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Procedure documentationDefining Filtering Criteria for Reports and Charts

 

You can define parameters to filter the data used in charts and reports. This ensures that reports and charts contain relevant data and help effective analysis.

If you define parameters for charts and reports, then before the report or chart is generated, the mobile application prompts the user to enter values for the parameters.

Example Example

You define Region as a parameter and enter North as the value for a sales report or chart. The sales report or chart generated by the user in a mobile application contains the sales details for the North region.

End of the example.

Prerequisites

The parameters that you want to use for the report or chart must exist as properties in the underlying business query.

Procedure

  1. Choose Start of the navigation path Charts Next navigation step Search End of the navigation path in Mobile System Maintenance.

  2. Select the chart for which you want to define filtering criteria.

  3. Choose Start of the navigation path Charts Next navigation step Details End of the navigation path.

  4. In the Report Parameter Details tile, create a new record and enter the required information:

    • Select the parameter to be used as the basis for filtering data

    • Enter the sequence in which the parameter must appear in the mobile application

    • Indicate whether the parameter is mandatory; that is, the user must enter a value for the report or chart to be generated.

    • If required, enter a default value for the parameter. If you want to let users change the value, select the Show Parameter indicator. If you do not select this indicator, the mobile application generates the report or chart without prompting users to enter a value for the parameter.

  5. If required, enter language-specific descriptions for the parameters by choosing Start of the navigation path Charts Next navigation step Parameter Descriptions End of the navigation path.

Result

When you (or users) view the report or chart, the application prompts you to enter values for the parameters. If you specified the default value while creating the parameter field, then, the default value appears; you can either change the value or leave it as is.

The application retrieves data based on the values that you specify for the parameters, and then generates the report or chart.