From a Form, users are able to execute pre-defined UI and Kepion SQL Rules. These Rules are designed to allow the user quick and easy methods of updating their App instances.
You can view the available Rules on a Form by opening the Explorer on the right side of the Form and selecting on the Rules tab. In a Workbook Form, the Explorer < is always available, while in a Dashboard Form, it has to be explicitly turned on by your App Designer.
Note: Only users belonging to the Advanced Contributor role will be able to select individual rules for execution.
There are multiple ways you can interact with a Rule:
- Execute Rule with the current Form context including the current filter selections.
- Select a range of cells for the Rule to act on.
- Provide parameters to drive the Rule for the current Form context.
Each workflow implementation can have a unique set of Rules that are defined to allow for end-users to experience a smooth workflow process. These Rules can be configured for numerous functionalities such as but not limited to:
- Allocate aggregate dollar amounts down a hierarchy for the selected member or members.
- Create new versions of the data from one slice to another.
- Increase amounts by percentage across the board.
Zooming can be done on the Form or report by selecting the zoom slider from 50% to 200% zoom levels. The zoom slider is located at the bottom of a Form.
Note: The zoom slider is always available in a Workbook App, but only available in a Dashboard App when your App Designer has turned it on.
The GENERAL tab is available in Workbook Forms, which provides the most commonly used commands for working with Kepion, including copying and pasting, formatting, aligning paragraphs, and the like.
Hide Empty Rows and Columns
To hide rows and columns that are empty of data in a Workbook form, check either Hide Empty Row or Hide Empty Column or both from the Advanced Settings drop-down. When checked, only rows and columns with data values will be shown.
Right-click on the data grid and click Freeze Pane.
Both the row and the column will be frozen in place as indicated by solid lines.
To unfreeze the pane, right-click on any cell in the Form and select Unfreeze Pane.
Worksheets can be created on an App instance to provide for ad-hoc calculations and analysis alongside the App Forms and reports.
You can create one or more worksheets by clicking on the NEW WORKSHEET icon which will create a new worksheet tab.
Same as input Forms, Worksheets support full arithmetic operators as well as basic functions. Moreover, you can also link data between spreadsheets. For example, to bring in cell A1’s data from the worksheet Worksheet1 you would use:
If the sheet name contains spaces, use single quotations around the name of the sheet when referencing it.
Charts can be helpful in visualizing data. You can create charts to discover trends, make comparisons, and identify anomalies quickly from the App data.
To create a chart, open the explorer pane and select the GRAPH tab. Then highlight a region of cells from the form or report and click on the CHART and Graph button.
The Generate Chart dialog box will open.
By default, a column chart is generated using the selected cells as data source. You can change the settings on the right panel and preview the changes on the left.
Define Data Source
To use the whole Form as the source, change the Type of Data Source to Dynamic.
Custom type will allow you to specify your own MDX as the source. If this option is selected, click the Definition on top-right of the chart to enter the MDX definition.
The following options are available to configure the data source:
- Filter: Filter property determines whether to apply the current filter selection on the Form to the charting data. When checked, filters on the Form will be applied.
- Flip Axis: Flip axis will reverse the current order of the axis definition within the MDX by placing row definition to column, and column definition to row. This feature is useful when choosing the pie chart that takes in only one axis. When the axis is flipped, you can display from the other axis.
- Hide Empty: When checked only members with data will be available on the chart.
Note: You have to decide the Data Source Type when creating the chart. It cannot be changed later.
Chart Display Settings
Chart display is configurable. You can define the chart type and display color palette and property. You can also configure the title and its size, data type of the axis, chart margin, and the like.
In Column chart or Line chart, there are two additional options available on the chart itself by right clicking over a bar or a line.
- Convert to Lines (Columns): Convert the selected column/line to a line/column.
- Toggle Axis: Add the Y2 axis to the right end of the chart for the selected line/column. Use this option to create advanced charts with two Y-Axis.
Click OK and you will see the chart.
Managing a Chart
Editing a Chart
To edit a chart, select the chart in the explorer panel and click on the EDIT button.
Add More Charts
You can create multiple charts on the Form by clicking on the Form View button to return back to Form mode and repeating the previous process.
You can also reorder the charts by using the UP and DOWN buttons to organize the charts.
You can remove a chart from a Form by selecting the chart to remove and clicking on the REMOVE button.
App Contributor Usage
As a Contributor, you can start a new app instance from the APPS page by selecting an app and then either double clicking or clicking on the NEW button.
In addition to the standard actions available on the Contributor page, the following workflow actions are available:
- Post: Post action allows Contributors to apply immediate updates from the app’s data directly into the data model. If the app instance has not yet been saved before a post action, then the app instance will prompt the user to first save before it will post the data.
- Save: The Save action will save the app instance to the application. Saved app instances can be retrieved at a later time to restart the app instance. The difference between Post and Save is on the type of data that is affected. Post affects numeric values and annotation data and will persists them to the data model. The Save action persist additional supporting information such as user formulas, additional worksheets and filters selections to the server for use at a later point in time.
- Submit: The Submit action is used to finalize the changes made to the app instance by the Contributor. By submitting, the Contributor is indicating the changes are ready for approval. If there is no Approver in the authorization, no approval is needed. In this case the submit action will result in data being written to the data model, and the app instance is done. If approval is required for the app instance, the user will need to pick an Approver on submit. When an app instance is rejected, the Contributor will need to re-submit the changes in order for it to be available for approval again.
- Discard: Discard action can be invoked to remove the app instance from the workflow process. Discarded app instances can no longer be accessed by users of the application. Discard action can only be carried out when the app instance is not final. Only the creator and approver of the app instance have permission to discard.
- Recall: The Recall action can be invoked in order to pull back a submitted app instance before an Approver has the chance to approve it. Choose to recall the app instance when you need to make additional updates yet have already submitted the app instance for approval. Recalled app instances will enter into the saved state and not be available for review or approval except when it has been posted, in which case the Reviewer can still view the app instance. No recall is available when the app instance is final. If there is no approval required on the app instance, then there will be no Recall action available after the submission.
App Reviewer Usage
As a Reviewer, you can view existing app instances from the APPS page by selecting the REVIEW tab either double clicking or clicking on the Start button.
The following workflow action is available for a Reviewer:
- Comment: Reviewers have the ability to use the Comment action to add in their review notes during a workflow process. The Comment action does not change the state of the app instance.
App Approver Usage
As an Approver, you can approve, reject or submit an existing app instance from the APPS page by selecting the APPROVE tab and then either double clicking or clicking on the Start button.
The following workflow actions can be available for an Approver:
- Discard: Discard action can be invoked to remove the app instance from the workflow process. Discarded app instances can no longer be accessed by users of the application. Discard action can only be carried out when the app instance is not final. Only the creator and approver of the app instance can discard the app instance.
- Post: Post action allows Approvers to apply immediate updates from the app instance’s data directly into the data model.
- Submit: The Submit action is used to make updates to an existing app instance that is already in the workflow process. For instance, an Approver can revise a submitted app instance and then approve those changes. An Approver can also reject the changes for the app instance, in which case the Contributor will need to re-submit the changes in order for it to be available for approval again.
- Reject: The Reject action is used to reject a submitted app instance by an Approver. Rejected app instances can be re-submitted to send the app instance back to the approval process.
- Approve: The Approve action can be performed by an Approver to send the app instance into the approved state. Once an app instance is approved, no further workflow actions can be applied to the approved app instance. After approval, the app instance is done and any data in the app instance is written into the data model.