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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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Installing Apliqo and UX Demo App
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In this section of the training materials, we will be guiding you through the process of installing a demo application. This application will be used throughout the rest of the training materials, so it's important that you are able to successfully install it. The demo app is a great starting point for getting to know the different features and functionalities that will be covered in the upcoming exercises. It also contains numerous examples that can be used to help you experiment and try new things on your own. |
Download the latest Apliqo UX installer file.
Right-click Apliqo UX installer file and select Run as Administrator
Follow the installation wizard:
Click Next button
Click I Agree button
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Select:
Demo Applications
Install Apliqo Server
Click Next button
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Finish installation by clicking Finish button
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Ad-hoc analysis
1. Context menu
» Subset editor shortcuts
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In this section, you'll explore Subset Editor Shortcuts, accessible via the table context menu. These shortcuts include, Selection (quickly change displayed elements), Remove Attribute and Attributes (replace current attribute with a new one) . |
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
» Drill
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The feature will allow you to drill on each row, by any other dimension (including alternate hierarchies), which are part of the cube the view is based on. |
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
» Edit Mode
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In edit mode, the table context provides enhanced functionality, offering you a wider range of options, such as the ability to insert custom rows and columns, which can be leveraged for on-the-fly ad hoc analysis. |
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
2. Sort
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Selecting a column header with a simple click initiates sorting option, designed to simplify your analysis process. |
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
3. Column Selection
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In the page toolbar, you'll find |
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
4. Filters
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In the page toolbar you'll find also find a filter icon |
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
User default settings
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Each user can personalize their app experience by selecting a homepage that will open upon login or by clicking the app logo. Additionally, you can set preferred global filter values when no default is specified, and easily add selected pages to your favorites section for quick access. |
1. Homepage
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
2. Dimensions defaults
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
3. Favorites
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Click on the yellow dot visible in the screenshot below to proceed with the exercise. Each click (on the dot) will take you to the next step, and the number of steps for each exercise will be indicated. If you need to go back to a previous step, just use the back arrow. |
Export
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The app offers a variety of data export options, such as Excel and PDF and this section will provide you with an overview of the available choices. |
1. Excel
» With or without filters
Data from the view can be easily exported to Excel file. In the toolbar there is Export button with two options available for Excel file.
Excel (Load Format) - simplified file version without filters allowing you to load files into the application.
Excel With Filter Values - file version including global filters.
» Slice / Active Form
Export to Excel as a slice with DBRW’s and Subnm’s - you can now export cell references displayed in a report, rather than static values. Those references allow to dynamically pull data from the tm1 server.
Export as DBRW Active Form
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» Unformatted
2. PDF
3. Custom
4. Print
Commentaries & Notifications
1. Commentaries
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Application allows you to add comments to individual cells in a table. This feature can be helpful when working with large datasets and collaborating with others on data analysis tasks. |
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- allows so to export report as active form complete with expand and collapse functionality.
» All Tables in dashboard
This option gives you possibility to export all widgets visible in a dashboard in a form of a grid to single excel file. Each widget will be located in a separate tab.
Follow the steps:
Navigate to Exec Dashboard by selecting it from Dashboards folder
Click Export button
Choose All tables in the Dashboard
Make sure the file has been downloaded to your computer
Notice that all widgets were exported as grid tables into the single excel file.
2. Custom format & PDF
You can export every page created in our app to PDF without further configuration, although it is possible to customize our choice.
Follow the steps:
Click Export button
Choose Custom from the list
Inside the popup up there are three settings that need to be configured:
Select A4 Page size
Select Portrait Page orientation
Select pdf Export format
Click Export
Make sure the file has been downloaded to your computer.
Notifications
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Notification feature introduced a new way for users to communicate with each other. Notifications can be linked directly with reports, and are integrated with existing Annotations functionality. In this part we will focus on one of the available options, namely sending messages. |
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Private views
1. Add new or duplicate
2. Edit View
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New Notification window is toggled by the Bell icon located in the application header. Clicking on the icon will open new window with 4 foldable sections available for each user:
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» Send a message using notifications feature
When you want to draw attention to a particular value in a certain view the best way is to send a message directly referencing that cell. In that case recipient of the message will be able to open the view with the original global filters settings.
https://apliqo.storylane.io/share/w3egjnorrij5When a cell reference is not the main priority, you can send messages directly from notification window.
https://apliqo.storylane.io/share/evyyszahifn0Now we will look at the messages from the point of view of the recipient » Enduser
https://apliqo.storylane.io/share/6aeh164kjbvrTo further improve communication, each user can reply to a message sent to them by selecting Reply from the list of options available after clicking 3 dots icon (visible next to the notification).
https://apliqo.storylane.io/share/9rbffyepcxf2