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

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