Vision editor overview
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Presentation
The SoftExpert Analytics view editor allows you to manipulate and analyze large volumes of data from multiple perspectives, enabling managers to comparatively analyze data, facilitating management, visualization, and data-driven decision making.
Views can be generated from the third quadrant of the Registration > Analysis Panel (AN003) menu , if the logged-in user has permission to perform this operation, as well as from a query performed in another SoftExpert Suite component or directly in a portal.
The video below provides more details about the view editor:
The articles listed below explore, in detail, the different settings found in the editor:
- Define the view chart
- Configure dimension and measurement fields
- Configure axis and reference lines
- Configure sorting
- Group values
- Configure conditional formatting
- Filter data from the view
- Customize your view
• The fields available in the Columns and Measurements sections come from the query configured in the analysis record, for analysis views, or from the available fields in the query, for system menu views.
• Dimensions are the different perspectives involved in the analyses. They generally correspond to non - numerical fields in an analytical database and provide descriptive information, such as country, name, region, among others.
• Measurements provide the quantitative information that one wishes to consult and analyze; that is, they are numerical fields in a database, such as invoice value, sales percentage, among others.
• The different fields presented when selecting chart types from the editor will be explained in future articles.
Conclusion
The editor allows you to configure both synthetic and more detailed views. Now that you know its structure and how to access it, see more details about creating views in the articles listed below: