Toolbar

This page gives you information about the tools that allow you to interact with the Views, Dashboards and Reports in SEI.

The following tools are accessible by clicking on a cell or an area in the View, Dashboard or Report:

Expand / Drill Down

When data is grouped by one or more Fields, you can expand/drill down (show) or collapse/drill up (hide) the grouped data.

  • Select a row or click on a chart area then click on the Expand/Drill down option.

In a Worksheet, it looks like this:

The first icon expands the selected line and the other icon expands all the group levels:

Tip

You can also use the / located to the left of the summary line to expand or collapse.

In a Chart or Dashboard, it looks like this:

Example

Here, we grouped the information by Year:

We clicked on the next to ES002 Bike Norte to view the detailed information for that specific customer.

Example

In a Chart, the drill down information is displayed within the Group level.

Once expanded:

Note

Click on the located in the lower right hand corner icon to collapse/drill up data in a Chart.

Instant Filters

This feature allows you to visualize a subset of data with specific common criteria instantly

To apply an Instant Filter:

  • Click on a Cell or Chart region containing the value you want to filter and select one of the following three options:

    • Add to Filter: Adds the selection to the current Filter.
    • Filter by Selection: Applies the selection to all data (the current Filter will be replaced).
    • Exclude from Filter: Excludes a specific selection from the current Filter.
Example

In the Invoice by Customer worksheet, we only want to retrieve the records specific to these two customers: FR003 Cybertek and NA003 Fun Times Stores. In order to do so, we:

  1. Select the worksheet cell that contains FR003 Cybertek.
  2. Hold the Ctrl key down and select the column cell NA003 Fun Times Stores.
  3. Click on Filter by Selection.

The Worksheet will then be refreshed to reflect the selected Filter. As a result, only records related to FR003 Cybertek and NA003 Fun Times Stores are displayed.

In order to remove rows that have Null or 0 in a column, we add an additional Filter by clicking on the cell that contains Null or 0 and by selecting Exclude from Filter.

The result displays only the data with values:

Note

Filters are indicated at the bottom of the worksheet in blue boxes.

Tip

It is possible to apply Instant Filters on multiple values.

  1. Hold down the Ctrl key.
  2. Select different values by clicking on each one while holding the Ctrl key down.
  3. Once all the values are chosen, apply the Filter.

Link To

In SEI, the Link To function allows you to navigate from one View to another through Navigation Links by passing by Filters of the selected rows to the linked View.

Link To can also be used for Application Links (refer to Application Links) to open an external URL where the selected value is changed dynamically through Global Parameters / Global Variables.

Note

This feature can also be used with Charts, Dashboards and Reports.

By default, Links open internally, i.e. right next to the tab that contains the current View. You can specify whether you want these links to open in a new tab in your Web browser or in a pop-up window in Profile.

To use the Link To feature:

  1. Select a row or multiple rows to be filtered.
  2. Click on the chosen row or rows and select one of the Curved Arrows for the Link To or Link To With Parent Values features.

The Link To and Link To With Parent Values features always work if used within the same Data Model. To perform a Link To between two Data Models, you need to set a Global Parameter in the Data Model Designer.

When using the Link To feature, SEI presents a list of all the Application and Navigation links that are related to the selected Value.

Example

When you select a Product, the Inventory and Invoice data models may be presented, as the Product is present in both. However, if you select a Customer, only the Invoice data model may appear as the Customer is only present in this Data Model.

When using the Link To With Parent Values feature, SEI presents a list of all the Application and Navigation links that are related to the selected Value (including all Fields from higher levels in the grid), and makes them available.

A Navigation Links window opens with the predefined choices of the Views.

  • Find the View in the list and click on Link to to open the selected View in a new tab or pop-up window, based on the settings you defined in Profile.

Copy Selection / Copy Row

To copy data from a Worksheet, two options are available in SEI: Copy Selection and Copy Row.

  • Select a cell then click on the Copy Selection or Copy Row option.

The first icon copies the data of selected cell and the other icon copies the entire row where is located the selected cell.