DataManager: Splitting datasets into multiple files/tabs?

grahamb · March 20, 2013 5:14AM

I would suggest adding a 'Split-file' option. This would allow the user to specify one or more break fields in their data and when activated, the option would then be used to auto generate new tab views and also separate outputs as pdf, html, etc.

For instance, say there as an analysis breaking down sales territories by sales and customers. The user would first define a map (or chart, table, etc.) showing all sales people territories, with customer markers etc. They would then activate split file to auto group by sales person. They would then have the option to either auto generate new tabs - each showing a specific sales territory map and customers and analysis relating to that territory - and/or generate multi-page output, without needing further selection.

tjbate · March 21, 2013 5:12AM

Graham - Much of this can easily be done now. Multiple Record filters in the DataManager workspace can be set to channel only defined subsets of records into any number of corresponding IOK output files. This process of dividing up the record set into personalised versions each in their own IOK file can also be fully automated using the Server Batch Output options and Scheduler.

Within a given IOK file, Named Queries can be set to ensure that only specific records are visible on each Tab or within each View.

grahamb · March 21, 2013 5:24AM

Do you have any examples please Thomas?

Also, can this be used within one single IOK to automatically create multiple new pages (tabs) based on a filter. eg..

Data Manager Data Explorer All Reps Rep 1 Rep 2 Rep 3 Rep 4....
where Rep 1 to 4 tabs are automatically created based on content of filter and using All Reps tab as a template?

steve · March 21, 2013 7:50AM

You can use the Server-licensed "Batch output" block to do what you need. You would need to automatically produce the "command file" using a separate chain of DM blocks, which would have automatically written into it a line per subset IOK. You then execute this to automatically publish those rules.

grahamb · March 21, 2013 8:00AM

Do you have an example Steve?

How can you do this in the standard SW to auto create new tabs?

daniel · March 21, 2013 9:11AM

I think currently you need to make template files to configure what tabs are shown through both the batch output and standard data file output block. This isn't too hard to do but if you have 20 versions of outputs with different tab configs you will need templates for them all.

grahamb · March 21, 2013 10:04AM

Thanks Daniel. I was thinking one standard template for all reps. Then this gets auto copied, auto filtered by rep and auto output to htm as a set of separate tabs in web page. Will this work and do you have a simple example please?

daniel · March 21, 2013 10:44AM

https://www.dropbox.com/sh/xr578mc4ls2pilx/ztBDMC4URy

If you open the Process.iok you can simply press publish at the data file output blocks, look at each output block and you will see the template is set there. The data will be pushed through according to the record filters in the above process and saved accordingly.

grahamb · March 21, 2013 11:43AM

Like it Daniel. However, this creates 3 separate IOK files. How do you just create 3 new tabs in the same IOK file?

daniel · March 25, 2013 5:32AM

Probably easier to use query subsets if you want to limit the data by reps each tab shows.

You will just need to create queries from the top right using the individual sales rep field as a category.

steve · August 8, 2013 7:54AM

Related: http://forums.visokio.com/discussion/1186/splitting-visokio-output/p1

Welcome!

Categories

Ideas Parade

Tagged