Dashlets

This article focuses on the various dashlets that can be included into a dashboard in Lambda Analytics.

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Dashlets

Dashlets are the individual elements that form a dashboard. Dashlets have unique names and resource IDs, and editable properties that vary depending on the dashlet type.

grid2  Dashlet Elements

Dashlets can include the following elements:

Chart: Allows you to create a chart within the Dashboard Designer.

Crosstab: Allows you to create a crosstab within the Dashboard Designer.

Table: Allows you to create a table within the Dashboard Designer

Text: A free-form text entry field. Resizing this type of item changes the size of the font in the label. Use free text items to add titles and instructional text to the dashboard.

Web Page: Any URL-addressable web content. The dashboard can point to web content and include it in a frame.

Reports and Ad Hoc Views: Any reports and Ad Hoc views that you can access from your role.

Filters: Any reports or Ad Hoc views in the dashboard that use input controls or filters can have these capabilities included as its own dashlet. The server will then map these filters or input controls to one or more frames. They can also be manually mapped into custom URL frames. 

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Chart, Crosstab, and Table Dashlets

The heart of creating a dashboard is the ability to include and cross-reference charts, crosstabs, and tables dashlets.

The Dashboard Designer interface allows you to include charts, tables, and crosstabs as dashlets in two unique ways:

Existing Charts, Crosstabs, and Tables: The Dashboard Designer allows you to select existing charts, crosstabs, and tables to include in your dashboard.

New Charts, Crosstabs, and Tables: The Dashboard Designer includes an on-board Ad Hoc editor, which allows you to create charts, crosstabs, and tables for your dashboard without leaving the window.

Any chart, crosstab, or table you create within the Dashboard Designer is only available on the current dashboard. Otherwise, they function like the standard Ad Hoc editor-created versions of these elements. They are saved as an Ad Hoc view, and placed in a dashlet on your dashboard.

plus-4  Adding Chart, Crosstab, and Table Dashlets

To add a new chart, crosstab, or table to your dashboard:

1.  In the New Content section of the Available Content panel, click and drag the type of element that you would like to add onto the Dashboard Canvas. This will open the Ad Hoc editor, and cause the Select Data dialog to appear.

2.  Search for the data source that you would like to use.

Click View as Tree for a tree view of your files.

Click View as List for a list view of your files. 

Click in the text entry box to search for a specific data source.

3.  Depending on your data source, the remaining steps may vary. Follow the on-screen instructions to navigate through the Data Chooser. 

4.  When you complete the data source selection process, click OK. The Data Chooser window will close, and the on-board Ad Hoc editor will become available.

5.  Once you are complete, click Save.

6.  In the Save to Dashboard dialog, enter an appropriate dashlet name and click Save. This dashlet will then be added to your dashboard.

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Text Dashlets

The Dashboard Designer also allows you to insert text dashlets into your dashboard to provide contextual information and formatted titles.

plus-4  Adding a Text Dashlet

To add a text dashlet to your dashboard:

1.  In the New Content section of the Available Content panel, click and drag the Text item onto your dashboard to access the Dashlet Text window. 

2.  Enter your desired text.

3.  Once you are complete, click OK.  If you would like to edit the dashlet name and font appearance, open the Properties dialog.

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Web Page Dashlets

When working with the web page dashlets in the Dashboard Designer, you can include a parameter reference in the dashlet's URL. The parameter references an existing filter in another dashlet, and uses that filter to display a specific web page relevant to the filtered information.

plus-4  Adding a Web Page Dashlet

To add a web page dashlet to your dashboard:

1.  In the New Content section of the Available Content panel, click and drag the Web Page item onto your dashboard to open the Dashlet URL window.

2.  Enter the URL that you would like to appear on your dashboard.

3.  Once you are complete, click OK. If you would like to edit the dashlet name and font appearance, open the Properties dialog.

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Image Dashlets

The Dashboard Designer allows you to insert image dashlets into your dashboard to include logos, pictures, and any other visual content to keep your dashboards branded and vivid.

You can inset an image as a dashlet by providing either a Repository URI or a web address.

plus-4  Adding an Image Dashlet

To add an image dashlet to your dashboard:

1.  In the New Content section of the Available Content panel, click and drag the Image item onto your dashboard to open the Dashlet Image window.

2.  In the Web Address/Repository URI field, enter the URI for the image you would like to appear on your dashboard.

If you are linking an image from your Repository, begin your URI with the syntax: "repo:"

3.  Once you are complete, click OK.  If you would like to edit the dashlet name, open the Properties dialog. 

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Dashlet Properties

edit-Oct-19-2020-11-21-02-69-PM  Editing Dashlet Properties

You can view and edit the basic information and appearance of each dashlet through using the Dashlet Properties. For some dashlets, you can also create parameters which can be mapped to in the Filters Manager. The available properties vary, based on the type of dashlet that you are working with. 

To edit dashlet properties:

1.  Right-click on your desired dashlet and select Properties from the context menu to open the Dashlet Properties window. 

2.  Edit the available properties, depending on the type of dashlet.

3.  Once you are complete, click Apply to view your changes, and either OK to accept you changes or Cancel to discard them. 

bar-chart  Properties for Dashlets With Charts, Crosstabs, Etc.

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. These settings override refresh properties set at the dashboard level. 

web-browser  Properties for Dashlets With Web Pages

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. These settings override refresh properties set at the dashboard level.

backlink  Properties for the Hyperlink Tab

The Hyperlink tab is only available for Ad Hoc-based charts, and charts created inside the dashboard. 

Properties on the Hyperlink tab for dashlets containing charts include:

Enable Chart Hyperlinks: Select or deselect to enable a hyperlink for the dashlet.

Action: Selects a link behaviour 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.

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.

important-2 NOTE

You can link directly to a web page through using http:syntax:  "http://en.wikipedia.org/wiki/$P\{Customer Country}" 

Repository URI must begin with repo:  "repo:/public/Samples/Ad_Hoc_Views/report_id" 

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.

Available Parameters: When you add a parameter, use a name in this list to have a filter manager create a 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.

Map Parameters: When you add a parameter, click this button to save and close the dashlet properties window, and open the Parameter Mapping window. 

add-text Properties for Dashlets With Text

Properties for dashlets containing text include:

Dashlet Name: Editable field for 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.

contract  Properties for the Formatting Tab

Properties on the Formatting tab for text dashlets include: 

Scale to Fit: Use the drop-down menu to determine how the text is scaled 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.

Show Borders: Select or deselect to show or hide the dashlet border. If you select to show the dahlet's border, you can choose the border's color. 

filter-4  Properties for Dashlets With Filters

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. 

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