Creating Navigation Bars in TARGIT

Dynamics AX | TARGIT | DashboardsCREATING NAVIGATION BARS INTARGIT The latest beta release of TARGIT has a new feature called a Navigation Bar that allows you to create drill down shortcuts to multiple dashboards. In this worked example we will show how you can set up the Navigation Bar to help with the analysis of your data through TARGIT. © 2012 Copyright Junction Solutions. All rights reserved.

Enabling the Navigation BarThe simplest way to show the Navigation Bar is to go to the View menu in TARGIT, and select it from the list of optional navigation features. © 2012 Copyright Junction Solutions. All rights reserved.

Enabling the Navigation BarNow you will be able to see the navigation bar below the main tool bar. Right now the navigation bar is blank, so we need to add our navigation buttons. © 2012 Copyright Junction Solutions. All rights reserved.

Personalizing the Navigation BarThis will pull up the Navigation Bar configuration dialog. There should already be an initial button on the navigation bar. © 2012 Copyright Junction Solutions. All rights reserved.

Configuring a Navigation Bar ButtonYou can change the title of the button to match the analysis that you are going to link to the Navigation Bar, and also change the image that is beingassociated with the button – in this case we will use the Thumbnail iption. © 2012 Copyright Junction Solutions. All rights reserved.

Configuring a Navigation Bar ButtonAlso, we will tweak the placement of the thumbnail image so that it is at the top – giving us more real estate for the buttons. © 2012 Copyright Junction Solutions. All rights reserved.

Configuring a Navigation Bar ButtonYou can change the button width as well. For this example we will use the fill option to expand the button as much as possible. It will look a lot moreimpressive later on when we have multiple buttons on the bar. © 2012 Copyright Junction Solutions. All rights reserved.

Linking the Navigation Bar Button to a ViewNow we need to link the button that we created to an analysis. To do that we go to the Action tab, and Add a Trigger. © 2012 Copyright Junction Solutions. All rights reserved.

Linking the Navigation Bar Button to a ViewNotice that by selecting a view – the thumbnail also updates to show us a snapshot of what the view looks like. © 2012 Copyright Junction Solutions. All rights reserved.

Changing the Button Font, Style & FormatYou can select from any of the fonts that you have used in the past, or create a custom font selection. © 2012 Copyright Junction Solutions. All rights reserved.

Changing the Button Font, Style & FormatThe dialog box also has options for you to customize the view when you hover and select the button. For now we will just disable the hover option. © 2012 Copyright Junction Solutions. All rights reserved.

Navigation Bar with a Button Link in ActionAs a bonus, we can now use the Navigation bar for all of our favorite views, and minimize the left navigation panel. © 2012 Copyright Junction Solutions. All rights reserved.

Configuring the Navigation Button to Pass CriteriaWhen you click on the button, you can either open up the view, or you can have the criteria that you have already selected in the view carry over to thelinked navigation view. To do this just open up the trigger for the button, and select the “Include criteria when triggering” option. © 2012 Copyright Junction Solutions. All rights reserved.

Using Navigation Buttons For Dynamic Drill ThroughWhen we link through the Navigation bar, the data that is returned matches the criteria of the prior view. © 2012 Copyright Junction Solutions. All rights reserved.

Creating Additional Buttons by DuplicationWe can create new buttons the long way by using the prior steps, or if we want to use the same format as a button that we have already created, we canjust choose to make a duplicate button. © 2012 Copyright Junction Solutions. All rights reserved.

Adding Custom Link ImagesFor extra credit, we can also customize the image on the button. Rather than using the thumbnail option, we can choose to use a custom image. © 2012 Copyright Junction Solutions. All rights reserved.

Author Information Murray Fife Senior Solutions Consultant | Junction Solutions Ph: (404) 642-7603 E-mail: mfife@junctionsolutions.com Twitter: @murrayfife SlideShare: http://www.slideshare.net/murrayfife © 2011 Junction Solutions. All rights reserved. The information herein is for informational purposes only and represents the current view of Junction Solutions as of the date of this presentation. Because Junction Solutions must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Junction Solutions, and Junction Solutions cannot guarantee the accuracy of any information provided after the date of this presentation. JUNCTION SOLUTIONS MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. © 2012 Copyright Junction Solutions. All rights reserved.

Creating Navigation Bars in TARGIT

by Murray Fife on Jan 05, 2012

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Creating Navigation Bars in TARGIT — Presentation Transcript