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Hands-On Session 2023

Hands-On Session 2023

Owned by Ada Trajer
Last updated: Aug 28, 2023

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
Apliqo Demo default homepage will open

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

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. Let's get started!

Edit navigation bar

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. Let's get started!

 

Exercise 2

Following exercise will focus on configuration of a new report using Cube Settings dialog.

New cube settings modal overview optional - overview section

Click on the NEXT button visible in the screenshot below to proceed with the exercise. Each click 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. Let's get started!

Selected Instance and Cube will be dependent on the initial widget configuration. Both can be changed using the list of available Instances, Cubes & Views

Report configuration

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. Let's get started!

 

You can delete / reset the dimension using the trash can icon. New dimensions are added with the + icon.

 

MDX changes can be reverted with the use of new Undo MDX Amends button.

 

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

In this section, you'll learn about widget duplication, widget type change and flexible layout options that allow you to customize your dashboard to your liking. You'll also discover how duplicating the entire dashboard can speed up report creation by basing it on existing templates.

Widget duplication

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. Let's get started!

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.

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. Let's get started!

There is always a possibility to turn off the flexible layout and get back to the original settings. Or if you want to start editing from scratch just click Reset Layout button, available under Layout Settings.

Change widget type

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. Let's get started!

Dashboard duplication

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. Let's get started!

 

Exercise 4

Next topic in this session is the Notification feature, which 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. 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: PUBLIC Message To-Do List Process

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.

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. Let's get started!

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

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. Let's get started!

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).

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. Let's get started!

Exercise 5

In this section you will focus on enhancing reports by inserting new column. Adding custom calculations to your reports can provide valuable insights and context to your data, making it more informative.

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.

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. Let's get started!

Additional information about formulas used in the exercise:

COLHEAD(5,0) ➜ is used to reference 5th column header and 1st column row to get Total Year value

COLHEAD(5,1) ➜ is used to reference 5th column header and 2st column row to get USA value

A1 ➜ is used to reference Product row dimension

$<<UX_Demo.Year.Year>> ➜ is used to reference the Year global filter.

Syntax: $<<Instance name.Dimensions name.Hierarchy name>>

Exercise 6

In this section you will focus on the TI process, including TI button creation, configuration and status tracking using the new notification drawer functionality.

For any TI process run from Apliqo UX, the process window can be closed and the process will continue to run in the background and users can continue their work. A change of the process status will be indicated by a new notification and a sound signal.

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) 

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. Let's get started!

Configure a TI process using new advanced options GUI

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. Let's get started!

Notification Drawer » track the TI process status

With the help of the processes drawer in the notifications panel, users can monitor running processes and their status changes. To benefit from this functionality, additional advanced option Enable Drawer was added for three TI Process Status Notifications: Running, Success, Failed.

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. Let's get started!

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.

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. Let's get started!

Add new view using cube viewer widget

Using Cube Viewer widget users can create new views.

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. Let's get started!

Exercise 8

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

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.

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. Let's get started!

Create new rollup from the table context menu

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

Two new options, Rollup and Custom Rollup, have been added to the context menu for grid widgets and views. 

  • Rollup: creates a new element that summarizes the selected members by displaying their sum.

  • Custom Rollup which requires an additional dialog where you can specify both Rollup Name and Rollup Function:

AGGREGATE/SUM: display the total for the selected members 

AVG: display the average value of the selected members 

COUNT: display the number of the selected members

MIN: display the minimum value of the selected members

MAX: display the maximum value of the selected members

STDDEV: displays sample standard deviation of the selected members

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. Let's get started!

Exercise 9

Like View or Dashboard, Wizard allows you to present your data in a clear and organized manner. But what sets Wizard apart is its unique ability to create a flow of Views and Dashboards, arranged in a series of logical steps and sub-steps. With Wizard, you can guide your users through your data in an interactive and dynamic manner, enhancing their understanding and facilitating effective decision-making based on the information presented.

Create new wizard

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. Let's get started!