Intellicus Enterprise Reporting and Business Insights 19.1

Dashboard Widget Menu

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Let us explore the actions that can be performed on a dashboard widget.

Dashboard Widget Menu
Figure 5: Dashboard Widget’s Menu

Each widget’s menu (under the ellipsis icon ) has various options that are explained below.

  • Click Maximize (or double-click the widget header) to maximize the widget. When you maximize a widget, it gets spread across the entire screen. Alternately, you can click Restore to reset the widget to its original state.
  • You can click Unpin/ Pin Header to unpin/ pin the widget title.
  • Click Reset in case you wish to reset the widget to its last saved state after you have made changes to it.
  • You can use the Filter option to provide the parameter values at run time in case the report needs user parameters.
  • With the Link option, you can link one widget with another widget. This menu option will appear if report has a chart, grid or map component.  When you click this button, a dialog box will open. On the dialog, select the series (under Items), and select the widget (under Widgets) to be opened when the selected series is clicked.  Both the widgets need to be placed on the dashboard.

You can add more links by clicking the plus sign. Place the widgets on the dashboard.  When you click the item on one widget you would notice that the linked widget gets refreshed. Widget Linking is discussed in the subsequent section.

  • You can specify the following options under Settings:

Name: You can specify a name different from the default for your dashboard widget.

Report View Type: You can choose to select the report view type as Real-Time to execute a report on the dashboard widget. Select Pre-generated to view reports already executed and published on the dashboard widget.

Report: Select the report for the dashboard widget.

Use Report Name As Widget Title: Check this option if you wish that the name of the selected report should appear as title on the widget.

Auto Refresh: If the report-data changes frequently, you may wish to refresh (regenerate) the report to view the latest report-data.  Select this checkbox to automatically refresh the report.

Duration: If Auto Refresh checkbox is checked, specify the time in seconds after which the report should be regenerated.

Description: You can describe the widget if you wish to.

Settings options (In case an ad hoc/smart report is added on the dashboard):

Report Format: Select the format in which report should be displayed on the dashboard-widget. It could be HTML, iHTML or Smart format. In case of smart report format, you can specify what controls to show on the dashboard from the Show Control drop down menu.

Viewer Toolbar: Using the Viewer toolbar, you can switch between different views like chart, grid etc. of smart report. In case of an ad hoc report, you have export, print, publish, email, upload and refresh report options on the Viewer toolbar. Select Yes to always show the toolbar, No to keep the toolbar in hidden state and On Multipage to show toolbar only if the report is a multi-page report.

Parameter Toolbar: The report selected for dashboard-widget may have parameters.  Parameter value for such a report needs to be provided during dashboard-widget design.  Select Yes if the user should provide values at run-time (when the report is executed) so that Input Parameter Form in collapsed state will be displayed on dashboard viewer to allow user to provide parameter values.  Select No to provide parameter values during dashboard-widget design only.  Select Yes Expanded so that the Input Parameter Form will be displayed in expanded format.

Ad hoc Toolbar: Dashboard Designers can display the Ad hoc toolbar on the widget containing smart or Ad hoc report. This facilitates the end user to change the parameters, sorting order or grouping etc. as per their need and see the effects on the dashboard immediately. Select Yes to always show the Ad hoc toolbar, No to keep the toolbar in hidden state and select Yes Expanded to show the Ad hoc toolbar in expanded format.

Ad hoc Toolbar Tabs: If the Ad hoc toolbar is set to Yes, you can select multiple tabs (using ctrl or shift key with mouse click) that you wish to see on the toolbar. Example, Fields, Filter, Group etc.

You can see the Report Options (under the ellipsis icon ) on the report if both the Viewer and Ad hoc Toolbars are set to Yes. To know more about the report options, please refer sections on designing smart and ad hoc reports.

Instance Navigation: This is applicable when the pre-generated report placed on the dashboard was already run and saved multiple times.  Click Yes to get a drop-down box to select one of the saved reports and view it. Click No to view report as per preference set in Instance Type.

Settings options (in case a High-Speed report is added on the dashboard):

Mode: You can choose to display a High-Speed report either in View or Edit mode.

Filter: Select whether to show or hide the filters applied to the High-Speed report.

Drill Operations: Select enable/disable to allow/restrict user to perform drilling actions on the High-Speed report.

Expand Operations: Select enable/disable to allow/restrict user perform expand or collapse actions on the High-Speed report.

Selection Operations: You can enable this option to be able to select specific data on the High-Speed report.

Change Cube: Choose the Enable option to allow user to change the cube object for the High-Speed report.

Fields Selection: If enabled, user can add or remove fields to the Cross-tab view of existing High-Speed report.

Add/Remove Views: You can choose to enable or disable this option, to allow or restrict user to add and remove views to the High-Speed report.

Change Visualizations: Select Enable to allow user to change the visualization type of the High-Speed report.

Report Properties: Report Properties like the Report Name, Default View, etc. can be shown or hidden.

View Properties: Properties specific to a selected view can be shown or hidden using this option.

Save: To show or hide the option of saving the High-Speed report on the dashboard.

Clicking Remove would permanently remove the widget from the dashboard. In case of an auto-created widget, you can choose whether to delete widget permanently or not.