Knowledge Model - Custom Objects and Custom Attributes
If the presupplied Knowledge Model objects are not enough there is the possibility to define custom objects. Currently, this can only be done in YAML. Custom objects can only be used when the View components know how to read them. Anything else defined inside custom objects is limited to the Knowledge Model and cannot be accessed by any other external asset.
Custom Objects make use of Custom Attributes (customAttributes) which can hold arbitrary information. As mentioned above, this information can only be accessed if external components know how to read them.
Here is a list of custom objects which are supported and can be read from external components like views.
Display rules
What are they?
Display content rules are visual customizations of Studio components based on boolean conditions. They are created as custom objects within the Knowledge Model.
What do they do?
Display content rules apply a specific visual style to an object based on a specific logic. This logic is defined by users and contains a condition usually applied to a value. If the condition described in the logic is met, the style of the object can be changed. This means adding an icon or an avatar, adding borders or background colors, or changing the style of the object’s font.
How are they used?
Display content rules can be applied to the KPI Lists, Attribute Lists, Tables and in some cases, to Histogram components within Views. Display content rules must be first created in the Knowledge Model in order to be accessible from inside the View Components. In order to apply a display content rule to an object, the display rule must be added in the Styling rule dropdown for the object.
How are they created?
Display content rules are created as Custom Objects within the Knowledge Model. They are created through the YAML editor. Display Content Rules are composed of three parts:
Naming: Shows what the display content rule is called and what its ID is:
Logic: Contains the boolean statement that must be true for the display content rule to be implemented. This logic has two components:
Comparator: Condition that will be tested against the value for the Display Content Rule to be activated. Some comparators can be used together to create more complex logical rules.
Value: Value against which the condition must be fulfilled for the Display Content Rule to be activated. The format the value must be in depends on the selected comparator.
The following comparators can be used in Display Content Rules:
Comparator
Evaluates to TRUE if…
Data Type
“IS_EMPTY”
The object the rule is applied to is empty. Does not need to be compared to a value.
Int | float | date | string
“IS_NOT_EMPTY’
The object the rule is applied to is not empty. Does not need to be compared to a value.
Int | float | date | string
“TEXT_CONTAINS”
The text of the object the rule is applied to contains the text in the value operator
string
“TEST_DOES_NOT_CONTAIN”
The text of the object the rule is applied to does not contain the text in the value operator
string
“TEXT_STARTS_WITH”
The text of the object the rule is applied to starts with the character(s) specified in the value operator
string
“TEXT_ENDS_WITH”
The text of the object the rule is applied to ends with the character(s) specified in the value operator
string
“TEXT_IS_EXACTLY”
The text of the object the rule is applied to is exactly the same as the one specified in the value operator. This operator is case sensitive.
string
“DATE_IS”
The date of the object the rule is applied to is exactly the same as the one specified in the value operator
date
“DATE_IS_BEFORE”
The date of the object the rule is applied to is before the one specified in the value operator
date
“DATE_IS_AFTER”
The date of the object the rule is applied to is after the one specified in the value operator
date
“GREATER_THAN”
The value stated in the rule is greater than the the object the style is applied to
Int | float | date
“GRATER_THAN_OR_EQUAL”
The value stated in the rule is greater than or equal to the the object the style is applied to
Int | float | date
“LESS_THAN”
The value stated in the rule is less than the the object the style is applied to
Int | float | date
“LESS_THAN_OR_EQUAL”
The value stated in the rule is less than or equal to the the object the style is applied to
Int | float | date
“EQUAL”
The value stated in the rule is equal to the the object the style is applied to
Int | float | date | string
“NOT_EQUAL”
The value stated in the rule is not equal to the the object the style is applied to
Int | float | date | string
“BETWEEN”
The value of the object the styling rule is applied to is between the values stated in the rule. These values can be stated as [value1, value2]
Int | float | date
“NOT_BETWEEN”
The value of the object the styling rule is applied to is not between the values stated in the rule. These values can be stated as [value1, value2]
Int | float | date
Tip
When building a rule with more than one comparator, make sure that your conditions are mutually exclusive so that your desired style is applied to the correct value.
Tip
Conditions are evaluated in the same order they are listed within the rule.
Style: Visual changes executed to the object once the logic in the display content rule is applied. There are four types of style changes:
Icon: Adds an icon next to the object’s content. This icon must be one of those contained in a specific icon list.
Avatar: Adds an icon with the first character of the value the style is applied on.
Font: Changes the format of the object’s font.
Background/Borders: Changes the look of the object background or adds borders to the object.
The following styling options are available in combination with the following components:
YAML operator
Description
Options
KPI List
Attribute List
Table
Histogram
iconName
Specifies the icon that should be added to the rule.
Yes
Yes
Yes
No
iconSize
Defines the size of the icon
px size
Note: Max size varies based on component
Yes
Yes
Yes
No
iconFont
Defines if icon specified under iconName should show its iconFont version
TRUE|FALSE
Yes
Yes
Yes
No
avatar
Adds an avatar to the cell the value is expressed in
true | false
Yes
Yes
Yes
No
avatarSize
Defines the size of the avatar
xs | sm | md | lg | xl
Note: Max size varies based on component
Yes
Yes
Yes
No
avatarColor
Defines the color of the avatar
Hex of CSS color
Yes
Yes
Yes
No
iconPosition
Defines where the icon will be located in regards to the value
LEFT | RIGHT | ONLY_ICON
Yes
Yes
Yes
No
label
Applies style only to the value of object instead of the cell the object is in
true | false
Yes
Yes
Yes
No
backgroundColor
Defines the background color of the cell the value is in
Hex of CSS color
Yes
Yes
Yes
Yes
textColor
Defines the text color of the value
Hex of CSS color
Yes
Yes
Yes
No
border
Defines the border width, style and color properties
Yes
Yes
Yes
No
borderRadius
Defines the width of the radius applied to the border corners to make them rounded.
px size
Yes
Yes
Yes
No
fontSize
Defines the size of the font the value is expressed in
px size
Yes
Yes
Yes
No
fontItalic
Applies italics to the font the value is expressed in
TRUE | FALSE
Yes
Yes
Yes
No
fontWeight
Applies bolding to the font the value is expressed in
Yes
Yes
Yes
No
One Comparator Example:
customObjects: - id: DISPLAY_RULE_1 displayName: Display rule 1 customAttributes: - comparator: GREATER_THAN_OR_EQUAL # comparator is used to compare value from ``DISPLAY_RULE.customAttributes.value`` to the value from PQL value: 1000 # value to compare. In case you use the comparator BETWEEN, you would define the value as such: '[8,15]' style: #styles to change the cell's appearance textColor: green #CCS collar or HEX code backgroundColor: blue fontSize: 16px fontItalic: false fontWeight: bold
Two Comparator Example:
customObjects: - id: DISPLAY_RULE_4 displayName: Display rule 2 customAttributes: - comparator: LESS_THAN value: 1000 style: textColor: red backgroundColor: orange fontSize: 16px fontItalic: true fontWeight: bold - comparator: GREATER_THAN_OR_EQUAL value: 1000 style: textColor: green backgroundColor: blue fontSize: 16px fontItalic: false fontWeight: bold
See the supported color examples here.
Dropdown Item Component and Breakdown Components
Dropdown Item Components can be used to define breakdown items for your dropdown.
More info can be found here.
Example
customObjects: - id: TIME_DROPDOWN displayName: Time Dropdown customAttributes: list: - name: DAY - name: WEEK - name: MONTH
Breakdown Components define dimensions that are displayed above the table in a KPI Bowler. The user can then toggle between the different attributes defined in the custom attribute.
Example
customObjects: - id: DIMENSIONS displayName: Dimensions customAttributes: columns: - id: TOTAL_NUMBER_OF_INVOICES - id: TOTAL_NUMBER_OF_INVOICES_2 - id: COUNT_ACTIVITIES - id: COUNT_USERS
Priority Switcher
The tool Priority Switcher allows to set a Priority KPI as a company or department goal and pass it over as input for other components, e.g. to sort tasks and actions. As an example, task lists can be sorted according to the main objective to optimize towards. This objective is defined in form of a KPI that should change over time to a certain direction.
If the Priority Switcher is implemented in a View, it is displayed next to the Title of the View.
In the priorities section of your record, add one or arbitrary priorities. Make sure that you are connecting the priority to an existing KPI. This link makes sure that the priority icon is displayed on a KPI. In case you don't want this link, you can enter a dummy KPI.
Example
records:
- id: INVOICE
displayName: Invoice
priorities:
- id: CASH_DISCOUNT_PRIORITIZATION
displayName: Cash Discount
pql: CASE WHEN "BSEG"."BELNR" IN ('0120205969', '9330002454', '5110056998',
'5110055916', '5110055917', '5110052424', '5110056999', '5110052423')
THEN 'Urgent' WHEN DAYS_BETWEEN(TO_TIMESTAMP( '10012020'
,'MMDDYYYY'), ADD_MONTHS(PU_MIN("BSEG",
"_CEL_AP_ACTIVITIES"."EVENTTIME", "_CEL_AP_ACTIVITIES"."ACTIVITY_EN" =
'Cash Discount Due Date passed'),6)) < 0 THEN 'Low' WHEN
DAYS_BETWEEN(TO_TIMESTAMP( '10012020' ,'MMDDYYYY'),
ADD_MONTHS(PU_MIN("BSEG", "_CEL_AP_ACTIVITIES"."EVENTTIME",
"_CEL_AP_ACTIVITIES"."ACTIVITY_EN" = 'Cash Discount Due Date
passed'),6)) < 5 AND DAYS_BETWEEN(TO_TIMESTAMP( '10012020'
,'MMDDYYYY'), ADD_MONTHS(PU_MIN("BSEG",
"_CEL_AP_ACTIVITIES"."EVENTTIME", "_CEL_AP_ACTIVITIES"."ACTIVITY_EN" =
'Cash Discount Due Date passed'),6)) >= 0 THEN 'Low' ELSE 'Medium' END
kpi: LOST_CASH_DISCOUNTKPIs need to be activated to be displayed in the Priority Switcher. To do this, add the customAttribute "active: true". This will make the KPI selectable in the priority switcher.
Example
kpis:
- id: LOST_CASH_DISCOUNT
displayName: Lost Cash Discount
customAttributes:
absoluteCalculation: true
active: true #required Defines if the KPI should be considered by the Priority Switcher
pql: ( SUM(CASE WHEN MONTH("BKPF"."CPUDT") = 4 THEN "BSEG"."SKFBT_CONVERTED" *
"BSEG"."ZBD1P"*1.1 * 0.01 ELSE "BSEG"."SKFBT_CONVERTED" *
"BSEG"."ZBD1P"*0.01 END) - SUM(CASE WHEN "BSEG"."ZBD1P" > 0 AND
"BSEG"."SKFBT_CONVERTED" > 0 THEN "BSEG"."SKNTO_CONVERTED" ELSE NULL END)
) * 2
filterIds: []
format: $.3s
breakdowns: []
aggregations: []
parameters: []
desiredDirection: DECREASE
priority: false
type: KPIRecommendation List
Use the "Recommendation" component on Views to list out different recommendations on how to improve a KPI. Details about the recommended improvement measures can be provided in Profile Views.
Recommendation List Components are defined in the customAttribute section in KPIs.
More info can be found here.
Example
kpis: - id: TOTAL_REVENUE displayName: Total Revenue customAttributes: recommendations: - id: RECOMMANDATION_REVENUE displayName: High volume of outstanding order shipments filter: CASE WHEN 1=1 THEN 1 ELSE 0 END firstKpi: null secondKpi: null process: RM - id: RECOMMANDATION_REVENUE_2 displayName: High inventory for low-demand products filter: CASE WHEN 1=1 THEN 1 ELSE 0 END firstKpi: null secondKpi: null process: RM
|