IMS version 21.9 > IMS Basics - User Guide > Reporting > Example 4

In this exercise we will create a new dashboard report in which we will chart the number of Nodes by City name.

Overview

In this example we will:

i.	Produce a grid (table) that displays circuit names with their corresponding customer or department name, speed, connectivity status, and created date (year)
ii.	Produce a filter mechanism (combo box) in which to group data results by product name and connectivity status
iii.	Conditional formatting - highlight all circuit created dates that are older than the year 2016
iv.	Rename various titles and column names

ex4_01_Dashboardresult01

As before:

▪From the Dashboard Actions tab, click on the Create New option to open up a new Designer pane

▪Amend the Permissions tab options as required for this report

▪At this point, go ahead and save your work as before

▪Back on the Designer tab (now containing your new dashboard name)

▪Click on the Grid icon in the toolbox and drag it onto the Designer pane.

ex4_02_GridIcon

In the same way we did in a previous exercise, go ahead and bind this new dashboard to the Circuits data as in the following 2 screen shots:

ex4_03_DataBinding

▪Confirm the data binding

ex4_04_IMSdataCircuit

▪Click on the Designer background (containing the Grid) to open up the Grid setting menu

ex4_05_GridSettings

1.Select the Binding option

2.Add a new Column – click on the Add Column item

3.Locate and select Customer, then Name in the list of binding data sources

4.Confirm your selection by verifying your result next to the Binding title

▪Close the Binding section by clicking on the title “Binding” (screenshot below)

▪Now open the Options section just below, so that we can rename the column title to something meaningful – refer to the next screenshot:

ex4_06_RenameCaption

▪Rename the Caption to Customer / Department

Go ahead and do the same by adding 4 more columns, as we just did, with the following information, all from the base Circuit data source:

▪Name - (rename caption to Circuit Name)

▪Speed - (rename caption to Speed Name)

▪InventoryStatusId - (rename caption to Connectivity Status)

▪CreateDate - (rename caption to Created Date: Red - if Older than 2016)

Conditional Formatting

For the created date column, we will implement a conditional format in which the year value is to turn red (or any colour of your choice) if the year is older than 2016.

▪Starting from the grid menu, click on the Binding icon

▪From the following 3 screen shots, follow the sequence of 5 steps:

1.from the grid Columns section, select the Created Date field

2.then select the Conditional Formatting option

3.Select Value from the given list

4.Type in 2016 in the field space provided

5.Select a red colour option – in this case a light red or pink

ex4_07_SettingsAlter

ex4_08_SettingsAlter02

▪Close the grid menu and validate your work.

You should notice that all rows whose dates are 2015 and earlier will have their date fields highlighted in the colour of your choice

ex4_09_ConnectionsList

Now we will move onto the final piece of this exercise – the filter mechanism.

Filter mechanism – Combo Box

In this section we will introduce another component to our dashboard report. Let’s assume that the requirement is to filter our circuit results set to be grouped by Circuit Product and Connectivity Status.

We will start as follows:

▪Select the Combo Box item from the Filter group and drag it onto the Dashboard (this screenshot already shows the combo box with a modified title … we will get to that part shortly)

ex4_10_FilterByCircuit

▪As before, go ahead and add two data source fields to the Dimensions group by clicking on the Add Domain buttons - as shown in the following screenshot

oProduct.Name

oInventoryStatusId

ex4_11_AddDomains