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Webinar: Inquiry and watch your data in a smart way with SpagoBI

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Presentation supporting the webinar delivered by Andrea Gioia on 11th May 2010 within SpagoWorld Webinar Center.

Presentation supporting the webinar delivered by Andrea Gioia on 11th May 2010 within SpagoWorld Webinar Center.

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  • 1. Inquiry and watch your data in a smart way with Andrea Gioia (andrea.gioia@eng.it)
  • 2. Agenda QbE overview Smart Filter introduction Smart Filter in action Smart Filter document creation Q&A
  • 3. Agenda QbE overview Smart Filter introduction Smart Filter in action Smart Filter document creation Q&A
  • 4. What? QbE (Query by Example) is an ad-hoc querying engine that allows the users to: • define queries in a visual way • execute queries • save queries for further executions • export results
  • 5. When? QbE can be useful when: • The final user must have free access to data sources • Focus is on data inquiry and not on final output layout
  • 6. How? (query creation)
  • 7. How? (query execution)
  • 8. How? (results exportation)
  • 9. How? (query saving)
  • 10. Agenda QbE overview Smart Filter introduction Smart Filter in action Smart Filter document creation Q&A
  • 11. What? Smart Filter engine is an ad-hoc data filtering engine that allows users to: • Create enquiry forms in a visual way • Filter data on a predefined view through those forms • Group results • Drill into details for each results' group
  • 12. Enquiry forms Data filtering and Data domain grouping rules (base query) Form
  • 13. When? Smart Filter can be useful when: • users have to inquiry and watch the data through several filtering criteria • users need a simpler approach than the query metaphor
  • 14. Agenda QbE overview Smart Filter introduction Smart Filter in action Smart Filter document creation Q&A
  • 15. Filter’s types Static closed filters Filtering entity and values are predefined Static open filters Filtering entity is predefined, filtering value is prompted Dynamic filters Filtering entity is prompted in a combo box, values are free Grouping variables Results will be grouped by the entities selected into the 2 combo boxes
  • 16. Step 1: fill form
  • 17. Step 2: submit form
  • 18. Step 3: analyze result Master table shows a summary of records satisfying the form inputs and aggregated measures calculated on the selected grouping variables
  • 19. Step 4: drill into details By clicking on a row of the master table, the user can see the detailed records satisfying form inputs for the context values of the grouping variables
  • 20. Step 4: drill into details
  • 21. Agenda QbE overview Smart Filter introduction Smart Filter in action Smart Filter document creation Q&A
  • 22. Smart Filter document creation Developers can build the Smart Filter document using the Web GUI, starting from document's detail page
  • 23. Step 1 : select datamart The system asks the developer user the existing datamart to start with; all the information contained in the datamart document will be inherited by the Smart Filter document
  • 24. Step 2: define the base query Then the developer has to define the base query with QbE GUI: the result of this query is the data domain which the Smart Filter will inquiry on.
  • 25. Step 2: define the base query
  • 26. Step 3: test the base query
  • 27. Step 4: select form designer tab Save form configuration Form preview tab Form design tab
  • 28. Step 5: add a static close filter Click here in order to retrieve the fields returned by the base query Click here to add a new static close filter group
  • 29. Step 6: configure the static close filter Radio buttons Check boxes
  • 30. Step 7: populate the static close filter Add a new option
  • 31. Step 7: populate the static close filter
  • 32. Step 7: populate the static close filter
  • 33. Step 7: populate the static close filter
  • 34. Step 8: add another static close filter NOTE: You can have more than one static close filter
  • 35. Step 8: add another static close filter
  • 36. Step 8: add another static close filter
  • 37. Step 8: add another static close filter NOTE: A filter option may contain more than one condition, as shown in the figure below
  • 38. Step 9: add an open filter Dragging a query field into the Static open filters section, the relevant wizard appears
  • 39. Step 9: add an open filter Filling the wizard, you define a new static open filter
  • 40. Step 10: add another open filter NOTE: You can have more than one static open filter
  • 41. Step 11: add a dynamic filter Click here to add a new dynamic filter
  • 42. Step 11: add a dynamic filter
  • 43. Step 11: add a dynamic filter Dragging query fields, you define the variables for the dynamic filter
  • 44. Step 12: select grouping variables Dragging query fields, you define the grouping variables. You can use more than one field as grouping variable
  • 45. Step 13: form preview Form preview
  • 46. Step 14: save template Save form configuration
  • 47. Questions ?
  • 48. Thanks
  • 49. Links www.spagoworld.org/ xwiki/bin/view/Spago World/WebinarCenter www.spagobi.org www.spagoworld.org /blog www.eng.it

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