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.