Careful configuration is required to create and link the
rules that provide this capability.
This facility uses two interactive charts defined by
summary view rules and a list view rule for the drill-down
details. The left chart provides a second-level summary of
data. The right chart provides drill-down detail as columns,
for a single element in the left chart. The list view report
provides drill-down detail supporting a single column in the
right chart.
When appropriate, each chart can contain a slider control
that allows users to advance through the range of
categories.
Four layouts are available for the left chart:
- Column
- Bar
- Line
- United States map
An XML Stream rule defines interactions and links together the
three report rules. A standard activity draws the window and
all elements as an Adobe Flash file, which the system sends
to the user's browser.
Changed rules by RuleSet and Version
To view an example of two-level drill-down charts, select
View > Rules > Summary of Recently Updated by
RuleSet.
The left chart summarizes rules updated today, totaled by
RuleSet. Click a bar in the left chart to view the right
chart. The right chart shows, for a single RuleSet, counts of
rules changed today by version, as columns. Click a column in
the right chart to list in a bottom panel the rules updated
in that RuleSet version.
United States map
If you
configure the United States map for the left chart, the color
of each state in the United States map (marked 1) indicates
the second level total; with darker colors indicating a
higher total. Clicking a state shape in the map presents a
column chart at the right (marked 2). The column chart
provides first-level detail for the selected state.
Clicking a column in the right chart presents a table with
the details that support that column (marked 3). A list view
rule produces this table.
This facility requires two interactive charts defined by
summary view rules, a list view rule for the lowest-level
detail, and an XML Stream rule that identifies and links the
elements together.
Step 1. Design
Design the interactive drill-down chart before creating
rules:
- Determine the business setting and objective.
- Review exposed properties in the base class. Are they
appropriate to support selections?
- Identify Group By properties.
- Choose names for the rules.
Step 2. Create the list view rule
Create a list view rule for the lowest drill-down detail.
Use parameters for two selection criteria. Test the list view
rule.
For example, if the list view identifies the towns (of
population 5,000 or more) in one county in a state, the
selection criteria must accept a state code and a county name
as parameters.
Step 3. Create the right chart
Create a summary view rule (without charting) for the
right panel that has one Group By element
and a single aggregate function, such as Sum or
Total. Use a parameter for one selection
criterion. (If the left chart presents the United States map,
the selection criteria must be state codes.)
For example, if the right chart is to show a count of how
many towns are found in each county in one state, the
selection criteria can correspond to a state code, such as VA
for Virginia.
Test the summary view rule.
Step 4. Create the left chart
Create a summary view rule that has one Group
By element and a single aggregate function, such as
Count or Total, and that uses no
selection criteria that depend on parameters.
For example, the left chart can count how many towns are
in each state.
Test the summary view rule.
Step 5. Create the XML Stream rule
1. Create an XML Stream rule that identifies the two summary view
rules and the list view rule.
- Select Rule-Obj-SummaryView for the
Applies To class, the first key part of
the XML Stream rule.
- Enter a name of your choice for the Stream
Name key part.
- Enter ChartsDrillDown as the XML
Type key part.
2. On the XML Source field of the XML
form, enter and complete the structure presented in the
example below, substituting values for the text that appears
in this color. (Major elements are bolded for
clarity.)
3. In the <parameters> elements, provide literal
values to identify the names and values of parameters for the
ShowView activity, which is called three
times.
4. In the <drilldownParm> elements, identify the
names of the parameters that link the left interactive chart,
the right interactive chart, and the list view.
The <SummaryView1> element
defines the left chart.
5. Omit the <sliderEnabled> element to suppress
presentation of the slider.
<?xml version="1.0"
encoding="utf-8" ?>
<data>
<summaryView1>
<className>Applies
To</className>
<purpose>Purpose</purpose>
<owner>Owner</owner>
<parameters>
<parameter>
<!--Parameters
sent to the showView activity-->
<!--used by the
criteria section-->
<name>ShowViewParameterName1</name>
<value>ShowViewParameterValue1</value>
<name>ShowViewParameterName2</name>
<value>ShowViewParameterValue2</value>
</parameter>
</parameters>
</summaryView1>
<summaryView2>
<className>AppliesTo</className>
<purpose>Purpose/purpose>
<owner>Owner</owner>
<parameters>
<parameter>
<!--Parameters
sent to the showView activity-->
<!--used by the
criteria section-->
<name>ShowViewParameterName1</name>
<value>ShowViewParameterValue1</value>
<name>ShowViewParameterName2</name>
<value>ShowViewParameterValue2</value>
</parameter>
</parameters>
<!--map this parameter to the value
selected from the summaryView above-->
<drilldownParam>ShowViewParam1</drilldownParam>
</summaryView2>
<listView>
<!--Optional. If set, display this
listView.-->
<className>Applies
To</className>
<purpose>Purpose</purpose>
<owner>Owner</owner>
<parameters>
<parameter>
<!--Parameters
sent to the showView activity-->
<!--used by the
criteria section-->
<name>ShowViewParameterName1</name>
<value>ShowViewParameterValue1</value>
<name>ShowViewParameterName2</name>
<value>ShowViewParameterValue2</value>
</parameter>
</parameters>
<!--map these parameters to the values
selected from the summaryViews above-->
<drilldownParam1>SummViewParamName1</drilldownParam1>
<drilldownParam2>SummViewParamName2</drilldownParam2>
</listView>
<chartinfo>
<charttitle>Title of the
chart</charttitle>
<!-- Start and end attributes specify
the colors. You can use Named colors or Hex values
-->
<!-- Example.
start="0x5989c9"
end="0xaa9981"-->
<backgroundgradientcolor
start="" end=""/>
<chartone>
<seriescolor>Color
of series. Example: 0x84A475</seriescolor>
<title>Title of the
left chart</title>
<sliderEnabled>true</sliderEnabled>
</chartone>
<charttwo>
<seriescolor>Color
of series. Example: 0xFF6600</seriescolor>
<title>Title of the
second chart</title>
<sliderEnabled>true</sliderEnabled>
</charttwo>
</chartinfo>
</data>
Step 6. Test
Call the standard activity
Rule-Obj-SummaryView.displayChartsDrillDown.
Provide the following input parameters:
XMLName — Middle key part of the XML
ruleOutputType — One of the four values
columntocolumn, bartocolumn,
linetocolumn or maptocolumn,
indicating the format of the left chart.Title — A short text phrase for the
window title.
How to create
interactive two-level drill-down charts
Using multiple report
rules and an XML Stream rule, your application can include
sophisticated charts that support two levels of drill-down.
For example, you can drill down from a map
of the United States to statistics for one state, and then list
the items that make up one data point for the selected
state.
Building
an interactive drill-down chart
Reports category