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03 creating new_work_boards_ready


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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?