Variables application: enable report recipient to pick split/measure field

Modified on Tue, 16 Apr 2024 at 04:59 PM

In a situation where the dataset contains multiple fields that could be used for comparison the analyst has a challenge to deal with... How can someone predict whether the viewer wants to compare the products, categories or brands, and measure sales by number of units sold, $ value, or the weight shipped?


One option is to create multiple variations of the same chart, using different combinations of split and measure fields.

Omniscope offers a solution to avoid the dashboard overload like that and give the end user control over the proceedings: scenario where the person 'consuming the report' is given the choice and is able to do it all on a single Omniscope tab.


The demo here is showing how interaction and choice of split/measure fields is affecting three different charts on a single tab, avoiding the need to duplicate design work. 


IMPORTANT: Data Model's Grouping/ Measure and Field choice component allows the analyst to enable this scenario without the use of formula / variable combination and is a more efficient method to achieve this. Read more here.


Instructions below can be used to show how to integrate variable as a dynamic component in the data model.


We can achieve this by creating the split and measure formula fields in the Report's Data Sources area:


Open the target Report block in Omniscope Evo workflow > click Design or Explore button >  Data Sources

 


On the Sources tab add the Formula block (fx) next to the data source block that contains the filter and measure fields.



On the Variables tab create your variables and give them a name e.g. [Split choice] and [Measure choice], then add choice values, like in the image below: "Type", "Pack", "Brand". 


In this case we're using a text choice variable. Omniscope will also allow you to use integer, decimal or date values to create a different type of variable.



In the formula editor add IF formula combining your variable name and the outcome field or desired value. 

In this case we are creating a simple logic: if the split choice is 'Type', then the result of the formula will be whatever value is found in the [Type] or [Brand] field, otherwise will return [Pack] value.


IF (

[Split choice]='Type',[Type],

[Split choice]='Brand',[Brand],

[Pack])



Note that your Variable choices can, but don't have to contain the exact field names - you can use different wording, if the original field name is too long. This will work as long as you match in the formula syntax the exact spelling of both [Variable] and [Field name].


Finally - make sure that you add the Filter devices with exposed split/measure Variables, so the end user can interact with them and switch between different comparison scenarios.


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