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Content

Content Area

The Content area displays most of the user interfaces. The information displayed and available tools change based upon the interface you request. 

  • Positioned elements can be rendered on a dashboard page (for example, Metric, Image, and Literal HTML elements). Each positioned element displays a toolbar, a title, and an element content section.
  • Metric-type elements allow for context-sensitive drilling from within the content defined by a Drill Link or Metric Action Button under that metric.

Content Toolbar

The content toolbar consists of action controls for the dashboard page.

Icon

Tool Name

Description

Permission

Comments

Comments

Open a new browser window and display the cumulative comments for this dashboard element.

Metric View Comments

User Favorites Management

User Favorites Management

Access a dynamic menu that contains Set Home and Add to Favorites actions.

(None)

Set Home

Set Home

Set your home page to the current dashboard or metric.

Allow Home Page

Add to Favorites

Add to Favorites

Add the current dashboard or metric to your favorite folder. The favorite stores any applied filters and reapplies them when the favorite item is viewed.

Allow Favorites

Favorites

Favorites

Access a dynamic submenu to perform the following actions:

  • Home: Go to your home page.
  • Organize Favorites: Launch an interface to organize your favorites.

Home: Allow Home Page

Organize Favorites: Allow Favorites, Edit Object

User Applications

User Applications

Open a dynamic menu that contains the accessible applications for a given security context.

Based on the individual applications within the menu.

Cohort Manager

Cohort Manager

Open a new browser window and display the Manage Groups interface.

Managed List View

Print

Print

Launch a new browser window to display a printable version of the dashboard page with its content, current filter selections, and drill criteria.

Dashboard Print

Refresh Dashboard

Refresh Dashboard

Refresh the content elements of the dashboard page. A refresh obtains the Metric Definitions from the repository database to retrieve any new changes and refresh cached data results for each element where applicable.

Dashboard Refresh

Clear Filters

Clear Filters

Reset the filter selections to the default selected values.

(None)

Edit Properties

Edit Properties

Launch the Edit Properties interface. This is the same interface that launches when you select the pencil (Edit) icon on the Navigation toolbar. This action also selects the item in the Navigation tree and automatically opens any parent containers that the item is contained under.

Edit Object

Locate

Locate

When you select this action, the system automatically expands the parent item in the Navigation tree and selects the object targeted by the locate function. This function does not automatically scroll the navigation tree to make the object immediately visible.

List Object

Show/Hide Filters

Show or hide the User Filter Control section.

(None)

Web Link

Web Link

Generate a web link for the selected dashboard data containing non-context-sensitive action links defined for this dashboard element. These action links are shortcuts to other dashboard pages, reports, or custom URLs. This only applies to metric-type dashboard elements.

Metric Link

Display Options

Display Options

Display options for selected data.

(None)

Show Detail

Show Detail

Open a new browser window to display the Metric Details page for the metric. This only applies to metric-type dashboard elements.

Metric Detail

Zoom with Data

Zoom with Data

Display an enlarged version of the dashboard element in the Content section. If this is a chart-type metric element, its corresponding data table is also displayed. Chart-type metric images are automatically enlarged to a minimum, proportional size.

Metric Zoom

Print with Data

Print with Data

Display this dashboard element in a new browser window along with the selected filtering values and drill criteria in a layout suitable for printing. Chart-type metric images are automatically enlarged to a minimum, proportional size.

Metric Print

Export

Export

Export the data to a Microsoft Excel, Adobe PDF, or a comma-delimited CSV file.

Metric Report Export

Show Query

Show Query

Display the SQL query behind the data.

Metric Display SQL

Dashboard Filter Controls

The Dashboard Filter Controls section contains a set of filter controls defined either on the dashboard page or directly along the dashboard's path in the hierarchy (for example, under its parent folders).


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