Overview

The Analytics module of CompuTec AppEngine enables you to quickly analyze your data and create custom reports using information from connected plugins. It is designed to simplify data visualization while giving you flexible and efficient tools for managing and evaluating complex data sets.

Access CompuTec AppEngine Analytics

To access the Analytics module of CompuTec AppEngine, follow these steps:

1. In your browser, open the CompuTec AppEngine site and choose Launchpad.

   

2. Click Log in with SAP Business One.

3. Log in using your credentials.

   

4. After logging into CompuTec AppEngine, click on the Analytics icon.

   

5. Choose your data source by clicking the component name. In our example, we'll be analyzing Manufacturing Order transactions, so we choose MO360.

   

6. Done! Now, you can see your Analytics dashboard.

   

About Variants

Variant is a preset report configuration. When you install the CompuTec AppEngine plugin, you automatically receive one Standard Variant, which is set as the default. You can easily create your own variants or customize the existing ones.

Create a new variant

To create a new variant, follow these steps:

1. Click the arrow next to your existing variant name.

   

2. Click Save As.

   

3. Type the variant name and decide if you want to set it as a default one. Here, you can also make it available to all users (Public) or keep it private.

   

4. Click Save.

Edit a variant

To edit your existing variant, follow these steps:

1. Click the arrow next to your existing variant name.

   

2. Click Manage.

   

3. Here, you can manage all your existing variants. Don't forget to click Save afterwards.

   

About a dashboard

Before you begin working with Analytics, it’s helpful to know how each dashboard is structured. It includes two main sections:

• Filters, where you define your criteria
• Reports, where the filtered results are displayed

Filters can appear in different forms:

• Standard filters, such as text inputs, or date pickers.
• Microchart filters, which look like small charts but also function as interactive filters. By clicking elements within the microchart, you can quickly filter the data displayed in the report. Read more

Reports can be presented in two formats:

• Tables, which display detailed data in rows and columns.
• Charts, which visualize the data for easier analysis.

This structure allows you to interactively explore and analyze data directly within the dashboard.

Filter your data

Filters help you narrow down the data shown in your report by entering specific values. Each filter type lets you refine your dataset based on different criteria.

Filter options

You can use the following filter types:

• Text: Allows you to filter data using text values. This is useful for searching for names, keywords, or phrases. Common operators include Equal, Starts With, Contains, and Between.

  

• Number: Enables filtering based on numeric values. Typical operators include Greater Than, Less Than, and Equal.

  

• Collection: Allows you to select values from predefined or dynamically loaded lists.

  • Custom Collection: A user-defined list of values.

  • Table Collection: Values pulled directly from a table field. Example: the Item Group Name field.

  • User Collection: Available when the Column Type is set to User in the Source Manager. This option automatically provides a list of users in the report. For example, CURRENT_USER is a variable that always represents the user currently logged in.

    

• Date and Time: Allows you to filter data by a specific date or a date range. To select a single day, double-click the desired date.

  

Edit filters

The Adapt Filter option lets you choose which filters are shown in the interface. This helps you keep only the filters that matter to you, improving clarity and ease of use.

To edit your filters, follow these steps:

1. Click Adapt Filter.

   

2. Choose which filter options you want to see in your dashboard.

   

3. Click Save.

Use microcharts

Selected filters can also be displayed as microcharts. These visual summaries offer an interactive way to drill into your data and quickly understand key metrics.

1. To use microcharts as filters in your variant, click on the microchart icon in the Filters section of your variant.

   

2. Now, you can click on specific parts of the filter to see the detailed data on the metric.

   

See your data in reports

Reports can be displayed as a Chart, a Table, or a combination of both. You can switch between these display modes at any time.

Use a table report

A table is a core component of Analytics and a powerful tool for interacting with your data.

Table features:

• SAP links: Some cells include yellow arrows that link directly to SAP Business One documents.

  

• Export to Excel: In browser mode, you can export the table to Excel using the Download Excel option in the top-right corner.

  

Table options

Located in the top-right corner, these options let you customize how your table is displayed:

• Sort by: Sort columns in ascending or descending order.

  

• Column Visbility: Choose which columns are shown.

  

• Freeze Column: Lock selected columns for easier scrolling.

  

• Group Column: Group rows based on selected columns.

  

• Other options:

  • Display Summaries: Show totals or summaries for numeric columns.
  • Auto Row Expand: Automatically expand grouped results.
  • Auto Refresh Data: Refresh data automatically for real-time updates.

  

Use a chart report

Charts offer a visual way to analyze your data.

The available chart types include Line Chart, Bar Chart, Column Chart, and Pie Chart, giving you flexibility in how you visualize your dataset.

Chart Options

You can adjust the chart using the following settings:

• Dimension: Choose any column as the dimension.

• Measure: Select the columns used as measures (it must be marked as aggregable in the source creator).

• Functions: Apply operations such as Count, Sum, Average, Minimum, or Maximum (multiple functions allowed).

• Sort: Options include: Without Sort, Dimension Ascending, Dimension: Descending, Measures: Ascending, Measures: Descending.

  

Users can also interact with chart elements to view summaries and download the data in XLSX format.

note

Note If you have any questions, contact us via the CompuTec Helpdesk Portal. Feedback on usability and performance is always welcome.