Hands-On Session 2023

Owned by Ada Trajer
Last updated: Aug 28, 2023
12 min read

Welcome to the hands-on session on Apliqo UX! In this document, we will introduce you to the latest enhancements and features of Apliqo UX based on the UX 2023.02 FP1 version. Through practical examples and step-by-step instructions, you will explore the functionalities of Apliqo UX, including data modeling, data visualization, and report creation. Whether you are new to Apliqo UX or have previous experience, this session will provide you with valuable insights to make the most of the application’s functionalities.

Training Environment

To complete all the exercises provided in this guide you will be using dedicated application based on our Demo Application and Samples data model.

  1. Follow: Open Chrome browser ➜ go to http://localhost:8880/Apliqo_Demo/#!/
  1. Follow: Enter the user name ‘demo1’➜ leave the Password textbox blank ➜ click Login button

Exercise 1

In this exercise, you'll create a new application with a dashboard. To further enhance the user experience, you can utilize the Edit Navigation popup to customize the titles, reposition the application in the navigation bar, and add an icon for a sleek and intuitive interface.

New app and a dashboard creation

Edit navigation bar

 

Exercise 2

New cube settings modal overview optional - overview section

Report configuration

 

 

 

As illustrated with this exercise, use of this new functionality significantly speeds up the creation of new reports using existing views, thanks to which dimensions are predefined. All additional changes can be easily made using the subset editor or advanced options panel.

Exercise 3

Widget duplication

Use of Flexible Layout

After adding the widgets, the next step is to adjust the appearance of the dashboard. New widgets appear in default sizes, but it can be easily changed.

Change widget type

Dashboard duplication

 

Exercise 4

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.

When a cell reference is not the main priority, you can send messages directly from notification window.

Visit Link option

Now we will look at the messages from the point of view of the recipient » Enduser

Check the condition & reply to a message

To 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).

Exercise 5

Using inserted columns for custom calculations (DBRW & COLHEAD)

In this exercise you will use a DBRW function, which will include =COLHEAD formula. Custom COLHEAD(1,0) function allows users to reference column header name.

  • First parameter refers to column number (starting from 0 for column A)

  • Second parameter specifies the column header index and is needed only if nested column headers are used, in which case the user must specify the header row. The default value if omitted is 0.

Additional information about formulas used in the exercise:

Exercise 6

Create New TI button from action menu

The Add menu (located in the toolbar) now contains a new option: TI button         

Choosing this option will open up a create dialog for the TI process button. User can specify: title, instance, process and location of the process button (by default it will be located in toolbar, but by enabling Widget PopUp it can be placed in a selected widgets' header instead) 

Configure a TI process using new advanced options GUI

Notification Drawer » track the TI process status

Exercise 7

Cube viewer widget configuration

In this section you will create and configure a new widget: Cube Viewer. To showcase this exercise you will create a new dashboard.

Add new view using cube viewer widget

Using Cube Viewer widget users can create new views.

Exercise 8

Create new rollup (user defined consolidation) in the subset editor

In Subset Editor you will find dedicated Rollup button or you can utilize the Rollup option inside the context menu. For the purpose of this exercise use Cube Viewer dashboard created in the previous exercise.

Create new rollup from the table context menu

For the purpose of this exercise use Homepage dashboard created in the first exercise.

Exercise 9

Create new wizard