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Overview

Lesson 02 - Building Components

In Lesson 2, you will create Components out of primitive Proto modules as you build a revenue analysis dashboard to explore sample sales data. This tutorial has taken most people between 60 - 120 minutes to complete.

Lesson 2 (PDF)

Download the Lesson 2 PDF.

Lesson 2 (ZIP)

Download a ZIP of the Lesson 2 resource files.

Lesson 2 (VIDEO)

Watch the Lesson 2 video.

You will also need to download and unzip the most recent copy of the Getting Started Components.

Lesson Overview

In Lesson 2, you will learn to use primitive Proto modules to build data normalization and analysis Components. You will:
  • Use the Attribute Editor, Table, Entryset Formula, Simple Report, Pie Graph, Entryset Module and Listbox primitive modules to process data and create user interfaces.
  • Group a selection of modules together to create a new Component.
  • Create a new empty Component to work with.
  • Save Components out of your dashboard to a folder to reuse them.
  • Arrange, resize and combine Components and primitive controls in the Viewer.

The dashboard used in the Lesson 2 includes sample sales data to work with. First you will normalize the data and create a new column that maps existing sales territories to new regions. Then you will group the modules that perform the “normalization” processes into a new Component to illustrate how to build, save and reuse functionality in Proto. Next you will create a dynamic report that summarizes total revenue for each of the normalized sales regions. Finally, you will group the analysis functionality into another Component.