Adding Controls to a Dashboard
The Interactive Sales Report was designed to be run with input controls. When you add a report that has input controls to a dashboard, the controls don’t appear on the dashboard until you explicitly add them, one-by-one. When the report runs, dashboard users provide input using the control. Data based on the user input appears in the dashboard. For example, using the input control, you select Mexico. The report on the dashboard shows orders from Mexican companies.
To add controls to the dashboard:
| 1. | If the Sales Dashboard created in Creating a Dashboard is not open, locate the /Dashboards folder in the repository. Right-click the dashboard name and select Open in Designer from the context menu. |
The Sales Dashboard appears in the designer, as shown in “Simple Dashboard Canvas with three reports”, and the input controls available appear in the Filters section of the Available Content panel.
| 2. | In the Filters section, expand the 16. Interactive Sales Report folder. |
The input controls associated with the Interactive Sales Report appear.
| 3. | Drag the Country input control onto the canvas, and place it above the Product Results by Store Type dashlet. |
The Country input control and its label appear above the Product Results by Store type report on the canvas.
| 4. | Drag the Product Family and Product Department controls onto the Country input control dashlet. These input controls are added to the same dashlet. Resize the dashlets as needed to view all of the input controls. |
| 5. | Click |
| 6. | Click in the Country text box to display the available countries. In this input control, you have the following options: |
| • | The three countries: Canada, Mexico, and USA. |
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| 7. | Use the options to select Mexico from the values list, and click Apply at the bottom of the dashlet. The data displayed in the Interactive Sales Report changes, but is not updated in the other reports, as they do not have an input control named Country. |
| 8. | Click |
You can also change the labels, or display names, of individual input controls and filters within a dashlet.
To rename an input control or filter:
| 1. | With the Sales Dashboard open in the Dashboard Designer, right-click Product Family in the input control dashlet, and select Properties. The Filter Properties dialog opens. |
| 2. | Change the Filter Label from Product Family to Type, and click OK. |
| 3. | Right-click the Product Department input control and select Properties. Change the Product Department filter label to Department, and click OK. The input control labels are updated. |
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The Filter Manager for the Sales Dashboard |
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