| Subject: | Dashboard for HRM should have options to show filters before data is loaded |
| Summary: | HRM Dashboard does not make sense if Inactive Employees contribute to certain matrix, such as: - Gender
- Salary by Shift
- Salary Analysis
We can correct this by allowing the user to select if "Active/Inactive" employees should be loaded. This will also improve dashboard performance |
| Audit Notes: | Edited by sanjay on 24/01/24 16:23. |
| 19 Jan 2024 | 11:30AM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 25-01-2024 11:19 AM Time Taken: 16.00 Notes: ETC extended from: 17/01/2024 to 25/01/2024 |
| I have changed the standard dashboard to use Parameters in the query. This allows the user to set defaults and filter the amount of data coming through to the dashboard. Use this example to amend your Dashboards so that you only load data you need. Once you add parameters, you can use the Parameter Filter to restrict data. See figure 1 below. This will speed up your dashboards. Figure 1 - Selecting Database Parameters
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| 24 Jan 2024 | 01:38PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 01-02-2024 01:26 PM Time Taken: 12.00 |
| All dashboards have been configured to filter data before loading. There are two types of filters: - Query Filter - used to limit the amount of data coming into the Dashboard
- Data On Screen Filter - Used to filter data within the Dashboard
Each item is explained in Figure 1 below: - Menu to launch Dashboards
- Query Filter - use this to limit the amount of data loading into the Dashboard
- In this example, the Company Record is filtered. Choose a single company or multiple companies. You can set defaults when defining the Query Parameters
- The second Query filter applied to this dashbard is the "Employee Status"
- Dashboard filters are used to filter data on screen, in this example, the company data can be restricted to view dashboard for a specific company
- This is the second dashboard filter, the "Employee Status", which can restricted to view dashboard for a specific "Employee Status"
Figure 1 - Dashboard showing filters
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| 24 Jan 2024 | 02:35PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 01-02-2024 02:34 PM Time Taken: 2.00 |
| - Added more Location and Company Filter to Inventory Dashboard
- Corrected DATE Filter in Helpdesk Filter
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| 25 Jan 2024 | 11:37AM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 01-02-2024 11:35 AM Time Taken: 4.00 |
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The following tests were performed:
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Verify Helpdesk Dashboard filters data by selected Year
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| Pass
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| | 2 | Verify Inventory Dashboard filters data by selected Location and Company
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| Pass
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| | 3 | Verify POS Dashboard filters data by selected Year and Location
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| Pass
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Environment Details - OS version: Win11
- Application version: 15.20
- Setup on:
- Server: LinkQA4
- Database: LinkSOFT
- LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
- Login Details: Standard username and password for user "admin"
Next Step: Closure
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