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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.

Table of Contents

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Working with Subset Editor

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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>>Product::Hierarchy>>

    • Change the List Type to MDX

  • Select Product dimension added in columns

    • Add the same placeholder in the Hierarchy text box

    • Change the List Type to MDX

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  • Click on the cube icon to open cube settings

  • Select Product dimension added in columns

  • Open advanced options panel and select Dimension Settings

  • Click Select button visible above Hierarchy dropdown list

  • In the editable text box input UX Placeholder: $<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product::Hierarchy>>

  • Change the MDX query to:

Code Block
languagejson
{[Product].[$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>].[$<<UX_Demo.Product.$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>>>]}

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Let's try it out:

  • change the value for World USA cell to bg-orange-600

  • you will notice that the formatting in style widget changed

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  • Open advanced options panel

  • Click on the Style widget header

  • Click on the CODE tab

  • In the table section you will notice that instead of class the attribute was used to drive the formatting

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In this part of the exercise to apply the format based on attribute dynamically:

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Open the cube settings

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  • Replace UX_Class with:

$<<UX_Demo.}ElementAttributes_Region

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.}ElementAttributes_Region>>

  • Collapse 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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  • Open advanced options panel

  • Click on the Style widget header

  • Click on the CODE tab

  • Replace UX_Class with:

$<<UX_Demo.}attribute.}ElementAttributes_Region>>

  • Collapse advanced options panel

  • change the }ElementAttributes_

  • change the }ElementAttributes_Region global filter to Color Class2

You should will notice that the font cell color for the World region USA and Brazil elements was updated.

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3. Read only based on attribute

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The values in the table will be reverted to the original one.

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Charts configuration and edition

1. Overview of Basic Options

Application offers various chart types and depending on which widget is selected, settings panel will return the available options. But some of them are common to most of chart types and first we will focus on those.

  • Tooltip shared

  • Chart title

  • Chart Null Values

  • Calculated Rows and columns.

  • Series section, which gives you many customization options, after clicking on the + icon next to Populate our data will automatically be added to the advanced options panel and now you can change:

    • Type: we have area, line, bar and column option

    • Color, which can be selected from the color picker

    • We can enable data labels for selected series

    • And change their format

Plot Options and Data Labels

What’s more graphs in the app naturally come with drill through capacity.

You can adjust those settings in the Charts Driablle section:

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Cross drill ➟ Available when we right click on the column and select Drill down by, we can turn it off using this option

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In one of the latest versions a new option has been added to the advanced options GUI: Chart Show Percentage o facilitate adding percentage formatting in charts. Enabling the option will result in % format and recalculated values to be displayed in data labels, tooltips as well as y- axis. No further configuration is required.

  • open the advanced options panel

  • select Chart widget by clicking on its header

  • select Chart Options

  • set Chart Show Percentage option to Yes

  • save the changes

The formatting in the chart will change, you will notice % visible in the data labels, tooltips as well as y- axis.

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Every update that occurs in settings also gets codded and we can check it in the code tab, which is another place where the widget can be customized.

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Charts configuration and edition

1. Waterfall Chart

In this section we will check out some of the advance adoptions specific for Waterfall chart. For the purpose of this exercise navigate to Latest Releases - UX Version 2020.08 - Waterfall Chart improvements

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  • Change the Department global filter to Executive General and Administrations

  • Click on the settings wrench icon an then on the Waterfall widget header

  • Expand Chart Options and select Waterfall Chart

  • Set Y Axis Min Auto to Yes

  • Collapse the advanced options panel

  • Make sure that now the differences between the values are more distinct & discard the changes

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»

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The same as in the grid widget elements of the chart can be set as hyperlinks that will change dashboard filters.

  • Enable the Edit Mode

  • Open Cube Settings for the Waterfall widget

  • Click on the Account dimension

  • Open the advanced options panel and select Dimension Settings

  • Set option HyperLink to change filters to Yes

  • Close the Cube settings popup

  • Click Taxes element

  • Make sure that the Account dashboard filter changed to Taxes

  • Save the changes

» Add commentary

The Waterfall chart includes an enhancement that allows comments added to the table to be displayed directly in the chart. By default this option is not enabled, but you can easily change it using advanced options:

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