You can display the graph at the bottom of the summary view.

When preparing the summary view, buttons for transitioning to the summary view are prepared on the search screen.(Figure 1)

Figure 1 Button to Transit to Sales Summary View by Department

Fig. 2 shows an example of sales summary and graph display by department.The graph is provided at the bottom of the summary view.

Figure 2 Sales Breakdown Chart by Category

We prepare two models "department" and "sales aggregation".(Figure 2)

Figure 2 Defining two models

The division model is an option model.We prepare three types of "sales part", "sales part 2", "sales part 3 part".(Figure 3)

Figure 3 Prepare age classification master

Figure 4 shows the definition of the sales aggregation model.Dimension is "department" item.Major is "sales amount" item.

It is appropriate to have the value of "sales summary" item originally calculated as the sum of individual sales slips rather than input.It is simplified here for the explanation of the graph function.

Figure 4 Definition of sales aggregation model

You configure a compound key with two items "department" and "year/month".For department items, refer to the department model shown in Fig.Set sorting rules in ascending order of ID.(FIG. 5, FIG. 6)

Figure 5 Refer to the department model
Figure 6 Set the department item to be the primary key (part of the composite key)

Also set "year/month" item as primary key.(FIG. 7)

Fig. 7 Set the year/month item as the primary key (a part of the composite key)

The input method of "year/month" item is set as list box (year/month).Also, set the initial value as "Today's date" (TODAY function).(FIG. 8, FIG. 9)

Fig. 8 Date input method
Fig. 9 Initial value of the date

Set the output format of "Sales amount" item.(FIG. 10)

Figure 10 Setting output format of sales amount item

Open "Screen> View> Summary View".Multiple aggregate views can be prepared.Here we define the summary view of number 1.

Check "Create screen" and set the page title.Dimension 1 specifies department fields.

In addition, specify graph output.In this example, we will define the type as "collective column chart" and specify the color, height and width, respectively.In addition, the vertical axis is the only total.

Figure 11 Setting summary view and graph

Click the "Major" button and designate the sales summary item as major.

Figure 12 Measure settings

Example of operation

An example of setting search conditions to automatically calculate "this year" (from the beginning of April until the end of March of the following year) for "year/month" included in search conditions is shown below.

Fig. 16 Automatic setting of search condition

Definition method

For numeric and date types, range search is enabled by default.So we set two expressions in the search condition.Each will be the beginning (from) and the end (to).

DATEVALUE(YEAR(TODAY())+"-04-01")
DATEVALUE((YEAR(TODAY())+1)+"-03-31")
Figure 17 Setting Expression to Search Condition

Example of operation

You can display the ratio in the total column.(FIG. 18)

Figure 18 Example showing ratios

Definition method

Activate "Display Ratio" prepared for definition of summary view.(Fig. 19)

Figure 19 Setting the ratio

Numeric format can be set for ratio.If unspecified, it is handled the same as '(' The following example is valid for up to two decimal places.

'('##0.00%')'
Figure 20 Setting the ratio - specify the numeric format at the same time
  • When graph output is done, please define only one dimension.Two dimensions are not supported.
  • The axis title on the horizontal axis is the major item name.
  • The graph display function of the axis title on the vertical axis is currently unsupported.
  • If the label display area can not be secured sufficiently, it is displayed in a thinned out form appropriately.Please adjust graph width and display font.
  • Tally results including NaN can not be displayed on the graph.