QPR Knowledge Base 2015.1

Series Tab

Series Tab

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Series Tab

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dlg_element_properties_series

 

The Series tab lists all the series that are included in the element's value settings. In this tab you can define the input type and unit for series as well as set alerts for them.

 

 

Setting Label for Series

You can define a label that is shown for the series in the case you don't want to use the label that is defined in the value settings. To define a new label, input the name into the Label field. This label will be used for the series in all graphs and views where the selected series is shown for the selected measure. If the Label field is empty, the default label defined in value settings is used.

 

 

Setting Unit for Series

You can define the unit for series separately, or you can use the unit selected in the General tab. To select the unit, choose the desired series from the Series list in the upper frame and select the desired unit from the Unit drop-down menu. Selecting <Default> uses the unit defined in the General tab. This setting is not applicable to Text type series.

 

 

Setting Input Type for Series

The method of inputting values is traditionally determined by the element's position in the element hierarchy. Therefore, defining values for sub-elements is most often done manually or by import, while defining values for compilation elements is most often done by assigning formulas, which use the values of the sub-elements beneath.

 

You can select the method of entering values into the series. This can be done as follows:

 

1.From the list of "Series" in the upper frame, select the series for which you would like to enter values.
2.Select the desired input type from the Input Type drop-down list box.
3.If you have selected 'Value is typed in', values can be inputted manually. Selecting 'Value is typed in (restricted)' is similar, with the addition that the user needs full rights to the element to be able to input values or to change the Input Type, and the values can't be edited in QPR Portal.
4.If you have selected formula, SQL import, or OLAP import as the input type, click the Define... button to define the method of input and see Defining Formulas or Importing Values for more information. The editor view for defining formulas or SQL/OLAP imports is opened automatically in the case you change the input type to any of the aforementioned types.

 

If you have selected formula as the input type, the Formula Status column shows whether the formula is defined correctly or whether it contains errors.

 

Setting Periodic Accumulation for Series

Each series can have its own periodic accumulation settings. To define the periodic accumulation settings for the selected series, select one of the options in the Periodic Accumulation drop-down menu. Selecting <Default> will make the series use the periodic accumulation defined for the whole element in the General tab. This setting is not applicable to Text type series.

 

 

Setting Alerts for Series

Click the Define button on the right side of the Alerts field to open the Alerts - <element> (<series>) window. Notifications enable you to monitor the changes in the values of the elements. Notification can be set for any normal series of an element. This setting is not applicable to Text type series.

 

 

Pop-up Menu of the Series Tab

By right-clicking anywhere on the Series tab, you can open the pop-up menu from which the following options are available. Note that for series-specific commands (such as Input Type) you need to right-click over the correct series row.

 

mnu_popup_element_properties_series

 

Unit arrow_right Change the unit of the selected series.

 

Input Type arrow_right Change the input type of the selected series. In the case the new input type is Formula, SQL Import or OLAP Import, an editor for defining a formula or settings for import is displayed. See the Formula Window section or the Import Data section for more information about defining formulas and import settings.

 

Define... Define a formula for the series

 

Value Settings... Opens the Value Settings window for modifying the value settings.

 

Periodic Accumulation arrow_right Change the periodic accumulation options of the selected series.

 

Alerts... Opens the Alerts window for defining alerts.

 

 

See Also

General Tab

Values Tab

Drill Down

Graph Tab

Element Properties Window