There are eight types of components you can add on a page: Form, Form Action, Filter, Filter Display, Image, Text, Rule, and Menu. You can add them by right-clicking on the page, and selecting the type of component you want to add.
When adding a Form component, you will need to select a pre-defined Form in the Form drop-down.
Then you can rename, resize, and reposition the Form.
Also, you can click the settings icon on the right side of the floating menu for more configuration settings.
The configuration window of the Form contains five tabs.
You can configure the look and feel of the Form and turn on/off form features on the SETTINGS tab.
Read-Only: Disable all input-enabled cells in the Form.
Show Refresh: Show the Refresh button in the upper-right corner of the Form.
Show Zoom: Show the zoom-slider in the bottom-right of the Form.
Hide Vertical Scrollbar: By default, a Form has a vertical scrollbar. If you do not need the vertical scrollbar, you can hide it from the Form.
Hide Horizontal Scrollbar: By default, a Form has a vertical scrollbar. If you do not need the horizontal scrollbar, you can hide it from the Form.
Hide Shadow: By default, the shadow effect is disabled. You can enable the shadow effect by un-checking this option.
Hide Statistic: By default, several values are shown at the bottom-center of the Form. These statistics show the calculated Average, Count, and Sum values of the selected cells.
Hover Text for Drop-down: Display hover text on drop-down selection
Show Run Rules: By default, the Run Rules option is hidden from the menu when you right-click on a Form. If you want to configure a business rule running on selected cells, you need to check this option.
Hide Default Rules: By default, the Hide Default Rules option is unchecked. You can check it to hide the built-in Adjust and Spread rules that run on write enabled cells.
Exclude Export: By default, all Dashboard Forms can be exported into .csv file if they are refreshed by the time user clicks the export button in dashboard. You can check this option to exclude specific Forms from export.
EXPLORER provides more configuration options for the explorer. The Explorer is set to be hidden by default, but you can make it opened or collapsed through here. You can also select RULE, GRAPH, or REVIEW to be the first page within explorer. Moreover, each of the tabs can be hidden.
FORMAT allows you to set the font color of the Statistics text and the Refresh button.
FILTER allows you to override the filter default selection for the form. Each filter that you can override will be listed. To override, check the checkbox and set a new default value for the filter.
Data Filters can be applied on a Form to allow users to perform data filtering by column. With the latest release, Data Filters from one Form can also be linked to Data Filters on another Form within a Dashboard.
When multiple Forms with data filters configured are added to a Dashboard, you will find the available data filters showing on the DATA FILTER tab. Check the Link option of the data filters you want to link to.
To add a Form Action component, right-click any blank space on a Dashboard page and select Add Form Action.
The following types of Form Action are available on the SETTINGS tab.
Show/Hide Empty Rows: On a Dashboard page, users can toggle between showing and hiding empty rows on a Form. This will override the Hide Empty Rows setting on the associated Form.
Show/Hide Empty Columns: On a Dashboard page, users can toggle between showing and hiding empty columns on a form. This will override the Hide Empty Columns setting on the associated Form.
Full Screen: On a Dashboard page, users can view a Form in full screen mode. This helps utilize the screen resolution for large Forms.
Filter: On a Dashboard page, users can turn on and off the data filters on a Form. This will override the Filter setting on the associated Form. If Managed Data Filter is configured on the associated Form, the Form Action will inherit to show only the specified data filters instead of filters on all the columns.
On the FORMAT tab, you can set the color of the Form Action button.
To define a filter component, first select a Form from all the available Forms in current page, and then select a filter of this Form.
Similar to the Form component, you can rename, resize, and reposition the filter. You can use the Font and Alignment buttons in the ribbon to format the filter component.
Also, you can click on the gear button on the right side of the floating menu for more configuration settings. The configuration window has two tabs.
In the SETTINGS section, you can modify the look and feel of the filter selection window. You will be able to see the changes immediately in the left side preview section.
Filter Type: You can set the filter type to be Drop-Down or Popup, which determines how the filter will come out.
Custom Look and Feel: You can customize the look and feel of the filter when it expands (drop-down or popup).
Single Column: You can decide how a filter displays the dimension attributes. By checking this option, you only get the Member Name attribute, otherwise you will get all the other attributes displayed. By default, you only see the Member Name attribute.
Show Breadcrumb: It allows you to keep track of the hierarchy of the selected member in the filter.
Disable Caching: By default, filter selection is cached since the last time you save a plan. If your filter member has the potential to change dynamically, you would want to disable caching to always reflect the latest value.
Prompt Post: There are situations where a Rule is configured to run based on the context of the selected filter. In such a scenario, it is important to prompt the user to post their data changes before they select out of their current filter context. By default, this feature is enabled.
Expand All: By default, the member list/hierarchy in the filter is collapsed. You can check Expand All to configure filters to open in fully expanded mode.
Hide ‘Show All’: By default, if a validation relationship is applied to a filter, you can toggle between “Show All” (showing all the members) and “Cascade” (only showing the members restricted by the validation). You can check Hide ‘Show All’ to only allow users to see the members that are restricted by the validation.
Filters can be linked. If two (or more) Forms are using the same Dimension and Hierarchy for a filter, these filters can be linked together. When you change the current filter, it will trigger the linked filter, so that both Forms will scope down to the same slice of data. In the BASIC LINK tab, you can achieve this by checking the Forms you want to link to.
Please note, the linked filter is directional.
You can also use the Filter button in the ribbon to configure all the filters within the Dashboard in one window.
Pick the filter you’d like to configure, and you’ll see a diagram with all the Forms that have this filter on the row, and Dashboard page with this filter on the column. Check the check-boxes to setup the linkage.
Using the ADVANCED LINK, Dashboard filters can be configured to link between filters that do not belong from the same dimension. Filters for hierarchies of type Member-List, Parent-Child and Attribute can be linked together using this feature. In addition, filters that have member properties associated with them, such as Member-List and Parent-Child hierarchies, can link to other filters by using their properties/attributes.
The first field shows a drop-down of properties that you can use to link to another filter. The default property is Caption, however you can also use MemberLabel and other Dimension attributes if they are available.
Caption is an SSAS property that refers to the label or caption associated with the member and it is primarily for display purposes. For a dimension member, Caption is the same as the MemberLabel. For an attribute, Caption refers to the value of the attribute.
The second drop-down shows the list of filters (i.e., the <form>.<filter> format) that you can link with. Multiple non-related filters can be linked together using ADVANCED LINK.