Top Features of Dynamic Drilldown Viewer

Use the following to learn more about the features and benefits of Dynamic Drilldown Viewer.

		Figure 6 Sample Drilldown Viewer Screen

Navigate Panels Quickly

Click the down arrow to select from a list of other panels available for you to view. Dynamic Drilldown Viewer enables you to configure multiple panels and navigate from panel to panel. Refer to Panel Management for more information.

Navigate Tabs Quickly

Click a tab to move from one tab to another on the currently selected panel. The panel tabs appear in a linear fashion across the top. A panel can contain up to twelve tabs that you can select; however, you can define an unlimited number of tabs for a panel. Dynamic Drilldown Viewer remembers the data you generate on a page until you exit, making for faster data retrieval. For example, you are on the System Panel viewing your Hourly Sales tab ‘By Date’ and you click the Store Sales tab and drill down to ‘By Employee Name.’ Then click the Hourly Sales tab again, and you return to the ‘By Date’ page. For convenience, it does not have to regenerate the data, therefore, saving you time.

Access Additional Tabs Not Seen on Screen

Click the down arrow to access additional tabs for a panel, if more than twelve tabs exist.

		Figure 7 More Tab Drop-Down List

Navigate from Page to Page Quickly

Click a hyperlink in the first column to access additional pages for a tab, if available. To drill in to data on the page, click the hyperlink in blue. Each subsequent page contains data that enables you to get deeper into the data you are viewing. When you can no longer drill in to data, the text is black. For example, you start with a store, the next page is day part, and then hour. The top category is a broader topic and subsequent pages are smaller sections of data until you reach the smallest section of data defined.

Determine the Sort Order for the Page

Click any column heading on the page to sort the data you are viewing. An arrow pointing up or down indicates the current sort order. For example, you view your daily sales page and the default sort order is by store number. Click the ‘Gross Sales’ column header until the arrow points down to view the data by highest gross sales.

Sorting data by a column header:

1.	Browse to a page in Dynamic Drilldown Viewer.

2.	Click the column heading you want to use for sorting the data. The page appears sorted by the column with an arrow next to the column indicating the sort order.

Navigate Using Bread Crumbs

Use the bread crumbs to move back to a specific page on a tab. Dynamic Drilldown Viewer uses bread crumbs as a way for you to track your location. The bread crumbs appear at the top of the page in a blue font, separated by an angle quote. Underlined bread crumbs indicate a hyperlink that links to the prior page in the drilldown sequence.

Specify a Default Panel in Dynamic Drilldown Viewer

Designate the currently selected panel as the default panel to view each time you access Dynamic DrillDown Viewer.

Changing your default panel:

1.	Select Aloha Insight > Dynamic Drilldown Viewer.

2.	Select the panel you wish to make your default panel from the ‘Select a Panel’ drop-down list.

3.	Select Make this My Default Panel.

Find Page Information Quickly

Quickly determine the name of the current page you are viewing for the selected tab. A tab can have multiple pages.

Change the Page Date on the Fly

Click the backward or forward arrows to increment or decrement the date range by one. For example, you are viewing a tab by ‘Company Week to Date,’ which is 7/30/2007 - 8/5/2007, and you want to view data for the prior week. Click the back button to view the same date range one period prior, which, in this example would be 7/23/2007 - 7/29/2007.

		Figure 8 Prior Date Range Button

To view one date range forward, click the forward button. A message appears, if data is not available for that date range.

Changing the date range:

1.	Browse to the page for which you want to change the date range.

2.	Click to view the previous default date range, or click to view the next default date range.

Change the Tab Date Range

Click to change the reporting date range to one of the Aloha Insight predefined date ranges or enter your own custom date range.

Dynamic Drilldown Viewer enables you to define a date range for a page; however, there are times you will want to change the default date range. To change the date range for the tab, click and change the date to one of the predefined date ranges or a custom date range.

Changing the default date range:

1.	Browse to the page for which you want to change the date range.

2.	Click to expand the ‘Select the Dates for this Tab’ options.

3.	Select a new date range.

Select a predefined date range from the ‘Use Selected Date Range’ drop-down list.

Select ‘Use Custom Date Range’ and type a custom date range in the ‘Start’ and ‘End’ text boxes.

4.	Click Apply Filters.

Changing the Stores Included on a Tab

Click to change the stores to include on the tab. For example, the current view is for your Midwest region, but you want to view your Northeast region. Only the stores that you can view in the region appear on the page. The stores, regions, areas, and store groups you can view depend on your security class settings. If you select ‘All Stores’ and your security class limits you to your home store, you will only get data for the store assigned to you in User Account Setup.

Changing the stores for the current tab:

1.	Select the tab that you want to edit.

2.	Click to expand the ‘Select the Stores for this Tab’ options.

3.	Select one of the following:

•

My Home

•

Selected

•	All Stores

The ‘My Home’ and ‘Selected’ options require you to make additional selections.

If you choose ‘My Home,’ you must select an area, region, store, or store group from the ‘My Home’ drop-down list.

If you choose ‘Selected,’ you must complete the following steps:

a.	Select an area, region, store, or store group from the ‘Selected’ drop-down list.

b.	Click to select a store, region, area, or store group.

c.	Select the specific area, region, store, or store group in the list box for the reporting criteria.

d.	Click Next to return to the Store Selection screen.

4.	Click Apply Filters.

Easily Print Drilldown Pages

You can print pages to your local printer. Aloha Insight formats the page to use a more printer friendly format.

Quickly Access Tab Configuration

Click to access Tab Configuration. Use Tab Configuration to design your own drilldown pages. Refer to Working with Tab Configuration for more information on designing drilldown pages.

Manage Panels from a Central Location

Click to access Panel Management. Use Panel Management to create new panels, and manage existing panels assigned to your security class. Drilldown Viewer uses the security rights assigned to your security class in Security Setup to control what you can and cannot do within Dynamic Drilldown Viewer.