Utilizing the List View as a Key Analytical Tool

Objective

After completing this lesson, you will be able to use the list view capabilities to process and analyze data

Introduction to Analytics in SAP Business One, Web Client

Welcome to the Analytics in SAP Business One, Web client course. This course shows you how to use and customize Web client analytics tools to help you improve the visibility of the business. Building your understanding and getting hands-on practice in Web client Analytics shows you:

  • The importance of the existing Web client functionality.
  • How using it side-by-side with the Desktop Client can facilitate business processing.

This course covers topics such as:

  • The list view
  • General overview
  • Linked list views
  • User-defined queries
  • Exporting and importing functionalities

In this lesson, you will learn about the list view capabilities and how to use them to process and analyze data.

Note

Web client analytics is supported in our SAP HANA and Microsoft SQL environments.

List View Capabilities: Table View

A list view is the primary analytics tool and main access point for all Web client master data and document screens.

There are three ways that you can process the list view: as a table view, chart view, or card view.

The table view displays data in table format, allowing you to see lists of records, such as sales orders, purchase orders, and customer records. In this video, you will learn about the different capabilities of the table view and how you can use its functionalities to meet your specific needs and preferences.

Video Summary

  • The table view allows you to process documents in a table format.
  • You can customize the table view. For example, you can add new columns by choosing the Settings icon and checking or unchecking certain columns. You can also rearrange the columns by using the arrows to move the columns up or down.
  • You can group the table by a certain column by choosing the column heading, then Group. For example, to see total sales per sales employee, you can group the A/R invoices list by the Sales Employee Name column.
  • You can add filters to, and remove filters from, the filter bar by selecting Adapt Filters and selecting or deselecting the relevant filters.
  • You can apply filter criteria in the filter bar to change what data is shown in the table view.

List View Capabilities: Chart View

Another type of view is the chart view. The chart view allows you to see a visual representation of data, allowing you to quickly identify trends and gain insights into the business performance.

In this video, you will learn about the capabilities of the chart view and how to customize the chart view to meet your needs.

Video Summary

  • In the chart view, you can, for example:
    • Hover over the different points on the chart to see more information related to that data point.
    • Select the bottom of a column to select all data points in that column.
    • Select an item or multiple items in the legend, or on the chart view directly, to view the combined data.
  • The measure and dimension fields allow you to set the values for the X and Y axes and the data elements, respectively.
  • The chart view has several different presentation styles to choose from, such as a Line Chart, Column Chart, and Pie Chart.
  • You can export data by choosing Export to Excel.
  • After processing the chart view, you can save it under a new list view name.

List View Capabilities: Card View

Another type of view is the card view. The card view allows you to create and manage dashboard views of the current list view. Dashboard views can simultaneously present multiple mini-chart and mini-table views.

In this video, you will learn about the capabilities of the card view.

Video Summary

  • To edit the card view, choose Edit. In edit mode, you can:
    • Change the position of the card in the view by dragging and dropping the cards.
    • Add a new card by choosing the plus icon at the bottom of the screen.
    • Edit the details of that specific card by choosing the pencil icon on the card.
  • To filter the data in the card view, fill out the relevant fields in the filter bar. For example, if you only want to see data for a specific customer, in the Customer Code field, select the customer, then Go.
  • Within a single card presentation, you can interact in the same way as you do in other types of charts.
  • If you select the header of a card, it opens the chart or table view that corresponds to that specific card. Once you are in that corresponding chart or table view, it works as a regular view, and you can change the view type, measures, or dimension fields to see different perspectives of your data.
  • An asterisk next to a view name indicates that changes have been made to the view.
  • You can save the card view as a new tile in the home page.

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