Necto TrainingModule 3: CreatingNew WorkBoards
Objectives  By the end of this lesson you will be able  to:    Create a new workboard    Add components to your workboard ...
Agenda  Overview  Creating New Workboards  Modifying the Workboards  Adding Different Types of Components  Using Placehold...
Creating Workboards Overview
Workboard Components     View     Navigation     Text box     Image     Chart     Web     HTML     Reporting ServicesNote:...
Component Data Sources                         Only View component has direct access to                         Data sourc...
Workboard Creation and ModificationProcess      Create a New          Modify       Workboard           Workboard        Se...
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:   Create a New                             WorkboardSelect a Workboard Layout   Select a workboa...
Creating a New Workboard:    Create a New                              WorkboardSelecting a Parent Folder    Select a work...
Set Workboard Permissions   Create a New                             Workboard                            Select a workboa...
Set Workboard Permissions / Sharing                              1. Click to add2. Selectusers or roles                 4 ...
Exercise 1– Creating a New Workboard  Create a new private workboard  Share the workboard with your  classmates
Modifying the Workboard
Workboard Modification Process                     Create a New          Modify                      Workboard           W...
WorkBoard Created Click Modify to add items to the workboard
Editing and Adding Components                              Drag to add              Click to edit                         ...
Placing Components on the Workboard                                                              Drag a                   ...
Using the Scrapbook             Scrapbook is per user             Drag and drop views from             workboard (creates ...
Using the Workboards Drag to HideArea  Available to all users editing  the Workboard  Hidden when not in edit mode  If you...
Adding Different Types ofComponent
Component Definition                       Recommendation:                       First define a view component.  View     ...
View Component  Includes both Chart and Grid
View Component - Data Sources      Open Existing      Create New:Data source definitionis described in aseparate lesson
Text Component  Fixed text or based on Placeholders
Image ComponentLocal orremote server     When using                  remote server, can                  use Placeholders ...
Chart ComponentDefinition:                                      Stacked     Select a view as a data providerDisplay option...
HTML Component                  Add            Add YouTube                  downloadable   video                  fileVisu...
Web Component
Reporting Services Component
Navigation Component         Enables quick slicing and         update of other         components          Components can ...
Navigation Component Definition         Horizontal or         vertical display                      Select                ...
Navigation – Dimension Members                      Selecting a member in the                      Navigation component wi...
Navigation – Dimension Members -More
Navigation– Numeric Range            Visualization            options         Value selected can be                       ...
Navigation – Pick List                    Placeholders can refer to                    either name or value of            ...
Navigation – Free Text
Navigation – Auto Calculated                 Enables entering free MDX                          Navigation component of   ...
Managing Parameters                                  Can add                                  parameters                  ...
Modifying the Component Properties  2. Click to edit                1. Select   Now that I have  properties               ...
Exercise 2– Adding Components  Add a view component  Add text component  Add web component  Add navigation component  Don’...
Using Placeholders
Placeholders                                Parameters  View  Navigation  Text box                       Navigation  Image...
Where can Placeholders be Used?  Any text field     Workboard Components       Text component       Image component       ...
Placeholder Sources Dimensions:        Parameters:   Other Based on WB View   Based on Components         Navigation      ...
Other Placeholders
Parameters Placeholders – UsageExample                   Caption         Value
Parameters Placeholders - DefinitionAvailableparameters inWorkboard
Dimension Placeholder                              What can Dimension                              Placeholder show me?   ...
Adding Dimension Placeholders – Interface OverviewView DimensionsAll Dimensions            AxesDimension Types           S...
Adding Dimension Placeholders Process                       1. Select a                     2. Select a                   ...
Current Properties OptionsUse in formulasUse in text fields                     [Dimension].[Hierarchy]
Current Attributes     Member properties example:        Product            Caption            Color                      ...
Static
Exercise 3 – Working withPlaceholders  Use the following types of placeholders:    Other    Parameters    Dimension      P...
Additional Exercise  Add HTML Component with    YouTube link    Downloadable file
Summary  Creating New Workboards  Modifying the Workboards  Adding Different Types of Components  Using Placeholders
Thank youAny Questions?
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  • In this section you will learn about the configuration options of the different types of components.
  • 03 creating new_work_boards_ready

    1. 1. Necto TrainingModule 3: CreatingNew WorkBoards
    2. 2. Objectives By the end of this lesson you will be able to: Create a new workboard Add components to your workboard Use placeholders in component definition
    3. 3. Agenda Overview Creating New Workboards Modifying the Workboards Adding Different Types of Components Using Placeholders
    4. 4. Creating Workboards Overview
    5. 5. Workboard Components View Navigation Text box Image Chart Web HTML Reporting ServicesNote: KPI components aredescribed in a separate lesson
    6. 6. Component Data Sources Only View component has direct access to Data sources Other components can access data through View the view component using Placeholders Navigation Components can display: • Fixed text Text box • Web content • File from local server Image Chart Web View Data Sources HTML If I want data from the data source displayed on Reporting Services Workboard, I must have a View component
    7. 7. Workboard Creation and ModificationProcess Create a New Modify Workboard Workboard Select a Select component workboard layout type Select a parent Place component folder on workboard Set permissions Define component (optional) properties
    8. 8. Creating a New Workboard
    9. 9. Accessing Workboards Click for workboard page Or click a thumbnail to go to a specific workboard
    10. 10. Creating a New Workboard Create New
    11. 11. Creating a New Workboard: Create a New WorkboardSelect a Workboard Layout Select a workboard layout Select a parent folder You will be able Set permissions to modify the layout anytime
    12. 12. Creating a New Workboard: Create a New WorkboardSelecting a Parent Folder Select a workboard layout Select a parent folder Select a folder type: Set permissions Public Private Specific user Search within the selected folder
    13. 13. Set Workboard Permissions Create a New Workboard Select a workboard layout Select a parent folder Set permissions
    14. 14. Set Workboard Permissions / Sharing 1. Click to add2. Selectusers or roles 4 Set sharing / permission level3. Select auser or role
    15. 15. Exercise 1– Creating a New Workboard Create a new private workboard Share the workboard with your classmates
    16. 16. Modifying the Workboard
    17. 17. Workboard Modification Process Create a New Modify Workboard Workboard Select a Select component workboard layout typeYou can modify theworkboard at anytime. Select a parent Place component folder on workboard Define component Set permissions properties
    18. 18. WorkBoard Created Click Modify to add items to the workboard
    19. 19. Editing and Adding Components Drag to add Click to edit a component component
    20. 20. Placing Components on the Workboard Drag a component type Drop item here to replace current component Drop item here to place Can drag on the right of the an existing current component view from Drop item here to place scrap book on the right of all existing components Can drag component from the hide area
    21. 21. Using the Scrapbook Scrapbook is per user Drag and drop views from workboard (creates a copy) Modifications to copy will not effect original
    22. 22. Using the Workboards Drag to HideArea Available to all users editing the Workboard Hidden 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.
    23. 23. Adding Different Types ofComponent
    24. 24. Component Definition Recommendation: First define a view component. View It defines the connection to the data Navigation source Text box Image Chart Web View Data Sources HTML Reporting Services Reports Server
    25. 25. View Component Includes both Chart and Grid
    26. 26. View Component - Data Sources Open Existing Create New:Data source definitionis described in aseparate lesson
    27. 27. Text Component Fixed text or based on Placeholders
    28. 28. Image ComponentLocal orremote server When using remote server, can use Placeholders Display options
    29. 29. Chart ComponentDefinition: Stacked Select a view as a data providerDisplay options can be modified byend-user Area Pareto
    30. 30. HTML Component Add Add YouTube downloadable video fileVisual Sourcemode code
    31. 31. Web Component
    32. 32. Reporting Services Component
    33. 33. Navigation Component Enables quick slicing and update of other components Components can use value selected in navigator using placeholders
    34. 34. Navigation Component Definition Horizontal or vertical display Select parameter type Set type related parameters
    35. 35. Navigation – Dimension Members Selecting a member in the Navigation component will slice view accordingly
    36. 36. Navigation – Dimension Members -More
    37. 37. Navigation– Numeric Range Visualization options Value selected can be accessed by placeholder
    38. 38. Navigation – Pick List Placeholders can refer to either name or value of selection
    39. 39. Navigation – Free Text
    40. 40. Navigation – Auto Calculated Enables entering free MDX Navigation component of Exception type is explained in Advanced Analytics lesson
    41. 41. Managing Parameters Can add parameters Shows all parameters defined in Workboard Check to show parameter in navigation Component
    42. 42. Modifying the Component Properties 2. Click to edit 1. Select Now that I have properties component defined components, can I change their name and how they look? Inherit properties from workboard
    43. 43. Exercise 2– Adding Components Add a view component Add text component Add web component Add navigation component Don’t forget to save your work!
    44. 44. Using Placeholders
    45. 45. Placeholders Parameters View Navigation Text box Navigation Image Chart Web View Data Sources HTML Dimensions Reporting Services Other
    46. 46. Where can Placeholders be Used? Any text field Workboard Components Text component Image component Browser component HTML component Component caption Formulas and sets
    47. 47. Placeholder Sources Dimensions: Parameters: Other Based on WB View Based on Components Navigation Components
    48. 48. Other Placeholders
    49. 49. Parameters Placeholders – UsageExample Caption Value
    50. 50. Parameters Placeholders - DefinitionAvailableparameters inWorkboard
    51. 51. Dimension Placeholder What can Dimension Placeholder show me? Dimension Placeholder shows information about current Slicer
    52. 52. Adding Dimension Placeholders – Interface OverviewView DimensionsAll Dimensions AxesDimension Types Slicer Dimension Hierarchies
    53. 53. Adding Dimension Placeholders Process 1. Select a 2. Select a dimension type Available placeholders are displayed 3. Select a placeholder 4. View placeholder description 5. Click Apply
    54. 54. Current Properties OptionsUse in formulasUse in text fields [Dimension].[Hierarchy]
    55. 55. Current Attributes Member properties example: Product Caption Color I’d need the product ID Size to retrieve its image Weight ID Usage: %[Product] ![ID]%%[Dimension].[Hierarchy]![Dimension].[Attribute]
    56. 56. Static
    57. 57. Exercise 3 – Working withPlaceholders Use the following types of placeholders: Other Parameters Dimension Properties Attributes Static
    58. 58. Additional Exercise Add HTML Component with YouTube link Downloadable file
    59. 59. Summary Creating New Workboards Modifying the Workboards Adding Different Types of Components Using Placeholders
    60. 60. Thank youAny Questions?
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