PDi Spirit CRM for Pastel Partner Accounting

Widget Creation Wizard

Widget Creation Wizard

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Widget Creation Wizard

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PDi CRM has a desktop that will display widgets to access information from PDi CRM, Pastel, or both. Widgets can display data in graph format, data cube (pivot style), report or grid layout. This gives the user information in an easy to view representation.

 

widget_Wizard_Page_01

 

 

Save widget definition

Enter or select the file to save the widget to. If the widget already exists, the information can be loaded to create a new widget (by changing the save to filename) or update the existing widget.
 

Title for Widget

Enter the title of the widget that will appear on the Widget desktop
 

Widget display type

Select the type of widget o display Graph, Report, Data Grid or Data Cube (Pivot table)

Layout file

Select the layout file to save, and it will be used as the default for the widget. This will either by the graph settings, data grid, report or data cube method.

Set Parameter to current value

If the widget is linked to the current master value, tick this box and select the master source. This will allow the report to run against the current customer, supplier, prospect or inventory code.

Master source for current value

Select the master source for the current value Customer, Supplier, Prospect or Inventory

Widget Panel can be closed

Tick if the user can close the widget

Widget Panel can be sized

Tick to allow the user to size the panel (this should be ticked)

Widget Panel can be moved

Allow the user to move the widget around with the Widget Desktop

Auto-Refresh widget date

Set to the number of minutes that the widget should be refreshed and the current data updated

Data Cube - Allow fields to be added

If the widget display type is a data cube (pivot), then tick this if the users can add additional fields to the designed data cube.

Colour of widget caption

Set the colour of the caption to display for this widget

Reset

Reset the settings back to default

Test Widget

Use to view the widget once it has been fully created

 

 

Widget_Wizard_Page_02a

 

Create / Pastel SQL

This step will create the SQL statement used to retrieve data from Sage50c Pastel, CRM or a combination. Enter (or Paste) the SQL statement into the text area. If this is a combination of data sources, then the Sage50c, CRM and combined SQL statements.

 

The Build Query button will display a simple drag, drop and tick to create a simple SQL Statement.
 

Test Query

This will execute the SQL Statement and view the results. You can then adjust the SQL statement if the information retrieved is not as expected.
 

 

Widget_Wizard_Page_02b

 

Data Results

The results will be displayed if the SQL is not tested and the Next button is pressed

 

 

Graph

Widget_Wizard_Page_03_Graph

 

Data groups

Select the type of information to display; this can be used to drill down
 

Data Series

Select the actual values that will be used within the graph
 

Chart type

Select the chart type to view Pie, Line, Bar, Area Graph

Legend Position

Select the position of the legend for the data displayed

Categories per page

If using a Pie, Line, bar enter the number of categories to display on each page

Key Fields

Indicate the unique values from the table, may be multiple separate with;

Title Position

Select the position of the graph title

Select field for category

Select the field to use for the main category

 

Widget_Wizard_Page_03_Grid

 

Key Fields

Enter or select the unique field that is used within the data results. This can be a multiple of fields separated with ;

 

Show/Hide

Widget_Wizard_Custom_Data

Press to the indicate which fields should be included in the grid.
 

The Widget_Grid_Fields icon will display a list of the fields, which can then be ticked on/off to include them in the grid

 

Columns can be re-positioned by clicking on them, holding the button down, and dragging them into the required position.

 

Resize the column widths by clicking on the line between columns and then increasing or decreasing the size of the column.

Summaries

Widget_Grid_Summary

The summaries grid displays the columns that already have summary values and allows new columns to be added.

 

Press the Add button to create a new entry and select the column to include a summary from the drop-down list.

 

Summary kind - Select the kind of summary to apply the column Sum, Count, Max, Min, Average.

 

Summary format: Enter or select the type of format to apply to the column summary

 

Once changes have been made, press the Update button to apply them to the column. Remove summaries by pressing the Delete button.

 

 

 

Data-Cube (Pivot)

 

Widget_Wizard_Page_03_Cube

 

Fields

Drag fields from the field list to the primary data area (In the example, where customers and products are displayed).
 
To create summaries (measures), drag value fields to the measured area.

 

Measures and data slices can be managed using the context-sensitive menu or the toolbar to make changes.

 

See CRM Dolap for settings and functions

 

 

Report Layout

 

Widget_Wizard_Page_03_report

 

Design Report

This will display the main report designer

Auto Create

This will create a basic report layout by selected the detailing fields and group fields, as shown below

 

Widget_Wizard_Page_03_Report_Auto