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AMI Front End User Manual Version 3.0

1. 22 22 24 TestExecutions 25 Test 28 TestExecutions 27 ll Peet para amd 25 129 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Exporting amp Importing In AMI individual panels windows and whole dashboards can be exported and imported to modify existing dashboards or to create new dashboards Exporting Importing Individual Panels 1 In order to export an individual panel click on the configuration button of the panel and select Export Highlighted Panels from the menu Recreate Table Display Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels 2 Copy the entire text that appears in the Export configuation window Copy and paste out the selected text 4 351 connectionConfigs portletConfigs portletId 351 portletBuilderId VortexWebAmiObjectTablePortlet portletConfig amiTypes Test Executions neight 454 amiFontSize 13 width 513 varTypes Execution S Quantity I Price F Order S j links amiTitle Test Executions amiRowHeight 18 hiddenColumns id id width 100 id params width 250 id M width 120 id
2. 130 Exporting Importing Multiple Panels or Entire 1 131 Exporting Importing iii 132 pc 134 SUC cas ce see 134 Ie I 134 uci c E 135 Local Near Eire 135 136 139 Creating a new chart amp adding a data 140 Chart OPR ON EE 143 Edit Underly me Datamode t E e a 143 View Mery 143 Add ndertvine Atami de 144 Unlink Underlying 144 144 Cant POE een een eee nee ee ee ee 145 Adding Te DO VII S DIODS Ent LM US EUIS 146 ZA E De IM ud T Ml ei ulti SUR 150 4 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LL
3. S cinis E Md 30 ju 31 W ANC P 32 lei 34 Heat Map Setin ds K Siy lG 38 Static 39 SOME 40 41 P 42 Add De mode E 43 REGU SE OTE sess 44 Respons Script A PANG LORIN veces 45 Aggregation OM DatdbasE S rus uisa nu 51 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Forge SCE ANT Dee E E pantie E E E E E E EE E E EEE 55 ne 59 TIAN AS E vo sees 62 67 ae 69 73 PMN 73
4. When there 15 one table linked to multiple static tables it 15 possible to run multiple queries to the static tables simultaneously This is done by adding in a clause after the query relationship name 1 Adda new relationship or edit an existing relationship in order to bring up the Connect menu the relationship options menu 2 In the Name of relationship field under the Connect menu add a and the name which you would like to group the different queries under Example if one real time table is connected to two static tables and the user wants to run queries to both static tables at the same time would be added to the name of both relationships of relationship Query Execution Both 3 Both would now appear as an option in the right click menu on the real time table Multiple simultaneous queries can also be set up with direct queries 1 Add or edit a column in the real time table to bring up the Custom AMI Column menu 2 In the Action field of the menu add the name of the group of queries after query Example query Both Action optional ami query Both 3 Clicking on an object in the column will now run both queries simultaneously 125 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Multiple separators can be used in Name of relationship field under
5. 5 5 m popagegroup id Senes Name Time China United States relationship is then established from the table to the chart linking Series Name to Series Name the relationship is given the name Query Table 186 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Fo Ge Query Clause Optional Source Series Target Series Name Field Mappings Advanced Update relationship Only when user selects from right click menu Y Name of relationship Query Table Display option Bring target panel to front Y When nothing is selected Ami Script Cancel Update Relationship With the relationship established right clicking on a marker on the chart will now show the option Query Table Selecting this will show all of the related data on the static table 13 popagegroup Returned items in 0 026 seconds id Series United States 27 Population ages 65 and above 96 of total 28 Population ages 65 and above 96 of total 29 Population ages 65 and above 96 of total 30 Population ages 65 and above of total 31 Population ages 65 and above of total 32 Population ages 65 and above 90 of total 33 Population ages 65 and above of total 34 Population ages 65 and above of total 35 Population ages 65 and above
6. 2015 5 force Chart Plot Options Plot Configuration Button CHART PLOT Add Remove style Add Remove style Rendering Layer Chart Rendering Layer Legend Ld Plot Above Plot Below Plot to the Left Plot to the Right Axis To Left Axis To Right Axis Above Axis Below 2 A dE RENDERING LAYERS This column of Plots _ Add Rendering Layer Chart Rendering Layer Legend Plot Above Below to the Left to the Right Axis to Left to Right Above Below Remove 5 Layer This row of Plots This column of Plots Style Adds a rendering layer which displays a chart using data from the selected data model Adds a rendering layer which displays a key based on the data that is being used for the chart Add additional plots to the current chart Add additional axes to the current chart the option to add additional axes 15 also available in the axes configuration buttons Removes the selected layer from the chart Removes the entire row of plots Removes the entire column of plots Option to choose a background color for the plot 145 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Adding amp removing plots Charts can have multiple plots and axes Once a chart has been created additional plots can always be added to existing plots axes will be discusse
7. 16 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Lock Size Color Flip Panels Rotate Panels Clockwise Rotate Panels Counterclockwise Change to 2 Tabs Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels 3 Force Ability to lock the width of the panels Change the size of the divider between the two panels Apply a color to the divider Flip the arrangement of the two panels Rotate the panels in the clockwise direction Rotate the panels in the counterclockwise direction Places the panels into two separate tabs Add panels to the left right above or below the panels Places the highlighted panels or the entire window into a tab Cuts the highlighted windows Copies the highlighted windows Deletes multiple panels Export the highlighted panel as text for use in another dashboard Note New panels will be added differently depending on the configuration button used Example Adding a panel above using the right panel configuration button adds a panel only above the right panel as seen below Adding a panel above using the divider configuration button adds a panel above both panels 17 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Modifying Divider
8. before the object name represent reserved system tables other objects are data that have been pushed into AMI Example schema for an object This 15 the schema for a type of object called Order The number in parentheses next to the title indicates the number of Order Objects that have been pushed into AMI Expanding the section below that shows the different fields that have been provided with the Orders One field on an Order below 15 the Symbol Local Real Objects 74 bg COMMAND 7 bg CONNECTION 6 DATASOURCE 3 B Account 8 gt B Execution 27 011 B Execution Report 7 040 v B Order 2 001 Account String ExecutedQuantity Integer LimitPrice Float Integer e Side String e Symbol String e Target Integer e Tif String Order Single 1 638 134 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example schema of system data The following 15 a Schema for the information about applications connecting to AMI Every time a connection 15 established an object is produced that describes that connection The items below are the different parameters that describe a connection AMI Backend Data Bg Objects 14 COMMAND 7 PB CONNECTION 8 g DATASOURCE 3 e AD String e NM String PW String e UR String US String String Pool The s
9. Datamodel Name tworld Country Datasource world MYSQL Limit0000 Timeout ms i00000 Query Startup ivl Auto Requery secondsE 9 Datasource MYSQL Query on Requery seconds 0 Script Transform Resp S return tableset Table quesy cabieset get QUERI p ad Rew SELECT FROM Country WHERE S WHERE Counssy setuss tablesert QUERY 5227322 Input Parameters Output Parameters Code Sii Code sng Name Sving Name Sing Co tnent Sring Conhnent ing s Region Sting Y SurtaceArea Double v SurtaceArea Doubie depYearlLong indeg Year Long Population Long Population Lor E Double Life amp xpectancy Doubte GNF Double GNP Double 2 Double Doubie LocalName Sting eng Suing vj Govermentform sring 2 GovernmentForm Sting HeadOfStale sir 1 HeadOfState Sti Long Capital Lang LI Datymode Name wona a covey Ls Back Finish 5 The newly created datamodel will appear in the datamodel platform Click Next for the final review window After checking to see that all of the columns are returned as the correct type click Finish to create the chart Pane
10. Tif 5 500 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force By default the search 1s case insensitive but this can be changed by prefixing the search with a tilde Object Account ExecutedQuantity LimitPrice Side Symbol Target 02766 ORD 02765 1 Order Object Account ExecutedQuantity LimitPrice Side Symbol Target Tif ORD 02765 Case sensitive search tGT t Note Using special characters when your search will include special characters not numbers and letters it 15 best practice to escape them using a backslash 88 Order Type Account ExecutedQuantity LimitPrice Side Symbol ORD 01627 3F 00002 ORD 01696 3F 00006 ORD 00126 3F 00001 3F 00003 3F 00004 3F 00005 6 400 3 00004 4800 5 400 DAY Without escape 20 Order Object Account ExecutedQuantity LimitPrice Side Symbol ORD 01991 3F 00001 3 6 4 300 GTD ORD 00125 3F 00004 3F 00003 JRD 00714 3F 00006 JRD 02036 JF 00005 With escape 71 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force For complex searching it is possible to use a combination of conditional clauses which include and amp or along with the conditional stanza Object Account ExecutedQuantity LimitPri
11. 157 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Adjusting the style of the axis 158 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Add Rendering Layer Chart In order to render display the data model in the chart a rendering layer must be added to the plot To add a rendering layer click on the plot configuration button located at the top right corner and select from the Add menu CHART PLOT Add tendering Layer C Plot Above Plot Below Plot to the Left Plot ta the Right Axis Left Axis To Right Axis Above Axis Below Rendering layers allow the display of multiple charts on a single plot using the same multiple data sets If the data sets are to use the same axes use a single rendering layer with multiple series If the data sets are to use different axes use multiple rendering layers If two or more data models are used you must use multiple rendering layers Once rendering layer has been added it will appear in the Rendering Layers list found under the Chart Plot menu plot configuration button Remove Style RENDERING LAYERS c Lay ier 1 Executions t RENDERING LAYERS Layer 1 Executions rendering layer can always be edited by
12. Is Admin l 15 Permissible Layouts Default Layout Example Layout ami Y Cancel Apply 2 Enter the given User Name of the new user amp click on either the 15 Admin Is Dev box in order to give the new user appropriate access to AMI Refer to the Access Matrix for features available to Admins amp Dev s 3 For non Admin Dev users specify the layout s available to these users Permissible Layouts box Each line should contain a single layout Layout names can be regular expressions as defined by Java s regex standard Ex 1ayout would permit the user to access all layouts starting with my layout 4 Admins may also choose a Default Layout for users users will see this layout once they sign in to AMI 101 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Publishing Layouts to the Cloud 1 In order to publish new layouts to the cloud choose Publish To Cloud under File from the toolbar Remove From Cloud p IS Manage Users Set Global Styles 2 In order to save layouts to specific folders in cloud use to separate folder names add ami to the layout name Publish To Cloud Location root Example Layouts Example LO 1 ami Example Layouts Example 102 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DO
13. 00001 00310 3 00000 100 3 00004 00724 3 00007 00001 ORD 01075 3 00006 Searching for ea 69 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 M can be used to make the search more specific 5 Order Type Order Order Order Order Order 6 Order Type Order Order Order Order Order Order 1 Order Type Order Object IRD 00638 JRD 02213 JRD 02364 JRD 02378 JRD 02742 Object ORD 00724 ORD 00848 ORD 01075 ORD 01293 ORD 02293 ORD 02364 Object ORD 02364 Account 3 00004 3 00004 3F 00005 3F 00002 3F 00002 Account 3F 00007 3F 00001 3F 00006 3F 00002 3F 00007 3F 00005 Account 3F 00005 ExecutedQuantity LimitPrice Side 5 200 6 300 3 500 4 100 6 400 79 70 B 48 80 B 15 87 B 44 75 B 76 07 5 ExecutedQuantity LimitPrice Side 3 900 3 700 3 200 5 400 4 600 3 500 62 905 535 06 517 94 535 245 516 77 515 87 ExecutedQuantity LimitPrice Side 3 500 70 315 87 Symbol EAC EAGL EA EAGLW EAGLU symbol RDEA VLGEA SENEA EA Symbol Nc returns an exact match Target 3 force Tif 7 500 8 000 DAY 5 500 6 000 6 700 will show any matches that start with ea Tif 8 300 4 300 3 800 DAY 9 000 DAY 9 400 GTC 5 500
14. Application Management Interface AMI Front End User Manual Version 3 0 Contact Information 3Forge Support 646 490 3733 Support 3forge com 2015 force Table of Contents c M m 6 AMI Bolding 7 AMIDI 8 Loc ne DIAS OAL HET 8 E m 9 10 AMI Work Mode and Editor Mode 11 nuo 12 Minimizing Maximizing and Deleting Windows esee enne nnn 14 Resizing and Moving 58 2 2222222 2 0 0000001100000000000000000000000000000001 nnne n nnn 14 hu Eorum 15 eee crepe eee E es ncaa 16 18 uA Ulo T 20 Adding Editing amp Deleting 24 Editing Names of Windows Tabs 26 Real time Tables 1 2 amp sacs orca aita Mia tod iiini MN IMMUNE UMS MEUM ISI 27 Table S rr errr 29
15. Update Relationship 4 In order to establish a relationship between two panels you must identify a commonality between the two panels Inthe example Order is used in both the Source and Target panels 5 Once all of the options have been configured click on Update Relationship and the relationship will be established Editing amp removing relationships 1 In order to edit or remove a relationship click on the configuration button of the Target panel Add Relationship Edit Relationship Remove Relationship 113 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 2 Edit Relationship will bring up the Connect menu Once changes are made click on Update Relationship in order to apply the changes made Using the Right Click Menu to run queries static relationships The right click menu is used to run queries which display data on static tables Note The right click menu can also be used to display data on real time tables covered in the following section Note Although the right click option is the default for static tables static relationships may be updated in real time 1 In order to set up a static relationship click on the configuration button on a static table and choose Add Relationship from the menu o Note This static table will be considered the Target panel 2 Arelationship line with an arrow showing the di
16. Test Executions 453 Tes Orders 1 200 Lj Test Orders Test Orders eri Executions 1 Ex ecutibns 2 Executions 25 Test Executions 24 Test Executions 76 Dbjoci Bead tions 21 Executions 27 Tesi Executions 24 The Clear User Selection script can be used to clear all other panel selections Example When creating editing a relationship place the following script into the Ami Script section of the relationship menu Continuing from the example above the following Ami script will be placed in the Ami Script section of the relationship menu between PNL4 PNLS This will clear all selections made in PNL6 when new selections are made in PNL5 77 Order Chanie Dieci 000 06 401 Execubeons 29 PHLE 200 0 02 1 200 Executeons 23 600 0 04 z000 Test Eat utes 27 1000 Test Executions 24 Emocutions 21 Test Executions 92 E mec utianss 25 Test Executions 48 Test Execulins 25 Genet Execution ar Test Executions 28 Ties Exist 99 is Test Executions 27 Test E xeculions 21 3X Test Executions 23 121 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Relationship Matrix The following table lists
17. 1527 20 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 3 Force If the window consists of 2 or more panels they can be separated into 2 tabs or can be placed into one tab in its entirety place the panels into 2 tabs select Change to 2 Tabs from the divider menu 0 6 Test Orders Type Test Orders Test Orders Test Orders Test Orders Test Orders Test Orders Account A 01 A 03 A 03 A 02 A 01 A 02 ExecutedQuantity Order 5 1707 Lock Size Color Panels Rotate Panels Clockwise Rotate Panels Counterclockwise Recreate Tahle Di amp play b Add Panel Place Highlignted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Quantity 400 600 800 2 000 1 000 1 200 21 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force place multiple panels or the entire window into a tab choose the divider configuration button which highlights the panels or the entire window and choose Place Highlighted In Tab in the menu Window 3 Test Accounts Type Test Accounts A 03 Test Accounts A 02 Test Accounts 1 A 01 Lock Size Color Flip Panels Rotate Panels Clockwise Rotate Panels Counterclockwise Change to 2 Tabs Recreate Table Display
18. 75 eee 76 TS uo etc 77 D X 78 78 Iren E A E E 85 UN 86 SONE A 87 euni c ee ee 87 Sort Ascending Descending MEM Ed cvm 88 Secondary Sort Ascending Descending 88 90 CR eet aceite 90 AEQ eC us steak descuse cues uus des oce UU 92 Deletin o Removing 9 Lodi spar E 94 URD 97 IL 99 AMI USCIS 99 S TY c 101 Publishing La
19. New Name Type Object Test Accounts 3 able Test Accounts 42 TitleTest Accounts Test Accounts 1 PUERO GMT Colorinocolor In the style window change name under Table Title and click on submit 26 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Real time Tables Visualizations In AMI there are many table and display types available for use in the windows When a new window or panel 1s created it is a blank portlet To display real time data a table or display type must first be chosen through the wizard Once established windows panels can later be recreated to other table display types To access the real time wizard click on the green configuration button and select under the Create Table Display menu Note Layout Editor must be ON 0 Spit Vertically Spit Horizontally Edit Panel ID Create Table Display Realtime Table Visualization VRAC d Table Visualization Place Highlighted In Tab HTML Cut Highlighted Panels Form Copy Highlighted Panels Blank Delete Highlighted Panels Export Highlighted Panels Configure AMI Table Realtime Table Aggregate Table Oise ts _ _JEsecution _ Order L Test Aecouns _ Test Execulians Test Orders b System Giger ts Next gt gt 27 CONFIDENTIAL ALL INFORMATION CONTAINED IN
20. Add Panel Place Highlighted In Tab Window 3 Test Accounts Type Object Account p Test Accounts A 03 Test Accounts 2 A 02 12 Test Accounts 1 A 01 6 Test Orders _ _ _ Executions UDJec Account ExecutedQuantity Order Type Object Execution Order Price Test Orders A 01 00 05 Executions 21 E 01 0 01 10 00 Test Orders 16 A 03 300 0 06 Test Executions 10 0 06 6 00 Test Orders 13 A 03 500 0 03 Test Executions 31 E 11 0 04 6 00 Test Orders 14 A 02 600 0 04 Test Executions 22 E 02 0 02 100 00 Test Orders 11 A 01 300 0 01 Test Executions n E 03 0 03 70 00 Test Orders 12 A 02 200 0 02 Executions 24 04 0 02 595 00 Test Executions 25 E 05 0 03 60 00 1834 Test Executions 26 06849 0 03 50 00 Test Executions 27 E 0 04 3 00 est Executions 28 0 04 2 50 Test Executions E 0 04 2 00 LEM LL 22 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Lock Size Color Flip Panels Rotate Panels Clockwise Rotate Panels Counterclockwise Change to 2 Tabs Recreate Table Display Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels Paste Nindow 3 27 3 Test Accounts Type Account Owner A Accounts 01 Peter 12 Accounts 02 Bill Test Accounts A 03 Rob 6
21. roundup Number value Rounds the value up to the nearest whole number scale Number value Number sourcel Number targetl Number source2 Number target Creates a numeric gradient the value is type on which the gradient will be made on S rLen Get string length Returns the length of the given string timestamp Returns the current time 104 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example using the formatDate function Time Time 12 10 PM formatDate W h mm 5 Date Date formatDate d Yyyy ESISEDI Thu Dec 31 2015 105 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Using functions in Cell Contents of Columns Add Column Click on icon in order to choose a Function Cell Contents Functions p Example Cell Contents formatDate EEE i yy himm Example using datamodelEnum function to add the ContactName column from Suppliers table to the Products table 1 Add the Suppliers and Products data models to the data model platform please refer to the data model section for further details on using data models 106 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL
22. Assign minor tick size Adjust the font size of the grouping values Assign a font to the grouping values Adjust the color of the grouping values Adjust the padding between the grouping values and the axis line Rotate the grouping values Adjust the grouping tick size Adjust the padding at the start of the axis Adjust the padding at the end of the axis Adjust the padding between the values of the groupings and the axis line Adjust the color of the axis lines 155 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Background Color Assign a background color to the axis Note px pixels Examples Assigning a title to the axis Title Tile FontSize px i5 Title Font Family Time New Roman v Title Font Color Title Padding px B5 TileRotate po Modifying the values of the axis display price with a sign and proper decimal places using the formatNumber function Numbers Format Formula itormatNumber n PHR Fe Ordering Ascending Y 156 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Adjusting the number padding and end padding of an axis StartPadding px 0 8 20 Adjusting the group padding between orders group 0 02 amp 0 03
23. Cell Contents Order Format Text v Column Header Order Action optional Formatting optional Style Foreground Color Background Color Update column 123 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 3 The statement for direct queries 16 ami query name of option in right click menu Example Action optional ami query Query Test Executions 1 Query Test Executions 15 what will be seen in the Connect menu when establishing a relationship between the two panels Name of relationship Query Test Executions Note The Action and Name of relationship must match in order for the direct query to Work 2 Establish a static relationship between the two panels 3 Moving the cursor over an object in the column will now underline the object indicating that it can be clicked in order to perform a query Note Use the right click option to query multiple objects and direct query for single objects Note Direct queries may also be used in aggregate tables 124 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Running Simultaneous Queries on Multiple Target Panels from One Source Panel
24. Execution Execution Execution Execution Execution Execution Account 3 00002 3 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 3F 00002 ExecutionTime 20130830 14 59 26 20130830 15 02 50 20130830 15 16 58 20130830 15 17 47 20130830 15 27 23 20130830 15 35 39 20130830 15 38 01 20130830 15 20 31 20130830 15 51 26 20130830 15 10 53 20130830 14 55 41 20130830 15 35 55 20130830 15 38 19 20130830 15 48 14 LastMarket NASD NYSE NASD NYSE NASD NASD NASD NYSE NASD NITE NASD NYSE NASD NASD OrderiD ORD 02262 ORD 02262 QRD 02262 ORD 02262 ORD 02262 ORD 02262 22 p 02262 RD 02262 JRD 02262 ORD 02262 ORD 02262 ORD 02262 ORD 02262 ORD 02262 37 22 18 52223 22 10 52255 522 62 521 84 521 94 52264 522 42 521 96 522 25 52215 521 99 52243 Note holding Ctrl while clicking on the objects 1n the heat map will allow the selection of multiple objects CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Linking a real time table to a heat map will display a heat map in real time as objects selected in the real time table Window 4 p 2 001 Order Type Account ExecutedQuantity LimitPrice Side 4 400 A iban ORD 01567 Heat Map Settings amp Style Heat Map Settings
25. Since selection description and hover over are enabled selecting any of markers will show the execution number along with the quantity and price The alternative to the method used in this example is to add 4 different series to the rendering layer and using the where option for each series Options Seiesname Where Order 1 01 Layer position Position 1 front Y However using the Partition By option as seen in this example allows for the creation of series within a series and makes it unnecessary to establish multiple series for the same data model 171 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example building a candle stick chart using historical prices of a company For this example a company s historical quote of 1 year will be used to build a candle stick chart The historical quote 15 added as a data model to the chart and an initial rendering 1s added named Candlestick Two different series will be added to the Candlestick layer one series will contain the Open and Close prices whereas the other series will contain the High and Low prices Options series name Open 8 Close Layer position Position 1 front Y X groupings Y groupings Labels Userselectable lczue he Descripvon close Hover lt style X background rgba 107 161 255 0 45 width 12
26. C width 120 id i y t width B8B i1d W width 120 1d P width lt 100 id E width 120 visibleColumns id T location 0 width 100 id I location 1 width 100 id col O location 2 width 100 i id col 1 3 100 4 1 2 location 4 width 80 1 3 location 5 width 80 curtimeUpdateFrequency 1000 amiCols id col 3 fm Quantity tl Quantity pc O ctp 2 1 1dg 2 col 2 1 tls Price pests 4 1 1 51 0 3 1 O fm Execution tl Execution pc O tp 3 1 130 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force 3 Click on the configuation button of a blank panel or window and select Import from the menu CONFIGURE PANEL Spit Vertically Spit Horizontally Edit Panel ID Create Table Display b Add Panel Ld Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels Paste Import 4 In the Import configuation to blank Portlet window that appears paste exported text and click import Exporting Importing Multiple Panels or Entire W
27. Color Body Font Size px Border Color Background Color Layer Title Legend Title Title Position Position Legend Position Legend Width Legend Height Title v Position Top Right Y 3 force 300 100 20 20 Style arial 15 000000 10 000000 Available Series USA China Cancel Horizontal Padding Vertical Padding Style Font Title Font Size px Title Color Body Font Size px Border Color Background Color Available Series Choose a layer positon for the legend layer Assign a title for the legend Assign a position for the title in the legend Top Left To Right Top amp Hidden Drop down menu for available positions on the plot for the legend Set a width for the legend Set a height for the legend Adjusts the position of the legend horizontally Adjusts the positon of the legend vertically Assign a font for the legend Adjust the size of the legend title Assign a color for the legend title Adjust the font size of the legend body Applies a color for the legend border Applies a color for the legend background Select from a list of available series 1n the plot 182 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Forge Example Using the chart s
28. LLC 2015 force Editing Columns After columns have been added changes can be made to the columns unless they are being used in relationships and sorting Note Layout Editor must be ON There are two ways to edit columns in panels The first way to edit columns is to click on the header of the column to bring up the menu Inthe menu select Edit Column Sort Ascending Sort Descending Secondary Sort Ascending Secondary Sort Descending Ascending Once Sort Descending Once Clear All Sorts Arrange Columns Filter Search Columns Edit Column The second way to edit columns is to click on the configuration button of the panel to bring up the menu In the menu highlight Edit Column in order to view the columns available for editing REALTIME TABLE 1 Edit Column i Quantity Remove Column b 2 Price Settings 3 OrderID Style 4 LasthMarket Edit Panel ID 5 Add Relationship 8 Account Edit Relatio Both methods will open a Edit Column window which is the same as the Add Column window After making the necessary changes click on Update column 85 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Copying Columns Columns may be copied in panels Note Layout Editor must be ON 1 Click on the header of the column to be copied 2 In
29. REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 2 Create a Products table based on the Products data model 3 Add a new column to the Products table In the Add Column menu input the datamodelEnum function in the Cell Contents section The function will use the common column between the two tables SupplierID in order to bring ContactName from the Suppliers table to the Products table Cell Contents datamodelEnum SupplierID Suppliers test suppliers SupplierID ContactName Format Column Header ContactName Column Position 7 Right Most 107 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Coe Using functions in Actions of Columns Functions may be used to perform specific actions in columns when an object meets the specified requirements Example Action optional StrLen Symbol 4 ami query Query Order ami query Query Execution Ifthe string length of the symbol is 4 then Query Order otherwise Query Execution Note ami query is used to perform a direct query 108 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Using functions in Formatting of Columns Functions may be used to format columns to quickly interpret data Example Formatting optional style Target gt 4500
30. Smng Code2 Strina 1 vl 51 return tableset Output Parameters Code Name Continent String Regon smng 7 7 IndepYear Long 7 Population Long LifeExpectancy Double GNP Double GNPOld Double LocalName Sting Goemmenfom smng 7 104 vj 21 Strina lt lt Back Finish 4 4 4 4 4 4 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC May 2015 Force 3 Under the Response Script Transform enter the aggregate SQL statement Example creating an aggregate table using sample Country data stored in a database The following script will create an aggregate table showing the average life expectancy grouped by region and continent Response Script Transform 1 tableset query CREATE TABLE life AS SELECT avg LifeExpectancy AS Lire Continent Region FROM Country GROUP BY Region Continent return tableset After inputting SQL statement click on Add Table button below the Response Script Transform box and put in the name used in the SQL statement e g Life Table Name Add Table Once the table 15 created the variables selected 1n SQL statement must be added to the table To add variabl
31. THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Realtime Table Visualization Real time Table Data is displayed and updated in real time Aggregate Table Displays a summary of the data in a table Heat Map Visual representation of data using colors Clicking on the configuration button of a panel will tell the user what type of table is being displayed REALTIME TABLE Add Column Edit Column Remove Column Panels are also given unique ID s which can be found above the configuration button Panel ID s can be edited through the configuration button REALTIME TABLE PNL1 Add Column Edit Column b Remove Column b Settings Style 10 Add Relationship 28 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Real time Tables Real time tables display data real time adding deleting and updating changing data as it 1s happening in the backend With real time tables there 15 no need to refresh the table as data 15 pushed to the front end Realtime Table Heat Map Real time tables are useful when it 15 necessary to quickly view new data that 1s coming in
32. Table J Output Parameters OrderDetailsID Long Order Long T Produc D Long 1 Y unitPrice Double Discount Double 7 Add Variable 4144 E By Text Tables Visualizations In the response side the script takes the data that was retrieved and pushes it out to the static tables visualizations AMI SQL can be used in the response script transform side to perform such actions as joining multiple tables Relationships in AMI require a fields table and a wheres table Fields are adapter specific and are mainly used for custom adapters Adapters take the WHERE and replace it with the statement in the relationship s Query Clause and returns a table e g orderdetails This name should match with the name seen below the Response Script Transform by default and without changes Please refer to the AMI SOL manual for further details 45 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Creating Relationships to Tables Based on Datamodels With the new data model system the way relationships are established has changed When creating a link to a static table variables of the source table must be enclosed in quotations and Example creating a relationship from Orders RT to Executions static data model based based on the variable Order Query Clause Optional sourc
33. Test Orders 2 N WT Test Executions ExecutedQuantity Order Type Object Execution Test Orders 01 300 0 01 Test Executions 21 E 01 Test Orders A 02 200 0 02 22 02 Test Orders A 03 500 0 03 Test Executions 23 E 03 Test Orders A 02 600 0 04 Test Executions 24 E 04 Test Orders A 01 0 0 05 Test Executions 25 E 05 Test Orders 03 98 300 0 06 Test Executions 26 06296 Test Executions 27 E Executions 28 est Executions 29 Test Executions 30 Test Executions 31 23 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Adding Editing amp Deleting Tabs 3 force To add additional tabs click on the configuration button the same heading as the tabs 1n order to bring up the Configure Tabs menu Select Add Tab 6 Test Orders Add Tab Recreate Table Display Add Panel Place Highlighted In Tab T 8111 Te Executions ExecutedQuantity Order Type Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions est Executions 29 24 Object 21 30 31 22 3 4 6 7 8 Execution E 01 E 10 E 11 E 02 E 03 E 04 E 05 E 06 01955 ee 0 01 0 06 0 04 0 02 0 03 0 02 0 03 0 0
34. TestAccounts Add Column Edit Column Remove Column Add Relationship 119 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Fo Coe 1 When setting up the relationship between the 2 Orders and 34 Executions tables select the Same as selecting everything option under When nothing is selected is selected Same as selecting everything 7 Do nathing Clear Shaw everything Same as selecting everything 2 Selecting a record in the 1 Accounts table will now drive the display of records in 3 table Window 3 TestAccounts Object Account Account ExecutedQuantity Order Quantity TestAccounts 2 A 02 A 03 500 0 03 800 TestAccounts 1 01 PNL2 2 gt Object Execution TestExecutions 23 E 03 TestExecutions 25 E 05 TestExecutions 06 Quantity 70 00 60 00 50 00 PNL3 120 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force AMI Script When making multiple relationships to a single panel it may not be clear what records from which panels were used to drive the most recent query as seen in the example below 5 oe esr Accoun ExeculedQuanlily Order Quariity byect Tesi Gnders pd
35. added and rendering layers established the final step to creating a basic chart is to add the series Just as how multiple rendering layers can be applied to a single plot multiple series can be applied to a single rendering layer To add a series to a rendering layer click on the plot configuration button to open the Chart Plot menu as 2 RENDERING LAYERS Layer 1 Prices In the Rendering Layers list locate the layer where the series will be added to and select Add Series from the menu This will bring up the window to edit the series The option to edit or delete a series will be available once a series has been added S ERE CHARTPLOT PLOT Remove Style RENDERING LAYERS RENDERING LAYERS LAYERS Layer 1 Prices StS TE mmis eem Edit Series 164 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Options Series Where Layer position Position 1 front Y 1 6 X 2 0 000000000000 000000 Y groupings Labels User selectable 7 Hover over Bedercoor 71 Border thickness Marker Position Override To 2 414 s Rignt Tel Lines Line calor Line thickness Partitioning For Lines and Aggregates OrderParitionBy xa 7000 Line Line thickness Connection
36. arises from the center of each group otherwise this line arises from the center of the axis Grouping Select a color for the lines separating groups Separator Note Only applies when Y groupings is used in a series 160 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Major Unit Select a color to be used for the horizontal gridlines Select No color to remove horizontal grid lines Border Color Select a color to be used for the outer border Select color to remove border lines Layer When using more than 1 rendering layer assign the position for each layer Position Selecting Position 1 for the current layer will reassign the position for the remaining layers Position 1 is the position in the very front Note Select no color for each field in order to remove all grid lines Layer Data Model TestExecutions gt TestExecutions Y Horizontal Axis Lower Axis v Vertical Axis Left Axis v Vertical Grid Grouping Grouping Separator Ese Major Horizontal Grid crouping Grouping Separator nocolor Major Unit ser Border Color Layer Position Position 1 front Y Cancel Update 273 LELEI e eo e e a e e 0 04 N 161 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS
37. data 15 displayed in real time Realtime Table ate Jle Heat Map 1 In order to create a heat map click on the green configuration button and select Realtime Table Visualization under Create Table Display 2 In the Configure AMI Table wizard select Heat Map and choose the data to be displayed in the heat map Click Next to configure the heat map In the second part of the wizard assign a name and the variables to the configurable items of the heat map Top Level Grouping Grouping Size amp Heat Note Advanced groupings size and heat formulas on derived values can be done after the heat map is created not in the wizard Example setting up a heat map of Executions Table name Executions Top Level Grouping Group v Group By v Heat Average Y 34 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force 3 Click on the color bar on the lower right corner in order to choose the numbers and colors to be used in the heat map Range Min Range Max 1227 7 00253 lt lt tange 1 Selecting will automatically determine values to assigned to the colors along with the Range Min amp Range Max 00004 35 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMA
38. modify the stickiness of the cells Stickiness determines how frequently the position of cells changes with new incoming data The higher the stickiness the less frequently the positions are changed The option ranges from no stickiness to 9 very sticky Heat Map Style modify the font size 38 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Static Tables Visualizations The static visualizations can source both real time AMI data as well as external data sources This 1s accomplished using the Data modeling platform depicted below This is comprised of three distinct layers e Data sources orange Interface to external databases etc Note there is one reserved data source called AMI which represents AMI s internal real time database e Data Models purple and pink Retrieves data from data sources for normalization and transformation Then the resulting data 16 sent to the visualization layer e Static Visualizations green static front end components AMI SP500 In the following sections we will discussion all three of the concepts in detail 39 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Data Sources AMI allows users to connect to databases from the front end Connecting to a database 15 done from the ma
39. of each of these you can immediately start to build dashboards 1 Layout Containers These provide framework for organizing your dashboard They include Tabs Horizontal Dividers Vertical Dividers and Windows These Containers can be nested within each other to ultimately house visualizations In addition to visualizations you can also nest forms and custom html plugins inside of layout containers Visualizations These provide the final data view that the end user sees which include charts and tables Visualizations are interlinked to each other via Relationships and are backed by one or more Data sources Visualizations can be configured to invoke commands on backend systems Data sources This provides the schema used to represent physical underlying data bases and external data sources Data sources accept queries from external relationships interpret and transmit the queries to underlying data bases and then deliver the result sets back for display Relationships Relationships are at the core of what makes AMI so powerful for drilling in and investigating data Visualizations can be related to each other so that clicking on a visualization s data points will cause a query to be automatically run on a separate visualization s data sources Commands Commands are registered by backend systems and can then be executed by users on the frontend via clicking on nodes or through context menus depending on how the
40. of total 36 Population ages 65 and above 90 of total 37 Population ages 65 and above of total 38 Population ages 65 and above of total 39 Population ages 65 and above of total D CO 1 nN wn oc 187 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Fo Coe As with any relationships in AMI the where clause can be modified to further specify the data displayed on the table Instead of seeing the percentages for all of the available years in data an additional clause can be added in order to show only the data from the same year of the marker selected Name amp amp TSource Timer Target Time Querying the same year 2008 as before will now show only the data from 2008 1 popagegroup Returned items in 0 013 seconds popagegroup id Senes China United States 35 Population ages 65 and above of total The tables do not have to be of the same data models as a relationship can be set up with related variables Using Time years as a common variable the chart can be linked with a static table of the CO emissions by the two countries Imi Query Emissions Query Table 1 j Sala 4 UR 1 1 emissions Returned items in 0 017 seconds J emissions id Senes Name China United States 11 2 emissions metric tons per ca
41. on objects in the front end Commands are developed and established through the back end Once a command 15 established the back end it will be available for use to the front end users Commands can be used by the front end user to send information to the back end or take action on an object such as stopping a certain trade Commands can be configured to be available to certain users e g users with the right clearance and or on specific objects that meet certain parameters such as a large quantity order This part of the documentation will only cover what the user will see on the dashboard please refer to the Backend API documentation on further details on developing and using commands Below 15 a real time table with some sample executions including quantity and price 9 Test Executions 2 Object Execution Pnce Quantity Test Executions 21 10 00 Executions 22 0 100 00 Test Executions 23 03 70 00 Executions 24 95 00 Test Executions 25 60 00 Test Executions 26 50 00 Test Executions 27 0 0 53 00 Test Executions 28 2 50 Test Executions 29 0 0 09 52 00 Commands are accessed by right clicking on object table Notice that certain commands are greyed out and may not be accessed This means that the object does not meet the right
42. position Position 2 back Y Axis Xpate 8 8 0 8 0 0 e 0 0 0 0 0 0 0 0 0 0 0 0 00 s X groupings Labels User selectable Description Shape Color amp ooongo S EM B5 8 1 1 Border color Marker Position Override T8 Botomros OHW Left Right Tel 173 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Applying both series to the rendering layer may result in the following chart with the high and low price markers placed in front of the opening and closing price markers Reordering the positions of the series will return a proper candlestick chart 174 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force With selection enabled and hover over HTML added Adding a Volume layer to the same plot can further enhance the information displayed in the chart Prior to adding the volume layer a right Y axis is added to be used for the Volume Options Series Volume Layer position Position 1 front v Axis Y Volume Xgmupngs 7 Yomuings S Labels Userseletabe Description Markers SnapePsguare n Cd
43. requirements for that command In this example Command 2 has been established to only work when the quantity 15 equal to 100 Also notice that commands can be categorized such as Command 4 9 Test Executions Object Executions 21 Test Executions 22 Test Executions Command 35 00 Test Executions 2 S Test Executions 3 5000 Test Executions 2 4 3 00 Test Executions Command with Fields 5250 Test Executions 2 2 00 136 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Clicking on a command will bring up the Execute window where the user may input information into fields 1f available and then submit the command to the backend Once submitted a Waiting for Response button will appear at the bottom of the window and a Message from the back end will soon appear A command with fields Employee o Other 7 his is a sample Reason Employee 1012345 Waiting for Response 137 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Commands can be directly called by clicking on an object This 1s done by inputting a command in the Action field of a column menu The Action mu
44. selecting Edit Layer from the layer menu 159 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force LayerName Data Model AMI TestExecutions gt TestExecutions Horizontal Axis Lower Axis v Vertical Axis Vertical Grid Grouping 999992 Grouping Separator ocolor Major Unito color Horizontal Grid Grouping Grouping Separator ho color Major Unitfio color Border Color Layer Position Position 1 front Cancel Note The Add Rendering Layer menu and Edit Rendering Layer menu are the same Layer Name Assign a name to the layout Data Model Choose the data model that 1s to be displayed in the chart Horizontal Choose the axis to be used for the horizontal X axis AXIS Vertical Axis Choose the axis to be used for the vertical Y axis Vertical Grid Grouping Select a color to be used for the group line When X groupings 1s used this line arises from the center of each group otherwise this line arises from the center of the axis Grouping Select a color for the lines separating groups Separator Note Only applies when X groupings is used in a series Major Unit Select a color to be used for the vertical grid lines Select color to remove vertical grid lines Horizontal Grid Grouping Select a color to be used for the group line When Y groupings 1s used this line
45. show everything option is selected for when nothing is selected Selecting one row 191 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force As more rows are selected on the source table the Y axis on the chart will continue to adjust automatically to place the markers in their correct Y groupings 1 e continents 192 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Without the use of partition by and order partition by the markers will simply be displayed in alphabetical order Assigning a partition along with an order will provide more organization to the chart Partitioning For Lines and Aggregates Partition By Order Partition By Using these values the markers will be organized by continent and the countries within continent will be ordered by their life expectancy Y values 193 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 oe mama Nm m 194 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC
46. sort in descending order The following symbols will appear on the left side of the column header to indicate whether a primary sort ascending or descending is in place Note In order to cancel a primary sort on a single column select Sort Ascending Once or Sort Descending Once from the column menu This will perform a sort which will not remain in place amp the primary sort will no longer be in place The Clear Sorts option will clear sorting applied to all of the columns in the table 67 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Sort Ascending Descending Once Sorting ascending descending once will be applied one time and will not remain in place Any new data that 15 added will be added to the bottom of the table Note Sorting is stable meaning two records that are equivalent based on the sort will maintain their relative ordering prior to the sort Quantity Sort Ascending Sort Descending sort Ascending Once order to include the new data in the sorting either apply a primary sort or a new one time sort Secondary Sort Ascending Descending Secondary sort can be used to sort real time data on multiple columns in a panel at the same time The Secondary Sort Ascending Descending option will not be available unless there 15 a primary sort in place on one of the columns Example 1 Apply a primary sor
47. steps in creating a chart Create a new chart panel gt add data model s add rendering layer s gt add series gt add legend optional Modify styles amp establish relationships 139 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Creating a new chart amp adding a data model 1 In order to create a new chart click on the configuration button of a blank window panel and select Table Visualization Spit vertically Spit Horizontally Edit Panel ID Create Table Display b Realtime Table Visualization Add Panel Table Visualization Place Highlighted In Tab HTML Cut Highlighted Panels Form Copy Highlighted Panels Blank Portlet Delete Highlighted Panels Export Highlighted Panels 2 This will bring up the Add Portlet wizard datamodel platform Select 2D Chart and the datasource from which the data will be retrieved 2D Chart User Form Cancel Next gt gt 140 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force 4 In the final part of the wizard datamodel editor make any necessary changes to the options e g turning on Query on Startup or applying an Auto Requery and click Finish Note Please refer to the Data Model section for more information on the layout of the datamodel editor
48. the menu select Copy Column amp the Edit Column window will pop up Filter 3 os 2 Search Columns 3 In the Edit Column window the default name in the Column Header field will be Column Header Copy Of Execution Note If the column to be copied has any inputs in its fields Action amp Formatting those fields will also be copied side by side Copy Of Order Order 86 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Sorting Columns Variables in columns may be sorted in multiple ways Primary Sorting Primary sorting will remain in place until it is cancelled Any new data that is added will automatically be sorted There are two ways to add a primary sort to a column One way to add a primary sort 1s through the menu of the column To do this click on the header of the column and select either Sort Ascending or Sort Descending from the menu Quantity Sort Ascending Sort Descending Note Sort ascending sorts the data from the least to the greatest 0 9 A Z Sort descending sorts the data from the greatest to the least 9 0 Z A Another way to add a primary sort 1s by moving the cursor over the right side of the column header to bring up the following Clicking the up arrow will apply a sort in ascending order amp clicking the down arrow will apply a
49. will also be zoomed in Cancelling the zoom right click and select Cancel Zoom in the original green plot will return all of the associated plots to the normal view Cancelling the zoom in any of the associated plot will return the view to normal only in that plot and will adjust the view of the original zoomed in plot since one of its axes is being returned to normal 180 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Chart Legends When working with charts with many data points and lines it may be necessary to add a legend in order to make it easier to interpret the data being presented The following chart contains two series the percentage of the total population for three age groups 0 14 15 64 65 and above for the USA and China Without a legend it is difficult to determine which lines correspond to which series Legends are added as rendering layers To add a legend open the Chart Plot menu plot configuration button and select Rendering Layer Legend from the Add option This will open up the Add Rendering Layer Legend menu 181 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Legend Title Title Position Legend Position Legend Width Legend Height Horizontal Padding Vertical Padding Font Title Font Size px Title
50. will use the same dataset it is best to create two separate datamodels and the columns to be used Once a datamodel is chosen the column options will list all of the columns available in that datamodel Click submit to create the select field Datasource mint wbdata gt wbdata Column Value Column Country Code CountryName SseriesName YR2000 YR2001 YR2002 YR2003 YR2004 YR2005 YR2006 YR2007 Datamodel vae YR2008 YR2009 Type YR2010 Datasource mint wbdata gt wbdata 7 YR2011 Id Column custom Mid YR2013 Value Column E YR2014 mint wbdata1 gt wbdae wbdata id 8 Once the select fields have been created establish a link between the table and the form Use the Query Clause to link the fields and the columns in the table Query Clause Optional Source Target amp amp Source_CounthyName Target Country Mama 65 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Window Country Name United States Series Foreign direct investment net BoP current US 7 Access to electricity 96 of population Agriculture value added 96 of GDP Central government debt total 96 of GDP CO2 emissions metric tons per capita Exports of goods and services of GDP Foreign direct investment net BoP current US GDP current US GDP
51. 0000 3F 00000 a Account LastMarket Price a Quantity Account LastMarket Price Quantity 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 00000 00000 00000 3F 00000 3F 00000 3F 00000 3F 00000 99 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Clear Sorts Sorts applied to columns can be easily cleared by selecting Clear Sorts from the column menu Note This will clear sorting applied to ALL columns in the table Price Quantity Ascending Sort Descending secondary Sort Ascending secondary Sort Descending Ascending Once Sort Descending Once Clear All Sorts Search Columns When working with tables with many columns using the Search Columns option from the column menu can be used to find and move specific columns easily Example Search for the Name column and add it to the right of the Code column Note Columns will be moved relative to the selected column 1 Click on the header of the Code column and select Search Columns Sort Ascending Sort Descending Sort Ascending Once Sort Descending Once Arrange Columns Filter Search Columns 90 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMA
52. 0179 ORD 00179 ORD 00179 ORD 00177 ORD 00177 ORD 00177 ORD 00179 ORD 00179 ORD 00179 Target 9 500 4 800 4 000 DAY 3 600 DAY 6 600 DAY 8 400 5 500 DAY 4 900 9 200 3 200 9 500 DAY 9 600 Quantity The following statement is used in the Query Clause 116 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Query Clause Optional Source Object Target OrderlD amp amp Target LastMarket NASD amp amp Target Quantity This statement will display only those executions where the Last Market is NASD quantity is 300 and the price is greater than 80 Note the first part of the statement establishes the relationship between the two tables based on a common variable Window 2 001 Order Type Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution 2 8 2 ORD 01585 ORD 00980 ORD 01584 ORD 01587 ORD 02710 ORD 00983 ORD 01589 ORD 01588 ORD 02712 ORDA Account 3F 00000 3F 00000 ExecutedQuantity LimitPrice ExecutionTime 20130830 14 52 00 20130830 15 04 25 20130830 15 56 05 20130830 15 27 55 20130830 15 37 21 20130830 15 08 14 20130830 14 56 59
53. 153 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Editing amp deleting axes Fach axis in the chart is highly customizable The option to edit or delete an axis 15 available through its axis configuration button The size of each axis can be modified by adjusting the line of the axis Title Font 20 Tite FontFamily v Title Padding px 35 Title Rotate90 sid Numbers FomatFomua Ordering NumberFontSize pxy 10 NumberFontFamily georgia NumberPaddingpxyD NumberRotateD Auto Min Value Min 0 0 Auto Max Value Max Value 100 0 Auto Major Ticks Unit 4 Major Ticks Unit 40 0 Major Tick 0 Auto Minor Ticks Unit 4 MinorTicksUnit20 MinorTickSizepx b Label LabelFontSize py12 sd Label Font v LabelPadding pxg2 LabelRotate90 Label Tick Size px 0 sd Padding Group Padding px 20 1 Style Background Color FFFFFF close 154 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Title Title Title Font Size px Title Font Family Title Font Color Title Padding px Title Rotate Numbers Format Formula Ordering Number Font Size p
54. 20130830 15 37 36 20130830 15 17 16 20130830 15 48 28 20130830 15 32 00 20130830 15 52 21 20130830 15 00 35 20130830 15 22 51 20130830 15 15 03 20130830 15 15 47 20130830 15 16 52 20130830 15 28 29 4 44 47 LastMarket NASD NASD NASD NASD Side OrderlD ORD 02714 ORD 02714 ORD 02723 ORD 02301 ORD 02301 ORD 02301 ORD 02301 ORD 02308 ORD 01564 ORD 00963 ORD 00963 ORD 01568 ORD 01577 ORD 01577 ORD 02338 ORD 02338 ORD 02338 ORD 02338 n n SSSSSSSSSSSSSSSESEE The amount of executions has been narrowed down to 529 from 27 011 executions Filters can be applied directly to columns in order to narrow Please refer to the Setting up Relationships with Charts section for further details on using additional filters in chart relationships 117 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force When nothing is selected These options determine the behavior of target panels when the user does not select anything in the source panel Note the Update relationship field must be set to In real time when user highlights rows is selected nothing B nothing Clear show everything Same as selecting everything Do nothing Results from the latest query will remain in the target panel Clear The target panel
55. 29 1050 01551 15 05 48 NY S 1060 0155 ORD 01552 ORD 01552 080 01554 ORD 01554 Applying filters to other columns in the table can narrow down the data even further Columns made with Boolean expressions can also be used to filter the data in the tables A Boolean expression returns the value true or false when it is evaluated 1 To use acolumn with a Boolean expression as a filter add a new column using a Boolean expression in the Cell Contents field Once added the new column will display either the value true or false based on the statement used 2 Apply a filter to the Boolean column selecting either the true or false value in the Filter menu This filter will narrow down the data based on the Boolean expression The header of the Boolean column will be highlighted in orange to indicate a filter has been applied This Boolean column can be hidden from the table but its filter will remain in place hidden columns with sorting and filters continue to affect the table Cell Contents Price gt 70 95 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Eure Prce gt 70 69 69 false 68 13 false 47 06 false 46 52 false 588 71 29 20 false 29 37 false 59 51 false 60 13
56. 3 0 04 0 04 0 04 510 00 6 00 6 00 100 00 70 00 95 00 60 00 50 00 3 00 2 50 2 00 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force The Edit Tabs menu makes it easy to change the name and order of the tabs Tabs may also be deleted through this option To change the name of a tab highlight the name field and assign a new name To rearrange the position of the tabs or to delete a tab click on the icon for the following options Move Top Move Bottom Delete Tab Another way to delete tabs 16 to click on the divider button which will highlight all of the panels in the tab Then in the menu select Delete Highlighted Panels 29 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE 2015 force Editing Names of Windows Tabs amp Tables Names of windows and tabs can be changed easily Note Layout Editor must be ON To change the name of a window or tab double click on the current name default Window Change the name and press enter or click away from the name NE 0 a 9 Test Executions Typ Object To change the name of a table click on the configuration button of the panel and select Style from the menu 3 Test Accounts Ty Obj ect Test Accounts Test Accounts Test Accounts
57. 5px s Markers Shape square ee Color open lt Close lime red Border color Navy Bodens T Marker Position Override a IH Cid The use of the Open lt Close Lime Red statement in Markers Color is a key component of the candlestick chart This states if opening price is lower than closing price the marker will be lime otherwise it will be red A lime color marker indicates a bullish candlestick whereas a red color maker indicates a bearish candlestick 172 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Also note the use of opening prices as the Y values and closing prices as Markers Bottom Applying the above series will result in the following chart B 3 3 8 KAE T E E ATAT amp 4 Oo 3 4 dq oJ 4 A 5 5 X4 3 AME a F gt Lu a uF oo Dui RJ S o FP Vi P P rur Pal an a Pur ur e a Fr uar Dates are used for the X axis and Price is used for the Y axis In order to complete the candlestick chart the high and low prices of each day should be added Options Series 8 Low Where Layer
58. C 2015 Force GN amp delene iNOS seser ciaociao a E uu usa ipa ERE pO 154 Add Benoeruie se eer reer re 159 NR PH 164 TAMAS ANE 178 e 179 been sceeeeoete 181 Setting up Relationships with 185 5 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Welcome to AMI AMI from 3Forge 15 a data visualization platform to help users see across vast amounts of data and then act on that data We help users who want to explore data see relationships and need to drill down to details And then take action AMI complements and enhances machine learning monitoring tools and alerting systems by ingesting data from those systems and correlating with other internal and external data Helping users is not just about charts graphs and 3D visualization Large scale challenges require charting alerting filtering and correlation across many data sources that change on the fly and are often disparate AMI does all this without preparation of data before use AMI grabs data at the source There
59. CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force WARNING Contents will be placed inside a div and an invalid HTML can have adverse effects on the rest of the dashboard 68 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Table Search AMI s search field is a powerful filtering tool which allows the user to quickly search for interested records while providing a rich language for advanced searching Searches can simply be keyed into the search field and the filter 1s applied once the enter key 15 pressed For real time tables the search 1s actively evaluated in real time as records are added updated and removed Searches are applied on a row by row basis meaning either an entire row meets the search criteria or the row will be filtered out Hidden columns are not included in the search Each row is represented as a single string with all of the cells in the row concatenated together from left to right and tab delimited with an additional tab at the beginning and end Example Object Account ExecutedQuantity LimitPrice Side Symbol Target ORD 00132 3F 00000 Would be evaluated as By default the search does partial matching so if any part of the row matches the search text the row 1s considered a match Object Account ExecutedQuantity LimitPrice Side symbol Target ORD 00138
60. CUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Functions Functions are very useful when building custom expressions in AMI Functions are frequently used for but not limited to columns additional filters in relationships and charts Note In the case of invalid inputs to a function that cannot be caught at compile time such as nulls etc the functions will return null abs Number value cycle Number offset Object choices datamodelEnum Object value String datamodel String dmTableName String idColumn String textColumn formatDate Number millis String format Strin formatNumber Number mill gradient Number value Number valuel String colori Number value2 String color2 Object moreNumbersAndColors 1s String format String power Numbe Number exponent quote Object rand randGaussian round Number value roundDown Number value roundUp Number value 1 Number sourced Number target Number moreSourcesAndTargets timestamp Some of the functions available for use are abs Number value Returns the absolute value cycle Number offset Object choices Return the element from the array starting at zero where offset is n and choices are the array If n 1s larger than the number of choices or negative then the modulus of n will be used datamodelEnum Object value String datamodel String dmTableBName String idColumn String text
61. DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Example changing the ordering of the layers 3 force When working with multiple layers on a plot 1 may be necessary to re order the rendering layers in order to figure out what works best for the chart This 1s because the chart representations of certain data may be easier to interpret if it 1s positioned in front of or behind another set of data Position 1 1s the layer closest to the user In the example below the layers are initially in the following order from first to last Executions gt Orders Accounts For the example the layers will be reordered as follows Accounts gt Orders gt Executions This can be done by changing the positon of only two Executions and Accounts of the three layers o CHART PLOT RENDERING LAYERS Layer 1 Executions Layer 2 Orders Layer 3 Accounts 1 In order to change position of Executions and Accounts select Edit Layer for Executions In the Edit Rendering Layer window modify the Layer Position by selecting Position 3 back from the drop down menu and clicking Update Edit Rendering Layer Dx Layer Name Executions Data Model TestExecutions1 gt TestExecutions Y Horizontal Axis Lower Axis v Vertical Axis Vertical Grid Grouping Grouping Separator Major Unit Horizontal Grid Grouping CCCCCC Grouping S
62. Delete the selected datamodel s View Data Displays the data that is being returned for each query to the database Edit Datamodel Change the settings of the datamodel Copy Datamodel Copy the selected datamodel copied datamodels will be automatically created Pause Play Pause resume the re query Style Change the look and feel of the datamodels 50 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Aggregation on Databases With the AMI datamodel system aggregations can be performed on databases 1 In order to create a custom aggregate table click on the green configuration button and select Table Visualization under Create Table Display 2 In data model platform right click on the datasource and select Add Datamodel to datasource Datamodel Country Datasource world MYSQL Y umano 77 Timeout ms i00000 Query On startup Auto Requery seconds Request Script Transform 4 Add D e model to world Response Script Transform Table query tableset get QUERY query addRow SELECT FROM Country WHERE S WHERE Country return tableset WHERES QUERY Input Parameters Name Continent String Region Sting SurfaceArea Double indepYear Long 7 Population Long LifeExpectancy Doube GNP Double GNPOId Double 7 LocalName Sting v GoemmenFom
63. E PROPERTY OF THE 3FORGE LLC 2015 force Cutting amp Pasting Tables visualizations may be CUT out of a panel and pasted onto a blank panel This is especially useful for tables visualizations which are no longer required to be placed in tabs Note all relationships established to the cut table visualization will be maintained Example cutting a table of Executions out of a tab and placing it in anew blank panel 1 Click on the configuration button of panel to be cut Select Cut Highlighted Panels from the list Window 3 ECHELLE S 5 Test Orders NENNEN 3 Account Order Quantity 400 800 2 000 1 200 1 000 Add Column Edit Column gt Remove Column gt Settings Style Edit Panel ID Add Relationship Edit Relationship Remove Relationship Recreate Table Display gt Add Panel gt Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels 2 Add anew window a blank portlet and select Paste from the configuration button menu 128 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Spit Vertically Create Table Display gt Add Panel Ld Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels s Taine
64. FR L1 Accounts ami FR L1 Accounts ami Layouts FR L1 Accounts ami IFR L1 Accounts ami FR L2 Accounts amp Orders ami FR L1 Accounts ami FR L2 Accounts amp Orders ami FR L3 Accounts Orders amp Execu FR L1 Accounts ami FR L2 Accounts amp Orders ami FR L3 Accounts Orders amp Execu IFR L1 Accounts ami FR L1 Accounts ami FR L2 Accounts amp Orders ami z IFR L1 Accounts ami FR L2 Accounts amp Orders ami FR L3 Accounts Orders amp Add User Done 99 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Note The Manager Users window can only be accessed by Admins If there are no Admins as is the case when initially installing AMI then ALL users have access to the Manager Users window Access Matrix Developer N Build Layouts Publish Layouts to Cloud Import amp Remove Layouts from Cloud Only able to view layouts specified by admins Using the Manager Users window admins will be able to delete edit or copy user profiles 100 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Adding New Users 1 In the Manager Users Window click on the Add User button in order to view the following window Note Users must first be added through the configuration file Manager AMI Users User
65. H T 73 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Forge Selecting the Add Column option will bring up the Add Column window Custom AMI Column Cell Contents Cell Contents Format Text Action Column Header Column Position 8 Right Most Th Action optional Column Header UU Formatting optional 1 Foreground coor 450250025292 Background Coo 2 74 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Cell Contents Input the variables to be used in the new column in Cell Contents Click icon to view the various options available for use in Cell Contents Variables top portion of the variable list displays the columns that are the panel bottom portion of the list remains consistent throughout all Variables lists Variables Account Operators k ExecutedQuantity Functions Order Quantity Created Time Expires Time Object Modified Time Application Revision zo Hon EH m A Current Time Operators Operators can be used in conjunction with variables amp or functions in order to build custom expressions Boolean expressions will return true or false Note These operators can be manually typed in Variables gt Operators gt Add Fu
66. IAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Fonts Alignment p Foreground Color and Background Color The Foreground Color option is used to select the color of the variables in the column The Background Color option is used to select the color of the background of the cells of the column Note Color codes can be used in place of the available options 79 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example creating a column to display the remaining quantity to be executed Quantity ExecutedQuantity EB Add Column Account ExecutedQuantity Cell Contents Order Quantity Variables p Operators Functions p Subtract Cell Contents T Quantity Divide varamies accoa m ExecutedQuantity ontents Quantity ExecutedQuantity Quantity Functions 90 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Assign the correct Format in this example Numeric Numeric Decimas Assign a header in Column Header Quantity ExecutedQuantity Remaining 81 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUME
67. IN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Additional points can be assigned along the gradient to represent a smoother transition between the values In order to add points click on the gradient and assign numbers and colors Range Min Range ji 1 021 to 90 253 OK Cancel The formula used for a heat map can be modified after has been established modify the formula of a heat map click on the configuration button of the heat map and select HeatMap Formulas from the menu This will bring up the menu to modify the formulas being used for the current heat map REALTIME PNL2 Heatmap Formulas b Settings Style Edit Panel ID Top Level Grouping sum Price 36 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example linking heat maps to real time tables linking real time tables to heat maps Linking a heat map to a real time table will display the related data on the real time table enabling the user to view the exact objects that are being represented in the heat map Window 3 m p EN m EE 1 mE n 1 3F 00006 gt 00563 4200 48 58947432668585 Execution Execution Execution Execution Execution Execution Execution Execution
68. IN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force 2 In the Search Columns menu type in Name in the Search bar Select Name from the Results and select Add to Right Search Results LocalName SurfaceArea LocalName Population Code2 Name Code LifeExpectancy Capital GovernmentForm GNPOId GNP Continent Keep this dialog open this dialog open Add to Left Add to Right close Add to Left Add to Right 91 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Arranging Columns Columns in panels can be rearranged easily Hidden columns can be moved to become visible in the panels amp visible columns can also be hidden Hidden columns with sorting and filters will still affect the table 1 Access the Arrange Columns window by clicking on a column s header or on an empty space in the header and selecting Arrange Columns from the menu Quantity Sort Ascending sort Descending Sort Descending Sort Ascending Once Sort Descending Once i Clear All Sorts Arrange Columns Arrange Columns Filter M debug Search Columns Add Column Hidden Columns Type Object Execution Order Price Quantity AMOID Params Modified Time Created Time Revision Current Time Application Expires Time 2 Arrange the columns by selecting one or m
69. NFIGURE PANEL 00 Spit Vertically Spit Horizontally Edit Panel ID Create Table Display gt Realtime Table Visualization Add Panel 3 Table Visualization Place Highlighted In Tab HTML Cut Highlighted Panels Form Copy Highlighted Panels Blank Portlet To apply a custom HTML click on the configuration button of the HTML panel and select Edit HTML This will bring up the custom html window Input the custom html into the HTML field and click on preview html or the submit button HTML p style background 1 2947 border bottom solid orange 1px margin bottom 0 margin top 0 padding 20 s img src http www 3forge com images assets tank jpq display block margin left auto margin right auto border solid orange Spx border radius 120 gt lt div style background 1 2947 border bottom solid orange 10 color orange font family times new roman font size 22 margin top 0 padding top 10 padding bottom 20px padding left 100px padding right 100 text align center gt The AMI software platform is used to access analyze and act on enterprise data Only AMI can handle the variety volume and velocity of the data produced in today s organizations HTML PNL3 Edit HTML Css class cancel update html Settings Style 67 CONFIDENTIAL ALL INFORMATION
70. NT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example using expressions in formatting to highlight certain data Formatting can be used to highlight data in specific formats when certain parameters are met the first part of this example the Price is to be in bold and highlighted if it is greater than or equal to 50 Quantity 1 Click on the header of the Price column and select Edit Column from the menu This will bring up the Edit Column window which is the same as the Add Column window 2 In the Style field of the Formatting section click on the icon to bring up the menu 3 In the menu find and select Price under Variables Price should now appear in the Style field n Variables Execution Operators Order Functions Price Fonts Quantity Alignment 4 Click on the icon and select Greater Than or Equal To gt under Operators gt should appear after Price in the Style field Type in 50 after the gt symbol 15 not necessary 5 Click on the icon and select Then 2 under Operators So far field states If the Price is greater than or equal to 50 then 62 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Formatting optional 6 Click on the icon and select Bold under Decoration Since the price is to in bold only if it is gt 50 and noth
71. ODUCT USECASES VIDEOS ABOUTUS CONTACTUS LOGIN REQUEST DEMO AMI OUR FLAGSHIP PRODUCT 3Forge created AMI the fastest enterprise software for data correlation visualization and workflow management THE AMI EDGE THE AMI SOFTWARE PLATFORM IS USED TO ACCESS ANALYZE AND ACT ON ENTERPRISE DATA ONLY AMI CAN HANDLE THE VARIETY VOLUME AND VELOCITY OF DATA PRODUCED IN TODAY S ORGANIZATIONS dii 98 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Cloud 3 force AMI features a cloud system of sharing customized layouts between developers and users This system allows for easy sharing of layouts between developers and users Access to layouts can be managed by administrators who have access to the Manage Users option Please refer to the Access Matrix Managing AMI Users 1 In order to manage the access of various users to AMI choose Manage Users under the File menu from the toolbar Account Windows Data Save Save As Publish Cloud Import From Cloud Remove From Cloud p Manage Users 2 This will open up the Manager Users window as seen below Manager AMI Users 15 Admin Default Layout IFR L1 Accounts ami Charts ami FR L1 Test 123 ami FR L1 Accounts ami FR L2 Accounts amp Orders ami FR L1 Accounts ami FR L1 Accounts ami 1 Accounts ami FR L1 Accounts ami
72. ORGE LLC 2015 force Adding axes In addition to adding axes using the plot configuration button axes can be added directly to existing axes using the axis configuration button New axes must be added using the plot configuration button Example adding an axis above using the plot configuration button vs adding an axis above an existing axis Adding an axis above using the plot configuration button will add an axis above the plot Window 5 150 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Adding an axis above using the axis configuration button will add an axis above the selected axis 151 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example adding axes to charts with multiple plots When there are multiple plots used in a chart new axes are added to the outside edges of the chart Choosing to add an axis above on any of the plots in a column will add an axis to the very top of the chart 152 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Choosing to add an axis to the right of any of the plots in a row will add an axis to the right edge of the chart
73. T Bodercoor Ci Borderthickness Marker Position Override Bottom E 175 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE 2015 force In order to create a bar graph the Marker Bottom must be set to 0 extend the bottom of the marker to the X axis 1 5 4 ni M veg 3 bos Soren perpen CLEES LULES LALELE a AN LIP LP Sid LH EA E ui oW ou Qr uk e raap p ae a eng E f M ar ar EE a PEA ILLS SS Fa ww ws pee 4 8 38 5 E E 3 s 8 E E 3 85 P B EB d gi bata cadena E mg D 176 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example using the gradient function in conjunction with the Area section Areas are established on charts between 1 and 2 lines In this example the first line is drawn using the High markers A second line is drawn using the Low markers The Fill Color will be the color used for the area between the two lines Using the gradient function will apply a different shade of the colors c
74. USIVE PROPERTY OF THE 3FORGE LLC 2015 FL3ccc Dividers When windows are split into panels sections dividers will appear and will have their own smaller configuration buttons Dividers by default can be dragged by the user to adjust the real estate of the two panels they divide Click on this configuration button to further modify the window Clicking on the configuration button will highlight the associated panels and numbers will be assigned to each panel Window 6 Test Orders 9 1 Test Executions Account ExecutedQuantity Order Type Object Execution Test Orders A 01 Test Executions 21 E 01 Test Orders 0 06 Test Executions 30 E 10 0 06 6 00 Test Orders 500 0 03 Test Executions us E 11 0 04 6 00 Test Orders 600 0 04 Test Executions 22 E 02 0 02 100 00 Test Orders 300 0 01 Test Executions D E 03 0 03 70 00 Test Orders 200 0 02 Test Executions 24 E 04 0 02 95 00 Test Executions 25 05 0 03 60 00 Test Executions 26 E 06 0 03 50 00 Executions E 07 04 3 00 edi Executions 28 08310 et Executions 29 Size Color Flip Panels Rotate Panels Clockwise Rotate Panels Counterclockwise Change to 2 Tabs Recreate Table Display Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels Pasie
75. Width Se Borercoor Boderikness Marker Position Override 444444444444 1 Bolom Ci 714 Lines E Partitioning For Lines and Aggregates JT MN 1 Applying X groupings will divide the axis based on the variable used In this example the X axis will be divided using the Order numbers Applying a Partition By Order will organize executions under their respective order numbers This will create 4 different series since there are 4 different orders 0 01 0 02 0 03 amp 0 04 essentially creating series within a series Note using X groupings will place the executions according to their respective orders but they will remain in the same series unless Partition By 1s used Making the markers Selectable will enable Descriptions and Hover Over in this example the description right click will show the execution number and the hover over will show the quantity and price order to properly list price with a sign it is necessary to use the formatNumber function as seen above This function is not used for quantity because it 15 already in its proper form In order to further distinguish the executions markers can be modified and lines can be added 169 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Markers shape Color cvcle serie
76. Y OF THE 3FORGE LLC 2015 force Window County Code Query Country Table Code LocalName Region Continent Capital GNP GNPOld GovernmentForrr 1 EITT Tes Australia Australia Australia and Ne Oceania Austria Osterreich Western Europe Europe Azerbaijan Azarbaycan Middle East Burundi Burundi U burund Eastern Africa 982 Republic Belgium Belgi Belgique Western Europe Europe 249 243 948 Constitutional Benin B nin Westem Africa Africa E n Republic Burkina Faso Burkina Faso Western Africa Africa A2 Republic Bangladesh Bangladesh Southern and Ce Asia 1 328 31 966 Republic Bulgaria Balgarija Eastern Europe Euroj 10 163 Republic Bahrain Al Bahrayn Middle East Asi 5 097 Monarchy Emir Bahamas he ribbear tl 3 347 Constitutional Bosnia and Bosna i Hercego Southern Europe Europe 841 Federal Republi CountyCode CZE Query Country Table LocalName Region Continent Capital GNP GNPOld GovermmentFonr Hea Czech Republic esko Eastem Europe Europe 3 339 55 017 52 037 Republic 63 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Fo Coe Example creating select fields on a datamodel backed query form 1 Tocreate a query form based on a datamod
77. all of the possible relationships that can exist between two tables using real time amp static table types Table 1 2 Key ST See 6571 RT 8571 RT Multiple Linking Table Display Type Link Multiple links Link Multiple links to to from from Maps Heat Maps 122 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Direct Query In addition to running queries by right clicking on an object users can directly run a query by clicking on an object in the Source panel Note This approach limits the user to running a query on a single row at a time unlike the right click option which can be run after selecting multiple rows 1 In order to set up a direct query select a column in the Source panel to edit Quantity Sort Ascending Sort Descending Acron Sort Ascending Once Sort Descending Once eal A lt REALTIME TABLE PNL1 Add Column Edit Column 1 Quantity Arrange Columns Filter Clear Filter Remove Column 2 Cori 3 ExecutedQuantty 4 Account Search Columns Edit Column Copy Column i Example Test Orders Source Real Time and Test Executions Target Static edit the Order column in the source panel 2 In the Edit Column window the command for the direct query will be placed in the Action field Custom AMI Column
78. anual inputs of the formulas to be used for Top Level Grouping Group By Size and Heat Click on the configuration button of the newly created heat map and select HeatMap Formulas 5 STATIC TREEMAP Static TreeMap1 Heatmap Formulas Edit Underlying Datamadel View Underlying Data mr E 7 In the HeatMap Formulas window input the variables to be used for the heat map and click Update The rest of the steps are the same as real time heat maps Example of using the datamodel editor to reconfigure the data When working with certain variables and visualizations 1 may be necessary to reconfigure the data in order for it to work For example in the initial configuration of the OrderDetails datamodel ProductID was set as a Long However the heat map requires a String to be used for the Top Level Grouping change the data type click the configuration button and select the datamodel under Edit Underlying Datamodel Locate the list of variables and their types under the Response Script Transform section of the datamodel editor Change the type of the variable by selecting the appropriate type from the dropdown menu 57 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Add Table Output Parameters Quantity iong OrderlD Long sisi lLong ProductiD Discount Double T Doubl
79. ar in order to turn off the shadow making it easier to see the true colors being used Example building of a basic chart including the addition of series highlighting the use of special variables for charts and the formatNumber and cycle functions For this example the following table has been added as the data model for the chart It is a basic data model of Executions showing their Order numbers Price and Quantity After applying a single rendering layer a series with the following minimum requirements 15 added to the rendering layer 167 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Options Layer position Position 1 front v Axis Xgrice 00 14 Viguantity Je Yomupngs Labels Userseletabie Markers Shape square sd 00 001 In order to further modify the chart in order to better represent the data model it is necessary to modify the series by adding to several fields 168 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Ygroupings Labels User selectable r rue Description Execution Hover overjQuantity formatNumber 1 5 00 Markers Snapelsquaze Color 250244444 T
80. aving Column Header blank Cell Contents 77 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE 2015 5 force Column Position Choose from a drop down list of available column positions in the panel Note Column positions can be re arranged in work mode by selecting Arrange Columns in the column dropdown Column Position 7 Right Most Style 7 oreground Color Hidden Column Formatting 1 Left Most 2 Between and Object 3 Between Object and Account 4 Between Account and ExecutedGuantity 5 Between ExecutedQuantity and Order 6 Between Order and Quantity Formatting can be used to change the way the data is displayed in the tables Conditional formatting formatting can be used to highlight data in specific formats when certain parameters are met please refer to the end of the section for an example Style In addition to the normal options available under the icon Variables Operators amp Functions Style has Fonts Alignment amp Decoration available for use in customizing the view of the data in the column p 4 Variables Operators b 4 Functions p Fonts H Alignment Decoration E Variables arial 1 Operators courier Functions georgia Fonts Alignment Lucida Time New E Decoration Verdana 78 CONFIDENT
81. ce Side Symbol Target Tif ORD 00272 3F 00007 3 500 3 97 B GIFI 6 500 ORD 02364 3F 00005 3 500 15 87 B EA 5 500 2 Order Object Account ExecutedQuantity LimitPrice Side Symbol Target 3F 00005 ORD 00482 3F 00006 XE aNE tamzn c 72 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Columns Adding Columns There are three ways to add columns in tables Note Layout Editor must be ON The first way to add a column is to click on the configuration button of the panel to bring up the menu In the menu select the Add Column option REALTIME TABLE Add Column The second way to add columns 15 to click on an open area of the header in order to bring up the menu In the menu select Add Column The third way to add columns 15 to click on a column to bring up the menu This method allows you to place the new column in between existing columns In the menu select whether to add the new column to the right or left of the selected column Order D Sort Ascending Sort Descending Secondary Sort Ascending Secondary Sort Descending Sort Ascending Once Sort Descending Once Clear All Sorts Arrange Columns Filter ea Search Columns 9 Edit Column Copy Column Add Column to Right 3 Add Column to Left Delete Column LIII I A
82. color Connection thickness Fill Color 165 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Name Series name Where Layer position Axis X Y X groupings Y groupings Labels User selectable Description Hover over Markers Shape Color Width px amp Height Border color Border thickness Marker Position Override lop Bottom Left Right Lines Line color Line thickness Partitioning Partition By Order Partition By Area X2 Y2 Line2 color Force Assign a name to the series Use to apply a filter to the data displayed in the chart Select the position of the series within the layer Assign a variable to be used in the X axis Assign a variable to be used in the Y axis Apply a grouping of the X variables on the axis Apply a grouping of the Y variables on the axis Makes the markers selectable must evaluate to Boolean value Apply a right click description to the markers used in conjunction with selection Apply a description box which appears with mouse hover over used in conjunction with selection Supports HTML The shape to be used for the markers circle square and triangle The color of the markers The width and height of the markers in pixels Applies a color to the border Applies a border to the markers Applies a top limit to the marker Applies a bottom limit to the ma
83. column This function can be used in conjunction with the data model platform in order to create tables containing columns from multiple data models formatDate Number millis String format String timezone Number millis Created Time Expires Time Modified Time W Current Time Any custom variable that contains a time stamp in milliseconds String format 103 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Follows Java 1 5 String time zone formatNumber Number millis String format String Options Specifies the exact format of a numeric variable gradient Number value Number valuel String colorl Number value2 String color2 Used to apply color gradients to various visualizations inside AMI inline This is an advanced function used for passing query syntax directly to a datasource bypassing AMT s interpreter power Number base Number exponent Returns the exponential value quote Places quotes around the input string amp escapes special characters within the input string Can be used to quote a string for use 1 a query rand Generates a random number randGaussian Generates a normally distributed random variable round Number value Rounds the value to the nearest whole number roundDown Number value Rounds the value down to the nearest whole number
84. d 30 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Table Style 3 force The look and feel of tables in AMI is highly customizable through the Style option in the configuration button menu Accounts Background color Grey Bar Color no color Default Font Color no color Column Headers Background Colorino color Font Coloring color Hide Header Divider search Bar Hide Search Bar color Font Coloring color Search Field Colorno color Search Field Font no color Filtered Headers Background Golor no color Font Color no color ScrollBars Scroll Grip lno color Track Color no color Button Color no color Scroll Bar Widthfis General Row 7 Font 5 13 31 Grey Bar Color h the color of CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Aggregate Tables Aggregate tables are real time tables that can be used to obtain a summary of the data grouped by certain variables Aggregate tables will integrate changes to the data in real time Realtime Table eg Heat Map 1 In order to create an aggregate table click on the green configuration button and select under Create Table Display 2 In the Configure AMI Table wizard select Aggregate Table a
85. d in the following section To add additional plots to a chart click on the plot configuration button and select one of the following options under Add Plot Above Plot Below Plot to the Left Plot to the Right Axes will be added automatically to the new plots Example Adding a plot above will automatically add an axis to the left of the new plot the two plots will share the same bottom axis Adding a plot to the right will automatically add an axis to the bottom of the new plot the two plots will share the same left axis 146 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force The size of each plot can be modified by adjusting the lines dividing the plots 147 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force In order to remove plots select the following options under Remove This row of Plots This column of Plots When there are more than two plots on a chart entire rows or columns of plots will be removed Example Removing a row of plots 148 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Removing a column of plots 149 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3F
86. e Target Order Field Mappings Advanced Update relationship In real time when user highlights rows Name of relationship how Rows Display option Bring target panel to front When nothing is selected Do nothing Ami Script Update Relationship Relationships to static tables may also be updated in real time 1 e the target table will update as the user clicks on objects in the source table without the need for right click menus Update relationship Only when user selects from right click menu In real time when user highlights rows Only when user selects from right click mele 46 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example creating a static table that joins two tables using datamodels 1 Click on the panel configuration button and select Table Visualization under Create Table Display in order to bring up the datamodel platform 2 In the datamodel platform select Static Table and right click on the database in order to bring up the option to add a datamodel 3 Select Add Datamodel to database and select the two tables you would like to join s Style test customers employees test orderdetails Cancel Next gt gt test orders 4 In the Add Datamodel window make any necessary changes to the datamodel op
87. e OrdeDetalsID Long v Add Table Output Parameters unitPrice OrderDetailslD force Changing the type of a variable under the Response Script Transform means AMI will apply the type before it presents it to the table visualization but will not make any changes to the underlying data 58 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Query Form Query forms can be used to run queries on static tables and charts With the addition of fields query forms can be used to retrieve specific information from the data When new static tables charts are created through the datamodel the option to Query on Startup can be used to have the table chart display the data as soon it is created Once made query forms can be used to run queries on tables charts when an auto requery 15 not required Datamodel Name waorld amzn Datasource world MYSQL Limit 140000 Timeout 15 1100000 Query on Startup 1 Auto Requery seconds D Conflate Requery secondsy D 1 In order to create query form click on green configuration button of a new window or blank panel and select Form under Create Table Display This will create a simple query form without any fields Spit Vertically Spit Horizontally Edit Panel ID Create Table Display Realtime Table Visualization Add Panel Table Vi
88. eExpectancy Ygrupingsentinent Labels Hover lt style X background rgba 107 161 255 0 45 width 50px height 190 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE 2015 force The name of countries 1s placed in the X groupings field because strings cannot be assigned to the X or Y fields Assigning continent to the Y eroupings field will group the Y variables 1 life expectancy into separate continents The following relationship is established between the table and the chart Query Clause Optional Source_Name Target Name Field Mappings Advanced Update relationship In real time when user highlights rows Name of relationship Shaw Chart Display option ly Bring target panel to front Y When nothing is selected Show everything Note all queries made to static tables charts must have the source variable enclosed in quotations e g Name Target Name Relationships to static tables charts may be updated in real time enabling the automatic update of charts as the selection changes in the source table Also notice that having nothing selected the source table will display all of the points on the chart because the
89. ed Right clicking on an existing datasource will give the user two options 1 Delete Datasource this will remove the connection with the database for all users of that instance of AMI Note visualizations that depend on the deleted datasource will no longer be valid 2 Edit Datasource this brings up the same form as adding a new datasource allowing the user to edit the original fields from the creation of the connection 40 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Forse Data Models Data models are essentially layers that are created with data obtained from databases static tables visualizations will be based on a datamodel The datamodel platform will show all of the datamodels being used in the current layout Datamodels are created in two ways Creation of a new static table visualization using the configuration button The Datamodels option under Data in the menu bar This option may be used to create datamodels in preparation for their later use in tables charts This is the datamodel platform it is map containing all of the datamodels created for use in the layout world test orders world test customers To create a new datamodel right click on a datasource or datamodel icon and select Add Datamodel to word multi Add Datamodel to world Add Datamodel to 1 selected datamodel s E Delete 1 selected data
90. een in the beginning of this section two separate legends will be added for the two series percentage of the three age groups in two countries the USA and China Layer Position 1 front Y Title Legend Title Title Posiion Top v Position Legend Position Let Legend Width 0 Horizontal Style Font Time New Roman Y Title FontSize px i0 Body FontSize px i0 Border Color fo color Background Color amp EEEEEE Available Series USAW China Cancel Add 0 0 ATTIE TITE TTT TTT N N e10z_ 183 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Layer Posiion2 7 Title LegendTite Ching Title Posiion Top v Position Legend Posiion Rignt v Legend Heit Horizontal Padina po SS d Vertical Padding S SY Style Font Title FontSize pxyfi0 Title Color Body FontSize px i0 BorderColornocoio Background Color amp EEEEEE Available Series USAL USA m Population ages 0 14 of total z Population ages 15 64 of total m Population ages 63 amd above of total 4 Population ages 0 14 of total Populat
91. el click on the green configuration button of a new window or blank panel and select Table Visualization under Create Table Display Spit vertically Spit Horizontally Edit Panel ID Create Table Display Realtime Table Visualization Add Panel Place Highlighted In Tab HTML Cut Highlighted Panels Form Copy Highlighted Panels Blank Portlet 2 In datamodel platform select User Form and datasource where data 15 located Click Next to choose the table 3 In the Add Datamodel window datamodel editor check the Query on Startup option and click Finish 4 After creating the datamodel it will appear the datamodel platform already selected Click Next to view all of the variables and make any necessary changes to their parameters Click Finish to create the query form 5 Click on the configuration button of the newly query form and select Select Field under Add Field to create select fields 64 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Fo Coe 6 In the first part of the Add Select Field window input the name of the variable and a label into the Var Name and Label fields Select Field Var Name SeriesName 5 Name 7 In the bottom half of window select datasource Note Although form and table
92. elationship click on the configuration button of the panel which you would like to be the Target 2 From the menu select Add Relationship A relationship line with an arrow showing the direction of the relationship will appear and it will follow the mouse cursor Add Column Edit Column Remove Column Settings Style Edit Panel ID 3 Move the mouse cursor over to the configuration button of the panel you would like to establish the relationship to this panel will be considered the Source panel The relationship line will turn blue click on the configuration button and the Connect relationship menu will now be displayed Ci ExecutedQuantity Order b LETT 500 0 03 800 200 1 200 464 10 0 04 2 000 010 05 400 300 0 01 1 000 112 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Query Clause Optional Modifies the Query Clause Optional source Order Target Order Field Mappings Advanced Update relationship Name of relationship Update relationship In real time when user highlights rows Name which shows up of relationship Show Test Executions Display option Bring target panel to front When nothing is selected Display option When nothing is selected Ami Script Do nothing
93. els Change the ID of the panel Select what kind of table display the window will be used for Add a panel to the left right above or below the selected panel Places the selected panel into a tab Cut the highlighted panel to paste into another panel in the same dashboard Copy the highlighted panel to paste into another panel in the same dashboard Delete the panel Export the highlighted panel as text for use in another dashboard Paste the previously copied panel s using Copy Highlighted Panels Note this only appears if something was copied Import a panel that was exported using Export Highlighted Panels Note to import whole layouts use Import under the File menu Note Windows can be split into separate sections panels Dividers will appear when new panels are made and these dividers will also have their own menu discussed in the following section 13 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Minimizing Maximizing and Deleting Windows Windows in AMI can be minimized maximized to fit the entire dashboard or deleted entirely from the dashboard minimizes the window Note Minimized windows can be accessed by selecting them from the Windows menu maximize the window or restores a maximized window to its original size x deletes entire window Note In order to delete individual panels within
94. eparator vlo Major Unit Border Color zZEEEEEI Layer Position Position 1 front v Cancel Update Layer Name Executions Data Model AMI TestExecutions1 gt TestExecutions Y Horizontal Axis Lower Axis v Vertical Axis Left Axis v Vertical Grid Grouping Grouping Separator Major Unit Horizontal Grid Grouping CCCCCC Grouping Separator Major Unit Border Color zZEEEEFI Layer Position Position 1 front v Position 1 front Position 2 Position 3 back Cancel Update CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force The repositioning of the Executions layer reassigns positions to the other layers The Orders layer has been moved up to position 1 from positon 2 and the Accounts layer has been moved up to positon 2 from positon 3 Layer 1 Orders Layer 2 Accounts Layer 3 Executions Repeat the steps for the Accounts layer and select Positon 1 front from the drop down menu All of the layers are now in the correct order Layer 1 Accounts Layer 2 Orders Layer Executions 163 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Adding Series 1 2 Once a data model has been
95. erdetails Datasaurce world MYSQL 0000 0 Timeout ms 100000 Query on 1 Auto seconds Duen en Startup e 4 Conflate Requery 0 Condae Requary T Request Seripa Transsorm 17 Response Script Transtorm Table gen abissu guezy adaRzw 2ELECT FROM crderaetalls WHERE srdezdetalls cabiese weEREA 7 Ase Table MR Input Parameters Creer Delai ilD Long i Ln 5 The newly created datamodel will appear in the datamodel platform Click Next for the final review window After checking to see that all of the columns are returned as the correct type click Finish to create the chart Panel Id StaticTreeMap1 Schema test orderdetails Y orid CountryLangullworid test orderdet age ails Select Parameters Quantity Long 7 ProductlD Long Discount Doube UnitPritelDouble 1 v OrderDetailsID Long v Back Finish 56 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 6 Unlike real time heat maps static heat maps require m
96. ery Auto Requery seconds 0 Script Transform sa Tania Response Script Transform Input Parameters Code sing Sy g Cont ent Strang Region SurtaceArea Double Indep Year Long Population ong GovemmantF orm Strang HeadOfState sr g Output Parameters Code Name Sing Continent String Region Stn9 Surt aceArea Double IndepYear Long Populaton Long Life amp xpectancy Double Double Doubie Sinna Government orm Sting 9089 Stnng 4 4 4 lt lt Back Finish Datamodel Name lworld Country Datasource world MYSQL Y Limit i0000 Timeout ms 00000 Query on Startup ivl Auto Requery seconds DD Requery 0 Datamodel Name Datasource Limit Timeout milliseconds Query on startup Auto requery seconds Conflate Requery Seconds The name of the data model the name of the database followed by the data set name Drop down menu listing all of the datasources that are currently connected to AMI Modify the maximum number of data returned in response to a query Change allowed time for a query to run Option to have the data appear from the start Change the frequency in milliseconds of automatic re queries using a high frequency re query will update the table chart with c
97. es click on the Add Variable button found under Output Parameters Add Table Add Variable din NamejContinent Output Parameters string 71 Add Variable Edit By Text Add Variable 52 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Add Table Output Parameters Region Contnent Sting Y Life Double Edit By Text Note Another way to add variables to the new table is to use the Edit by Text window Once all of the variables are added click on Finish to move onto the next part of the wizard In the last part of the wizard select the new table from the Schema drop down list and click Finish Panel ld Select Parameters Region Continent String 00 0 53 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Window 25 Rows Continent Africa Africa Africa Africa Asia Asia Africa Oceania Oceania Europe Europe Asia Oceania South America North America North America Asia North America Europe Europe Europe Europe lemma Region southern Africa Central Africa Eastern Africa Western Africa Southem and Central Asia Southeast Asia Northern Africa Melanesia Micronesia Baltic Countries Eastern Europe Middle East Polynesia South Ame
98. f population Agriculture value added of GDP 2 emissions metric tons per capita Central government debt total of GDP Population total Urban population of total Urban population Urban population growth annual 96 Unemployment female 96 of female labor force modeled ILO estimate Unemployment male of male labor force modeled ILO estimate U UOOUS a 22 202 806 22 4 865 745 23 116 142 22 5 140 336 5 11 4 11 0 87 57 4 30 0 24 018 682 23 5 419 095 5 Afghanistan Afghanistan Afghanistan Access to electricity of population Life expectancy at birth female years 57 Life expectancy at birth male years Window Country Name United States v Series Name Internet users per 100 people 1 Rows wbdata id 2000 YR2001 YR2002 Internet users per 100 people 43 49 59 CountryCode CountryName YR2003 YR2004 66 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Custom HTML Windows or blank panels can be set aside for custom HTML These HTML panels can be utilized to make a title panel for the entire layout In order to create a Custom HTML panel click on the green configuration button of a new window or blank panel and select HTML from the Create Table Display menu This will create a new HTML window with the title Sample HTML CO
99. growth annual GDP per capita current US GINI index World Bank estimate GNI per capita Atlas method current US GNI per capita PPP current international Imports of goods and services of GDP Inflation consumer prices annual Inflation GDP deflator annual AF internet users 100 people AF Life expectancy at birth female years 7 626 Rows wbdata id 2003 YR2004 YR 15 285 461 994 2000 YR2001 2002 C Qn RR wh Life expectancy at birth male years Life expectancy at birth total years Literacy rate adult total 96 of people ages 15 and above AT qnanista Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan Afghanistan xpo d services 7o O DF Foreign direct investment net BoP current US GNI per capita PPP current international GINI index World Bank estimate Inflation consumer prices annual 96 Inflation GDP deflator annual 96 Internet users per 100 people Imports of goods and services of GDP Table Life expectancy at birth total years 4 Literacy rate adult total of people ages e Unemployment total of total labor force 2 ILO estimate Poverty headcount ratio at national poverty lines o
100. hosen based on the marker s position in the range specified Note Please refer to the gradient function section for further details Line color gradient High 496 99FF99 550 00FF00 600 004 00 T Partitioning For Lines and Aggregates OmerPat onBy Line colorigradient Low 488 44COF00 530 8FF3300 560 4FF704D 590 3 Coneconcoor Connection Fill Colorigradient High 488 000 515 4FF4D4D 540 4FF704D 560 Cancel Update Preview E ge 8 8 g i 1 aqui peri por 8 8 D e Rr 8 8 1 5 2 1 i i ual us 8 v gt COO EVV ETT eye ues P Wt o LE i Mul i 2 rie tir a ir 47 a idi A 1117 3 Ii aL tie tre Ar uo Lie S ph ii A ef d j ipe Mt I rn 4 al oe Tus 9 177 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Transparency of Layers In charts with multiple layers it may be necessary at times to change the transparency of certain layers in order to view specific data order to change the transparency of a layer click on any of the corner buttons of a chart in order to bring u
101. hroughout the layout use the Set Global Style option under the File menu in order to assign colors to the following fields Title Background Colorno color Windows Background Colorno color Font Colors Buton Coloro Button Border Colorno color Example using the Title Background Color to distinguish environments untitled ami 10 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force AMI Work Mode and Editor Mode There are two main modes in AMI the work mode and the editor mode Editor mode is used when building and configuring dashboards While in editor mode new windows can be added and all relationship lines and configuration buttons are visible on the dashboard Only those with at least Developer level permission are able to enter the editor mode Those with User level permission are limited to the work mode When in work mode layouts can be used but cannot be edited 1 To enter editor mode turn on Layout Editor by clicking on the green button on the top right corner Layout Editor Q OFF Hint Press this button to turn Layout Editor mode on 2 Turning on Layout Editor changes the dashboard from Work Mode to Editor Mode 11 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force AMI Window In AMI windows are highly c
102. indows 1 In order to export multiple panels or entire windows click on the configuration button of the appropriate divider this will show which panels are selected 9 Test Executions Type Object Execution Order Test Executions 21 E 01 0 01 Test Executions 2 E 02 0 02 Test Executions 2 E 03 0 03 Test Executions 24 E 04 0 02 Test Executions 2 E 05 0 03 Test Executions 26 E 06 0 03 Test Executions 27 E 07 0 04 Test Executions 28 E 08 0 04 Test Executions 2 E 09 0 04 Lock Size Color Flip Panels Rotate Panels Clockwise Rotate Panels Counterclockwise Change to 2 Tabs Recreate Table Display Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels LSS ae SSS Delete Highlighted Panels Export Highlighted Panels 2 131 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Lock Size Color Flip Panels Rotate Panels Clockwise Rotate Panels Counterclockwise Change to 2 Tabs Recreate Table Display Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels p 1 e eee Highlighted Panels unn iHd m Highlighted Panels 2 Click on Export Highlighted Panels and follow steps 2 4 from Exporting Importing Individual Panels Note Panels with relationships will maintain this relationship when being exported and imported E
103. ing else type in p to indicate else do nothing Altogether the field will now state Tf the Price is greater than or equal to 50 then make it bold Else otherwise do nothing Formatting optional stylePrice gt 50 bold 8 Note Else can also be found under Operators Operators can be typed in and do not have to be put in through the icon 7 In order to highlight the Prices which are greater than or equal to 50 repeat steps 2 5 in the Background Color field Click on the icon and choose a color Yellow will be used for the example Similar to step 6 type in m to indicate else do nothing 6 Click on Update column to view the changes Order Execution Price 510 00 63 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force the second part of this example Orders with executions of 50 or greater will be highlighted 9 Click on the header of the Order column and select Edit Column from the menu 10 In the Background Color field input the same statement from the end of step 7 Background gt 50 yellow 11 Click on Update column to view the changes to Order Quantity 0 01 84 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE
104. ion ages 13 64 of total Population agaes 63 and above of total 184 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Setting up Relationships with Charts The Descriptions option in series enables the user to quickly view specific information about a marker on the chart such as seeing the Open and Close prices on a marker in the candle stick chart However it may sometimes be necessary to analyze other related data to the marker Relationships can be established to and from charts establishing a link to a static table from the chart enables the user to further exam the data related to a marker on the chart Linking to a chart from a data table will display selected data from the table Linking to a data table is different from the View Datasource s Data option in that it will only display user specified data and not the entire data from the data model With relationships additional filters can be used to further specify the data that 1s to be displayed in the tables Relationships are established to and from the data models within the chart The tables do not have to be of the same data models as a relationship can be set up with related variables Please refer to the Relationships section for further details on relationships the remainder of this section will be dedicated to highlighting the use of relationships to from charts with exa
105. ions running a query on one table will affect any other table visualization that is based on the same datamodel Static Table 2D Chart User Form DR Cancel Next gt gt When selecting an existing data model you have option to choose any of schemas that are available that data model test customers test orders Ws Select Parameters OrdeDate UTC 1 v OrderlD Sting Y CompanyName String v lt lt Back Finish 49 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Deleting any table chart will not affect data model they will remain for use in creation of another table chart Auto re queries being ran by data models will be indicated by a status icon on the menu bar next to Help Auto re queries applied to data models may be paused easily in the data model platform This is done by right clicking on the data model to bring up the options and choosing Pause Play work multi Add Datamodel to 1 selected datamodel s Delete 1 selected datamaodael s View Data Edit Datamodel Copy Datamodel Pause Play ip work multi Add Datamodel to selected Add a new datamodel to the selected datamodel s datamodel s Delete selected datamodel s
106. is no requirement for cubes OLAPs data warehouses data marts or data lakes AMI taps live sources customer databases and transactional databases Collaboration at scale means helping users quickly build dashboards with simple wizards to access data sources layout the dashboards and setup relationships across data For enterprises collaboration often means that one group designs visualization for a larger group shares these quickly and still empowers users to modify as necessary With AMI a UI can be designed connected to data sources and tested in hours AMI eliminates the need to write UIs from scratch Sign on and authentication integrate with enterprise standards like LDAP Access is granular to the field level and controlled by user profiles group membership and roles Data is encrypted in flight and can also be controlled from the platform to avoid performance degradation over slow connections and redistribution of data beyond agreements AMI helps people interact with complex systems in big data cloud mobile IoT and social applications This manual describes how to setup and customize dashboards and connect to data sources Basic computer experience is all that s needed 6 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force AMI Building Blocks The front end of AMI can be broken down into 6 basic concepts with a basic understanding
107. l idiChart Schema Country v Select Parameters GNPOId Double y Code2 String v SurfaceArea Double 7 IndepYear Long LifeExpectancy Double v CaptalLong 7 Code Sring 7 Region String __ GNP Double M HeadOfState String 7 _ Continent Sting 7 LocalName String GovemmentForm Em Cancel gt gt lt lt Back Finish 141 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 6 Click on the center configuration button in order to view the main chart options Additional datamodels can be added and existing data models can be edited or unlinked Note Datamodels can also be edited through the datamodel platform Window x Button Center Configuration Button Main Chart Options Q Axis Configuration Button 7 In order to render display the data in the chart a rendering layer must be added using the plot configuration button located at the top right corner instructions for creating a chart is continued in the Add Rendering Layer section 142 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Main Chart Options Center Panel Configuration Button Edit Underlying Datam
108. me of relationship Query City Table Display option Bring target panel to front Y When nothing is selected Ami Script Cancel Update Relationship 60 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Query City Table 4 079 Rows CountryCode Distnct Name Population AFG Kabol Kabul 1 780 000 AFG Qandahar Qandahar 237 500 AFG Herat Herat 186 800 AFG Balkh Mazar e Sharif 127 800 NLD Noord Holland Amsterdam 731 200 NLD Zuid Holland Hotterdam 593 321 NLD Zuid Holland Haag 440 900 NLD Utrecht Utrecht 234 323 NLD Moord Brabant Eindhoven 201 843 NLD Noord Brabant Tilburg 193 238 NLD Groningen Groningen 172 701 NLD Moord Brabant Breda 160 398 NLD Gelderland Apeldoorn 153 491 NLD Gelderland Nijmegen 152 463 NLD Overijssel Enschede 149 544 Additional query buttons will be added to the query form as more relationships between the query form and other tables charts are established Note Multiple relationships with the same name will share a single button that will run the queries 3 Test Accounts Evaluated 3 items in 0 004 sec O A i5 Test Orders Evaluated 5 items in 0 006 second Type Object Account W Account Test Accounts Test Accounts 2 Test Accounts 1 y Evecutions Evaluated 9 items in 0 009 seconds Type Object Execution Order Quantity Test Executions 21 m 0 01 Test Executions 22 E 02 Test E
109. model s 4 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Static Tables Static tables are used to display the data from Data Sources and Objects Static tables display data as it 15 at the moment of the query and is updated upon a new query P m 20 um Cancel Next gt gt 1 In order to create a static map click on the green configuration button and select Table Visualization under Create Table Display 2 In the datamodel platform select Static Table and the datasource from which the data will be retrieved Click Next to choose a specific table from the datasource City Country _ CountryLanguage 3 Click Next after selecting a table to view the Add Datamodel window please refer to the following sections for details on the Add Datamodel window 4 After creating the datamodel it will appear the datamodel platform already selected Click Next to view all of the variables and make any necessary changes to their parameters Click Finish to create the static table 42 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Add Datamodel Datamodel Name Country Datasource world MYSQL Limiti DOOG 4 Timeout 100000 Qu
110. mples When establishing a relationship with a chart with multiple data models the option to select a specific data model will appear Establishing a relationship TO a chart as the TARGET with multiple data models Edit Underlying Datamodel gt View Underlying Data Add Underlying Datamodel Unlink Underlying Datamodel gt Style Edit Panel ID Add Relationship To k world Country1 Hemnvye RHelannnshin Establishing a relationship FROM a chart as the SOURCE with multiple data models Choose Source Data Model world Country1 Country world CountryLanguage gt CountryLanguage 185 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example Continuing with the example used in Chart Legends a static table can be linked to the chart showing the percentage of the different age groups the USA and China First a static table of the data being used for the chart is added below the chart i i ge e USA China Tr ech php tpt ven Tat pe ere Population ages 15 64 of C Mica age 15 54 si de Population ages 65 and 65 we m N N oo 38 lt e
111. n Execution Account 3F 00004 3F 00000 3F 00005 3F 00002 3F 00007 3F 00003 3F 00002 3F 00002 3F 00001 3F 00000 3F 00000 3F 00003 r nonna Object Object ORD 01581 ORD 01580 ORD 01585 ORD 00980 ORD 01584 ORD 01587 ORD 02710 ORD 00983 ORD 01589 ORD 01588 ORD 02712 ORD 02713 nnn onec Account 3F 00004 3F 00004 3F 00004 3F 00004 3F 00007 3F 00004 3F 00004 3F 00004 3F 00002 3F 00002 3 00002 3F 00002 3F 00004 3F 00004 3F 00004 3F 00002 3F 00002 ExecutedQuantity LimitPnce 542 08 5 528 921 15 67 S 75 52 B 556 4415 528 541 514 86 66 71 B 25 40 S 559 61 523 48 949 415 maa nanim 7 700 4 700 3 700 3 000 4 700 5 100 5 400 4 900 6 200 3 000 8 000 4 600 non ExecutionTime 20130830 15 10 58 NASD 20130830 15 14 00 NASD 20130830 15 39 02 BATS 20130830 15 39 55 NASD 20130830 15 54 38 NASD 20130830 15 05 00 AMEX 20130830 15 09 19 20130830 15 10 34 20130830 14 58 14 5 20130830 15 02 43 20130830 15 04 50 NASD 20130830 15 10 44 20130830 15 40 55 20130830 15 43 05 20130830 15 44 49 NYSE 20130830 14 55 07 NYSE 20130830 15 43 47 20130830 15 43 13 M s X D LastMarket Side OrderiD ORD 00177 ORD 00177 ORD 00177 ORD 00177 ORD 00176 ORD 00177 ORD 00177 ORD 00177 ORD 00179 ORD 0
112. naged datasources option under the data drop down menu Note Datasources are global to the entire AMI environment meaning all users and layouts will be affected by changes made to datasources When the datasources window 15 opened it will display all of AMT s existing connections with databases This window will be blank before any datasources are added Right clicking in the blank space if there are datasources then the empty space below the existing datasources will give the user the option to add a database connection Once a database connection 15 established the data will be available for use in the dashboard The form for adding a database has 6 fields 1 Name enter an alias used to identify the database This 1s the name that 1s referenced by tables and other visualizations NOTE When copying visualizations between instances of AMI ex your QA and PROD environment it 1s important that the aliases are the same case sensitive otherwise you must update the datasource name in the visualization 2 Adapter choose the type of database from the list of available connections See the Appropriate Adapter s AMI manual for details 3 URL this 15 the network path where the database exists 4 Username credentials for logging into the database 5 Password credentials for logging into the database 6 Options if the database requires some other options to be specified for the connection this 15 where those options would be add
113. nctions gt Subtract Multiple Divide Modulus Equal Not Equal To And Or Then Else Less Than Greater Than Less Than Or Equal To Greater Than Or Equal Matches Regex Open Close Start End String Escape 75 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Functions Refer to the Functions section Variables p Operators abs Number valus cycle Number offset Object choice datamodelEnum Object value String formatDate Number millis String formatNumber Number millis String gradient Number value Number vali Format Choose an appropriate format for the variables to be shown in the new column Numeric Bar Date Time Date amp Time Date amp Time w millis Frice HTML Example using the HTML format in a column Cell Contents B img arc http 3forge com imagea asseta other logo png z c B Format HTML Column Header Logo 76 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Column Header Name to be shown at the head of the new column These names must be unique from existing columns and will be filled in automatically with what is stated in Cell Contents if nothing 1s provided Column Header Column Position 8 Right Most Example Le
114. nd choose the data to be summarized Click Next to configure the aggregate table 3 In the second part of the wizard assign a table name and choose the variable s that the data 1s to be grouped under in addition to the types of aggregations to be performed Variables can also be hidden and not used in aggregation Note Aggregation in AMI follows the Group By paradigm in relational databases Types of aggregations Count Sum Max Min amp Average Note Advanced groupings and aggregations on derived values can be done after the table is created not in the wizard Table name Account Group By Y ExecutionTime Hidden Date amp Time Quanty Sum Y Column Names Formatting LastMarket Group By astMarket Price Average v 52 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 48 Execution Account Count Price Total Quantity 3F 00001 BATS 206 45 05 3F 00001 AMEX 14 45 56 ur iF i 33 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Heat Maps Heat maps are real time graphs which allow the user to visualize complex data using different colors and size enabling a quick interpretation of large amounts of data Various colors can be assigned to a range of values and
115. nu This will open up the filter window existing values are available in the upper selection list To filter on a value that currently does not exist type it in the lower edit box 1 51 1 OrderlD Sort Ascending Sort Descending Filter LastMarket Select the appropriate values below Sort Ascending Once Sort Descending Once Arrange Columns Filter Or enter in a custom value to filter by Search Columns fiter cancel 2 In the filter window all of the distinct values present in the column will be listed Select one or multiple values to filter the column by For example the Last Market column can be filtered to show only the NYSE Any column with a filter will have its header highlighted in orange To clear any filters simply select Clear Filter from the menu 94 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 LastMarket NASD NYSE 14 13 2 09 NASD NASD 229 Ordern D ORD 01549 ORD 01549 ORD 01549 01549 01549 ORD 01549 ORD 01549 ORD 01549 ORD 01549 ORD 01551 ORD 01551 ORD 01552 ORD 01552 ORD 01552 ORD 01552 ORD 01549 INYSE IORD 01549 15 45 02 Euro ORD 01551 14 55 49 13 ORD 01551 15 21 08 15 10 40 NASD 080 01551 ORD 01554 15 11 18 NASD ORD 01551 ORD 01554 15 21 51 ORD 01551 14 57 IORD 01555 24
116. odel View Underlying Data Add Underlying Datamodel Unlink Underlying Datamodel Style Edit Panel ID Add Relationship Edit Relationship Remove Relationship Recreate Table Display Add Panel Place Highlighted in Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels Paste Make changes to the data model present in the chart View the data that 1s being used for the chart s Add a data model to the chart Remove the datamodel as the chart s datasource datamodels with rendering layers may not be removed Add a common style to the axes and plot s Change the panel ID Default Chart Add a relationship to the data model s being used in the chart A relationship 1s required in order to display data on a chart Edit the relationship to the data model s Remove relationship to the data model s Select what kind of table display the window will be used for Add a blank panel to the left right above or below the current chart Places the chart panel into a tab Cut the chart panel to paste into another panel the same dashboard Copy the chart panel to paste into another panel in the same dashboard Delete the chart panel Export the highlighted panel as text for use in another dashboard Paste another panel to the left right above or below the chart Note options in bold are unique to chart panels Edit Underlying Datamodel Once a data model is in u
117. p the transparency menu Use the slider in order to adjust the transparency of the layer Transparency Layers Candleton Layer 2 Arai Layer 3 Volumefi00 178 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Zooming When viewing charts with large amounts of data it may be necessary to zoom in on an area in order to view the data more clearly In order to zoom in hold the right mouse button and select the area to be zoomed in Let of the right mouse button and the option to zoom in will appear Select this option to zoom in to the area Average Daily Volume The axes associated with the plot will adjust automatically When zooming into plots that are part of a larger chart with multiple plots any plots that are sharing axes with the plot that 1s being zoomed in will also zoom in The zoom be cancelled in these plots in order to return the view to normal 179 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force In the following chart an area in the lower left plot green will be zoomed in USA 2 4 Se ore rp phi Since the upper left plot blue and the lower right plot yellow share the same axes with the green plot they
118. pita 188 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Real time tables static tables and other charts can be linked to charts in order to display selected data from the tables Layouts can even be linked to other layouts within a chart as they can be backed by different data models An example of a heat map linked to a chart 3 00007 gt 01285 3900 69 14894746479236 D D D D B A 9 y 189 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Example creating dynamic charts amp the use of partition by and order partition by The availability of X Y groupings in series and the ability to update relationships to static tables charts in real time enables the creation of dynamic charts charts which will adjust automatically based on the selection of data being queried to the chart Cocos Keeling Islands Colombia Comoros The table on the left lists all of the countries in the world and the chart on the right is based on the same data set different data model The chart has one rendering layer and one series with the following set up X Y LifeExpectancy ess LifeExpectancy Lif
119. port dashboard layout into the current dashboard Upload the current layout to the cloud Load a layout from the cloud Delete a layout from the cloud Permission functionality and layouts to specific users This option 15 available to only Admins Establish a color scheme to be used in the layout Use this option to apply a color to the background of the title distinguish environments Logout Safely log out of the current AMI session Windows Name of Window 9 New Window Data Data Statistics Datasources Datamodels Upload Data Clear all Data Manage Windows Select different windows in the dashboard amp bring minimized hidden windows to the foreground Add a new window Available in Editor Mode Manage all windows in the layout Able to maximize windows and take away the header Available in Editor Mode Overview of data currently in the backend Add delete or edit different datasources currently connected to AMI Opens the data model platform Upload data to the backend Clear all data from the backend Note Those with User level permission are only able to open layouts made available to them in the cloud Logging out and selecting windows are the only other options available to users in the menu 9 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Set Global Style In order to keep a consistent look and feel t
120. rection of the relationship will appear and it will follow the mouse cursor 3 Move the mouse cursor over the configuration button of the panel you would like to establish the relationship to the Source panel The relationship line will turn blue click on the configuration button and the Connect menu will now be displayed 4 In the Connect menu choose the Only when user selects from right click menu option under Update relationship Update relationship Only when user selects from right click menu Y 5 Rename the relationship if necessary in the Name of relationship field o This is the name which shows up when the user right clicks on an object in the Source panel of relationship Query Test Executions diii uantity Order Quantity 500 0 03 200 0 02 600 0 04 010 05 ann Query Test Executions 114 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Static relationships can be set up between two real time tables by choosing the Only when user selects from right click menu option under the Update relationship drop down menu Assign a name which will appear when the user right clicks an object 1n the Source panel Click Update Relationship to finish and exit the menu Update relationship In real time when user highlights rows In real time when user highlights rows Only when user selects f
121. rica Central America Caribbean Eastern Asia North America Southem Europe British Islands Western Europe Nordic Countries ET 54 3 force CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Static HeatMap HeatMaps may be created using database static data 1 In order to create a static heat map click on the green configuration button of a blank panel and select Table Visualization under Create Table Display 2 This will bring up the Add Portlet wizard datamodel platform Select Heat Map and the datasource from which the data will be retrieved Static Table 20 User Form Table Char StaticTreeMap Cancel Next gt gt 3 In the next window select data to be used and click Next esr c ISTOME _ test_employees orderdetails test orders 55 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 4 In the Add Datamodel window datamodel editor make any necessary changes to the options e g turning on Query on Startup or applying an Auto Requery and click Finish Note Please refer to the Data Model section for more information on the layout of the datamodel editor Datamodel Mame world test ard
122. rker To create bar graphs set the marker bottom to 0 The extent of the marker to the left The extent of the marker to the right Select a color for the line Determine the size of the line connecting the markers in pixels Organize the variables into divisions Apply a ordering of the variables within the divisions Assign a X axis variable for the 204 line Assign a Y axis variable for the 204 line Select a color for the 204 line 166 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Line2 thickness Determine the size of the line 2 line Connection color Select a color for the lines connecting the areas Connection thickness Determine the size of the connection lines Fill Color Assign a color for the area I An area is created between first and second lines 2 Areas are created for each space between two markers Notes Strings cannot be assigned to X or Y values To use a string for the axis use the X Y eroupings instead Marker Shape and Color are the minimum requirements for displaying makers Either Marker Width and Marker Height OR Marker Left Right Top and Bottom are also required left right top and bottom take precedence of width amp height Lime color and Line thickness are required to display lines Click on the Preview button in order to see how the chart will look Click off the wizard this icon O will appe
123. rom right click menu Bring target panel to front 115 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Additional Filters 5 force When working with tables or charts with large amounts of data it may be necessary to limit the data being displayed Additional filters are placed in the Query Clause in the Connect relationship menu and are applied along with the rest of Query between the source and target panels helping to narrow down the data Filters are highly customizable Additional filter statements can be made using all columns available in the target and source panels operators and functions These options are available when clicking on the icon in the Query Clause field Query Clause Optional Field Mappings Advanced Update relationship Operators H Functions Source Columns p Target Columns p In the following example there are 27 011 Executions target under 2 001 Orders source In order to narrow down the number of executions an additional filter can be applied to the relationship 2 001 Order Type Order Order Order Order Order Order Order Order Order Order Order Order 27 011 Execution Type Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Execution Executio
124. s Locking Dividers Lock Size Color Flip Panels 5 force Don t Lock User can adjust Lock Top Panel Height Lock Bottom Panel Lock Ratio of Panel Heights Dividers can be locked in various ways in order to keep size of the panels consistent throughout the resizing of windows Below are examples of locking dividers and then resizing their parents windows Lock Top Panel Height Lock Bottom Panel Height 18 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Lock Ratio of Panel Heights Size of the Dividers The Divider lines be resized in order to appear normal thinner or invisible Note hidden dividers cannot be adjusted by the user in work mode 19 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Using Tabs Individual panels groups of panels and entire windows can be placed into tabs In order to place individual panels into tabs click on the configuration button of the panel and select Place Highlighted in Tab from the menu Spit Vertically Spit Horizontally Create Table Display b Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels Paste Import
125. s Width px iis Height px s Border color Border thickness Marker Position Override Top 7 eH Lines Line series num 4ff0000 432cd cycle function is used in Markers Color This function used in conjunction with special variable series num Series Number allows the cycling through of the established series and applies the chosen colors to all of the available series In this example since there are 4 different series for the 4 different orders 4 different colors are used The other special variable available in charts is __row_num Row Number This variable used in conjunction with the cycle function in marker color will alternate the chosen colors for each row of the data table Note a Partition By must be used conjunction with these special variables Aline is added and the same statement used in Markers Color is applied to Line color in order to keep the colors the same Applying all of the changes to the options results in the following chart 170 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force bo sj bo sj T E k ce ee in maj j e h 0 01 0 0 04 Petry rrr ee en in en em el
126. se for a chart changes can always be made to the underlying data model Changes to the data model may be made directly through the datamodel platform Data gt Datamodels View Underlying Datamodel Use this option to view the actual data flowing into the chart 143 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Add Underlying Datamodel Multiple data models can be added to a single chart If multiple data models are to be displayed on a single plot multiple rendering layers must be used Please refer to the Adding Rendering Layer section for further details on using rendering layers Unlink Underlying Datamodel In order to unlink a data model that is no longer required for the chart any rendering layers dependent on the data model must be deleted first Unlinking a datamodel will not delete the data model from the data model platform Edit Global Style In order to change the overall style of the chart select Style from the main chart menu Background Color assign a uniform color to the plots and axes used in the chart Text Color amp Tick Color assign a uniform color to be used for the texts and tick lines in the axes Values Background Color Text Color Tick Color eru 144 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC
127. st be prefixed with ami To establish a direct command add a new column or edit a column in order to view the Custom AMI Column menu In the Action field of the menu the syntax should be ami application ID command name paraml valuel amp param2 value2 Example Action optional ami sample application login Test color brown amp employee ID empid Clicking on an object in the column will now run the command Test Note Custom formatting can be used in order to indicate that commands are available for use in the column 138 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Forse Charts In AMI charts are a highly customizable way of displaying vast amounts of data Just as tables charts can be built on any empty panel Below is a logical representation of the various components that make up a chart 1 Data The data that is to be represented in the chart The data can be from a data Model s source or an Object stored within AMI Center Note a chart can have multiple data models 2 Plot Area where the chart will be created 3 Axis A set of data 4 Rendering A slice of the chart associated with a specific data model layer 5 Series Reference lines tied to a series 6 Legend A key of the series represented in the plot 7 User Controls the transparency of all of the series in the chart available in work Control mode Outline of
128. strLen Symbol 4 bold italic strike Foreground Color Side B Blue Green Background ColorfformatDate M m EST5EDT 7 yellow 27 Style Ifthe Target is greater than 4 500 then follow the formatting strLen Symbol 4 bold italic otherwise strike through strLen symbol 4 bold italic Ifthe string length of the symbol is 4 then put it in bold otherwise put it in italics Foreground color Ifthe side is b then make it blue otherwise make it green Background color If the function formatDate M m EST5EDT returns a value of 7 make it yellow otherwise do nothing 109 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Coe Using the gradient function on a column When using the gradient function a variable 15 chosen followed by a number at one end of the range of the variable and a color for that number This is repeated until the full range of the variable is covered When used in the formatting of columns gradients can be very useful in quickly visualizing a trend in the data Example A table with sample baseball data has a gradient applied to the Losses column Low number of losses are green whereas high number of losses are red a gradient between the two colors will be applied to the number of losses that lie between the low and high Formatting optional s
129. sualization Place Highlighted In Tab HTML Cut Highlighted Panels Blank Portlet Forms based on datamodels may also be created by selecting Table Visualization under Create Table Display In the datamodel platform select User Form and a datasource from which the data will be retrieved please refer to the datamodel section for further details on the use of datamodels 59 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 2 Create a relationship between the query form and the static table chart by clicking on the configuration button of the table chart and selecting Add Relationship Please refer to the Relationship section for further details on linking panels Add Column Edit Column Remove Column Edit Underlying Datamodel View Underlying Data Settings Style Edit Panel ID Add Relationship Edit Relationship 5 Remove Relationship Recreate Table Display Add Panel Place Highlighted In Tab Cut Highlighted Panels 3 Use the Connect menu to add any filters to change name of relationship The query button on the form uses the name of relationship field Clicking on the query button will then generate data on the table chart Query Clause Optional Field Mappings Advanced Update relationship Only when user selects from right click menu Y Na
130. t on a column a primary sort 15 applied to Account a Account 3 00000 LastMarket Price 38 32 Account Quantity 3F 00006 LastMarket Price Quantity 3F 00000 3F 00006 3 00005 3F 00007 3F 00000 I3F 00004 3F 00006 3F 00006 I3F 00005 3F 00004 3 00003 3F 00001 3F 00007 68 3 00000 3 00000 3 00000 3 00000 3 00000 3 00000 3F 00000 3F 00000 3 00000 i3F 00000 3F 00000 3 000 00 SFO 0000 77 08 33 64 89 77 326 39 80 72 35 29 31 70 377 86 55 82 45 55 71 22 79 09 379 50 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 2 In order to apply a secondary sort click on the header of another column and select secondary ascending descending Account LastMarket Price Quantity 3F 00000 3F 00000 Sort Ascending 3F 00000 3 00000 D 6 39 Sort Descending 3F 00000 Secondary Sort Asc 3F 00000 Secondary Sort Ascending 3F 00000 ASD Secondary Sart Descending 3F 00000 D AE 3F 00000 5 2 Sort Ascending Once EE E Sort Descending Once 3F 00000 ASD 112 2 3 00000 D 79 09 Clear Sorts 3F 00000 Account a Price 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 00000 3F 0
131. the Connect menu to establish different groups of queries Note This does not work with direct queries 1 ami_query Both a will not work Example Placing a query under group Name of relationship Query Execution A Placing a query under multiple groups in addition to A Both A amp B Name of relationship Query Order Both AIB Right clicking on an object in the source table will bring up all of the different query groups available Account 3F 00006 3F 00007 3F 00000 3F 00001 3F 00004 Account Account B Bath Query Execution Query Order 126 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Selecting from the right click menu the source table will run the queries grouped under 00006 21 3083 15 57 06 NY S 2013063015 49 56 AMEX M 00000 20130830 15 4523 AMEX 3F 00001 20130830 15 27 59 NASD M 00004 20130830 155 2229 AMEX 101 M 00005 2013080915 22 27 3F 00002 20130830 15 14 24 NI 24 M 00003 20130830 T NASU 0530 15 1334 NASD 2013063015 02 27 NASD 20130830 15 07 29 NTE 20130630 14 53 04 NASD 20130830 14 54 02 NASD 201350830 15 51 NASD 20130830 15 36 57 BATS 1047 B 4042 5 573028 1254 3417158 as 1M arcet 127 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIV
132. tions e g query on startup etc Enter the script for the join in the Response Script Transform box Please refer to the AMI SQL documentation for further details Response Script Transform 1 tableset query CREATE TABLE join AS SELECT test orders OrderID AS OrderID test customers CompanyName AS CompanyName test orders OrderDate AS OrderDate FROM test orders test customers WHERE test orders CustomerlD test customers CustomerID return tableset 47 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 5 Create a new Table Schema by clicking on Add Table Input the same name from the JOIN statement in this example join Once the table is created add the variables from the script by clicking on Add Variable under Output Parameters Output Parameters 6 In the Add Variable window enter the name of the variable and select the appropriate data format e g Boolean Integer Float etc Add Variable Name CompanyName Output Parameters Type String Sting Y OrderDate UTC Y E Add Variable Add Variable Cancel 48 CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 5 force Once created datamodels can be accessed for use in other tables and visualizat
133. to the system or to view the changes that are being made to existing data Setting up a relationship to a real time table will display related data in real time as objects are highlighted in the Source table Note Refer to the Relationship section for the steps in setting up a relationship 1 In order to create a real time table click on the green configuration button and select under Create Table Display 2 In the Configure AMI Table wizard select Realtime Table and choose the data to be displayed in real time Click Next to configure the real time table 3 In the second part of the wizard assign a table name The names of the columns and formatting can be customized in this part of the wizard Note AMI will automatically detect the proper formatting of the variables but these can be changed under Formatting est Executions Column Mames Order Order Quantity Quantity Execution Execution Price Price 29 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Real time Table Settings CONNECTION _ COMMAND DATASOURCE Cancel Update Modify how frequently the Current Time is updated current time Types Data Types the type of data included in the table can be changed Any new data selected will use the columns of the original data To change the table type use the Recreate Table Display option instea
134. tring pool tab is a more advanced view of the Data Schema To conserve space in memory AMI will take specific string values and turn them into string pools This tab displays all of the strings that AMI has pooled All names of Objects and their parameters are pooled and given an ID and labeled as APP ID Furthermore if single quotes are used to define the values of a parameter then those values will also be pooled and eiven an ID and labeled as PARAM VALUE Single quotes are very useful for values that tend to repeat themselves across rows of data such as the day of the week See API for more information on string pooling Local Real Time Objects This tab 15 useful for determining how much the browser is being stressed The table displays data that 15 being pushed to the front end This does not include static views and data being pulled from databases The Count column displays the number of data points for that type of object The Consuming Panels Count column displays the number of panels that are actively displaying that data for the current user s dashboard If the same real time data 1s being displayed in multiple tables in a dashboard this number will tell the user how many tables it s actively updating 135 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Commands Commands allow users to take action
135. tyle Foreground Coo Background Colorjgradienti Losses 65 00ffD0 111 70000 HomeW League 110 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Gradients can also be very useful in charts a gradient applied to the area between two lines representing high and low prices of a stock a chart can help users quickly pick up a trend over time 370 00 Y qo 4 Y V v E v 9 pq d VOV Y p Co YT Pop P UD C Eod 4X Y Ww T 49 c qo P vU V L Os Os 9 z 9 x Rr g g 7 Please refer to the Charts section for further details on using functions in charts 111 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Relationships Relationships are used to establish links between the various panels in a layout Establishing links between panels enables the drilling down of data from one table to another the querying of static tables and the rendering of displays in charts When establishing a relationship one panel will be considered the Source panel and the other as the Target panel Relationships are established by first choosing the Target panel and then choosing the Source panel Setting up a basic relationship 1 In order to set up a r
136. u 5 96 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force URL s URL s can be added to the Action field of column configurations Clicking on an object in the column will then bring up the URL in a separate window 1 Add anew column or edit an existing column to bring up the Custom AMI Column window 2 Inthe Action field of the Custom AMI Column window add the URL Note URL must evaluate to a string and must start with nttp or nttps Example http 3forge com Custom AMI Column Cell Contents Format Column Header Owner Action optional http 3forge 3 Moving a cursor over an object in the column will now underline object indicating that an action 1s available Owner 4 The formatting of the column can be modified to make it easier to show that URL s available 97 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Formatting optional Stylel underline Foreground Color BackgroundColor 00 5 Clicking on an object in the column will now bring up specified URL in new window force File Account Windows Help Data m untitled ami 3 3forge com 3 Test Accounts Cccoun Ownes Test Accounts 1 01 Peter TestAccounts 3 Ro g For Cc HOME PR
137. ultiple objects in the Visible Columns field and using the icons to move the objects up or down 02 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 3 To move objects between the Hidden Columns field and the Visible Columns field a select one or multiple objects and use the EN iim icons Deleting Removing Columns Columns be removed directly from the column header or from the configuration button s menu Note Layout Editor must be ON 1 To remove a column directly click on its header and select Delete Column from menu Column Copy Column Add Column to Right 3 Add Column to Left s Delete Column 2 To remove a column using the configuration button click on the configuration button and select the column to be deleted under the Remove Column sub menu 5 REALTIME TABLE PNL2 Add Column Edit Column Remove Column 1 Quantity Settings 2 Price Style 3 Order Edit Panel ID 4 Execution 93 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Filtering Columns Filters can be applied directly to columns in order to limit the data being displayed on the tables 1 To add a filter to a column click on the column s header and select Filter from the drop down me
138. urrent data Specify the amount of time that must pass before another query can be made to the datamodel 43 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Request Script Transform k Request Script Transform Table query tableset get QUERY query addRow SELECT FROM test orderdetails WHERE S WHERE test orderdetails return tableset Input Parameters 7 WHERES Table QUERY Input Parameters Quantity Long v UnitPrice Double v OrderDetailslD Input Parameters wheres Sting SSS Add Variable Edit By Text The request script 15 the message that 1s sent to the database to retrieve the data to be used in the datamodel FIELDS A column is created per parameter in the fields tab Field mapping configured in the relationship QUERY Uses query established in the Request Script Transform WHERES References the Query Clause in relationships Please refer to the AMI SQL manual for further details 44 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Response Script Transform Reauest Script Transform Response Script Transform i return tableset rri rdetai 15 Add
139. ustomizable and entire layouts can be built within one window 1 In order to get started turn on Layout Editor by clicking on the green button on the top right corner Turning on Layout Editor allows the addition of new windows Select New Window under the Windows menu to add a new window The window will have a blank panel where you can customize the dashboard Blank panels are indicated with the dotted pattern seen below File Account New Window Hint Use the Windows dropdown menu to add your first window Fg over configurable items when Layout Editor is on Click the button to see options Hint Green buttons will appear 2 Click on Green configuration button in order to view the different options available for the new window 12 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 96 09 9 9 6 9 6 e o o o 6 O6 5 Force Create Table Display Add Panel Import Split Vertically Split Horizontally Edit Panel ID Create Recreate Table Display Add Panel Place Highlighted In Tab Cut Highlighted Panels Copy Highlighted Panels Delete Highlighted Panels Export Highlighted Panels Paste Import Place Highlighted In Tab Delete Highlighted Panels Divide the panel vertically creating 2 panels Divide the panel horizontally creating 2 pan
140. visualizations are configured Relationships Layout Container Data sources Commands Data bases CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force AMI Basics Log in amp Dashboard Log into AMI with the provided username and password Please contact your administrator if you have any trouble logging in See AMI Configuration Manual for details on adding user passwords DEFAULT user password is demo demo123 Application Management Interface username password need an account forgot my password After logging into AMI a blank dashboard will appear Options Menu File Account Windows amp Data 8 out Editor aitase Layout Editor 3 Hint Press this button to turn Layout Editor mode on Layout Editor Turn Editor Mode ON amp OFF CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 AMI Menu File New Open Save Save As Export Import Publish To Cloud Import From Cloud Remove From Cloud Manage Users Set Global Styles Account Force Clear the dashboard and start a new layout Open a saved layout Save the current layout Save the current layout under a different name Export the current layout as text for use in another dashboard Im
141. will clear of all results Show everything The target panel will display all of the records that belong to the data set chosen for the target panel Same as Selecting The target panel will display all of the records that correspond to the everything records currently shown in the source panel 5 Test Orders j Account Quantity ExecutedQuantity Test Orders Test Orders Test Orders Test Orders Test Orders 10 Test Executions Type Object Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions Test Executions With the Show everything option Object 30 shows up in the target panel although it does correspond to any source panel records 118 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC Massen force 5 Test Orders _ Quantity ExecutedQuantity Execution Quantity Price Test Executions 29 With the Same as selecting everything option Object 30 does not show up in the target panel as it does not have any correlating records in the source panel Example Setting up relationships between 3 real time tables Account Orders Executions in order to drive the display in the 34 table when selecting records in the 1 table p 3 TestAccounts ee Account ExecutedQuantity Order Quantity TestAccounts
142. windows use the configuration button menu of the panel and select Delete Highlighted Panels If the window does not have any panels selecting this option will delete the window Resizing and Moving Windows In order to resize a window click and hold any part of the edges or corners of the window While holding the mouse button drag the cursor to resize the window In order to move a window around the dashboard click and hold the grey header of the window While holding the mouse button move the window to any area of the dashboard Note saving a layout will save the position and size of windows as well 14 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force Manage Windows The Manage Windows option under the Windows menu lists all of the windows currently in the layout and allows the user to select the type of window Regular window may be minimized maximized deleted moved and resized Maximized No Header window is locked in a maximized position without the header Window Window Maximized No Header Y Window 2 Regular 2013083015 45 1 7 Pokk on medl 31 On 2013083615 1801 KASD 2013089915 48 7 NASO 201309830 15 3t Os N TSE 16 03 20130830 15 06 33 15 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCL
143. x Number Font Family Number Font Color Number Padding px Number Rotate Auto Min Value amp Min Value Auto Max value amp Max Value Auto Major Ticks Unit amp Major Ticks Unit Major Tick Size px Auto Minor Ticks Unit amp Minor Ticks Unit Minor Tick Size px Label Label Font Size px Label Font Family Label Font Color Label Padding px Label Rotate Label Tick Size px Padding starting Padding px End Padding px Text Padding px Style Line Color Force Choose a title for the axis Select the size of the title Select a font for the title Choose a color for the title Modify the spacing between the title and the axis line Rotate the title Modify the formatting of the values used in the axis Operators and functions may be used to make the formatting highly specific Change the ordering of values either ascending or descending Adjust the font size of the axis values Assign a font to the axis values Adjust the color of the axis values Adjust the padding between the values of the axis and the axis line Rotate the axis values Minimum values to be used for the axis Auto when checked amp manual when unchecked Maximum values to be used for the axis Auto when checked amp manual when unchecked Spacing between each major tick mark Auto when checked amp manual when unchecked Assign major tick size Spacing between each minor tick mark Auto when checked amp manual when unchecked
144. xecutions m Test Executions 24 Test Executions 25 Test Executions 26 Test Executions 27 Test Executions 28 Test Executions 29 Query Test Accounts Query Test Executions Query Test Orders 61 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Adding Fields In order to look for specific information in a table input fields can be added to the query form and a relationship established between the input field and a variable in the table 1 To add a field such as a Text Field click on the configuration button of the query form and select the Text Field option under Add Field Other field types include Text Area Numeric Range Checkbox Select Field Date Field and File Upload Field FORM PNL1 Edit HTML Field Text Field ield Text Area Numeric Range Checkbox select Field Date Field File Upload Field 2 In the Add Text Field wizard input the name of the variable and a label and press submit 3 Edit the relationship between the query form and table chart in order to link the field to the variable on the table chart Note Ensure the source variable field variable is enclosed in quotes since the relationship 15 to a static table chart Query Clause Optional Source_Code Target_Code 62 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERT
145. xporting Importing Dashboards Dashboards which contain multiple windows can be exported and imported in their entirety 1 Click File in the menu and select Export Publish To Cloud Import From Cloud Remove From Cloud Manage Users Set Global Styles 132 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 force 2 This will bring up the Export configuation window Copy the entire text that appears in this window 3 Open a new layout and select Import under File in the menu Open Save AS Import From Cloud Remove From Cloud 4 In the Import configuation window that appears paste the exported text and click import Note The import option under File can also be used to import individual or multiple panels and windows into new dashboards 133 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Force Data Data Statistics The Data Statistics window gives an overview of all the data that 1s stored in AMI s in memory storage within the AMI Center Data queried from databases will not show up in this window but the connections to the databases will be displayed Schema The schema tab shows an overview of the stored data s structure Each item under Objects represents table while the sub items represent the fields within that table Items with
146. youts to the Cloud inne 102 DUO ON e E 103 Using functions in Cell Contents OF COlUmins xj anas ego ie n EE ie 106 Using functions in Actions of Columns 108 Using functions in Formatting of 8 2222 2 2 22 000000000000000000000000000000 109 3 CONFIDENTIAL ALL INFORMATION CONTAINED IN THIS DOCUMENT SHALL REMAIN THE EXCLUSIVE PROPERTY OF THE 3FORGE LLC 2015 Forge Using the gradient function on a column 110 Peon E 112 E E ENEE EEO 112 Editing amp removing 1 iii 113 Using the Right Click Menu to run queries static 114 116 RIDES sei ee 118 ANES 121 ect wo 122 CE QU I T 123 Running Simultaneous Queries on Multiple Target Panels from One Source 125 NE AG UTI 7 128 E porin S Ua erase

AMI Front End User Manual Version 3.0

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