Description: Learn how to set up criteria or “Group by” and “Drill to” features for reports on SkyTab Business Intelligence (STBI).
Set up Locations/Group Filters
Filters work apply to your whole session and to every report. Select Locations/Groups to bring up the form to set your location or locations for your report.
When you have multiple locations, use Locations/Groups to choose the Location or Location Group you want to investigate. Select the Location or set up a Group. Once finished, you can go back into Location/Groups and clear the filter.
For example, open the Locations/Groups filter and set the store filter to Store #1. From then on, all reports will only show Store #1 because this is a filter set for the whole site for your session. To get back to seeing all stores, you can open the Locations/Group filter form and clear the filter.
Criteria Form - Specific Search
Criteria (setting Group By and Drill To) are set in the criteria form opened by selecting Criteria. Use Criteria first to set the Group By to determine how you want to view the data. For example, look at the data by Store, Daypart, Hourly, etc., from the dropdown list. If you want to refine your data search further, use the remaining fields, and then you can Drill into what you are looking for. The combination of “Group by” and “Drill to” is very powerful.
Criteria set in this form apply to the report they are set on during the time you are viewing the report. They do not persist when moving to other reports.
For example, you open the Sales Summary report, and you set the criteria to show Store #1, group by Hour, for daypart Lunch. The report will display based on those parameters. If you then go to another report, such as Sales Mix, the criteria are reset, and the Sales Mix report is shown with all stores, all serving periods, and no criteria set. Criteria are set and applied for each report separately, and each report has its own set of criteria.
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