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 Parameter Mapping. 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 available for Ad Hoc-based charts and charts created inside the dashboard, as well as text and image dashlets. A Formatting tab is available for text dashlets. |
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| 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, export 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. |
Properties on the Hyperlink tab:
| | The Hyperlinks tab is available for Ad Hoc-based charts and charts created inside the dashboard, as well as text and image dashlets. |
| • | Enable 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 link in the dashlet. |
| | 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. Click Browse to select a resource from the repository. |
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
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: If you want to add a parameter in the hyperlink, use a name in this list to have Parameter Mapping create the link to the parameter automatically. |
| • | Add New Parameter: For text and image dashlets, you can define a parameter to include in the hyperlink. Click the Add New Parameter button and enter the parameter's name and value in the new table row. Click |
| Adding a New Parameter to a Dashlet |
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| • | Map Parameters: When you add a parameter, click this button to save and close the Dashlet Properties window and open Parameter Mapping. See Parameter Mapping 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. |
Properties on the Formatting tab for text dashlets include:
| | The Formatting tab is only available on text dashlets. |
| Text Dashlet's Formatting Tab |
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| • | Scale to Fit: Use the drop-down menu to determine how the text is scaled in the dashlet. This overrides the specified font size. |
| • | 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. |
| • | Show Borders: Select or deselect to show or hide the dashlet's border. If you select to show the dashlet's border, you can choose the border's color. |
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 an image include:
| • | Dashlet Name: Editable field for the displayed dashlet name. |
| • | Resource ID: Non-editable ID taken from the original dashlet name. |
| • | Web Address/Repository URI: Editable field for the location of the image displayed in the dashlet. This can include parameters. Click Browse to select an image from the repository. |
| • | Show/Hide Dashlet elements: Select or deselect to show or hide the title bar, which includes the dashlet name, refresh button, maximize button, and dashlet borders. If you select to show dashlet borders, you can choose the border color. |
| • | Scale to Fit: Use the drop-down menu to determine how the image is scaled in the dashlet. |
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. |
Parameter Mapping
Parameter Mapping helps you refine your filters by letting you specify which dashlets and which parameters are affected by a filter.
To open Parameter Mapping:
| 1. | Open a dashboard with filters, such as the Sales Dashboard created in Creating a Dashboard, in the Dashboard Designer. |
| 2. | Click |
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| Parameter Mapping for the Sales Dashboard |
Parameter Mapping 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 Parameter Mapping, 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 Parameter Mapping, 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 Parameter Mapping:
| 1. | Open a dashboard with filters, and open Parameter Mapping 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 Parameter Mapping:
| 1. | Open Parameter Mapping. |
| 2. | In the filter row you want to delete, click |
To create a new filter via Parameter Mapping:
| 1. | Open Parameter Mapping. |
| 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 Parameter Mapping, click |
| 2. | Click |
| 3. | Click OK to apply and save, or Cancel to discard the new filter. |
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