Data slices in the QM
Hi all!
There is a flat table of sales records with the fields: [Date, Quarter, Salesman, Region, Product, NumCustomers, Net Sales, ProfitOrLoss]. The values of the Net Sales and ProfitOrLoss fields are assigned for analysis. The list of products sold consists of three names: [FastCar, RapidZoo, SuperGlue]. First, you need to build two reports for the Net Sales field. Report 1 (R1) is the total revenue by months and years. Report 2 (R2) is a summary of revenue by years and for the company as a whole for two years. As everyone knows, this is an elementary task. But here’s what makes it harder: reports R1 and R2 must be parameterized by Product slices. Here’s what I mean:
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Does anyone know, if it is possible to mimic data slices in QM? Yes or No?
Good luck
8. This is a demonstration of five slices use at once
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That is about all,
Good luck
7. This is a demonstration of applying a slice by Quarters.
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3. This is demonstration of the user’s choice between Net Sales or ProfitOrLoss figures for the reporting:
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2. So we had seen, it is possible to create one data slice in QM. This is good and relatively simple. But, what if several data slices need to have instead of one. For example, slices by fields values [Quarter, Salesman, Region, Product, NumCustomers]. It turned out, this problem can be solved in QM. Below I will show more detailed pictures to understand the principles and logic of my decision. All pictures will show a full report with visual effects for each slicing manipulation. At the user’s choice, either Net Sales or ProfitOrLoss is sent to report’s processing. In the sales table, each involved slice highlights the corresponding field-column, plus data filtering is applied to this field. A text message display the number of records selected to the reports. In general, I think it will not be difficult to trace the logic of multi-slicing. To make it easier to analyze the solution, first I will show slices by one. And in the end, I use all of the slices at once. Here is what I will demonstrate next:
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1. I have found a suitable solution to this problem. So my answer is: “Yes, data slices can be implemented in QM!“. This is a data slice by the Product field:
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However, unlike spreadsheets, changes in the data members for a slice on the presentation canvas will have to be adjusted manually. For example, if the number of products becomes more than three. In this case, it will need to add the missing switches to the canvas and link them to the corresponding cells of the slicer matrix. Once again, this remark applies only to the canvas. The counting part of the model will automatically work out such changes.
5. This is a demonstration of applying a slice by Salesman.
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FYI.
Starting from version 2022.2.0, the use of new QM’s feature – check-boxed boolean constrained input – will allow you not to use canvas switches. Slicers become fully scalable without any manual manipulation of the canvas elements.
Interesting. Yes, the problem is when new item is added, unfortunately we have to add switch manually which is not optimal
I agree. It would be much better if Quantrix would allow the list to update automatically much like a traditional slicer…
Interesting. Yes, the problem is when new item is added, unfortunately we have to add switch manually which is not optimal