No Hassle, Only Convenience with Kurve v1.21

Product Releases
May 4, 2023

As an IBM TRIRIGA user, you know that managing, viewing, and reporting on data can be a time-consuming process. However, with Kurve, you can streamline your TRIRIGA experience and improve your efficiency! In this release, we will explore three of Kurve's new features that are sure to make reporting on your TRIRIGA data even more convenient.  

Click on a feature below to learn what’s now available in Kurve version 1.21:

  1. Query Filters List: Quickly select values to filter for by using pre-populated query filter values.  
  1. Comments for Custom Columns: Enhance collaboration and provide helpful context on complex calculations.  
  1. Form Context Carry Over: Seamlessly transition from a graph or report in a TRIRIGA form to the Kurve application – context carried over!

1. Creating and Applying a Query Filters List

We're introducing a powerful new feature - Query Filter Lists - that will transform your filtering capabilities and accelerate your ability to drill into the results. Say goodbye to information overload and hello to a more efficient and targeted filtering experience.  

But First - What is a Kurve Query Filter?

In Kurve, query filters refer to the ability to apply a condition to your data before loading the Kurve graph or report. It’s easiest to think of query filters as a runtime filter. It can help you drill into data quicker by loading less results, which improves overall performance. Query filters will prompt you before loading your graph or report to help improve load time and let you see only data that is relevant to you. Query filters can be added to any field on a primary BO on a query.

Now, what is a Query Filter List?

The Query Filter List is a pre-populated list of values which enables users to select values when using Kurve query filters on graphs and reports.

Query Filter Lists can be created from text fields with the filter types of ‘Equals,’ ‘Not Equals,’ ‘In’ and ‘Not In.’

Why do you want to use Query Filter lists?

Query filter lists are beneficial because it’s going to save you time! You’ll be able to create a pre-defined list of values to choose from and even set a “default” value. In turn, you no longer need to recall the values you want to filter on! For example, instead of having to type out each individual country you want to filter your data every time you load the graph (e.g. Canada, USA, Mexico, etc.), a dropdown list can be generated for you to select those countries more quickly!  

When should I use a Query Filter List?

Answer the following questions:  

  • Do you have a very large query and only need to see a specific chunk of subset of that data?  
  • Are you using “master” or “catch-all” queries?
  • Are you consistently inputting the same query filter values?  

If you answered yes to these questions, then you should consider using Query Filter Lists! These pre-defined dropdown lists will help you dig into your data more quickly and efficiently.

How to create a Query Filter List?

Query Filters in Kurve can be created in two simple ways!  

  1. Create button from a Graph or Report:
  • From the Kurve homepage, click the Create (+) button
  • Select a Record Type then select Data Source, and step three will be your Create Query Filters page
  • Select the field you want the ability to filter on and choose the filter type

  1. Directly in the created Graph or Report:
  • From your graph, click the Edit Graph icon on the top right and select Query Filters
  • A drawer will open to the right where you can create more query filters
  • From your report, select the Edit Query Filters icon under the Report Name

2. Adding Comments for Custom Columns

Kurve v1.21 takes collaboration and documentation to the next level with its ability to create comments for custom columns feature. Now you can add comments to your expressions when creating custom columns, providing valuable context and explanations for you and your team members.

Why should you use Custom Columns?  

Custom Columns are a powerful tool that empower end users to create new calculated fields based on existing data within a Kurve report! These custom columns can be used to:

  • Display data with color
  • Add two or more columns together
  • Calculate time between two date fields

It allows users to easily create new calculated fields with existing data on your own instead of needing to export to Excel or getting a TRIRIGA developer involved to make a new field in TRIRIGA. Ultimately, this saves you valuable time by being able to create new fields using mathematical expressions and easy-to-use functions all within Kurve!

What is the purpose for adding comments to a Custom Column?

Adding comments to the custom columns created is a powerful feature that:  

  • Fosters better collaboration among team members  
  • Serves as a useful reference for future modifications
  • Provides helpful documentation (and maybe a reminder 😊) about what each section of your expression is doing and why you created it in the first place

With the Add Comment for Custom Columns, you can eliminate confusion, reduce errors, and enhance documentation, making your experience with Kurve Custom Columns more robust.

Here is an example of how adding a comment will be useful for your team to understand what the expression will be:

Imagine your team member needs to quickly visualize when leases are expiring in the coming years. You have a Kurve report that uses an IF statement in a Kurve Custom Column to output the lease expiry by color and upcoming date thresholds.  

When clicking into the edit page of the custom column, you can help your team member easily understand what the expression is intended to do by reading the comment in green. The comment for this custom column is written above the IF statements in the image above and explains what the color represents. This will provide you and your team with clarification on which dates are expired, under 1 year, and over 1 year. This makes the insights more meaningful and easier to interpret how that custom column was crafted.

For more information on custom columns please refer to Kurve’s User Guide for step-by-step instructions using different functions.

3. New Form Context Carry-Over from TRIRIGA

The form context carry over feature allows you to start working on a form in TRIRIGA and continue seamlessly in Kurve without losing any of the context. With form context carry-over, you can effortlessly switch from TRIRIGA to Kurve, pick up right where you left off, and make edits to a report or graph directly in Kurve.  

Since you cannot make edits directly in a TRIRIGA form, clicking the “View in Kurve” hyperlink in the bottom right of the form will allow the user to directly make edits to the specific dataset without losing any of the context once transferred to Kurve.  

When opened in Kurve, the new purple ribbon enables you to:

  • Click the TRIRIGA Record ID which will bring you back into the TRIRIGA form on a separate browser tab.
  • Click “View Full Dataset” which means the report or graph will load all data from the base query.  

TIP: To return to the form context view after clicking “View Full Dataset” in the Kurve app, simply click the back button on your browser.

In conclusion, Kurve 1.21 is a game-changer for IBM TRIRIGA users, offering powerful new features that bring more convenience to the way you work. With the Query Filters List feature, you can now streamline your filtering process and pinpoint the data you need with ease. The Comments for Custom Columns feature enhances collaboration and documentation, making your smoother and more efficient. And with the form context carry-over feature, you can seamlessly transition between TRIRIGA and Kurve without losing any context, ensuring a smooth and uninterrupted experience.

Say goodbye to manual search efforts, improve collaboration, and enjoy a seamless workflow with Kurve's latest release.  

While you patiently anticipate the next release of Kurve, don’t forget to subscribe to Kurve’s Email List for updates, tips, and more on our home page!  

Happy Spring everyone!  

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