Company: Link Technologies
Case No: L12996. Project: 15.20: LinkSOFT Version 15.20
Logged By: Sanjay (Link Technologies) on 17 Jan 2024 03:38PM
Priority: Medium
Product: Payroll & HR
Group: Enhancement
Time Taken: 34.00 (Weight: 18.00)
Assigned To: Development
Circulation: Development, Sanjay, Vineshwar Prasad
Resolve By: Thursday, 25 January 2024 11:19 AM [96 days since logged date]
Status: Closed
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:

  1. Gender
  2. Salary by Shift
  3. 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 202411:30AM 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


24 Jan 202401:38PM 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:

  1. Query Filter - used to limit the amount of data coming into the Dashboard
  2. Data On Screen Filter - Used to filter data within the Dashboard

Each item is explained in Figure 1 below:

  1. Menu to launch Dashboards
  2. Query Filter - use this to limit the amount of data loading into the Dashboard
  3. In this example, the Company Record is filtered. Choose a single company or multiple companies. You can set defaults when defining the Query Parameters
  4. The second Query filter applied to this dashbard is the "Employee Status"
  5. 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
  6. 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


24 Jan 202402:35PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 01-02-2024 02:34 PM Time Taken: 2.00
  1. Added more Location and Company Filter to Inventory Dashboard
  2. Corrected DATE Filter in Helpdesk Filter

25 Jan 202411:37AM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 01-02-2024 11:35 AM Time Taken: 4.00
The following tests were performed:

Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Verify Helpdesk Dashboard filters data by selected Year

Pass

2Verify Inventory Dashboard filters data by selected Location and Company

Pass

3Verify POS Dashboard filters data by selected Year and Location

Pass

Environment Details

  1. OS version: Win11
  2. Application version: 15.20
  3. Setup on:
    1. Server: LinkQA4
    2. Database: LinkSOFT
    3. LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Closure


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12996 in the subject line of all emails regarding this issue.

Document size: 347.3 KB
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