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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.

Installing Apliqo and UX Demo App


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

  • Select:

    • Demo Applications

    • Install Apliqo Server

  • Click Next button

  • Finish installation by clicking Finish button

Ad-hoc analysis


1. Context menu

» Subset editor shortcuts

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) .

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.

https://apliqo.storylane.io/share/tek3dgiplhbu

» Drill

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.

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.

https://apliqo.storylane.io/share/bdknpitrdpqz

» Edit Mode

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.

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.

https://apliqo.storylane.io/share/wnhlzz7dc3df

2. Sort

Selecting a column header with a simple click initiates sorting option, designed to simplify your analysis process.

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.

https://apliqo.storylane.io/share/jtkoxdhwve8q

3. Column Selection

In the page toolbar, you'll find (blue star) Columns menu, providing you with the flexibility to adjust the visibility of the displayed columns.

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.

https://apliqo.storylane.io/share/0hbu7xtlfklm

4. Filters

In the page toolbar you'll find also find a filter icon (blue star). Clicking it allows you to filter each column according to your specified conditions.

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.

https://apliqo.storylane.io/share/vhu7mewsagnm

User default settings


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

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.

https://apliqo.storylane.io/share/i2g5p7e9bnfu

2. Dimensions defaults

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.

https://apliqo.storylane.io/share/w8tqtqidnv3a

3. Favorites

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.

https://apliqo.storylane.io/share/eh0uqbwjoqey

Export


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 - 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.

4. Print

Commentaries & Notifications


1. Commentaries

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.

2. Notifications

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.

Private views


1. Add new or duplicate

2. Edit View

If you want to enhance your editing capabilities please visit our App Guide for overview of Cube Settings, Subset Editor, Widget Types and Advanced Options GUI.

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