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30 lines
1.4 KiB
ReStructuredText
30 lines
1.4 KiB
ReStructuredText
To graphically design your analysis data-set:
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- From the Dashboards menu, select "Custom BI Views"
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- Browse trough the business objects in the "Query Builder" tab
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- Pick the interesting fields (Drag & Drop)
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- For each selected field, right-click on the Options column and select whether
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it's a row, column or measure; if you want to remove the field from the list
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view, unflag the checkbox ´List´ in the Options column
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- Save and click "Generate BI View"
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- Click "Open BI View" to view the result
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To access the created BI View with a dedicated menu:
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- If module Dashboard (board) is installed, the standard "Add to My Dashboard"
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functionality would be available
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- Click "Create a menu" to create a new menu item directly linked to your new
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BI view (this feature is available in developer mode); when the BI view is
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reset back to draft this menu will be removed, and you will need to re-create
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the menu entry.
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A more advanced UI is also available under the "Details" tab. It provides extra
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possibilities for more advanced users, like to use LEFT JOIN instead of the
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default INNER JOIN.
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It also possible to improve the IDs generation for new views by adding an
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`Over Condition` in the "SQL" tab, see https://www.postgresql.org/docs/current/sql-expressions.html#SYNTAX-WINDOW-FUNCTIONS
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for further details.
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For instance, an ORDER BY clause helps preventing unreliable behavior when
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filtering the generated views.
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