We are happy to deliver the brandnew July 2021 release with the new dynamic list reports! Try it now!
Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.
(1) Web Client: New dynamic list reports
Until now, it was only possible to show aggregated values on the aggregated levels of the dimension tree:
With this release you can create reports like this which show the elements from the dimension tree in the report itself:
Of course, those reports can be filtered dynamically by double clicking in the dimension tree:
This new type of report uses the following new features:
- New filter tables
- New “data1_CELLS01_DIM001_Attribute” parameter
- New list form for the “data1_CELLS01_DIM001” parameter
(2) Web Client: New filter tables
With this release you can query all dimension tables from your datamodel simply by using the following named range:
After the READ process has been executed …
… an Excel table with the dimension data is inserted starting at the defined cell:
Furthermore, you can add an filter condition which has to be written in the syntax of an “SQL where clause” using the following named range:
Please note that there a several restrictions at the moment:
- Row Level Security (RLS) is NOT applied as filter
- The filter table is read only (it is NOT possible to write changes back to the datamodel)
(3) Web Client: New “data1_CELLS01_DIM001_Attribute” parameter
There is only 1 thing missing to link the table to the selected element from the dimension tree: the name of the field from the selected element in the dimension tree. You can query this information now with this new named range:
You can combine now the selected element with the attribute behind it in order to define a dynamic filter statement for the table:
Selecting another element from the dimension tree triggers a new query of the dynamic table and you get a new filtered table:
(4) Web Client: New list form for the “data1_CELLS01_DIM001” parameter
Until now, the parameter “data1_CELLS01_DIM001” had to be a single cell. With this release, you can define this parameter as a horicontal or vertical range. Double clicking an element in the dimension tree will transfer the name of the selected element to the first cell of the named range and the other cells from the named range will also be used as filter parameter for the query of the values in the cells area:
The same is true for the new parameter ” data1_CELLS01_DIM001_Attribute”:
Finally, you can connect the cells area with the READ/WRITE interaction with the dynamic filter table e.g. by using the INDEX() formula in order to get the elements from the filter table in relative order into the cells area:
Please note that there a several restrictions:
- At the moment only the Measure fields and NOT the Text fields are retrievable
- At the moment those sheets are read only (so it is NOT possible to write back data entries)
(5) Web Client: New vertical ByColumnMapping definition
The next feature has nothing to with the new dynamic list reports. Until now, the named range “data1_CELLS01_ByColumnMapping” could only be used in a horicontal list form …
… with this release you can use this definition also in vertical list form which makes many more usecases realizable:
(6) Web Client: New Exception Type 0
Exception types overrule the definition from R/W control panel. This is useful if you have rows or columns which are partly relevant for the Read/Write process and partly not:
Please note that the other exception types (1 to 4) were already available.
Hope you like the new features – we are very curious about your feedback! Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io.
We`ll be back after the summer break with the September Release!
And: stay healthy!