1. Open Subset editor from different levels of the app

Navigate to Exec Dashboard.

The subset editor is accessible from:

• Filter bar

• Widget header for every available row or column dimension in each widget

• Cube Settings popup

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Subset editor shortcut can be also added to the context menu which is useful functionality when editing views.

1. Follow the steps

• Navigate to Reports / Views - Simple planning template view

• Enable the edit mode

• Click on the cube setting icon

• Select Product dimension

• Open the advanced option GUI for the Dimensions Settings

• Turn on Enable Subset Editor option

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• Close the cube settings popup

• Save the changes

• Right click on any element from Product dimension

• Notice the the Subset Editor option is available in the context menu

• Navigate back to Exec Dashboard

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2. Subset Selection

1. Open Subset editor for Overview widget Region dimension directly form its header.

• Change subset selection by opening the Subset drop-down list

• Click through the available options to see how the displayed elements change

Your choice is immediately visible and you can decide if those are the elements you want to display. The list includes Static and Private subsets.

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1. Create your own subset

• Select Europe and Asia element

• Use Keep button to confirm the selection

• Click Save icon

• In the popup input: my test subset

• Click Save button

• New Subset will be now available in the Subset drop-down list

• Click Apply to see the changes in the Overview widget

• Discard the changes

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3. Attribute Selection

Now you will practice Attribute selection.

1. Follow the steps

• Open Subset Editor for Overview widget Region dimension directly form its header

• Open Attribute drop-down list to see all available attributes for selected dimension

• Choose Color and Currency

Like in previous case you immediately can see how given attribute will look like if it was applied.

• Open Attribute list again

• Unselect Code and Description

• Click Apply to see the changes in the Overview widget

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Click Save & Discard button and Discard changes in the confirmation popup to revert to original configuration.

4. Choose Default Value

Subset editor also allows you to change default values for global filters and fixed values.

1. Follow the steps

• Open Subset Editor for Region global filter

• Current default value is set to: World

1. You can easily change that

• Go through the elements visible in the dimension and notice that cursor icon appears

• If you hover over it, the Select default message will appear

• Select Europe as Default

• Click Apply

• Save the changes and reload the page

• Turn on the Edit Mode

Region filter should be displaying Europe element.

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5. Exercise

In this exercise you will use Subset Editor to change elements displayed in Version dimension.

1. Follow the steps

• Open Subset Editor for Overview widget directly from its header

• Choose Version from the list

• Select Actual, Budget and Act_Bud_Var from the list by pressing and holding Ctrl to select multiple items

• Click Keep button

• Click Apply button

Overview widget is now displaying updated column elements selection.

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• Open cube settings for Overview widget

• Select Version dimension

• After applying changes, List Type is now set to MDX and the selected elements are listed in the MDX statement in the textbox

• Change List Type back to Subset and choose Default from Subset drop-down list

• Close the popup

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6. Rollup

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. Aggregated data can be displayed in tables and charts.

In Subset Editor you will find dedicated Rollup button or you can utilize the Rollup option inside the context menu.

1. Follow the steps

• Open the subset editor for Region dimension in Overview widget

• Click Show All Elements (All E) button

• Select all leaf level elements

• Click Rollup button

• Click Apply button

You will notice that new rollup was saved in the subset editor toolbar.

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• Click Apply button

• New consolidated element will be visible in the table

• Open subset editor again

• Click on the x button to reset the Rollup

• Select different leaf level elements

• Right click on any element to open up the context menu

• Select Rollup from the context menu

• Click on the x button to reset the Rollup

• Rollup will be no longer visible in the subset editor toolbar

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7. Expand above

Enabling this option reverses the order in which child elements are displayed under (or above) their parent consolidations.

1. Follow the steps

• Click Show All Elements (All E) button

• Click Expand Above button

• Click Apply button

• Save the changes

Collapse and expand Region dimension consolidations and you will notice that the order in which children elements are displayed changed.

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Values stored in settings service can be easily retrieved and utilized in reports. For instance, you can use them to set dynamic titles and descriptions, pass them into MDX and more.

The values in the Settings Service are stored in a 3-part key, delimited by periods. This key includes information such as the instance name, dimension name, and hierarchy name, making it easy to access and work with these values.

Syntax example: UX_Demo.Product.Product

1. UX Placeholders

» Dynamic Titles

In this exercise, you'll be using the UX placeholder to set a dynamic title that changes based on the global filter value.

To do this, you need to reference that value in the report's title using the UX placeholder. This way, every time the user changes the filter, the report title will update accordingly

1. Follow the steps

• Navigate to Sales Planning view (Exercises / Views)

• Enable the Edit Mode

• Click on the page title

• Change it to: Sales Planning $<<UX_Demo.Region.Region>>

• Change the Region global filter to World

• Make sure that the title updated

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» Attribute values

It is also possible to retrieve specific attribute value from Settings Service and use in e.g view title. You must use the following syntax: $<<Instance_Name.Dimensions_Name.Hierarchy_Name::attribute>>

In this exercise you will retrieve values for Region dimension Country Code attribute.

For the attribute to show correctly in the frontend option called All Attributes needs to be enabled.

This is how we enable it:

• Click on the Settings icon

• Select Filterbar option

• Set All Attributes to Yes

• Collapse the settings panel

• Save the changes

• Reload the page

• Enable the edit mode

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1. Then follow the steps

• Click on the view title

• Change it to: Sales Planning $<<UX_Demo.Region.Region::CountryCode>>

• Change the Region global filter to Spain

• Make sure that the title says: Sales Planning ES

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2. Dynamic MDX

UX placeholders can be part of MDX expressions that are used when configuring dimensions.

In this example you will configure Version dimension (Exercises / Views / Sales Planning view) to dynamically change the column content depending on the selected global filter.

1. Follow the steps

• Click on the cube icon to open up the cube settings popup

• Change the sub-view to Version

• Select Version column dimension

• Open the advanced options panel and select Dimension Settings

• Change the List Type to MDX

• In the MDX text box input: {[Version].[Version].[$<<UX_Demo.Version.Version>>]}

• Close the Cube Settings popup

• Change the Version global filter to Budget

• Make sure that the data as well as column header updated

• Save the changes

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3. Dynamic Formatting

Another way to utilize the UX placeholders is to make the formatting of our table more dynamic. Instead of using the column name for formatting, we can use the UX placeholder, which will apply the formatting based on the value of the global filter.

1. Follow the steps

• Click on the cube icon to open up the cube settings popup

• Click + icon visible the Global Filters section

• In the popup:

  • From the dropdown list select Period dimension

  • Click Add Dimension button

• Change the Attribute (for newly added Period dimension) to Short Description

• Close the cube settings popup

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1. Follow the steps

• Open the advanced option panel

• Expand Table Config section by clicking on the + icon

• Select Column Format

• Click + Column Format

• Add Feb column by selecting it from the dropdown list and clicking +

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• Click on the pencil icon in className textbox and select any class

• Click Apply button

• Open the CODE tab

• Replace the Feb column name with $<<UX_Demo.Period.Period::Short Description>>

• Collapse advanced options panel

• Save the changes

Change the Period global filter and notice that formatting is based on currently selected value (only Year column will have different formatting applied)

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4. UX placeholders used in hierarchy context

This functionality allows users to dynamically define a dimension hierarchy using a placeholder. After clicking Select button the Hierarchy dropdown list will be changed to text box to enable placeholder input.

1. Create new view

• Select Add public... option inside Exercises - Views folder

• Do the following configuration inside the popup:

  • Add view title: Dynamic hierarchy

  • Change the Cube Source by selecting Retail from the dropdown list

  • Click Create button

• Publish the view

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1. Set up the view

• Click on the cube icon to open cube settings popup

• Select Default view

• Drag and drop:

  • Period to Row Dimensions

  • Product to Column Dimensions

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1. Set up Product dimension to dynamically change based on the hierarchy selected

• Click Add Dimension (+ icon) button in Global Filters section

• Choose Product from the list

• Click Add Dimension button

• Click Add Dimension (+ icon) button again

• Set Control Objects option to Yes

• Choose }Hierarchies_Product from the list

• Click Add Dimension button

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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::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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• Close the cube settings popup

• Change }Hierarchies_Product filter to Product:Size and back to Product:Color

Notice how Product dimension hierarchy dynamically updated in global filter as well as in columns.

• Save the changes

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5. Nested UX placeholders

Use the view configured in the previous exercise to practice adding nested UX placeholders.

In this example the selection will be even more dynamic, both filters are configurated the same way as in previous case, but the MDX changes were made for the Product dimension added in columns.

1. Update the configuration and follow the steps

• 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:

• Close the cube settings popup

• Select element from Product global filter and notice how the column element dynamically updated

• Change }Hierarchies_Product filter to Product:Size and select different element from Product global filter

• Save the changes

Above example shows that by nesting two UX placeholder statements within each other users can not only define dynamic element selection based on filters, but also dimension hierarchy.

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1. Cell Types

Apliqo supports few predefined cell types that can help you create the reports you need, we will take a look at Date picker & Checkbox. Both of them are defined by CellType attribute.

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Navigate to UX Samples - Cell Types - Date Picket options

Let's see what will happen when we change the Cell Type:

• Open Set Cell Type popup

• Click on the Checkbox CellType and notice that the box is checked

• Clear the Checkbox CellType by clicking backspace button