What is a QuickView?

Dimension QuickViews allow the user to choose a dimension and then individual dimension values to filter by. A Dimension QuickView initially shows all values until the QuickView is filtered by using the Set QuickView dialog box.

Here is an example of the code for a Dimension QuickView.

  report-page { 
    title "Report Page - Dimension QV" 
    cplan "/cplans/basic_102.cplan" 
    quickview-set {  
      cplan "/cplans/basic_102.cplan" 
      dimension-quickview "Premise" 
      dimension-quickview "Resp Team" label = "Sales Team" 
    } 
    
    dimension "Premise" 
    dimension "Resp Salesperson" 
    text column = "Cases" { 
      value-format "#,###.00" 
    }  
    text column = "Cost" { 
      value-format "$#,###.00" 
    }  
    text column = "Net Sales" {  
      value-format "$#,###.00" 
      link { 
        web-page "www.google.com" 
      } 
    } 
  } 

Here is the result of the code in DiveTab.

Here is a view of the Set QuickView dialog box for Sales Team.

Notice that the Dimension QuickView initially displays all values by default. By using the Set QuickView dialog, the DiveTab user can select specific dimension values to filter by.

List QuickViews allow the user to identify certain values of a particular dimension that are options in the Set QuickView dialog box. The information initially is filtered when opened by the first value that is listed in the code. Values not listed do not appear.

Here is an example of the code for a List QuickView used by a report page.

  report-page { 
    title "Report Page - List QV" 
    cplan "/cplans/basic_102.cplan" 
    
    quickview-set { 
      cplan "/cplans/basic_102.cplan" 
      list-quickview "Resp Team" label = "Sales Team" { 
        values "Gorman" "Crowe" "Higbee" 
      } 
    } 
    
    dimension "Premise" 
    dimension "Resp Salesperson" 
    
    text column = "Cost" { 
      value-format "$#,###.00" 
    } 
    text column = "Net Sales" { 
      value-format "$#,###.00" 
    } 
  } 

Here is the result of the code in DiveTab.

Since the first value listed is Gorman, the report page is initially filtered by Gorman.

Here is a view of the Set QuickView dialog box.

Notice that only the values identified in the code display in the Set QuickView dialog box. Since values Holgate and Gampie (as seen in the previous Dimension QuickView sample) were not included, they are not options to filter by.

NOTE: The DiveTab user can also search for values by using the search box. It returns values that contain the search term.

Here is the resulting page when the other two values are selected.

Notice that the values Crowe and Higbee are now included in the Report page.

Parameterized List QuickViews allow the user to choose between several different summary options. This summary changes in the client according to which summary is chosen using the Set QuickView dialog.

Here is an example of the code for a Parameterized List QuickView, Metric labeled as Unit, used by a report page.

  report-page { 
    title "Report Page - Parameterized List QV" 
    cplan "/cplans/metric_test.cplan" 
    
    quickview-set { 
      cplan "/cplans/metric_test.cplan" 
      list-quickview "Metric" label = "Unit" single-selection = true all-values = false { 
        default-values "Cases" 
        values "Cases" "Cost" "Net Sales" "Discount" 
      } 
    } 
    
    dimension "Product Name" 
    text column = "Metric Value" 
  } 

Notice this is just a list-quickview, declaring a parameter and referring to summary columns. However, Parameterized List QuickViews require changes to the cPlan in order for these QuickViews to function. Here is the code in the related cPlan.

cplan { 
  cbase-input "/cbases/NY.cbase" 
  
  take-parameter "Metric" { 
    default "Cases" 
  } 
  calc "Metric Value" `calc(param("Metric"))` label = "$(Metric)" 
} 

Here is the result of the code in DiveTab.

Here is a view of the Set QuickView dialog box.

NOTE: The DiveTab user can also search for values using the search box. It returns values that contain the search term.

Here is the result when value Cost is selected.

NOTE: Only one summary can be selected at a time. If the user selects more than one summary, this results in an error.

Anchor Date QuickViews allow the user to filter the data by a chosen date. The Anchor Date QuickViews initially show a specified value, and can be changed using the Set QuickView dialog box in the client.

Here is an example of the code for a Anchor Date QuickView used by a report page.

  report-page { 
    title "Report Page - Time Series QV" 
    cplan "/cplans/timeseries_pick_anchor.cplan" 
    
    quickview-set { 
      cplan "/cplans/timeseries_pick_anchor.cplan" 
      dimension-quickview "Current Date" label = "Date" single-selection = true all-values = false { 
        dimension "Posting Period" 
        default-values "2013-01" 
        default-last-value 
      } 
    } 
    dimension "Product Name" 
    text column = "Cases YTD" 
  } 

Notice that this is just a dimension-quickview, that passes the anchor date as the dimension. The cPlan that specifies the time series must also declare the parameter. For example, here is the code in the related cPlan.

cplan { 
  cbase-input "/cbases/NY.cbase" 
  take-parameter "Current Date" { 
    default "TODAY" 
  } 
  
  calc "Product Name Count" `dimcount(value("Product Name"))` 
  calc "Customer Count" `dimcount(value("Customer"))` 
  
  time-series { 
    date `value("Posting Period")` 
    
    anchor ```if(param("Current Date") = "TODAY", 
    today(), period_end(period("gregorian month", 
    param("Current Date"), "YYYY-MM")))``` 
    
    summary "Cost" 
    summary "Cases" 
        
    ranges { 
      year-to-date 
      month-to-date 
      current-year 
      all-quarters 
      rolling-months 3 
      rolling-months 6 
      recent-weeks 24 
      recent-months 12 label-format = "MMM" 
      all-months label-format = "MMM" 
      
    } 
  } 
} 

Here is the result of the code in DiveTab.

Here is a view of the Set QuickView dialog box.

The pull-down list reveals other periods to choose from.

Here is a view of the page with the QuickView value changed to 2011-08.