Dynamic AI v 6.4 introduces new features that will add many new possibilities to your management and production reporting. The most noteworthy are
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Costs are lower
A new
Named User pricing model for server licences can more than halve the cost of an entry level (one author, three viewers) server licence.
- Even simpler dashboard selection
Select from the list of individual report elements, one click and its done! More details below
- Calendar reports with conditional formatting
Dynamic AI version 6.4 introduces a new Calendar style report format. Designed for presenting information by periods of time in a flexible month calendar format, the results can be used interactively as with any other Dynamic AI report format, with drill down to underlying detail, user defined selection, etc, and can be built into dashboards, sent via e-mails etc.
The calendar presentation is based on grouping data records by date, and if the data selected for the report covers longer periods calendars will automatically provide “All”, “year”, and “month” options with appropriate levels of detail. Conditional formatting is available with different colours showing e.g. for purposes such as capacity monitoring under, on and over capacity days/periods. More details below.
- On-report calculations
These add the ability to add calculations to be performed by Dynamic AI that would normally require that the reports to be exported to a spreadsheet. These include percentage calculations – of Totals or Row/Column, Max/Min, standard deviation, variance, average and calculated column support.
- Cross-report calculations
Named Key-values can be referenced across reports using a simple “Key-Value:Report-Name” identifier. This will enable extensive summarisation and correlation of key values in overall management reporting.
Many new calculation forumlae have been introduced, particularly to support date calculations in the new Calendar formats. There is not much that you might need to know about a date that Dynamic AI cannot calculate for you! More details below
For full details as a PDF, click here.
A summary of all the main new features:
- On-report calculations
- Cross-report calculations
- Calendar reports with conditional formatting
- More pre-programmed calculation options (% of row, % of column)
- Calculated column support on column-grouped reports
- Prefix and suffix options for totals (allows adding %, $ etc.)
- New Filter defaults
- Multi-select report option for ad-hoc creation of dashboards
- New drop-down column based actions (date toggle, Hide sum, prefix)
- Dictionary caption inheritance
Calendar reports with conditional formatting
Dynamic AI version 6.4 introduces a new type of report for presenting date related information in a flexible day/week/month/year calendar format. These calendar reports can be used interactively within Dynamic AI, and can can be incorporated into dashboards, e-mails etc. New pre-defined formulae support working with date information in considerable detail.
The basis of a Dynamic AI calendar is a report grouping records by date . A grouped value and/or several totals may be displayed.
A good example would be hours worked by employees per day, with the subsequent totaling providing capacity monitoring capability, – e.g. monitoring whether planned production exceeds available production limits, with a formula employed to create the displayed green, yellow, red formatting in this week view:
Month and year options are also available
Drill down options are tailored to Calendar functions e.g. click on a month to expand that month’s calendar.
You can also compare one year with another.
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Multi-select report option for ad-hoc creation of dashboards
For each report in the reports menu there is an associated checkbox::
Use these to select a number of reports from the menu and click on
“New – Dashboard/Package”.
Done!
Using the mouse, the user can then drag on the report titles and re-order the position of the reports, remove reports, or go into Dynamic AI’s full design capabilities to further enhance the functionality of any of the displayed elements.
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On-report and Cross-report calculations
New calculation formulae provide increased facilities for extending the functionality off your on-line reports where previously you may have needed to export to a spreadsheet.
- Calculations may be embedded directly in Dynamic AI that would normally require that the reports are being exported to a spreadsheet.
- Calculations are a fixed part of the report, avoiding having to make the same calculation definitions more than once.
- Key-figure calculations are now much simpler to create
- The addition of calculated columns on reports is simplified to a degree where end-users can add these whenever needed.
- Dynamic AI reports are now simpler to use as the source for calculating and monitoring of any type of Key Performance Indicators.
- Key-figures can be referenced across reports – “KeyFigureName@DAI:ReportName”
On-report calculations can be any of the three following types of calculations:
- SQL column calculations
SQL column calculations can utilize any SQL functions such as CASE WHEN, IF and similar statements that are supported by the underlying database engine. SQL column calculations are added as extra columns to the returned data-set behind the report at the appropriate level of the report
- Dynamic AI Total (formula) calculations
These are calculations that are done with a Dynamic AI specific syntax as an extension of the results returned by the SQL statements behind the reports.
These use a similar syntax to the Total (formula) calculations but with additional filter options to provide for both horizontal and vertical restrictions to the calculation.
- Key-figure calculations
Key-figures are single calculations that are calculated on the totals and sub-totals of the report and are presented at the bottom of a report. Key-figure calculations are separate from the SQL operations and calculated by Dynamic AI on the aggregated results of a report at any level. They are available for reference by other Dynamic AI reports.
Examples of new calculation formulae
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Filter defaults
New Filter/Selections particularly to support working with dates.
This is a short extract from the full list to give some idea particularly of the comprehensive coverage of built in date references
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Prv. ww day
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Previous work-week day (work week = Monday-Friday)
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Next ww day
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Next work-week day (work week = Monday-Friday)
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1st of Mth
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Date of the first day in the current month
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Lst of Mth
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Date of the Last day in the current month
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1st of Mth+1
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Date of the first day in next month
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Lst of Mth+1
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Date of the last day in next month
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1st of Mth+2
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Date of the first day in 2nd next month
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Lst of Mth+2
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Date of the last day in 2nd next month
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1st of Mth+3
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Date of the first day in 3rd next month
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Lst of Mth+3
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Date of the last day in 3rd next month
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1st of Mth-1
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Date of the first day in previous month
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Lst of Mth-1
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Date of the last day in previous month
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1st of Mth-2
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Date of the first day in 2nd previous month
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Lst of Mth-2
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Date of the last day in 2nd previous month
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1st of Mth-3
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Date of the first day in 3rd previous month
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Lst of Mth-3
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Date of the last day in 3rd previous month
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For full details as a PDF, click here
Download Dynamic AI v6.4 here
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Dynamic AI v6.4 - Highlights