Power User - Basic Course

New sections added in January 2022:

New sections added in March 2022:

New section added in August 2022:

1. Installing Apliqo and UX Demo App
  • Download the latest Apliqo UX installer file.
  • Right-click downloaded Apliqo UX installer file and select "Run as Administrator"
  • Follow the installation wizard:
1 Click Next button
2 Click I Agree button 
3 Select:
  • Demo Applications 
  • Install Apliqo Server
4 Click Next button 
5 Finish installation by clicking Finish button 
2. Edit Mode and first App Creation
2.1. Log-in
  • Navigate to: http://localhost:8880/Apliqo_Demo/#!/
  • User: Demo1 / blank password
2.2. Enable Edit mode

Enable edit mode by clicking Edit Mode button which will allow you to create new apps as well as changing & editing existing ones.

2.3. Create first App

In the Navigation bar click Add App button that will open Create app popup.

Then follow those steps: 

  • Public option will be chosen by default, don't change it  
  • Enter the App title e.g. “App Templates”
  • Change Create With Default Settings option to No 
  • Click Create button

After clicking Create button new folder named “App Templates” will appear in the Navigation bar.

3. Dashboard Creation and Configuration
3.1. Create new dashboard

Now we will add a new folder under App Templates: 

  • Open App Templates folder and click + Add...
  • In the popup do the following configuration:
    • Public option will be chosen by default, don't change it  
    • Type option should say Folder  
    • Enter the Folder title e.g. “Dashboards”
    • Click Create button

New Dashboards folder was created under App Templates. 

With folder ready we can create first dashboard.

Follow the steps below: 

  • Open App Templates folder
  • Choose Dashboards folder
  • Inside will appear "+ Add public" option, click it
  • In the popup do the following configuration:
    • Change the Type by choosing Dashboard from the drop-down list
    • Leave the Dashboard Title empty
    • Change Cube Source by choosing General Ledger from the drop-down list
    • Click Create button

After clicking Create button the app will navigate to the newly created dashboard.

3.2. Publish the App

We can see that page is displaying two buttons: Publish and Delete. That’s because all the changes done so far are not visible for other users.

New apps that are not published yet are marked with pencil icon.

In order to save the changes and make the page visible for other users we need to publish the dashboard.

To do so follow the steps bellow:

  • Click Publish button that will trigger confirmation popup
  • Click Yes in the popup

Changes will be confirmed by toast notification visible in the right corner of the page. Publish & Delete button will no longer be displayed.

3.3. Configure the dashboard

3.3.1. Navigate to the new dashboard

In order to navigate to the newly created dashboard open App Templates folder located in the Navigation bar and choose Dashboards and click New Dashboard. You will be redirected to the selected page.

3.3.2. Change dashboard title and add info tool-tip
Title Change

While in Edit Mode click on page title and when the text field becomes editable, you can easily change the title.

Follow the steps below:

  • Click on the page title and change it to e.g. "Exec Dashboard"
  • Click outside of the editable text box and make sure that the title changed
Adding info tool-tip

Users can add page specific info tool-tips.  

Follow the steps below: 

  • Click on the Info icon visible next to the page title.
  • In the Edit Info popup add e.g. "This is my first Dashboard" info and click Save button
  • Hover over Info icon and check if info tool-tip displays and shows the correct text
3.3.3. Configure widget data

For the widget to display data, we need to configure it using the cube settings popup. While in Edit Mode click on cube icon visible in widget header and wait for the popup to appear.  

Follow the steps below by drag & dropping:

  • Region dimension to the Widget Rows
  • Version dimension to the Widget Columns
  • Period dimension to the Dashboard Fixed Values
  • Currency dimension to the Dashboard Fixed Values
  • General Ledger Measure dimension to the Dashboard Fixed Values
  • Year dimension to the Dashboard Filters
  • Department dimension to the Dashboard Filters
  • Account dimension to the Dashboard Filters

Now we will configure dimensions as follows:

  • Region
    • Choose Region Level from the Subset drop-down list
    • Set the attribute to Code and Description
  • Version
    • Choose Default from the Subset drop-down list
    • Set the attribute to Description

Fixed Values & Default Elements can be selected from the dropdown list, which is enabled by clicking on the Select button visible above the textbox. 

  • Period
    • Set the Selected Fixed Value to Year  
  • Currency Dimension
    • Set the Selected Fixed Value to Local  
  • General Ledger Measure
    • Set the Selected Fixed Value to Amount 
  • Year
    • Choose All Years from the Subset drop-down list 
    • Set the Default Element to 2016
  • Department
    • Choose Default from the Subset drop-down list
    • Set the Default Element to Corporate
  • Account
    • Choose Net Income from the Subset drop-down list 
    • Set the Attribute to Description
    • Set the Default Element to or click on Select and choose Net Income from the drop-down list

After finishing the configuration close Cube Setting popup and make sure that New widget displays data.

3.3.4. Update Global filter attribute

As shown on the screenshot below, Department global filter is displaying element technical name. This is because for this dimension we didn't select the attribute to be used as alias.

To change that follow those steps: 

  • Open New Widget cube settings
  • Click on the Department dimension
  • Change the Attribute value to Code and Description
  • Close the pop-up and make sure that the department filter is showing the full description
3.3.5. Change widget title and add info tool-tip
Title Change

Changing the widget title works the same way as it does for dashboards.

Click on the widget title in the editable text box input e.g. “Overview”. Click outside of the text box and make sure that the title changed.

Adding info tool-tip

Adding information to the widget works the same way.

Click on the Info icon visible next to widget title. In the text box add e.g. "This is Region Overview widget" info and click Save button.

3.4. Create new widget

3.4.1. Add new widget

To enhance the dashboard try adding another widget.

We can do that from the dashboard level: 

  • Click the “+” button visible in the dashboard toolbar and choose Widget from the list
  • Enter the widget title as "Waterfall"
  • Change the cube source to "General Ledger"
  • Click Create button
3.4.2. Setting up the waterfall chart

Same as in the previous case, in order for the widget to display data, we will need to configure it using Cube Settings.

Click on the Cube icon visible in the Waterfall widget header and configure the dimensions:

  • Drag and drop the Version dimension to the Widget Rows and:
    • Choose Element Comparison from the List Type drop-down list
    • Set the value to Actual
    • Set the value Max to Budget
  • Drag and drop the Account dimension to the Widget Columns and:
    • Choose Net Income 1 from the Subset drop-down list
    • Set the attribute to Code and Description
  • Drag and drop the Region dimension to the Dashboard Filters and:
    • Choose Default from the Subset drop-down list 
    • Set the attribute to Code and Description
    • Set the default element to (World) or click on Select and choose the World from the drop-down list

After finishing the configuration close Cube Setting popup and make sure that Waterfall widget displays data.

3.4.3. Change the widget type

For now, our widget doesn't look like a chart yet. Each widgets header shows its type, in our case it's Grid.

To change it follow those steps: 

  • Click the widget type info visible in the widget header, it now displays Grid 
  • After the widget type selection menu opens, choose Charts section
  • Click Waterfall

Make sure that widget refreshed and is now displaying waterfall chart. Widget type visible in widget header should say Waterfall. 

3.5. Change the size and layout of widgets

3.5.1. Flexible Layout functionality

We have already added widgets, the next step is to adjust the appearance of our dashboard. New widgets appear in default sizes, but we can easily change it.

Follow the steps below: 

  • Click Layout Settings button visible in the toolbar 
  • Check the box for Flexible Layout  
  • Click Edit Layout button
  • Set the position of the widgets using drag and drop functionality
  • Adjust the size of the widgets using drag handle
  • When you're finished with configuration, click Lock Layout button  

There is always a possibility to turn off the flexible layout and get back to the original one. Or if you want to start editing from scratch just click Reset Layout button, available under Layout Settings.

3.5.2. Device Settings

Flexi grid is not the only way to adjust our dashboard layout. Apliqo UX has the capability to work on all display sizes. In the device settings popup you can set how the page is uniquely displayed on the desktop, tablet and mobile. 

Follow the steps below: 

  • Click Layout Settings button visible in the toolbar 
  • Uncheck Flexible Layout box  
  • Select Device Settings button


The width of the page contains exactly 12 columns and widgets can use from 1 to 12 of them to fit into the page. 

Number of column used is controlled by the column bar. 

To practice this method, follow these steps: 

  • Set the column bar to 6 for Overview and Waterfall widget 
  • Close the popup 

Notice that the widgets have taken up 50% of the page's width. 

Let's try different configuration now: 

  • Set the column bar to 3 for Overview and Waterfall widget 
  • Close the popup 

As you can see the dashboard has updated once again. The same method is used to set layout for other devices.

Let's return to the original layout by discarding the changes. 

In tablet and mobile tabs you can control how the page will look on those devices.

3.6. Widget interactivity

3.6.1. Turn on Hyperlinks

Dashboard filters can also be changed by clicking on the row elements of widgets, it can be done by turning on hyperlink option: 

  • Open Cube setting for the the Overview widget
  • Click on the Region dimension
  • Set the Hyperlink value to ON
  • Close the pop-up

Region row headers are now formatted as a hyperlink and clicking them will change Region global filter.

3.6.2. Create a dynamic title

Widget titles can be set to dynamically change based on selected dashboard filters:  

  • Click Waterfall widget title
  • Change it to: $<<UX_Demo.Region.Region>> Waterfall 
  • Make sure that placeholder is replaced by the Region Dashboard Filter value

This syntax: $<<(Instance Name).(Dimensions name).(Hierarchy name)>> allows creating dynamic titles with all the dimensions used in the application.  

3.7. Duplicate and delete a widget

3.7.1. Duplicate a widget

Instead of creating another widget from scratch you can duplicate an existing one:

  • Open Action Menu for Waterfall widget by clicking on the 3 dots icon visible in the widget header
  • Choose duplicate
  • Input Title e.g. "Duplicate Waterfall"
  • Click Duplicate
  • Make sure that new widget appeared on the dashboard  
3.7.2. Delete a widget
  • Open Action Menu for Duplicate Waterfall widget by clicking on the 3 dots icon visible in the widget header
  • Choose Delete
  • Click Yes in the confirmation popup
  • Make sure that Duplicate Waterfall widget doesn't appear on the page

3.8. Additional functionalities

3.8.1. Setting up widget filters

Changing dashboard filters applies to all widgets on a page.

There is an option to set a filter that will apply only to the selected widget.

This is how we can do it:

  • Open Cube Settings for Overview widget
  • Drag and drop Year dimension to Widget Filters section
  • Close the popup

Now Overview widget has a filter available in its header, it's displaying 2016.

  • Change the filter to 2012 and than back to 2016
  • Make sure that only Overview widget refreshed
3.8.2. Column filters

If you want to filter the table by specific values ​​or elements, you can do it using column filters.

Follow the steps below:

  • Click Toggle column filters button
  • Open the advanced filters for Region column and select America and Argentina
  • Open the advanced filters for Actual column
  • Click Filter Top X
    • Choose Top or Bottom
    • Number: number of elements
    • Items or Percent: refers to the number above
    • The source elements: current elements, leaf elements in a subset or in a dimension
    • Remove filters by clicking Clear All Filters or one individual filter

Filter by condition is a list of Excel like conditions.

3.8.3. Cell Commentary

The application gives us the option to comment on individual cells in the table.

Follow the steps:

  • Right click on a cell and choose Comments
  • In the Cell Commentary pop-up enter the text (you can use formatting)  
  • Click Post button
  • Commented cells with will be marked with a red triangle

You can browse the full commentary history by right clicking on a cell and choosing Comments.

3.8.4. Adjust column width in grid widget

Editing options are not limited to the dashboard, changes can also be made inside the widget

E.g. changing the width of the columns in the grid widget:

  • Change the Overview widget column width by dragging the columns borders
  • Press Save to Option button available under 3 dots icon visible in the widget header
3.8.5. Show Source data

It's possible to check widgets source data (in a form of a table):

  • Open Action Menu for Waterfall widget by clicking on the 3 dots icon visible in the widget header
  • Choose Show Source Data
  • The grid with the data source is displayed
  • To switch back to chart, click on the same three dots icon and choose Revert back to original widget
3.8.6. Export chart to PNG

If you need to send one of the charts to a user that doesn't have access to the application, you can do it by e.g. exporting it to PNG:

  • Open Action Menu for Waterfall widget by clicking on the 3 dots icon visible in the widget header
  • Choose Export option and click PNG
  • The PNG file is downloaded to your computer
3.9. Save the dashboard

All the configuration done so far is only visible in the edit mode and it is not available after we turn it off. Enduser won't be able to see the changes.

To make this configuration available, follow the steps: 

  • Click the Save button
  • Confirmation popup will appear and we can review the changes made
  • Click the Save changes button
  • Popup will  close and the changes are now available outside of the edit mode
3.10. Connect widgets (new section, Jan 2022)
3.10.1. Create and configure new dashboard

New feature introduced in UX 2021.11 release is the ability to connect widgets. Users can combine widgets from the same or different cubes. 

In order for widgets to be connected correctly, their row dimension must be the same.

To showcase this, we will create a new dashboard called Connected Widgets. Select the "General Ledger" as the source cube for this dashboard.

Publish the Connected Widgets dashboard, click on cube icon visible in widget header and wait for the popup to appear and configure widget data.

Follow the steps below by drag & dropping:

  • Region dimension to the Widget Rows
  • Version dimension to the Widget Columns
  • Period dimension to the Dashboard Fixed Values
  • Currency dimension to the Dashboard Fixed Values
  • General Ledger Measure dimension to the Dashboard Fixed Values
  • Year dimension to the Dashboard Filters
  • Department dimension to the Dashboard Filters
  • Account dimension to the Dashboard Filters

Now we will configure dimensions as follows:

  • Region
    • Choose Region Level from the Subset drop-down list
    • Set the attribute to Code and Description
  • Version
    • Choose Test from the Subset drop-down list
  • Period
    • Set the Selected Fixed Value to Year
  • Currency Dimension
    • Set the Selected Fixed Value to Local
  • General Ledger Measure
    • Set the Selected Fixed Value to Amount
  • Year, Department & Account 
    • Choose Default Member from the Subset drop-down list
    • Set the attribute to Code and Description

Close the cube settings popup, make sure that the data loaded correctly and save the changes.

3.10.2. Add new widget

Add new widget (In order for widgets to be connected correctly, their row dimension must be the same):  

  • Click on the action menu in New Widget header 
  • Select Duplicate
  • In the creation popup input title: "New Widget 2" 
  • Click Duplicate button
  • Save the changes 

Open cube settings for New Widget 2 and follow below steps: 

  • Select Version dimension and click Reset
  • Move Period dimension to Widget Columns
  • Set Period dimension Subset to UX Qtr and Attribute to Description
  • Select Region dimension and change the Subset to All Countries
  • Close the cube settings popup and save changes  
3.10.3. Select master widget

Connect the widgets: 

  • Open the cube settings for New Widget 2 
  • Open the Master Widget dropdown 
  • Select New Widget from the list 
  • Close the cube settings popup

Make sure that now the dashboard is displaying only one widget which is showing values for Version as well as Period dimension on the columns. Save the changes.

After connecting the widgets, the cube settings from the master widget will apply to other tables e.g. row dimension attribute or subset. Column dimension from the master widget will be the first one to be displayed in the new connected grid.

Widgets can be enhanced with advanced formatting or additional rows and columns using the formulas. Chart type is also supported.

4. View Creation and Configuration
4.1. Create a view

If the page needs to display just one table with data it can be done using View type of page instead of Dashboard.

  • Open App Templates folder and click "+ Add"
  • In the popup do the following configuration:
    • Public option will be chosen by default, don't change it  
    • Type option should say Folder  
    • Enter the Folder title e.g. “Views”
    • Click Create button

New "Views" folder was created under App Templates.

 

With folder ready we can create first view.

Follow the steps below:

  • Open App Templates folder
  • Choose Views folder
  • Inside will appear "+ Add public" option, click it
  • In the popup do the following configuration:
    • Change the Type by choosing View from the drop-down list
    • Enter the view title e.g. "Sales Planning"
    • Change Cube Source by choosing Retail from the drop-down list
    • Click Create button

After clicking the create button, the application will automatically redirect to the new view.

4.2. Publish the view

All the configurations and changes done so far are not available for other users. Unpublished pages are marked with a pen icon.

In order to publish the view, follow the steps below:

  • Click Publish button 
  • Click Yes button in the confirmation popup
4.3. Configure the view

Click on the Sales Planning view cube settings icon. Once the pop-up is loaded we will configure dimensions to display data.

Follow the steps below by drag & dropping:

  • Region dimension to the Global Filters
  • Retail Measure dimension to the Global Filters
  • Version dimension to the Global Fixed Settings
  • Year dimension to the Global Fixed Settings
  • Currency dimension to the Global Fixed Settings
  • Period dimension to the Column Dimension
  • Product dimension to the Row Dimension

Now we will configure dimensions as follows:

  • Version
    • Set the Selected Fixed Value to Budget
  • Year
    • Set the Selected Fixed Value to 2016
  • Currency
    • Set the Selected Fixed Value to Local
  • Region
    • Choose Default from the Subset drop-down list
    • Set the default element to USA
    • Set the Attribute to Code and Description
    • Enable the Disable Consolidations Drillable
  • Retail Measure
    • Choose All Elements from the Subset drop-down list
    • Set the default element to Sales Amount
  • Period
    • Choose Default from the Subset drop-down list
    • Set the attribute to Short Description
  • Product
    • Choose Accessories from the Subset drop-down list
    • Set the attribute to Code and Description

After closing the Cube Settings popup the view will display selected data.

4.4. Save the view

To make this configuration available for endusers, follow the steps: 

  • Click the Save button
  • In confirmation popup, click the Save changes button
  • Popup will close and the changes are now available outside of edit mode
4.5. PopUp Creation and Configuration
4.5.1. Add Toolbar PopUp

Toolbar pop-up functionality allows you to add a button to toolbar part of your application which will open a pop-up. This pop-up can be configured to serve different purposes e.g. displaying additional data table or running a process.

In this example we will add a button allowing users to load data from excel file to application:    

  • Click on the Plus icon and select the Toolbar Pop-up
  • Enter the toolbar title as "Load From Excel"
  • Change the cube source to "Retail"
  • Click on Create button
  • Click the Load From Excel toolbar button
  • Set Widget Type to XLS Upload
  • Open New Widget cube settings:
    • Drag and drop Product dimension to the rows
    • Drag and drop Period dimension to the columns
  • Close Cube settings popup
  • Close Load From Excel popup
  • Click Save button

In the xls-upload widget you need to define a cube source, row and column dimension. All other dimensions can be left undefined which means their values as filter will be sourced from the context of where the popup widget was launched from. 

Product dimension is set for rows therefore element names for product must be displayed in column A in excel file

Period dimension is set for columns therefore element names for period must be displayed in row 1 in excel file

4.5.2. Load from Excel (new section, March 2022)

In this section we will use the popup created in the previous exercise to load data from excel into the app.

First we need to export the file (more on export functionality in Export section): 

  • Click Export button visible in the page toolbar
  • Select Excel (Load Format)  
  • File will be downloaded to your computer 

Now we will make some changes in the excel file to see if the correct data will be uploaded into the app:

  • Change the data for 486 - All-Purpose Bike Stand element to 100 for all Months
  • Save the changes 
  • Close the file and open the app again 
  • Click Load From Excel button
  • Click Drag file here or select...
  • Select Sales Planning file  
  • Click Upload

The preview of the file will be displayed in the popup.

  • Click Load button 
  • When the upload was done correctly the Success message will be displayed
  • Close the popup 
  • Check if the added data for 486 - All-Purpose Bike Stand element was correctly uploaded   
4.5.3. Add Table PopUp

Another type of Popup we can create is Table Popup. It will appear as an extra column in our table. In this exercise we will configure it to display Column chart.

Follow the steps:

  • Click "+" icon visible in the toolbar
  • Choose Table PopUp
  • Input title e.g. "Overview"
  • Change the Cube Source to Retail
  • Click Create

New column named Overview will appear in the table.

Now we need to configure the Overview Popup to display data in form of a column chart:

  • Click Overview icon to open it
  • Click on the widget title to change it to e.g. "Orders phasing"
  • Click on the Cube icon visible in the widget header
  • Wait for the Cube Settings popup to appear

Follow the steps below by drag & dropping:

  • Region dimension to the Dashboard Fixed Settings
  • Product dimension to the  Dashboard Fixed Settings
  • Currency dimension to the  Dashboard Fixed Settings
  • Period dimension to the Widget Columns
  • Retail Measure dimension to the Widget Rows  

Now we will configure dimensions as follows:

  • Region
    • Set the Attribute to Code and Description
    • Hide From Toolbar option: ON
  • Product
    • Set the Attribute to Code and Description
  • Currency
    • Hide From Toolbar option: ON
  • Period
    • Choose All Periods from the Subset drop-down list
    • Set the attribute to Short Description
  • Retail Measure
    • Choose Element Comparison from the List Type drop-down list
    • Set the Value to Order Quantity
    • Set the Value MAX to Unit Price
  • Change the widget type to Charts - Column
  • Close Cube settings popup
  • New widget is now available
  • Close Overview popup
  • Click Save button to make the configuration available for users

Data displayed in the popup will change depending on the row from which it is opened.

4.6. Add new Sub-view

In this section we will focus on adding another Sub-view to our table. It can be a part of the same cube, but it can also be a slice of a different one. 

  • Click on the plus icon
  • Choose Table from the list
  • In the popup do the following configuration:
    • Enter the title e.g. "Version"
    • Change Cube Source by choosing Retail from the dropdown list 
    • Click Create button

Now we need to configure newly added Sub-view,  otherwise the view won't display data.

Open Cube Settings and do the following configuration: 

  • Click on the Version Sub-view
  • Move Version dimension to Sub-view Column Dimensions
  • Change the List Type to Element
  • Change Element to Act VS Bud 
  • Close the Cube Settings popup and save the changes.

Now our view is displaying data correctly and the table includes new column named Act vs Bud 

4.7. Formatting & Conditional formatting (new section, March 2022)

The application offers us an option to enhance our view with applying formatting. With the use of this functionality we can draw attention to the important data from our report. (also supported in grid widgets) 

There are few available methods of applying format, but in this exercise we will use advanced options GUI:

  • Click on the Settings icon 
  • Expand Table Config option 
  • Select Column Format
  • Click on the + icon and add Year column to the advanced options panel 
  • Select one of predefined classes by clicking on the pencil icon 

The selected class will be applied to the whole Year column 

Let's apply some conditions to our formatting and highlight cells that are between 0 and 1500: 

  • Open the advanced options panel again 
  • Select greater or equal to from the condition dropdown list and input 0 as the value
  • We can add another condition by clicking on the + icon (between condition and value options)
  • Select less than from the condition dropdown list and input 1500 as the value

What is more we can apply multiple conditions with different classes applied to enhance the view even further. Let's edit this to add different class to values above 1500: 

  • Open the advanced options panel again 
  • Add new condition by clicking on the + icon 
  • Select greater or equal to from the condition dropdown list and input 1500 as the value
  • Select one of predefined classes by clicking on the pencil icon 

Discard the changes. 

Formatting can be also based on the Color attribute.
This way, the specified color will be applied for the element throughout the app.

NOTE:

  • leaving the row / column name empty when applying a formatting will result in the format being applied to the whole table. 
  • instead of using column names you can use it's position in the table e.g. 5 (starting from 0, where 0 is the row dimension)  
5. Wizard Creation and Configuration
5.1. Create new wizard

Wizard is another type of application, like View or Dashboard. It allows you to create a flow of Views and Dashboards applications contained in steps and sub-steps.

  • Open App Templates folder and click "+ Add"
  • In the popup do the following configuration:
    • Public option will be chosen by default, don't change it  
    • Type option should say Folder  
    • Enter the Folder title e.g. “Wizards”
    • Click Create button

New "Wizards" folder was created under App Templates. 

With folder ready we can create first wizard.

Follow the steps below:

  • Open App Templates folder
  • Choose Wizards folder
  • Inside will appear "+ Add public" option, click it
  • In the popup do the following configuration:
    • Change the Type by choosing Wizard from the drop-down list
    • Enter the view title e.g. "GL Dashboard"
    • Change Cube Source by choosing General Ledger from the drop-down list
    • Click Create button

After clicking the create button, the application will automatically redirect to the newly created wizard.

5.2. Publish the wizard

Publish the wizard:

  • Click Publish button 
  • Click Yes button in the confirmation popup
5.3. Configure the wizard Step

Click on the GL Dashboard cube settings icon. In the popup do the following configuration so that the Wizard Step will display data.

Follow the steps below by drag & dropping:

  • Region dimension to the Row Dimensions
  • Version dimension to the Column Dimensions
  • Year dimension to the Global Filters
  • Account dimension to the Global Filters
  • Department dimension to the Global Filters
  • Period dimension to the Global Fixed Settings
  • Currency dimension to the Global Fixed Settings
  • General Ledger Measure dimension to the Global Fixed Settings

Now we will configure dimensions as follows:

  • Region
    • Choose Region Level from the Subset drop-down list
    • Set the attribute to Code and Description
  • Version
    • Choose Default from the Subset drop-down list
    • Set the attribute to Description
  • Year
    • Choose All Years from the Subset drop-down list
    • Set the default element to 2016
  • Account
    • Choose Net Income from the Subset drop-down list
    • Set the attribute to Description
    • Set the default element to or click Select and choose Net Income from the drop-down list
  • Department
    • Choose Default from the Subset drop-down list
  • Period
    • Set the Selected Fixed Value to Year
  • Currency
    • Set the Selected Fixed Value to Local
  • General Ledger Measure
    • Set the Selected Fixed Value to Amount

After closing the Cube Settings popup the wizard will display the selected data under the GL Dashboard.

5.4. Create new wizard Step and Sub-step
  • Click on the "+" button to open the drop-down list
  • Choose Wizard Step
  • Enter “Planning” as title for the new step
  • Create with Sub-Step option should say Yes
  • Choose the Retail Cube
  • Click Create button

New Step and Sub-step were created.

5.5. Configure the Second step

While on second step of the wizard, click on the cube settings icon. 

Follow the configuration by drag & dropping: 

  • Product dimension to the Row Dimensions
  • Period dimension to the Column Dimensions 
  • Region dimension to the Global Filters
  • Retail Measure dimension to the Global Filters
  • Version dimension to the Global Fixed Settings
  • Year  dimension to the Global Fixed Settings
  • Currency dimension to the Global Fixed Settings

Now we will configure dimensions as follows:

  • Product
    • Choose Accessories from the Subset drop-down list
    • Set the attribute to Code and Description
  • Period
    • Choose Default from the Subset drop-down list
    • Set the attribute to Short Description
  • Region
    • Choose Default from the Subset drop-down list
    • Set the default element to USA
    • Set the Attribute to Code & Description
  • Retail Measure
    • Choose All Elements from the Subset drop-down list
    • Set the default element to Sales Amount
  • Version
    • Set the Selected Fixed Value to Budget
  • Year
    • Set the Selected Fixed Value to 2016
  • Currency
    • Set the Selected Fixed Value to Local

After closing the Cube Settings popup the wizard will display the selected data under Second step - Planning

5.6. Save the changes

Make this configuration available for endusers:  

  • Click the Save button
  • In confirmation popup you can review the changes made so far
  • Click the Save changes button
  • Popup will be closed and the changes will be available in the normal mode
5.7. Edit Wizard Steps

While in Edit Mode notice that Edit Wizard Steps button will appear.

Clicking it will open a new popup that allows you to edit the steps and sub-steps e.g. titles and order. In this section we will cover the available options.

For the purpose of this exercise we will create two additional sub-steps, but we will not configure them.

Follow the steps below:

  • Navigate to first wizard Step
  • Click on the "+" button
  • Choose Wizard SubStep from the list
  • Without changing any settings click Create button

After clicking Create we will be automatically redirected to the newly created SubStep.

  • Navigate to second wizard Step
  • Click on the "+" button
  • Choose Wizard SubStep from the list
  • Without changing any settings click Create button

After clicking Create we will be automatically redirected to the newly created SubStep.

  • Click the Save button
  • In confirmation popup you can review the changes made so far
  • Click the Save changes button
5.7.1. Rename Steps and Sub-steps
  • Click Edit Wizard Steps button
  • In the popup do the following configuration:
    • Click on the New WizardStep title
    • In the editable text box input new title e.g. Budget
  • Expand both folders to see available SubSteps
  • Click each title and change it

Apply button is displaying number of changes made in real time.

5.7.2. Change the order of Steps and Sub-steps

Using Edit Wizard Steps popup and simple drag & drop functionality you can re-order your Wizard Steps and Sub-steps.

5.7.3. Add info tool-tips
  • Click on the info icon visible for Planning Step
  • In the text box write e.g. "This is test tool-tip"
  • Open the Planning folder
  • Click on the info icon visible for View 3 Sub-step
  • In the text box write e.g. "This is test tool-tip"
  • Hover over Info icon to check if the information was applied

Info icon changes from info to info-circle to indicate Steps and Sub-Steps where info text has been added.

5.7.4. Add Sub-step icons

To make Sub-steps more visually distinctive you can add icons to them.

5.7.5. Apply the changes

The last thing for us to do is Applying the changes and making them available for other users.

  • Click Apply button
  • If you want to review changes made so far click See more
  • Click Save button

Check if the changes were applied:

6. Working with Subset editor
6.1. Open Subset editor from different levels of the app

We will practice using Subset editor on Dashboard created in previous section. To navigate to it open App Templates folder, choose Dashboards and Exec Dashboard.

The subset editor is accessible from:

  • Filter bar
  • Widget header for every available row or column dimension in each widget
  • Cube Settings

Subset editor shortcut can be also added to the context menu which is useful functionality when editing views.

Follow the steps: 

  • Navigate to Sales Planning view 
  • Enable the edit mode
  • Click on the cube setting icon 
  • Select Product dimension 
  • Turn on Enable Subset Editor option
  • Close the cube settings popup 
  • Save the changes 
  • Right click on any element from Product dimension 
  • Notice the the Subset Editor option is available in the context menu 
  • Navigate back to Exec Dashboard  
6.2. Subset Selection

Open Subset editor for Overview widget Region dimension directly form its header.

We will start will the Subset Selection:

  • Click Subset to open the drop-down list
  • Click through the available options to see how the displayed elements change

Your choice is immediately visible and you can decide if those are the elements you want to display.

If you want to make additional adjustments it's possible to copy & paste and change the order of the elements.

  • Drag & drop Europe and Asia element
  • Right click on the USA element and choose copy from the list
  • Right click on the Brazil element and choose paste from the list
  • Right click on the copied USA element and choose remove from the list

After we make adjustments we can save them as our own subset:  

  • Click Save icon
  • In the popup choose a name for your new subset
  • Click Save

New Subset will be now available in the Subset drop-down list.

Click Apply to see the changes in the Overview widget.

Revert to original widget configuration by choosing Region Level subset for Region dimension. You can Use Cube Settings or Subset Editor.

6.3. Attribute Selection

Open Subset editor for Overview widget Region dimension directly form its header.

Now we will practice Attribute selection:

  • Open Attribute drop-down list to see all available attributes for selected dimension
  • Choose Color and Currency

Like in previous case we immediately can see how given attribute will look like if we applied it.

  • Open Attribute list again
  • Unselect Code and Description
  • Click Apply to see the changes in the Overview widget

Click Discard and Yes in the confirmation popup to revert to original configuration.

6.4. Choose Default Value

Subset editor also allows us to change default values for global filters and fixed values:

  • Open Subset editor for Region dashboard filter

Current default value is set to: World

We can easily change that: 

  • Go through the elements visible in the dimension and notice that cursor icon appears
  • If you hover over it, the "Select default" message will appear
  • Select Europe element as default element 
  • Click Apply

We can decide not to choose default element at all by clicking "x" visible next to the selected element.

  • Reload the page
  • Turn on the Edit Mode
  • Check if Region filter is displaying Europe element
6.5. Exercise

In this exercise we will use Subset editor to change elements displayed in Version dimension:

  • Open Subset editor for Overview widget directly form its header
  • Choose Version from the list
  • Subset editor popup will appear on the screen
  • Select Actual, Budget and Act Vs Bud from the list by pressing and holding Ctrl to select multiple items
  • Click Keep button
  • Apply the changes

Overview widget is now displaying updated column elements selection. 

  • Open cube settings for Overview widget and click Version dimension
  • After applying changes, List Type is now set to MDX and the selected elements are listed in the MDX statement
  • Change List Type back to Subset and choose Default from Subset drop-down list
  • Close the popup
7. Cube Viewer widget configuration (new section, March 2022)
7.1. Configuration

In this section we will create and configure a new widget: Cube Viewer 

To showcase this exercise we will create a new page, follow the steps below:

  • Enable the edit mode
  • Open App Templates Dashboards folder
  • Click +Add public...
  • In the popup: 
    • Change the Type to Dashboard
    • Input Dashboard Title: Cube Viewer 
    • Set the Cube Source to General Ledger 
    • Click Create button 

Make sure that the app navigated to newly created dashboard and click Publish.  

Now we can configure the Cube Viewer widget:


  • Change the widget type  
    • Click on the widget type list 
    • Select TM1 widgets 
    • Click Cube Viewer option

  • Configure the default view
    • Click on the cube settings for the New Widget
    • Open Default View dropdown list 
    • Select Budget Template 


Make sure that the widget is displaying correct data and Save the changes. 

7.2. Create new view using cube viewer widget

Using Cube Viewer widget users can create new views, to do so follow the steps below: 

  • Move the Version dimension to Rows
  • Move Period and Account dimensions to Filters
  • Click  Save View as button
  • In the popup:
    • Choose native 
    • Uncheck private view 
    • Input title: Test new view 
    • click Save button 

Make sure that the newly created view is available in the dropdown list.

Views can also be deleted: 

  • Make sure that the selected view is set to Test new view
  • Click on the trash can icon 
  • In the confirmation popup select Yes
  • Make sure that the view is no longer visible in the dropdown list
  • Save the changes 
8. Set up Home Page
8.2. Use User Default Settings to change the Home Page

There is an alternative way to set up a Home page. 

  • In the right corner of the page there is a name of the user visible (Demo1), click it
  • Choose User Default Settings from the list
  • In the popup open Set Default Homepage drop-down list
  • Choose Welcome to Apliqo UX 
  • Close the popup
  • Click on the Logo and make sure that it navigates to Welcome to Apliqo UX

Change the Homepage back to Exec Dashboard using whatever method you prefer.

9. Cell Types (new section, March 2022)

Apliqo supports few predefined cell types that can help you create the reports you need, we will take  a look at Date picker & Checkbox.

Both of them are defined by CellType attribute. 

Let's create a new widget to showcase this example:

  • Navigate to Welcome to Apliqo UX dashboard by selecting it from the Content Store Settings menu
  • Click the “+” button visible in the dashboard toolbar and choose Widget from the list
  • Enter the widget title as "Set Cell Type"
  • Turn On the Control Objects option
  • Change the cube source to "}ElementAttributes_Retail Measure"
  • Click Create button
  • Open cube settings for Set Cell Type widget
  • Add Retail Measure to Widget Rows 
    • Open Subset editor for Retail Measure 
    • Click All 
    • Select Date and Checkbox
    • Click Apply
  • Add }ElementAttributes_Retail Measure to Widget Columns 
    • Open Subset editor for }ElementAttributes_Retail Measure
    • Click All
    • Select CellType
    • Click Apply
  • Close cube settings popup 

Let's see what will happen when we change the Cell Type:

  • Click on the Checkbox CellType and notice that the box is checked
  • Clear the Checkbox CellType by clicking backspace button 
  • Cell type changed and the checkbox is no longer visible 
  • Input checkbox value into the cell to change the type again  
  • Click on the date CellType and notice that the calendar opens
  • Clear the "date" value 
  • The calendar is no longer available  
  • Input date value into the cell to change the type again  
  • Save the changes 
10. Export
10.1. Custom format & PDF

We can export every page created in our app to PDF without further configuration, although it is possible to customize our choice.

Follow the steps:

  • Click Export button
  • Choose Custom from the list

Inside the popup up there are three settings that need to be configured:

  • Select A4 Page size
  • Select Portrait Page orientation  
  • Select pdf Export format
  • Click Export

Make sure the file has been downloaded to your computer.

10.2. Excel

Navigate to View 3 sub-step of the Planning step in GL Dashboard.

Data from the view can be easily exported to Excel file. In the toolbar there is Export button with two options available for Excel file.

Excel (Load Format) - simplified file version without filters allowing you to load files into the application.  

Excel With Filter Values - file version including global filters.

To export the view to Excel file follow the steps below:

  • Click Export button
  • Choose Excel (Load Format)
  • Make sure the file has been downloaded to your computer
10.3. All tables in dashboard

This option gives us possibility to export all widgets visible in a dashboard in a form of a grid to single excel file. Each widget will be located in a separate tab.  

Follow the steps:

  • Navigate to Exec Dashboard by selecting it from Dashboards folder  
  • Click Export button
  • Choose All tables in the Dashboard
  • Make sure the file has been downloaded to your computer

Notice that all widgets were exported as grid tables into the single excel file. 

10.4. Export with Grouping

Other option introduced in one of the latest ux version is Export with Grouping. When this option is enabled through the advanced options, the excel file will reflect the consolidations (as set in the app) together with the ability to expand and collapse them. 

Follow the steps below:

  • Enable the edit mode
  • Click on the Overview widget header
  • Expand Table Config option by clicking on the plus icon 
  • Select Export to Excel option 
  • Set Export with Grouping to Yes
  • Collapse the settings panel  
  • Save the changes 
  • Open Action menu for the Overview widget
  • Select Export -> EXCEL from the list 
  • Open the exported file 

Notice that the option to expand and collapse the consolidations is available.

11. Notifications functionality (new section, August 2022)

In this section we will focus on the newest feature added to the Apliqo UX in the 2022.06 release

Notifications introduce brand new way users can communicate with each other, which will have a great impact on successful collaboration through Planning Analytics applications.

Notifications can be linked directly with users' reports and are integrated with existing Annotations functionality. What is more users can also track executed processes and their status and create tasks (To-Do lists).

In this part of the course we will try out each of the new options available.

11.1. Messages
11.1.1. How to access Notification Drawer and open Message popup

We will start with the basics so how to actually access the Notification Drawer and launch the new message creation dialog. 

For the purpose of this exercise we will use Commentaries and Notification dashboard available in the UX Samples folder in the Apliqo Demo app.

Follow the steps below:

  • Click on the new Bell icon visible in the application header
  • New window with 4 foldable sections (drawers - available for each user) will open:
    • Public (option is only available to members of the UX Power User and UX Administrator groups) 
    • Message
    • Process 
    • To-Do List
  • Click on the icon visible in the left side corner of the widow to open a new popup

There is also another way of accessing message creation dialog:

  • Right click on any cell in Products widget 
  • Select Notifications option from the context menu
  • New message creation popup will appear on the screen
11.1.2. Send a message

Now we will try both ways of sending messages and see how they differ:

11.1.2.1. Sending Message from a cell level

When you want to draw attention to a particular value in a certain view the best way is to send a message directly referencing that cell. In that case recipient of the message will be able to open the view with the original global filters settings.

Follow the steps below:

  • right click on any cell in the Product widget 
  • select Notifications option from the context menu
  • in the popup configure: 
    •  Notification Type -> Message 
    • User to whom the message should be delivered -> Enduser 
    • Type (information, warning, etc.) -> e.g.  Information 
    • Content (Header and Message) -> Important / New Feature!
    • Cell Reference -> auto populated with the cell value
  • Click Post 

Condition, when enabled the user will be presented with a new set of options that allow to specify certain conditions, that may make it easier for the recipient of the message to review the case.

11.1.2.2. Sending Message through Notifications window

When a cell reference is not the main priority, users can send messages directly from notification window.  

Follow the steps below:

  • Click on the Apliqo UX logo to navigate to the Homepage 
  • Open the Notifications window 
  • Click on the + icon 
  • Select Enduser User  
  • Set the Importance and fill out Header and Message textboxes
  • Link option should be set to Yes 
  • Click Post 
11.1.2.3. Receiving messages

Now we will look at the messages from the point of view of the recipient , i.e. Enduser.

  • log out of the application
  • log in as Enduser
  • notice 2 notifications that are visible next to the bell icon  
  • click on the bell icon 
  • 2 new messages will be visible in the drawer 
11.1.2.3.2. Reply

To further improve communication, each user can reply to a message sent to them by selecting Reply from the list of options available after clicking 3 dots icon

Follow the steps below:

  • Click 3 dots icon visible next to the Done! Test notification 
  • Select Reply option 
  • Fill out the Header and Message text box 
  • Click Post 
  • Log out of the application and log in as Demo1

Reply from Enduser will be visible in the Notification drawer

11.2. To - Do List

To-Do lists can be created for personal reference but also for other users of the application.
Comparable to Messages, new task can be added directly from a cell level to include more necessary details or from the notification window using + icon.

Follow the steps below:

  • Open the Notifications window 
  • Click on the + icon 
  • Change the Type to To-Do list
  • Select Demo1 User  
  • Set the Importance and fill out Header and Message textboxes
  • Link option should be set to Yes 
  • Click Post 

New task will appear in To-Do List section. 

  • Click on the Apliqo UX logo to navigate to the Homepage 
  • Expand To-Do List section of the notifications drawer 
  • Click on 3 dots icon visible next to the new task 
  • Select Visit Link from the menu 

The app will navigate to the dashboard from which the new task originated.

11.3. Process

With the help of the processes drawer in the notifications panel, users can monitor running processes and their status changes. 

To benefit from this functionality, additional advanced option Enable Drawer was added for three TI Process Status Notifications: Running, Success, Failed. 

Follow the steps below to see how to enable it: 

  • Enable the edit mode
  • Click on the settings icon and then on  the Add Product widget header 
  • Click on the + icon visible next to the Process config option 
  • Click on the + icon visible next to the Status Notifications option 
  • Select Success 
  • Notice that the Drawer Enabled option is set to Yes -> this is the option enabling users to keep track of process status changes 

Now we will see how the status changes will be shown in the notifications drawer:

  • In the Add Product widget input "My New Product" in the Product textbox  
  • Click Run button 
  • If the process was successful, new notification will appear next to the bell icon 
  • Expand the Process section 
  • Click on the 3 dots icon 
  • Select Process Info option to review the paraments 

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