Necto TrainingModule 3: Creating New WorkBoards

Objectives

By the end of this lesson you will be able to:

Create a new workboardAdd components to your workboardUse placeholders in component definition

Agenda

OverviewCreating New WorkboardsModifying the WorkboardsAdding Different Types of ComponentsUsing Placeholders

Creating Workboards Overview

Workboard Components

ViewNavigationText boxImageChartWebHTMLReporting Services

Note: KPI components are described in a separate lesson

Component Data Sources

ViewNavigationText boxImageChartWebHTMLReporting Services

Data SourcesView

Components can display:• Fixed text• Web content• File from local server

Only View component has direct access to Data sources

Other components can access data through the view component using Placeholders

If I want data from the data source displayed on Workboard, I must have a View component

Workboard Creation and Modification Process

Create a New

Workboard

Select a workboard layout

Select a parent folder

Set permissions (optional)

Modify Workboard

Select component type

Place component on workboard

Define component properties

Creating a New Workboard

Accessing Workboards Click for workboard page

Or click a thumbnail to go to a specific workboard

Creating a New Workboard

Create New

Creating a New Workboard:Select a Workboard Layout

You will be able to modify the layout anytime

Create a New Workboard

Select a workboard layout

Select a parent folder

Set permissions

Creating a New Workboard:Selecting a Parent Folder

Select a folder type:

PublicPrivateSpecific user

Create a New Workboard

Select a workboard layout

Select a parent folder

Set permissions

Search within the selected folder

Set Workboard PermissionsCreate a New Workboard

Select a workboard layout

Select a parent folder

Set permissions

Set Workboard Permissions / Sharing

1. Click to add

2. Select users or roles 4 Set sharing /

permission level

3. Select a user or role

Exercise 1– Creating a New Workboard

Create a new private workboardShare the workboard with your classmates

Modifying the Workboard

Create a New

Workboard

Select a workboard layout

Select a parent folder

Set permissions

Modify Workboard

Select component type

Place component on workboard

Define component properties

Workboard Modification Process

You can modify the workboard at any time.

WorkBoard Created

Click Modify to add items to the workboard

Editing and Adding Components

Click to edit component

Drag to add a component

Placing Components on the Workboard

Drag a component type

Can drag an existing view from scrap book

Drop item here to replace current component

Drop item here to place on the right of the current component

Drop item here to place on the right of all existing components

Can drag component from the hide area

Using the Scrapbook

Scrapbook is per userDrag and drop views from workboard (creates a copy)Modifications to copy will not effect original

Using the Workboards Drag to Hide Area

Available to all users editing the WorkboardHidden when not in edit mode

If you don’t want a view component, but need connection to the data source, you can create one and hide it here.

Adding Different Types of Component

Component Definition

ViewNavigationText boxImageChartWebHTMLReporting Services

Data SourcesView

Recommendation:First define a view component.It defines the connection to the data source

Reports Server

View Component

Includes both Chart and Grid

View Component - Data Sources

Open ExistingCreate New:

Data source definition is described in a separate lesson

Text Component

Fixed text or based on Placeholders

Image Component

When using remote server, can use Placeholders

Local or remote server

Display options

Chart Component

Stacked

Area

Pareto

Definition:Select a view as a data provider

Display options can be modified by end-user

HTML ComponentAdd downloadable file

Add YouTube video

Visual mode

Source code

Web Component

Reporting Services Component

Navigation Component

Enables quick slicing and update of other components

Components can use value selected in navigator using placeholders

Navigation Component DefinitionHorizontal or

vertical display

Select parameter type

Set type related parameters

Navigation – Dimension Members

Selecting a member in the Navigation component will slice view accordingly

Navigation – Dimension Members - More

Navigation– Numeric Range

Visualization options Value selected can be

accessed by placeholder

Navigation – Pick List

Placeholders can refer to either name or value of selection

Navigation – Free Text

Navigation – Auto Calculated

Enables entering free MDX

Navigation component of Exception type is explained in Advanced Analytics lesson

Managing Parameters

Can add parameters

Shows all parameters defined in Workboard

Check to show parameter in navigation Component

Modifying the Component Properties

1. Select component

2. Click to edit properties

Inherit properties from workboard

Now that I have defined components, can I change their name and how they look?

Exercise 2– Adding Components

Add a view componentAdd text componentAdd web componentAdd navigation component

Don’t forget to save your work!

Using Placeholders

Placeholders

ViewNavigationText boxImageChartWebHTMLReporting Services

Data SourcesView

Navigation

Parameters

Dimensions

Other

Where can Placeholders be Used?

Any text fieldWorkboard Components

Text componentImage componentBrowser componentHTML componentComponent caption

Formulas and sets

Placeholder Sources

Dimensions:Based on WB View Components

Parameters:Based on Navigation Components

Other

Other Placeholders

Parameters Placeholders – Usage Example

ValueCaption

Parameters Placeholders - Definition

Available parameters in Workboard

Dimension Placeholder

What can Dimension Placeholder show me?

Dimension Placeholder shows information about current Slicer

Adding Dimension Placeholders – Interface Overview

View Dimensions

All Dimensions

Dimension Types

Dimension

Hierarchies

Slicer

Axes

Adding Dimension Placeholders Process

1. Select a dimension

2. Select a type

Available placeholders are displayed3. Select a placeholder

4. View placeholder description

5. Click Apply

Current Properties Options

Use in text fields

Use in formulas

[Dimension].[Hierarchy]

Current Attributes

Member properties example:Product

CaptionColorSizeWeightID

Usage:%[Product] ![ID]%

I’d need the product ID to retrieve its image

%[Dimension].[Hierarchy]![Dimension].[Attribute]

Static

Exercise 3 – Working with Placeholders

Use the following types of placeholders:

Other Parameters Dimension

PropertiesAttributesStatic

Additional Exercise

Add HTML Component withYouTube linkDownloadable file

Summary

Creating New WorkboardsModifying the WorkboardsAdding Different Types of ComponentsUsing Placeholders

Thank youAny Questions?