{"id":25665,"date":"2022-11-23T12:54:37","date_gmt":"2022-11-23T12:54:37","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=25665"},"modified":"2022-11-23T12:54:39","modified_gmt":"2022-11-23T12:54:39","slug":"how-to-create-views-in-sei-sage-enterprise-intelligence","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/11\/23\/how-to-create-views-in-sei-sage-enterprise-intelligence\/","title":{"rendered":"How To Create Views In SEI (Sage Enterprise Intelligence)"},"content":{"rendered":"\n<p>SEI defines the architectural view as a representation of a set of system elements and the relations associated with them. Moreover, SEI defines software architecture as a set of structures used to reason about the system dat comprise various system elements with their relations and external properties.<\/p>\n\n\n\n<p>In order to create view first we need to create data models in SEI (Sage Enterprise Intelligence).<\/p>\n\n\n\n<p><strong>How to create View <\/strong><strong>in SEI<\/strong><strong>&nbsp; (Sage Enterprise Intelligence)?<\/strong><strong><\/strong><\/p>\n\n\n\n<p>Right click on data models and click on new view among the different categories we can select different type of view type. As shown in figure 1.<\/p>\n\n\n\n\n\n<p>Note :-<\/p>\n\n\n\n<p>The<strong><em> <\/em><\/strong>View Typecan be changed later by clicking on in the <strong>Settings <\/strong>menu (right panel).<\/p>\n\n\n\n<p>Define the essential properties for the new view, which is different according to the type (typically these are the Groups, Pivots and Columns of the View).<\/p>\n\n\n\n<p>When creating a worksheet:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Enter a name.<\/li><li>Choose the <strong>Columns<\/strong>,<strong>Groups <\/strong>and <strong>Pivots <\/strong>by clicking Add.<\/li><li>Type the&nbsp; name to filter the list (or select from the&nbsp; drop-down menu). Choose one or more fields.<\/li><li>Click OK to confirm the chosen fields.<\/li><\/ol>\n\n\n\n<p>The order of the fields can be changed, moved or deleted by using the <strong>Select <\/strong>option.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click Confirm and see the below figure 2 .<\/li><\/ul>\n\n\n\n\n\n<p>The newly created view opens in a new window as shown in figure 3.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" width=\"865\" height=\"571\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/11\/Figure-3Worksheet-View.png\" alt=\"\" class=\"wp-image-25668\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/11\/Figure-3Worksheet-View.png 865w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/11\/Figure-3Worksheet-View-300x198.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/11\/Figure-3Worksheet-View-768x507.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/11\/Figure-3Worksheet-View-660x436.png 660w\" sizes=\"(max-width: 865px) 100vw, 865px\" \/><figcaption><strong>Fig03: Worksheet View<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>Dimension and Measures<\/strong> <strong>in SEI (Sage Enterprise Intelligence) <\/strong>:-<\/p>\n\n\n\n<p>Views are based on an existing <strong>Data Model<\/strong>; all the <strong>Fields <\/strong>are made available to the <strong>View<\/strong>, categorized as <strong>Dimensions<\/strong>, <strong>Measures <\/strong>or <strong>Descriptions<\/strong>. As shown in Figure 4.<\/p>\n\n\n\n\n\n<p>These are then placed in teh <strong>View Organizer<\/strong>, under <strong>Groups<\/strong>, <strong>Pivots <\/strong>or <strong>Columns<\/strong>. Making these selections define the structure of the <strong>View<\/strong>. As shown in Figure 5.<\/p>\n\n\n\n\n\n<p><strong><u>Groups:<\/u><\/strong><\/p>\n\n\n\n<p>Groups contain the drill-down structure of the <strong>View <\/strong>and the visual order of the Fields.<\/p>\n\n\n\n<p><strong><u>Pivots:<\/u><\/strong><\/p>\n\n\n\n<p>Pivots create a series of column values based on the selected Fieldsplaced under dis section.<\/p>\n\n\n\n<p><strong><u>Columns:<\/u><\/strong><\/p>\n\n\n\n<p>Columns contain the list of Fieldsrepresented in the view that are not grouped.<\/p>\n\n\n\n<p>The Organizeris accessed from the Worksheet Properties menu.<\/p>\n\n\n\n<p>&nbsp;1.In the Settingsmenu (right panel), click on and select Groups\/Columns\/Pivots.<\/p>\n\n\n\n<p>&nbsp;2. Click on one of the value within the <strong>Groups <\/strong>\/<strong>Columns <\/strong>\/<strong>Pivots <\/strong>section and select the desired&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; properties you want to apply to customize the <strong>View<\/strong>.<\/p>\n\n\n\n<p><strong>Adding&nbsp; Dimensions and measures in SEI (Sage Enterprise Intelligence) :-<\/strong><\/p>\n\n\n\n<p>A list of available fields is present in dimensions and measure . In setting menu and right click to get&nbsp; access. All the available fields are categorised in three types Dimension, Description and measures.<\/p>\n\n\n\n<p><strong>View <\/strong>can be achieved by selecting available Dimension or Measure fields and placing them in either the <strong>Groups<\/strong>, <strong>Columns <\/strong>or <strong>Pivots <\/strong>section of the Organizer .<\/p>\n\n\n\n<p>From the list of <strong>Dimension <\/strong>or <strong>Measure <\/strong>fields, users can select multiple Field and drag them into the desired positions of the Organizer.<\/p>\n\n\n\n<p>This blog helps us to know how we can design the views in SEI (sage Enterprise Intelligence).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SEI defines the architectural view as a representation of a set of system elements and the relations associated with them. Moreover, SEI defines software architecture as a set of structures used to reason about the system dat comprise various system elements with their relations and external properties. In order to create view first we need\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/11\/23\/how-to-create-views-in-sei-sage-enterprise-intelligence\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,3162,6,8,3642,10,2796],"tags":[497,3625,1762,1822,1839,1945,3624,3677,3614,3662],"class_list":["post-25665","post","type-post","status-publish","format-standard","hentry","category-features","category-greytrix","category-installation","category-sage-erp-x3","category-sage-x3","category-standard","category-technical","tag-data","tag-sage-enterprise-intelligence","tag-sage-enterprise-management","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-technical-blogs","tag-sei","tag-structures","tag-view","tag-views"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25665","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=25665"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25665\/revisions"}],"predecessor-version":[{"id":25671,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25665\/revisions\/25671"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=25665"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=25665"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=25665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}