Overview
Tutorials are designed to offer a guide to complete common objectives, while also acknowledging that individual developers need to respond to individual needs of their own solutions. Tutorial frameworks provide blueprints for these solutions and should be adapted to fit individual needs.
Analytics with Birst
API Gateway
Application Development with Mongoose
Artificial Intelligence
Data Fabric
Digitical Assistant
Document Management
Integration with ION
Robotic Process Automation
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Security & User Management
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- Overview
Analytics with Birst
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- Analytics with Birst
API Gateway
API Gateway is a software system for brokering requests from API consumers, such as web and mobile applications, and API providers, such as Infor enterprise or third-party services. As a broker sits between consumers and providers (technically it is a reverse proxy), it can provide many benefits to both consumers and providers.
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Application Development with Mongoose
Go beyond basic fit and customize your cloud experience with extensibility tools that leverage no-code, low-code, and full-code frameworks.
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Artificial Intelligence
Use Machine Learning to build an AI into your business processes.
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Analytics & Reporting in CloudSuite Service Industries
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Analytics & Reporting in M3 Cloudsuites
Configuring Context Message in the Visual Analytics Widget
Beginner | 10 Minutes
Overview
This Tutorial provides instructions for setting up an analytics widget with a context message in the Infor OS Portal. For our example, we will track the lowest price of an item within the last 30 days by directly selecting the item number in M3.
📋 Requirements
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Tutorial
A video walk-through of the tutorial is available below.
1
Log in
Log in to the Infor OS Portal. Navigate to M3.
2
Access the widget catalog
On the right-hand side panel, select the widgets icon.
Use the dropdown under “Widgets” to select the “Add” option. Add the new insight group and name it, for example, Analytics Widgets.
3
Add widget
Open the widgets panel again and click the “Add Widget” button.
You can optionally pin the widgets panel to be visable using the pin icon.
In the widget catalog, search for the widget you want to add. Here, we will use the analytics widget.
Once you locate the desired widget, click on + to add it to your smart panel. Close the catalog and click save.
4
Configure widget
Click configure widget. Choose Birst and click next.
Select Analytics Application and click next.
Note: The names of your applications can differ from the image below. This depends on the CloudSuite application you are using.
Copy and paste the below query from Birst Visualizer into the Query Field.
Note: This example query might not work in your environemnt. You can create a new report in Visualizer and then copy the query through the Advanced Tools/Queries option.
Confirm your query by clicking Validate to check the syntax, then click next.
5
Rename widget
To rename the widget, click the edit icon, specify widget name and subtitle, and click Ok. In our example, we used “Lowest price of an item.”
6
Set chart type
Set the chart type as a table.
7
Configure context message
Expand the mapping section. Choose an Operator (Greater than, Less than, or Equal). Select a Multiselect Type (AND or OR). Specify a Key Name/Path, in this case:
and the full name of a Column Name:
Click on the JSON Help for the guidelines:
Click Save
8
Finish and apply
Click finish to apply the changes and make sure it appers correctly in your Smart Panel.
You may need to adjust the placement and size of the widget within the Smart Panel to ensure it fits well with other widgets and provides a clear view of the analytics data.
9
Open M3
Open MMS001 program in M3
Review the data by selecting one item number from MMS001. The selected item's unit price appears in the analytics widget in the Smart Panel.
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Backend as a Service (BaaS)
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Data Fabric
Manage data on the platform so that humans and systems can securely access information from anywhere.
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Digital Assistant
Streamline the user experience with a digital assistant that helps your employees navigate and access information by voice or chat.
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Document Management
Leverage Infor's central document repository to manage your enterprise document in the cloud.
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Governance, Risk and Compliance
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Integration with ION
Create a unified application topology using the integration hub in the Infor Platform.
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Portal and Workspaces
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Robotic Process Automation
RPA automates repetitive tasks and empowers your team to focus on what they do best.
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Security & User Management
Tutorials that help you leverage Infor's cloud security and user management capabilities.
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