Adding Dashboard Parameters
In addition to the parameters of the associated data tables that are used by visualizations and other parts on the dashboard, a Designer user can add new dashboard parameters which can be value sources inside actions and title of visualizations and parts.
Steps:
1. On the Dashboard and Workbook Settings pane, click the Dashboard tab.
2. Click .
A New Parameter instance is displayed.
3. Click on this new instance.
4. Enter
the Name of the parameter
then click
.
5. Select the data Type: Text, Numeric, or Time.
6. Select the Mode: Text or Data
· For the Text mode, enter the
Default Value then click You can enter several default values,
separated by a comma.
NOTE |
For the Time type, the following formats for the default value are accepted: · "yyyy-MM-dd" · "yyyy-MM-ddTHH:mm:ss" · "yyyy-MM-ddTHH:mm:ss.SSS" |
To prompt the parameter input when opening the workbook, tap the Prompted slider to turn it on. The dashboard parameter instance changes to allow specification of the following:
¨ To encrypt the value upon entry, tap the Masked slider to turn it on.
¨ Add a custom Input Validation. This can be any regular expression (e.g., “A-Z{3}”)
¨ The workbook will not be opened unless it passes the validation. Enter an Error Message to help in defining a better input to match the regular expression (e.g., “Enter another value.”)
· For the Data mode, the parameter is given a data-driven value either Once or Live.
Then select the Data Table, Column, and Aggregate.
For this sample data table:
Category |
id |
num |
X |
a |
1 |
X |
b |
1 |
X |
c |
1 |
Y |
d |
2 |
Y |
e |
2 |
Y |
f |
2 |
Z |
g |
3 |
Z |
h |
3 |
Z |
i |
3 |
If Once is the selected Data mode, the parameter is given a data-driven value once, at workbook startup and open, but it is not repeated when the data table is refreshed.
The first time you open the workbook and X is the category, the parameter data-driven num sum is 3.
Changing the category to Y, the parameter datadriven_num_sum is still 3.
However, if Live is the selected Data mode, the data-driven parameter is updated “live” and kept in sync with the data value.
The first time you open the workbook and X is the category, the parameter datadriven_num_sum is 3.
Changing the category to Y, the parameter datadriven_num_sum is updated to 6.
2. Repeat steps 2 to 6 to add more parameters.
3. Click
the Save
icon
on the toolbar to save the changes.
When saved,
the notification is
displayed.