Date post: | 07-Dec-2014 |
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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?