xDM - Dashboard Advice : Portal

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xDM - Dashboard Advice

Ewan White

started a topic 10 days ago

Currently implementing a Dashboard for the clients application. They have some questions about the functionality of the dashboards which I haven't been able to find the answers to online so any response to this would be greatly appreciated.

Question 1

Is there a way for the dashboard to be exported/downloaded so that they can share within their organisation

Question 2

Does the dashboard have the functionality to be used to navigate to areas within the application. For example one of the graphs on the dashboard show golden data exceptions and if they client was to select it would either show a snapshot of the data specifically or takes them to the view of the golden data exceptions,

Thanks in advanced!

1 Comment

Toshish Chauhan

said 4 days ago

Here is the answer of the 2nd Question
go to dashboard builder
Select Queries in the navigation drawer
The Queries list opens.
Click on the Create new query floating action button in the lower-right corner of the screen.
In the New Query dialog:

Select the Datasource containing the data that you want to query.
Enter a Name for the query in the New Query
Click Create.
The query editor opens.
In the query editor, enter the SQL Query to access your data. This query must be a SELECT statement returning a dataset.

Use the Run Query button in the toolbar or use the CTRL+Enter shortcut (⌘+Enter on macOS) to run your query:
If the query is invalid, an error appears.
If the query is valid, the list of Query Attributes returned by the query or the Data Preview showing the returned records appears in the second half of the editor. You can switch between these two views using the Show Query Attributes/Show Data Preview toggle in the toolbar.

Configure each attribute in the Query Attributes table:
Click in the Label column to define a label.
This label is used by default for a dimension or measure based on this query attribute and may be overridden for each dimension or measure. Note that the attribute Name is used by default as its label.
Define the default Format for a numeric or datetime attribute. This format is used by default when displaying a value based on this query attribute and may be overridden in the chart.
Define whether this query attribute may be used as a Measure or Dimension in your charts. Unselecting a checkbox prevents using the attribute as a measure/dimension when designing charts. Note that the Time Dimensions checkbox is for future use.
Select Show in drilldown to make this query attribute visible available in the drilldown data tables.
Select the Sortable option to allow users to use this query attribute to sort drilldown data tables. Consider disabling this option for attributes not suitable to sort the dataset for performance reasons

Click the Save button in the toolbar to save the query

Configure Query Actions:-

Query actions are available contextually on records of the drilldown data table, each query action appearing as a menu item. Clicking a query action opens a URL that is parameterized with the query attribute values of the record.

Query Action Examples :-

A Products query returns product records, including the BrandName and itemID query attributes.
Possible actions for this query are:
Open in Semarchy: This action open a given Semarchy application on a business object showing the brand information, using the following URL: mdm-app/product_reatil_model/ProductRetailMDM/browsing/Items/${Item ID}.
In both cases, you contextualize the URL with the values of BrandName and itemID for the record for which this action is triggered.
Note that the first URL use an absolute path (starting with http:), and the second one uses a relative path which works for a data management application running in the same Semarchy xDM

To configure query actions:-

In the query editor, select the Open query properties toolbar button. The chart properties side nav opens.
Expand the Query actions section. The list of query actions already configured appears.
Click Add Action.
In the New Query action dialog:
Enter a Name and a Label for the new query action. The label is used for the menu item corresponding to this action.
Define the URL for the query action, parameterized with query attributes using the following syntax: ${query-attribute-name}. For example: ${PRODUCT_ID}.
Optionally select a Required role to view this action in the menu. This role must be configured in the Semarchy xDM platform.
Optionally select a Target where the URL should open:
Current tab replaces the entire browser tab with the URL.
New tab opens the URL in a new tab.
Chart container opens the URL constrained in the chart element, supporting the navigation back to the drilldown table.
Optionally select an Icon used in the action menu item.
Click Create to create the action. It appears in the action list

Relative or absolute URLs

URL can be relative or absolute. Relative URLs only have a path and do not start with <scheme>:// or /. Relative URLs are resolved from the Server Base URL defined in the platform configuration.

For example,

mdm-app/product_reatil_model/ProductRetailMDM/browsing/Items/${Item ID}

would resolve to

http://xdm.acme.com:8088/semarchy/mdm-app/product_reatil_model/ProductRetailMDM/browsing/Items/${Item ID}

if the Server Base URL is set to http://xdm.acme.com:8088/semarchy in the platform configuration.

Design Charts :-

Create new chart and select the query that is from dropdown and add rows ,measurement ,columns according to need .

Open chart Properties.

Enable drilldown

Save The chart and validate it.
then Click on preview ( eye button on right side on upper menu )
new Window will open you will see the data

when you click on any data it will take you to the details of that data.

Click on right side three dot button for query action it will redirect to the golden data if that item.