Dynamically Adding Default Values to Dashbaord Prompt

Here is the way to automatically add the default dates of current month in the dashboard prompt.

undergiven code can be used for setting up the day first of the current month in the dasboard prompt automatically.

For this purpose, goto the prompt and under "Default to", select "SQL Results" and add following code;

For the first day of the current month add following code;

 

SELECT   CASE

            WHEN 1 = 0

            THEN

               "Office Visit"."Visit Dt"

            ELSE

               TIMESTAMPADD (SQL_TSI_DAY,

                             (DAYOFMONTH (CURRENT_DATE) * -1) + 1,

                             CURRENT_DATE)

         END

  FROM   Payments 

For the Last day of the current month add following code;

SELECT   CASE

            WHEN 1 = 0

            THEN

               "Office Visit"."Visit Dt"

            ELSE

               TIMESTAMPADD (

                  SQL_TSI_DAY,

                  -1,

                  TIMESTAMPADD (

                     SQL_TSI_MONTH,

                     1,

                     TIMESTAMPADD (

                        SQL_TSI_DAY,

                        1,

                        TIMESTAMPADD (SQL_TSI_DAY,

                                      DAYOFMONTH (CURRENT_DATE) * -1,

                                      CURRENT_DATE)

                     )

                  )

               )

         END

  FROM   Payments

In Between operation both cases can be used combined.

Cheers ;)

 

Dashboard in Drop Down

There is a parameter you specify in your instanceconfig.xml file that controls this features.

<DashboardMaxBeforeMenu>2</DashboardMaxBeforeMenu>

The above code says once two or more dashboards are in the same folder, then they will be stored in a dropdown menu titled after the folder. I.e. suppose you have Dashboard 1 and Dashboard 2 in Folder A. Then after you put the above code in you will see Folder A across the top of your screen. Once you click on Folder A, you get a drop down for Dashboard 1 and Dashboard 2.

Once you change the instanceconfig.xml file, you'll need to restart presentation services for the change to take place.

Dashboard Alerts & Guided Analytics

• Enables content and layout of dashboard to change based on information analyzed
• Sections or links can be defined to only appear when there is “interesting” information in the data

Types of Guided Analytics


1.Adding a link to a dashboard, that only appears if a condition is met

2.Making reports appear on the dashboard, when a condition is met, Requires two things

• A report to run, that determines whether the event has happened
• A report, or link, that you want to appear

Step 1 : Create a “Trigger” Report


• Create a report that checks for your condition
• Has a branch fell below its sales threshold?
• Has a product’s year on year sales fallen?
• Use filters to check for the condition
• If the report returns rows, the trigger will be met
• Save to the Web Catalog

Step 2 : Add Guided Analytics Link to Dashboard


• Drag and drop from Dashboard Objects palette
• Add to dashboard, just under the report to which it is related

Step 3 : Edit the Guided Analytics Link Properties


• Select the report that is run to determine whether the link is displayed
• Select whether any rows, or no rows, is the trigger
• Enter link text
• Select report, dashboard or URL to link to

Step 4 : View Link in Dashboard (if Triggered)


• Link only appears if condition is met
• Guides user to the next action they should take

Making Sections Display Conditionally


• Individual sections can be displayed conditionally
• Select “Guided Navigation” from the section properties
• Pick the report to run