First off, we’ve made a few changes to the menu so you’ll still see Dashboards, Pivots and Spreadsheets but now you have Queries, Filters and KPIs screens. We’ll go through each of those in a bit.
Another exciting update is that you’ll notice the screen that shows your dashboards now loads much faster!
There are a few new screens you’ll see with this release. Let’s dig into each of the screens in detail.
All query authoring is done here. You’ll be able to see all of the queries and the definitions in the list.
Maybe you only want to see your Filter queries. Just choose Filter from the Query Type field.
From this screen you can test the queries and see the results.
You can create one query and share it across many KPIs
You’ll be able to see all of the filters in the list and you can sort or search for the record(s) you want.
When you create a new filter, the wizard will walk you through it.
When you select the type of filter, you have the option of choosing Dynamic, Freeform or Static List. Once you choose a filter type, the wizard adjusts based on your selection.
If you choose dynamic, the wizard changes and you choose a query then filter values.
If you choose static list, you can just type in the filter values in the right pane.
If you choose freeform when authoring a query, you just select that type.
Later when a KPI that contains that freeform filter is pulled up, you click the magnifying glass and type in the value. This is helpful when you have a long list or you want something variable like how many days or how many records to return. This is convenient and much faster to use. Note that a TrueCommerce representative will have to enable this feature initially.
When you first come in you see all your KPIs. You have quick search fields at the top. For example, maybe you want to see all of your chart KPIs or gauge KPIs. You can select one or more in the Series Type field.
Some other things you can do on this screen:
Click Preview to see the data set. If it has a filter on it, you’ll be prompted to enter a value.
Toggle from tile to grid view.
There’s an icon in the bottom right corner of each tile tells you what kind of KPI it is.
Click the down arrow to expand and see the query or queries.
If you’re authoring a new KPI, you’ll see we have an easy-to-follow wizard that walks you through the steps.
Keep in mind a KPI can only be a single type such as those listed here:
Note: the steps of the wizard vary slightly based on the type of KPI but the basics are:
1. General information such as name and type
2. Pick a query from a list
3. Configure KPI type specifics – depends on the type of KPI
4. Configure drill down, if desired
Lastly, you can now do exports and imports using easy-to-follow wizards.
For exports, the wizard will walk you through how to export any number of items and all dependent objects are selected automatically on the export.
For an import there’s also a wizard, walking you through how to search for the file.
If you import a dashboard and you already have that dashboard, you can have the option to skip, copy or overwrite what’s in there. If there’s a conflict, it’ll make a copy of it.
➡️ Friendly reminder that you can always find help when you’re in the system. Click here for more information.