Usage of the Detail View "Smart View"

Smart View is a detail view of Dashboard Builder, which provides you with a multitude of options for analyzing the data displayed in the associated tile in more detail, for example, perform a drill down, or set additional filters. Compared with the detail view Generic Analytics Application, the Smart View has the advantage that you can use it for more than just the data source type BW Query; you also have more flexibility regarding the visualization of the measured values.

You can set filters in the settings for the detail view and by clicking on a certain data point in the actual tile; further information on the chosen data point is then displayed in the detail view. You can also save different display settings in various versions.

Note Note

The detail views are assigned in the tile configuration (see Creating and Editing Tiles), whereby no additional settings are required for the detail view when assigning the Smart View. This section describes the usage of the detail view for the end user, meaning which options you have for adjusting the view to suit your specific requirements in view mode of Dashboard Builder.

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Activities

The detail view is always called whenever you click on the associated tile in Dashboard Builder. The tile must thereby be configured in such a way that it has the entry Smart View in the Detail Page Template (see Creating and Editing Tiles).

Note Note

The functions described below are available to you in both configuration mode and view mode of Dashboard Builder. Furthermore, in configuration mode, you can determine the default view and set filters that are always to be active. You access the configuration by calling the detail view Smart View in the configuration mode of Dashboard Builder and choosing the Configure Smart View pushbutton.

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You have the following functions available in the Smart View display:

Working with Filter Variables

After calling the Smart View the displayed variant and the active filters are displayed in the header area of the screen. If you have not yet created a variant, only the entry Default is displayed in this dropdown list box. Choose the Filter pushbutton to filter by values of the available fields of the data source.

You can also save such filter settings as a variant by choosing the Select Variant pushbutton in the header row to the right of the active variant, and choosing the Save As pushbutton. On the Save Variant screen, you thereby specify the following properties of the variant in addition to the filter settings:

Name under which the variant in the dropdown list box of variants is displayed in the header row.
You can choose Set as Default for the variant; it is thereby called directly when the Smart View is called.
A variant has the type Private by default; this means it is only visible to the user who created the variant. However, you can also make the variant visible to all users by choosing the Release indicator.

Note
You can only set this property the first time the variant is saved; it is not possible to change this later on.

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You can specify whether the variant is run automatically after being selected from the dropdown list box. If you do not set the corresponding Run on Selection indicator, choose the Start pushbutton after selecting the variant.

Note Note

You can change these properties of the various variants later on by choosing the Manage pushbutton in the dropdown list box of the variants.

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Adjusting the Display of Table and Chart

On the detail page Smart View, you can output the values to be displayed as a table or a chart. In both visualizations you can specify details for the display by choosing the Settings pushbutton (there is a cog icon on the pushbutton). Depending on whether you display the measured values as a table or chart, you have the following display options available in Settings:

Table

Tab	Related Settings Options
Columns	You specify which dimensions and measured values are to be displayed in the table columns.
Sorting	You specify how the table rows are to be sorted.
Filter	You specify which additional filters are to be applied in the table.
Grouping	You can specify the dimensions whose values are used to group the display of the table. Then, in the table, all measured values are output in a hierarchical table by the specified dimensions.

You can also use drag and drop to adjust the sequence of the columns to suit your requirements.

Chart

Tab	Related Settings Options
Chart	You can select the type of the chart from an extensive selection. Furthermore, you specify which dimensions and measured values are displayed as an axis or category in the chart. You can also use the sort buttons To the Top/Bottom and Up/Down to specify the sequence of the dimensions and measured values to be displayed in the chart.
Sorting	You specify how the dimensions and measured values are to be sorted in the chart.
Filter	You specify which additional filters are to be applied in the chart. You can explicitly include and exclude values.

Note Note

You can save these visualization settings as a variant in the same way as above (separated for table and chart).

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