Filters limit the scope of data that will be shown on the form or report. They look consistent in Workbook Apps, but can be very different in Dashboard Apps.
Filters can be set to read-only during Form design time, in which case they will be greyed-out and you will not be able to change its selected member. On non-read-only filters you can change its selection by clicking on the drop-down. In the image below, Currency Type is a read-only filter, while all the others are configurable.
The image below is an example of filters in a Dashboard App.
There are two types of filter windows:
In a workbook app, when a filter is opened, the Select Member window will appear from which you can choose your filter member.
In a Dashboard App, the filter window style is defaulted to drop-down, but it can also be configured as a pop-up.
Both styles allow you to pick member(s) from the filter members to update the filter selection. You can explore the filter members by clicking on the EXPAND or COLLAPSE buttons beside each member to either expand or collapse it. Expanding a member will reveal children members. The following actions are available in this window:
- Expand/Collapse All: You can click on the Expand All or Collapse All action which affects how the hierarchy members are displayed – either in fully expanded mode with all descendants visible or in fully collapsed mode where each member will need to be clicked on to drill down to the children members.
- Refresh: You can refresh the filter hierarchy by clicking on the Refresh action.
- PROPERTY SEARCH: Members in the filter grid are searchable. Type in any search term in the region below the column heading and a search will be automatically performed for that column.
- Clear: Remove the current selection of the filter.
To finish your selection, click on OK button or to cancel, click on Cancel button.
Filters can be linked across form tabs so that one filter change can propagate across the others. In a Workbook App, you can determine which filters are linked by the LINK symbol. To unlink a filter, click on the LINK icon again and it will show as an unlink symbol. When a filter is unlinked, it can be changed without having it propagated across to the other Forms.
In a Dashboard App, there are no icons indicating linked filters and you cannot unlink them. Your App designer should configure the filter behaviors in the optimal way.
Data Cell Usage
Numeric Data Entry
Data cells that are numeric data input enabled will be highlighted in yellow by default in Kepion. Your App Designer may use other colors.
Another method of cell data entry is with Form Drop-downs. Drop-downs enable controlled entry by having the user select a range of valid inputs for a particular input field. Drop-downs can be configured so that each set of input values can vary depending on the slicer for that particular data cell.
Text Data Entry
You can enter text into data cells using the following two methods:
Right click and select Insert Comment
Enter text directly to text enabled data cells as highlighted by the Annotation Indicator
The first method is only available if your app designer have turned on the Query includes annotation and text cells option in the Form Advanced Settings. It allows you to add annotation to any cell that are numeric data or drop-down input enabled. Right click on a writeable data entry cell and select Insert Comment.
The Add Comments window is used to input annotation text for the data cell. This window also supports the Clear action which will clear the current selected cells of any annotations.
Cells with comment will be marked by a red triangle on the top-right corner.
The second method of entering text is directly into a text data cell. Data cells that are text enabled will be highlighted in pink by default in Kepion, but your app designer may use other colors. Here, the user is able to enter any free form text to the data cell which will be stored as annotations to the data model.
Input Forms support full arithmetic operators such as addition, subtraction, multiplication, and division. For example, “=1+2+3/3+5*3” results in the value of 19. In addition, the following functions are supported by the formula engine:
=if(FALSE, "DISPLAY TRUE","DISPLAY FALSE")
=HLOOKUP("B", A1:C4, 3, TRUE)
The image below shows an example of a cell with a formula.
Clear Data Cell Input
Right-click on an input enabled data cell, you will see three options to clear data. Here are the differences.
- Clear Changes: Clear the change and reverse to cell value to what has been pulled out from the server. The blue triangle that indicates local value changes will be removed.
- Clear Formula: Clear the formula but keep the value
- Delete Data: Delete any contents in the cell
The Cell Details feature will allow you to see the properties of each individual cell. Right-click on a particular data cell and select the Cell Details action.
The Cell Details window will display the following fields:
- Value: The current value of the cell.
- Formula: The formula of the cell.
- Comment: The comment stored within the cell.
- Is Lowest: Indicate if this cell is at the lowest position within a hierarchy across the core model dimension members. Only cells that are at the lowest level across ALL model dimension members will be allowed for data input.
- Is Writeable: From a security perspective, return whether the cell is writeable. If security is not granted for write on the model or is restricted to read only for some of the model dimension members, then this field will display FALSE; otherwise it will display TRUE.
- Is Input: Indicate whether this cell is enabled for input or not. The INPUT property across the core model dimension members needs to be set to TRUE to be input enabled. When ALL members are enabled for input, then this cell will allow for data input.
- Is Annotate: Indicate whether the cell displays an annotation text value rather than a cell value. If ANY member from the core model dimensions is set with Annotate to TRUE, then this cell with display annotations.
- Is Locked: Indicate whether the cell is locked or not. This property is determined by the app lock attribute.
- SLICES: One or more model dimension member that show how the cell is currently sliced by.
All the dimensions of an input enabled cell must be set to the leaf levels within their hierarchy. Only data at the leaves of a hierarchy will be allowed for data entry. You can use Cell details to investigate when a cell is not input enabled when it is supposed to. In general, you can enter numeric data or select from dropdown on a form to a data cell that meets the following criteria:
Is Lowest: TRUE
Is Writeable: TRUE
Is Input: TRUE
Is Locked: FALSE
One more criteria needs to be met for text data input cells:
Is Annotate: TRUE
Drill-through (Analytical) allows you to drill-through the data to the cube level.
Right click on any numeric data cell in a form and click Drill-through (Analytical).
The DEFAULT tab will show the drill-through slices that has been prepared for you by your Form Builder. You can modify it by dragging and dropping different slicers from the left side into the analysis design region on the right side, or you can create your own drill-through method in the DYNAMIC tab.
To view the data, click on the Drill-through button and you will be taken to the RESULTS tab.
You can go back and forth between the CUBE DETAILS tab and the RESULTS tab to analyze your numbers, or click Cancel to exit the window.
Drill-through (Transactional) allows you to drill-through the data in the transactional database.
You can perform drill-through in a Form only when
You are an Advanced Contributor of the app, and
Your app builder has defined transactional drill-through in the Form
If these two criteria are met, you can right-click on any data cell in the form and click Drill-through (Transactional).
The SOURCE DETAILS tab will list all the pre-defined drill-through on the current Form.
Select one and click Drill-through and you will be taken to the RESULTS page.
Click Export to save the results as a .csv file to your local machine. You can click the SOURCE DETAILS tab to perform another drill-through, or click Cancel to exit.