You can view and edit basic information and appearance for each dashlet on your dashboard using the Dashlet properties. For some dashlets, you can also create parameters which you can then map to in the filter manager. The available properties vary based on the type of dashlet you are working with.
To view and edit the Dashlet properties:
| 1. | Right-click on the dashlet and select Properties to open the Dashlet Properties window. The Hyperlinks tab is only available for Ad Hoc-based charts and charts created inside the dashboard. |
 |
| Dashlet Properties |
| 2. | Click Apply to view the changes, OK to accept the changes, and Cancel to discard the changes. |
Properties for Dashlets containing charts, crosstabs, tables, reports, and Ad Hoc views include:
| • | Dashlet Name: Editable field for the displayed dashlet name. |
| • | Resource ID: Non-editable ID taken from the original dashlet name. |
| • | Source Data: Non-editable path of the source data. |
| • | Show/Hide Dashlet elements: Select or deselect to show or hide the title bar, which includes the dashlet name, refresh button, and maximize button. |
| • | Scale to Fit: Use the drop-down menu to determine how the element is scaled in the dashlet. |
| • | Refresh Settings: Select or deselect to enable or disable auto-refresh, and use the text entry and drop-down menu to set the time between each content refresh. This setting overrides refresh properties set at the dashboard level. |
Properties on the Hyperlink tab for Dashlets containing charts include:
| | The Hyperlinks tab is only available for Ad Hoc-based charts and charts created inside the dashboard. |
| • | Enable chart hyperlinks: Select or deselect to enable a hyperlink for the dashlet |
| • | Action: Select link behavior for this dashlet: |
| • | Update dashboard: Select this option to update dashlets linked to this one when a user clicks on a data point in the chart. |
| | For an example of linked dashlets, open the 2. Performance Summary Dashboard, and click on one of the bubbles in the Store Segment Performance with Hyperlinks chart. |
| • | Open new page: Select this to have the dashlet open a web page or report, dashboard, or an Ad Hoc view in the repository when a user clicks on the dashlet. |
You can link directly to a web page using http: syntax:
http://en.wikipedia.org/wiki/$P{Customer Country}
A repository URL must begin with repo:, for example,
repo:/public/Samples/Ad_Hoc_Views/05._Unit_Sales_Trend
| | To find the correct syntax for a path in the repository, hover over the resource name in the Existing Content panel in the Dashboard Designer or open the resource's Properties dialog from the repository. |
You can add a parameter to a hyperlink for a web page, dashboard, or report. Parameters are not available for Ad Hoc views. See Specifying Parameters in Dashlets for more information about adding parameters to hyperlinks.
| • | Available parameters: When you add a parameter, use a name in this list to have the filter manager create the link to the parameter automatically. |
| • | Create Links in Filter Manager: When you add a parameter, click this button to save and close the Dashlet Properties window and open the filter manager. See The Filter Manager for more information. |
Properties for Dashlets containing text include:
| • | Dashlet Name: Editable field or the displayed dashlet name. |
| • | Resource ID: Non-editable ID taken from the original dashlet name. |
| • | Text: Editable field for the text displayed in the dashlet. |
| • | Font: Use the selection lists and buttons to set the font, font size, font style, alignment, and font color for the text displayed in the dashlet. |
Properties for dashlets containing a Web Page include:
| • | Dashlet Name: Editable field for the displayed dashlet name. |
| • | Resource ID: Non-editable ID taken from the original dashlet name. |
| • | Web Page Address (URL): Editable field for the URL displayed in the dashlet. |
| • | Show/Hide Dashlet elements: Select or deselect to show or hide the title bar, which includes the dashlet name, refresh button, and maximize button. |
| • | Show scroll bars: Select or deselect to show or hide scroll bars. |
| • | Refresh Settings: Select or deselect to enable or disable auto-refresh, and use the text entry and drop-down menu to set the time between each content refresh. This setting overrides refresh properties set at the dashboard level. |
Properties for dashlets containing a filter include:
| • | Dashlet Name: Editable field for the displayed dashlet name. |
| • | Resource ID: Non-editable ID taken from the original dashlet name. |
| • | Show/Hide Dashlet buttons: Select or deselect to show or hide the Apply button or Reset button. |
| • | Position of dashlet buttons: Use the drop-down menu to select bottom or right. |
The Filter Manager
The filter manager helps you refine your filter mapping. With the filter manager, you can specify which dashlets and which parameters are affected by a filter.
To open the filter manager:
| 1. | Open a dashboard with filters, such as the Sales Dashboard created in Creating a Dashboard, in the Dashboard Designer. |
| 2. | Click |
| |
| The Filter Manager for the Sales Dashboard |
The filter manager displays the filter-to-dashlet mapping, and includes the following columns and buttons:
| • | Source Dashlet, the name of the dashlet where the filter originates. Can also display Filter Group (multiple filters in a single dashlet) or Manually Created Filter (filter created using the filter manager, as described below). |
| • | Filter/Parameter, the name of the filter. |
| • | Dashlet Affected, with a dropdown menu including all dashlets that can be affected by that filter. |
| • | Filter/Parameter Affected, with a dropdown menu including all parameters associated with the selected dashlet in the Dashlet Affected column. |
| • | Add button |
| • | Delete button |
From the filter manager you can add, delete, or edit an existing dashlet/parameter combination, and create a new filter to add to the dashboard.
To add a filter using the filter manager:
| 1. | Open a dashboard with filters, and open the filter manager as described above. |
| 2. | In the filter row you want to add the new filter to, click |
| 3. | Using these new line-items, select the dashlet and parameter combination you want to apply to the dashboard. |
| 4. | Click OK to apply and save or Cancel to discard your changes. |
To delete a filter using the filter manager:
| 1. | Open the filter manager. |
| 2. | In the filter row you want to delete, click |
To create a new filter via the filter manager:
| 1. | Open the filter manager. |
| 2. | Click Create New Filter. A new row is added to the manager. |
| 3. | In the Filter column, enter a name for the new filter. Click outside the text box to apply the name. |
| 4. | Click |
| 5. | Click OK to apply and save, or Cancel to discard the new filter. |
To delete a newly-created filter:
| 1. | In the filter manager, click |
| 2. | Click |
| 3. | Click OK to apply and save, or Cancel to discard the new filter. |
Recommended Comments
There are no comments to display.