Dynamic columns in Insite Analytics

Configurable column definitions for flexible reporting. This guide covers dynamic column configuration, calculated fields, conditional formatting, and more.

Dynamic column configuration

Key Components

Configuration Pattern

Windows can be configured for mobile through Application Dictionary properties:

Window Configuration:
├── Show on Desktop: Yes/No
├── Show on Mobile: Yes/No
├── Show on App: Yes/No
├── Interaction Pattern: Focused Entry Document ReviewLine Verification Quick Edit
└── Mobile-specific field visibility

Four Interaction Patterns

1. Quick Edit: Update a few fields across many records (price updates, status changes)

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Pillar 2: Real-Time Analytics

The Problem with Traditional Reporting

Traditional ERP reporting:

• Runs overnight batches

• Generates PDFs nobody reads

• Requires IT to create new reports

• Shows what happened last month

Predictiv analytics:

• Updates in real-time

• Embeds in workflows

• Self-service configuration

• Shows what's happening now

Materialized View Pattern

For large datasets (100k+ records), Predictiv uses a hybrid approach:

-- Materialized view: Fast, pre-computed, refreshed daily
CREATE MATERIALIZED VIEW mv_sales_summary AS
SELECT. preddp)
Date: 2025-11-01
Purpose: Document critical lessons learned during Application Dictionary metadata creation and deployment

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Executive Summary

Successfully deployed a complete Application Dictionary metadata configuration for the Draw Promotion module. Table Identifier Columns

Issue: WAD validation error: "Table PREDDP_PROMOTION_PRODUCT has not identifier. "

Lesson Learned: Every table should have at least one identifier column for display purposes.

Calculated fields

Quick Edit: Update a few fields across many records (price updates, status changes)

---

Pillar 2: Real-Time Analytics

The Problem with Traditional Reporting

Traditional ERP reporting:
Runs overnight batches
Generates PDFs nobody reads
Requires IT to create new reports
Shows what happened last month

Predictiv analytics:
Updates in real-time
Embeds in workflows
Self-service configuration
Shows what's happening now

Materialized View Pattern

For large datasets (100k+ records), Predictiv uses a hybrid approach:

-- Materialized view: Fast, pre-computed, refreshed daily

CREATE MATERIALIZED VIEW mv_sales_summary AS

SELECT. THEN all other metadata (tables, windows, tabs, fields, etc. Column Metadata Requirements

Issue: Multiple entity generation failures due to NULL values in required column fields. Lesson Learned: ALL boolean-type fields in AD_COLUMN must have non-NULL values. Critical Fields:

• issessionattr - Must be 'N' (not NULL)

• issecondarykey - Must be 'N' (not NULL)

• isselectioncolumn - Must be 'N' (not NULL)

• istransient - Must be 'N' (not NULL)

• istranslated - Must be 'N' (not NULL)

• isusedsequence - Must be 'N' (not NULL)

• isdesencryptable - Must be 'N' (not NULL)

• isencrypted - Must be 'N' (not NULL)

• isexcludeaudit - Must be 'N' (not NULL)

• isautosave - Must be 'Y' (not NULL)

• is_child_property_in_parent - Must be 'N' (not NULL)

Solution - Apply to All Columns:

UPDATE ad_column c
SET
  issessionattr = COALESCE(issessionattr, 'N'),
  issecondarykey = COALESCE(issecondarykey, 'N'),
  isselectioncolumn = COALESCE(isselectioncolumn, 'N'),
  istransient = COALESCE(istransient, 'N'),
  istranslated = COALESCE(istranslated, 'N'),
  isusedsequence = COALESCE(isusedsequence, 'N'),
  isdesencryptable = COALESCE(isdesencryptable, 'N'),
  isencrypted = COALESCE(isencrypted, 'N'),
  isexcludeaudit = COALESCE(isexcludeaudit, 'N'),
  isautosave = COALESCE(isautosave, 'Y'),
  is_child_property_in_parent = COALESCE(is_child_property_in_parent, 'N')
WHERE c.

Conditional formatting

Conditional formatting is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.

User personalization

Pillar 1: Mobile-First Experience

Why Mobile Matters

Traditional ERP assumes users sit at desks with large monitors. Solution:

-- Set the most meaningful column as identifier

UPDATE ad_column

SET isidentifier = 'Y', seqno = 30

WHERE ad_table_id IN (SELECT ad_table_id FROM ad_table WHERE tablename = 'PREDDP_PROMOTION_PRODUCT')

AND columnname = 'M_PRODUCT_ID';

Guidelines:
Choose the column users would recognize (product name, customer name, etc. Missing SHOWINRELATION, ISENCRYPTED, or ISFIRSTFOCUSEDFIELD will cause NullPointerExceptions during window rendering at runtime - errors that only appear when users access the window, not during deployment.

Saved views

Detail Views

The "header-lines search problem": How do you find an order line when you don't know the order number. Detail Views solve this by flattening header-lines into searchable grids:

Traditional: Search Orders → Find Order → Open → Search Lines

Detail View: Search All Order Lines → Filter by product, date, status → Click to open parent

Every header-lines entity should have a corresponding detail view. ### Dashboard Architecture

graph TB

subgraph "Dashboard"

KPI1[KPIs]

CHART1[Charts]

GRID1[Grids]

end

subgraph "Data Sources"

MV[Materialized Views]

RT[Real-time Queries]

EXT[External Data]

end

KPI1 --> MV

CHART1 --> MV

GRID1 --> RT

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Pillar 3: Intelligent Automation

Workflow Engine

Documents flow through defined states with automatic transitions:

stateDiagram-v2

[*] --> Draft

Draft --> Submitted: Submit

Submitted --> Approved: Approve

Submitted --> Rejected: Reject

Approved --> Processing: Process

Processing --> Complete: Complete

Rejected --> Draft: Revise

Complete --> [*]

Each transition can:
Check preconditions (is budget available. Valid UIPATTERN Values:

UIPATTERNMeaning

STDStandard tab: full edit (insert, update, delete) in grid or form
RORead-only tab: not editable (use for views or system-generated data)
INSInsert only: allows creating new records (no editing)
DELDelete only: allows deletion but not editing (less common)
INSUPDInsert or Update: allows new/edit but perhaps not delete
TREETab uses tree-view (hierarchical) layout
GRIDTab behaves primarily as grid/list

Important Notes:
If underlying table is a view (AD_TABLE. [CDATA[N]]>

• Set ISDISPLAYED='N' to hide from standard form view

-- Check for NULL boolean fields (ALL must return 0 rows)
SELECT ad_field_id, name
FROM ad_field
WHERE ad_module_id = 'YOUR_MODULE_UUID'
AND (
  isencrypted IS NULL
  OR showinrelation IS NULL
  OR isfirstfocusedfield IS NULL
  OR isfieldonly IS NULL
  OR isshowninstatusbar IS NULL
  OR em_obuiapp_showsummary IS NULL
);

-- If you imported fields without complete metadata, fix with:
UPDATE ad_field
SET
  isencrypted = COALESCE(isencrypted, 'N'),
  showinrelation = COALESCE(showinrelation, 'Y'),
  isfirstfocusedfield = COALESCE(isfirstfocusedfield, 'N'),
  isfieldonly = COALESCE(isfieldonly, 'N'),
  isshowninstatusbar = COALESCE(isshowninstatusbar, 'N'),
  em_obuiapp_showsummary = COALESCE(em_obuiapp_showsummary, 'N')
WHERE ad_module_id = 'YOUR_MODULE_UUID';

``

MODULE_ID=6C05EB8B4CF84C6DA7723A3804D72F9F

# Used in:

• AD_MODULE.

Getting Started

To implement dynamic columns in insite analytics in your Predictiv environment:

1. Assess your current state - Review existing processes and identify improvement opportunities

2. Configure the module - Work with your implementation team to set up the required components

3. Train your team - Ensure users understand the new capabilities and workflows

4. Monitor and optimize - Track key metrics and continuously improve

Related Resources

For more information on related topics, explore our other guides in this collection.

Need Help?

Our team of experts is available to help you get the most out of Predictiv. Contact us to discuss your specific requirements and how we can help you achieve your goals.