In today's article, we will discuss the functionality of data analysis utilizing the SumIf() and CountIf() functions within dashboards. These functions serve to either sum data field values or count the occurrences of values based on specific conditions. In this article, our focus will be on the application of these functions in the Table element. However, it's important to note that they are equally applicable in other dashboard elements where data analysis is performed. Before a comprehensive review, let's take a moment to refresh our understanding of how data field values are processed in dashboards.

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Data analysis in dashboards

When a data column is introduced to an element (as in our case, a Table element), functions can be applied to the values within. By default, numeric values employ the sum function, while non-numeric values utilize the function for counting occurrences. This discussion pertains specifically to fields of the Measure type; Dimension fields lack predefined functions. Additionally, Measure field values are organized according to the values of Dimension type fields. In simpler terms, if categories constitute a Dimension field and products constitute a Measure, the products are grouped by category. Consequently, one of the functions - Sum, Count, Min, Max, Avg, or another—is then applied to the field containing the product list. Thus, the SumIf() and CountIf() functions find application in grouping solely those values that adhere to a specified condition.Important!
It is essential to note that these functions are not listed among the fundamental data field functions. However, you have the capability to manually specify them by altering the data field function.

Analysis by conditions

The condition for considering a value is passed as the second argument to the SumIf() and CountIf() functions. When the condition is set to true, the corresponding value is added to the sum, or the respective data row contributes to the total row count. On the other hand, if the condition yields false, the value is disregarded. Let's illustrate this concept with a few examples of conditional analysis.

• Consider a scenario where the Table element contains a data field named "products," used for calculating the product count. In essence, the Count() function is employed for value computation. In such cases, data filtration can be achieved using the CountIf() function, wherein the condition is passed as the second argument.
  For instance: CountIf(Products.ProductName, Products.CategoryID == 1).
  Subsequently, the computation of quantity will encompass only those products associated with a category ID of 1.


• Within the Table element, there exists a compilation of continents along with their corresponding populations. Additionally, the values within the population column undergo processing via the Sum() function. Consider a scenario wherein, during the summation of Europe's population, the population of the United Kingdom should be excluded. In this context, the SumIf function comes into play for the population column.
  Here, the condition is incorporated, with the second argument taking the form of SumIf(Statistics.Population, Statistics.Country != "United Kingdom").
  Consequently, the summation will encompass values from the population column where the associated Country is not equivalent to the United Kingdom.

Below is an illustrative example of a dashboard that employs the SumIf() and CountIf() functions. In this instance, the condition is contingent upon the variable "continent," and solely values corresponding to the chosen continent undergo processing. Within the Table element, for comparative purposes, duplicate columns featuring both summation and summation by condition functions are presented. Notably, the contrast becomes apparent in the cumulative totals displayed within the table.

This approach allows for data filtration within dashboard elements. It's important to note that filtering through functions exclusively affects a particular data field. Simultaneously, a filter applied to an element or a filter integrated into an element's data transformation pertains to all fields within that element.

The reporting tool Stimulsoft Reports.JS is a universal tool for designing reports. It can be used with any web server and run on any platform. Today, we will look at an example of integrating Reports.JS using the popular Django web framework written in the Python programming language.

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Integration Process - Preparatory Stage

To get started, ensure that you have installed the latest version of the Python 3 interpreter and that the environment variables are correctly set. For creating the project, we will utilize the Visual Studio Code development environment. In case you do not have a Django web application ready yet, you will need to create one. More details on this can be found in the documentation at the following link.

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Page templates

To integrate the report viewer (or designer), you need to create a new page template. Templates are HTML pages located in the "templates" folder. Let's name the new template file "viewer.html" and add all the necessary code to load and display the component on it:

<!DOCTYPE html>
<html>

<head>
    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
    <title>Showing a Report in the Viewer</title>

    <!-- Stimulsoft Reports.JS -->
    {% load static %}
    <script src="https://www.stimulsoft.com/{% static 'scripts/stimulsoft.reports.js' %}" type="text/javascript"></script>
    <script src="https://www.stimulsoft.com/{% static 'scripts/stimulsoft.viewer.js' %}" type="text/javascript"></script>

    <!-- Report viewer scripts, may be external -->
    <script type="text/javascript">
        // Create the report viewer with default options
        var viewer = new Stimulsoft.Viewer.StiViewer(null, "StiViewer", false);
        // Create a new report instance
        var report = new Stimulsoft.Report.StiReport();
        // Load report from url
        report.loadFile("{% static 'reports/SimpleList.mrt' %}");
        // Assign report to the viewer, the report will be built automatically after rendering the viewer
        viewer.report = report;
    </script>
</head>

<body>
    <div>
        <script type="text/javascript">
            // Show the report viewer in this block
            viewer.renderHtml();
        </script>
    </div>
</body>

</html>

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View and Link Handlers

The next step is to add the function call of the created template to the "views.py" view handler and define a link to call the function in the "urls.py" link handler.
views.py:

def viewer(request):
    return render(request, 'viewer.html')

urls.py:

urlpatterns = [
    path("", views.home, name="home"),
    path("viewer", views.viewer, name="viewer"),
]

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Static files

The view code uses static files - component scripts and reports. Let's create two directories for them in the "static" folder of the web application's content. We will name these folders "scripts" and "reports". To set up, copy all the ".js" files of the Stimulsoft Reports.JS product into the "scripts" folder, and copy the required reports into the "reports" folder. For this example template, we will be using a report named "SimpleList.mrt".
All is ready! Now, let's run the project using Visual Studio Code or through the operating system console using the "python manage.py runserver" command. Once the server is running, open the application URL in your browser and navigate to the view we created: http://127.0.0.1:8000/viewer.
If everything has been done correctly, the viewer with the loaded report will be displayed, and you can start exploring your reports.

Ready-made samples are available in the GitHub repository at the following link.

Let us announce today the release of version 2023.3 of Stimulsoft products. This update brings several exciting enhancements and introduces a new product - Stimulsoft Forms, a powerful tool for creating fillable PDF forms. To reflect this significant innovation, we have incorporated the word "Forms" into the name of our versions. But that's not all! The new release includes several other noteworthy features and improvements, such as enhanced support for processing Rich Text format, expanded functionality for creating dashboards, implementation of smart guides, compatibility with the Laravel framework, and much more. Let's dive into the details.

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A list of the new features in version 2023.3

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Data pagination in the Table element

We have added the ability to paginate data in the Table element. To do this, you can specify the number of data rows per page by setting the value of the Rows per Page property. After doing this, the Table element will divide all data rows into pages, and a navigation bar for these pages will be located under the summary panel of the Table element. Additionally, we have introduced the ability to automatically switch between pages of the element after a certain period of time when viewing the dashboard. The duration for page switching is determined using the Page Turn Time property.

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Number Box - the new dashboard element

We have added a new filtering element in dashboards called the Number Box. This element is used to filter dashboard data based on numeric values, including both integers and fractions. You can perform data filtering using a single value or a range of values.

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3D Line chart

We have added a new chart type for data analysis and visualization in reports and dashboards called the 3D Line. This type of chart displays a series of data points in space connected by lines, providing a visually appealing representation. It is a valuable tool for tracking trends and performing trend analysis. The 3D Line chart is now available as a separate option in the chart selection menu.

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Smart guides

In release 2023.3, a new feature called Smart Guides has been added for editing reports or dashboards. By default, components on the page or dashboard are anchored to grid nodes. However, when the Align to Grid mode is disabled, it can be challenging to position components vertically and horizontally in relation to each other. This is where smart guides come in, helping you align components while maintaining vertical and horizontal lines relative to other components. Smart guides are displayed not only when components are placed on the page but also when they are placed within other components, such as panels, bands, or even when a component is nested inside another component.

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Initial values for lists

We have added the ability to define initial values for the List Box and Combo Box dashboard elements. The initial values can be taken from the Key data field of these elements. You can specify the initial values from the element editor in the Init Value field using the ";" delimiter. For List and Drop-down list elements in single selection mode, there can be only one initial value.

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Dashboard snapshots

In this release, we have added the ability to create snapshots for dashboards in the Stimulsoft BI Server product. This can be achieved by using the Run command and setting the Type parameter to Report Snapshot.

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Access to compiled reports

We have made significant improvements to the security policy regarding compiled reports. You now have the ability to define the action when opening a report or dashboard with the calculation mode set to Compile in both the designer and viewer. This action can be defined using the Compilation Access option found in the report designer Options menu under the Main tab.

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Custom color

We have added the ability to use any color for customizing the design of the report designer. To choose a color, navigate to the Options menu in the report designer and go to the GUI tab. Set the Color Accent parameter to Custom and select the desired shade using the Color parameter.

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We are excited to announce the upcoming release of Stimulsoft Reports, Dashboards, and Forms 2023.3, packed with innovative features and improvements. Let's dive into what is in store for the future version and what has already been implemented.

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First, we are introducing the new product - Stimulsoft Forms.

Stimulsoft Forms is a powerful tool for creating fillable PDF forms. With this product, you can design interactive forms that allow users to provide input while collecting and managing the submitted results within your service. Whether you integrate it into Angular, .NET Core, or ASP.NET applications or use it as a standalone desktop or online application, Stimulsoft Forms offers a comprehensive set of components for form creation, PDF and PDF/A export, robust document security, electronic signatures, and more.
To learn more about this exciting new product, please visit this page.

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Additionally, the new version includes a significant expansion of functionality for working with dashboards.
Number box
Announcing a new element that enables filtering dashboard data by numeric values.

3D Line chart
Explore the new type of 3D line chart, adding visual depth and enhancing data representation.

Pagination of data in Table
Enjoy the flexibility of data pagination in tables, allowing navigation across multiple pages. You can enable automatic page switching after a specified interval, enhancing the viewing experience of your dashboards.

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Moreover, we are thrilled to announce our support for the Laravel framework.
By integrating Stimulsoft Reports.PHP and Dashboards.PHP into applications built with Laravel, a popular open-source PHP framework for website and service development, you gain access to even more possibilities.
Discover the new functionality and explore usage examples by reading this article.