Vizubi AdventureWorks tutorial 3: create a panel

Load the Vuzubi database called “Vizubi AdventureWorksDW” which you use in the previous tutorial:
Open excel.
(1) Click on the Vizubi tab.
(2) Click on the Open button in the Database group of the ribbon and open the ndb file.

(1) Click on Edit button in the Database group of the ribbon.
(2) The Vizubi editor opens.

Slicers are groups of fields that you will commonly want to use together when filtering within your reports.
While it is possible to filter against any field in your report at any time, slicers make select fields readily available in a single window so that you don’t have to search though hundreds of fields to find what you want. You can always add a field to a slicer after you have created it.

(1) Click on the Slicers button in the navigation pane.
(2) Click in the New Slicer button in the New group of the ribbon. The New Slicer window opens.
(3) Type Customer as Name and Label of the slicer.

(1) Click on the Add button in the Fields group of the ribbon. The Select: fields window opens.
(2) CTRL+click on Gender and MaritalStatus.
(3) Click on OK to confirm selection.
(4) Click on Save and New to save the slicer and create a new one.

As you did for the Customer slicer, create a new slicer containing information about countries.

(1) Type Country as Name and Label of the slicer.
(2) Click on the Add button in the Fields group of the ribbon. The Select: fields window opens. As above, use CTRL+click to add EnglishCategoryRegionName, StateProvinceName and City.
(3) You can see the fields you selected in the bottom part of the Country – Slicer window.
(4) Click on Save and New to save the slicer and create a new one.

Now create the last slicer. Name it Product and insert the following fields in the slicer as above:
- ProductLine
- ModelName
- EnglishProductName

at the end save the slicer by clicking on the Save and close button.

Panels are groups of slicers. They are used so that you can select slicers to filter your report. You can only use one panel at a time, but you can put as many slicers into a panel as you want and the same slicer can be put into as many panels as you want.

Create a panel using the slicers built before:

(1) Click on the Panels button in the navigation pane.
(2) Click on New Panel. The New – Panel window opens.
(3) Type Sales_by_Country_filters in the Name and Label boxes.

(1) Click on the Add button in the Slicers group of the ribbon. The Select: Slicers window opens.
(2) CTRL+Click on Country, Customer and Product.
(3) Then click on OK to confirm selection.

(1) Select Customer in the bottom part of the window and click on Move up to place Customer at the top of the list. In this way Customer will appear as first slicer in the panel.
(2) Click on Save and Close.
(3) Click on Switch to workbook to go back to Excel.

NB: The panel is now saved in the DB and you haven’t to create it anymore. Everytime you will open the DB, Vizubi the panel will be available for all your report by clicking in the upper part of the Panel button in the Panels group of the ribbon.

(1) Click on the upper part of the Report button in the Reports group of the ribbon. The Select report window opens.
(2) Double click on the Amount of order and sales by country report.

(1) Click on the upper part of the Panels button in the Panels group of the ribbon. The Select panel window opens.
(2) Double click on the Sales_by_Country_filters panel.
(3) The Sales_by_Country_filters panel opens on the left.

Suppose we want to filter orders and sales in USA and Canada for single women who purchased the Classic Vest product.

(1) Click on the arrow to the right of Gender. A dropdown menu with the values for the Gender field opens.
(2) Double click on F (female) to set the value as afilter.

Repeat the action for the MaritalStatus field and select S (single).

(1) The values set as filters in the previous step are visible in the rows of the fields and the data is filtered as a consequence.
(2) Click on the arrow to the right of EnglishCountryRegionName. A dropdown menu with the values for the EnglishCountryRegionName field opens.
(3) CTRL+click on Canada and United States.

Open the Product slicer and set Classic Vest as the value to filter for the ModelName field.

(1) The report shows the data filtered by the selections in the panel.

Suppose that now you want to add a value of EnglishProductName as a filter.

(2) Click on the arrow to the right of EnglishProductName. A dropdown menu with the values for the EnglishProductName field opens. Selecting any one of these values will apply it as a filter.
(3) Look at the list of values: only the first are in black. This means that Vizubi automatically excludes the values (in grey) that don’t match with the active filters.

(1) Leaving the cursor on the Filter Data button the filter data hint appears. The hint lists all the filters currently applied to the report.

(1) To remove single selections click on the eraser on the left of the values.
(2) To remove all the applied filters click on the Clear button in the Selections group of the ribbon.

If you want to apply a filter that you have removed, you can use the Previous and Next buttons in the Selections group of the ribbon.

(3) Click on the Previous button to move back to the filters previously applied and subsequently removed.

NB: if you close the database, the filters applied to that report will not be saved.

NB: Download the Vizubi database which is the output from the final tutorial in the series from here.

Load the Vuzubi database called “Vizubi AdventureWorksDW” which you use in the previous tutorial:
Open excel.
(1) Click on the Vizubi tab.
(2) Click on the Open button in the Database group of the ribbon and open the ndb file.

(1) Click on Edit button in the Database group of the ribbon.
(2) The Vizubi editor opens.

Slicers are groups of fields that you will commonly want to use together when filtering within your reports.
While it is possible to filter against any field in your report at any time, slicers make select fields readily available in a single window so that you don’t have to search though hundreds of fields to find what you want. You can always add a field to a slicer after you have created it.

(1) Click on the Slicers button in the navigation pane.
(2) Click in the New Slicer button in the New group of the ribbon. The New Slicer window opens.
(3) Type Customer as Name and Label of the slicer.

(1) Click on the Add button in the Fields group of the ribbon. The Select: fields window opens.
(2) CTRL+click on Gender and MaritalStatus.
(3) Click on OK to confirm selection.
(4) Click on Save and New to save the slicer and create a new one.

As you did for the Customer slicer, create a new slicer containing information about countries.

(1) Type Country as Name and Label of the slicer.
(2) Click on the Add button in the Fields group of the ribbon. The Select: fields window opens. As above, use CTRL+click to add EnglishCategoryRegionName, StateProvinceName and City.
(3) You can see the fields you selected in the bottom part of the Country – Slicer window.
(4) Click on Save and New to save the slicer and create a new one.

Now create the last slicer. Name it Product and insert the following fields in the slicer as above:
- ProductLine
- ModelName
- EnglishProductName

at the end save the slicer by clicking on the Save and close button.

Panels are groups of slicers. They are used so that you can select slicers to filter your report. You can only use one panel at a time, but you can put as many slicers into a panel as you want and the same slicer can be put into as many panels as you want.

Create a panel using the slicers built before:

(1) Click on the Panels button in the navigation pane.
(2) Click on New Panel. The New – Panel window opens.
(3) Type Sales_by_Country_filters in the Name and Label boxes.

(1) Click on the Add button in the Slicers group of the ribbon. The Select: Slicers window opens.
(2) CTRL+Click on Country, Customer and Product.
(3) Then click on OK to confirm selection.

(1) Select Customer in the bottom part of the window and click on Move up to place Customer at the top of the list. In this way Customer will appear as first slicer in the panel.
(2) Click on Save and Close.
(3) Click on Switch to workbook to go back to Excel.

NB: The panel is now saved in the DB and you haven’t to create it anymore. Everytime you will open the DB, Vizubi the panel will be available for all your report by clicking in the upper part of the Panel button in the Panels group of the ribbon.

(1) Click on the upper part of the Report button in the Reports group of the ribbon. The Select report window opens.
(2) Double click on the Amount of order and sales by country report.

(1) Click on the upper part of the Panels button in the Panels group of the ribbon. The Select panel window opens.
(2) Double click on the Sales_by_Country_filters panel.
(3) The Sales_by_Country_filters panel opens on the left.

Suppose we want to filter orders and sales in USA and Canada for single women who purchased the Classic Vest product.

(1) Click on the arrow to the right of Gender. A dropdown menu with the values for the Gender field opens.
(2) Double click on F (female) to set the value as afilter.

Repeat the action for the MaritalStatus field and select S (single).

(1) The values set as filters in the previous step are visible in the rows of the fields and the data is filtered as a consequence.
(2) Click on the arrow to the right of EnglishCountryRegionName. A dropdown menu with the values for the EnglishCountryRegionName field opens.
(3) CTRL+click on Canada and United States.

Open the Product slicer and set Classic Vest as the value to filter for the ModelName field.

(1) The report shows the data filtered by the selections in the panel.

Suppose that now you want to add a value of EnglishProductName as a filter.

(2) Click on the arrow to the right of EnglishProductName. A dropdown menu with the values for the EnglishProductName field opens. Selecting any one of these values will apply it as a filter.
(3) Look at the list of values: only the first are in black. This means that Vizubi automatically excludes the values (in grey) that don’t match with the active filters.

(1) Leaving the cursor on the Filter Data button the filter data hint appears. The hint lists all the filters currently applied to the report.

(1) To remove single selections click on the eraser on the left of the values.
(2) To remove all the applied filters click on the Clear button in the Selections group of the ribbon.

If you want to apply a filter that you have removed, you can use the Previous and Next buttons in the Selections group of the ribbon.

(3) Click on the Previous button to move back to the filters previously applied and subsequently removed.

NB: if you close the database, the filters applied to that report will not be saved.

NB: Download the Vizubi database which is the output from the final tutorial in the series from here.