Resolve tables

Release 1.10.3 - Resolve Table

The multi-table filtering feature is now the standard behaviour of the Apteco software.

Release 1.10.00 - Multi-Resolve Table

Dashboards Multi-Resolve Table

We're making Dashboards more intuitive, we want to make it clearer and more natural to use tiles from multiple tables, as is typical in a large system. We are also making the Dashboards more powerful, more flexible, and clearer for users to interact with.

Dashboard User

Dashboards are more powerful, more flexible for users to interact with.

  • When you select data using the dashboard and add to Filter, Orbit will use separate criteria for each table. These will then be combined dynamically into appropriate filters for any table when refreshing each tile.

  • User Filters are counted and grouped intuitively, and the filter grouping is easier to understand.

  • Advanced users have the option to display a breakdown of how a User Filter is applied to a tile.

This update provides considerable flexibility to drive analysis of the data to provide useful and meaningful results

There are more options that can be set at design time to control how a dashboard delivers results, for example using Multi-Dimension tiles, see the online help for more information.

Multi-Resolve Table

Select bookings to Australia but note that doing so results in a filtered display that only includes Australia as a destination.

Multi-Resolve Table one filter

Here, adding bookings in 2018 to the filter results in a selection that represents all bookings to Australia in 2018.

Multi-Resolve Table two filters

Visually this is reinforced by the tiles which display only the selected Booking Date and Destination.

If you continue, as above, and filter on Policies - for example, Individual cover and a Policy Date of 2018, you can see that:

 Multi-Resolve Table

A new table is displayed showing the filters that will be applied to the Policies table

When you go on to select criteria from other tables, you see the same behaviour. For example, from the Multi-Dimension (Top 5 Income Bands by Gender) Income Tile on the People table, select and add females earning £10-20k and males earning £30-40k.

An additional filter on the People table is displayed.

 Multi-Resolve Table Grouped Criteria

Here, the selected values are shown as grouped criteria in a single filter block. As these are 2-dimensional values, the £10-20k and Female and the £30-40k and Male have been closely linked together, making the filter clear and simple to interpret.

Additional Tile Information

Each Dashboard tile is constructed based on the currently applied filter criteria. You can view the query used to generate the tile and see exactly how a selection has been defined.

Policy Tile Query

See also:

Overriding resolve table

Resolve table paired values