Examples of elements

External data source element

You can use this element to display data that is not stored in CAS genesisWorld, for example, a Microsoft Excel list with company terminology or product information of a Microsoft SQL database.

The element displays a list with fields. The data cannot be changed.

In order to display this element, the administrator must set up an external data source in the Management Console.

Aggregated view element

The Aggregated view element displays a summary of certain data records belonging to a data record type.

The Aggregated view of linked data records displays a summary of linked data records of a data record type for the data records of a data record type that the user has selected.

Below are the steps for creating an Aggregated view. The steps for creating an Aggregated view of linked data records are principally the same. Whereby you select specific links to a certain data record type.

How to

The following example will show you how to create this element. The element shows customer discount for each company.

• Select Add new element.
• Select the Aggregated view template and then click Create element.
• On the next page you will be asked to enter a header for the element.

Enter, for example, Discount per company as in the heading.

For the data record type select Addresses.

• On the next page enter a filter for the data record type.

With these addresses, you set the Category field to Customer and the Turnover field to greater than 0. In the third row, select only those customers who have a discount of more than 5%.

• On the following page select which field values are to be included and how they are to be displayed. In the Displayed values section select the field by which you want to group the data records. These grouped data records are then regarded as one unit.

Select Company.

• Now, in the Displayed data field, select how the marked data records are to be analyzed.

If you activate Number of data records, the element will then display the number of data records for each category.

If you select Sum, Minimum or Maximum, then also select Calculated values. In the Calculated values field you can only enter data record fields that contain numbers. The element then displays the sum, maximum or minimum for each calculated value.

For the sake of the example, select Maximum and Discount for the Calculated values field.

• On the next page you can define how you want the results displayed: as text, red amber green (RAG) rating, or as a chart.

If you want to display data in the form of an RAG rating, you can choose the range of values each of the colors red, amber and green should represent. The colors result form the aggregate function.

If you wish to display a diagram, you will also have to enter the size. Additionally, for diagrams you will also have to set the Color scheme and define whether a Key should also be displayed.

For our example select Horizontal bar chart.

• On the following pages select the View format you want to use to open the list.
• And lastly, you will see a summary of your settings. Click Back to change the settings, or click Finish to create the new element.

• When you click on the finished diagram in the view, a new window opens. This window displays a chart and a list. When you click on a section (bar) of the chart, the list then displays the corresponding data records.

The section of the chart you have selected is highlighted in blue. The element is also highlighted with the same color in the legend.