Infoveave allows you to build and manage a view over the List created over SQL queries on existing Datasource.
Table of Contents
1. Overview
Infoveave allows you to build and manage a view over the List created through SQL queries on existing Datasource.
2. Create List View
Steps to Create List
- To create List View in Infoveave over any existing Datasources, click on Studio List.
- All List Views, created by you or shared with you will be displayed under the tabs My List View and Shared List View respectively.
- To create a new List View, click on New List View.
- Select the List from the drop-down menu on the List View dialogue box.
- Choose the List and click Continue.
- Assign a Name to the new List View.
- Give the List View Description (if necessary).
- Check the Load only when filters are applied, when handling large amount of data, for faster screen load.
- Use the Name, option to change/customize the name of the columns to display.
- Use the Display field to select the columns required in the View option.
- To choose every column listed, check the Display option.
- You can also manually pick the columns required from the list.
- A minimum of one column must be specified in the List View to display.
- Configure the searchable columns for the filtering in the View option.
- To make every column searchable, check the Allow Search option.
- You can also manually pick the columns required from the list.
- Click + Add Filter to add the conditional filters on the listed columns.
- Depending on the column’s data type (date, measure, or dimension), distinct conditional filter choices are available:
- Date Columns:
- For date columns, conditional filter options are:
- Reset: Clear any existing date filters applied.
- Equals: Display entries matching a specific date.
- Not Equals: Show entries excluding a designated date.
- Greater Than: Present entries occurring after a specified date.
- Greater Than or Equal To: Include entries on or after a given date.
- Less Than: Display entries preceding a chosen date.
- Less Than or Equal To: Include entries on or before a selected date.
- In Range: Show entries within a defined date range.
- For date columns, conditional filter options are:
- Measure Columns:
- Conditional filters for measure columns provide dynamic data filtering:
- Is One Of: Display entries with values matching selected options.
- Is Not One Of: Show entries with values not included in chosen options.
- Greater Than: Present entries with values surpassing a specified threshold.
- Greater Than or Equal To: Include entries with values meeting or exceeding a defined value.
- Less Than: Display entries with values lower than a designated limit.
- Less Than or Equal To: Include entries with values meeting or falling below a set value.
- In Range: Show entries with values falling within a specified range.
- Conditional filters for measure columns provide dynamic data filtering:
- Dimension Columns:
- Conditional filters for dimension columns offer versatile data refinement:
- Is One Of: Display entries matching selected dimension options.
- Is Not One Of: Show entries excluding chosen dimension options.
- Contains: Present entries containing specific text or values.
- Does Not Contain: Show entries excluding those with designated text or value.
- Conditional filters for dimension columns offer versatile data refinement:
- Date Columns:
- Depending on the column’s data type (date, measure, or dimension), distinct conditional filter choices are available:
- Click Download to download the customized list view with the chosen columns and filters applied as an excel file.
- Click on Save to store the configured List View.