Table of Contents

Search

  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Integrating Data as a Service
  15. Configuring External Calls
  16. Designing the Data Director User Interface
  17. Localizing Data Director
  18. Appendix A: Provisioning Tool Frequently Asked Questions

Linking a Chart to the Search Tab

Linking a Chart to the Search Tab

Link a chart to the
Search
tab, and configure the search criteria. When
Data Director
users select data in the chart, they navigate to the
Search
tab. The
Search
tab displays search results based on the search criteria.
Before you begin, create the Chart component.
  1. Click
    Configuration
    Component Editor
    .
    The
    Component Editor
    appears.
  2. From the component type list, select
    Chart
    , and then select the Chart component you want to configure.
    The Chart node appears in the tree view panel.
  3. In the tree view panel, click the
    Add
    icon, and then select
    Search
    .
    The Search node appears in the tree view panel.
  4. Configure the search criteria.
    1. In the
      Business Entity
      field, select the business entity type that you want to use as the search criteria.
    2. In the
      Search Input
      field, select the underlying data in the report that you want to use as the search criteria.
    For example, if you have a Customers Distributed by City report, you might select the Customer business entity and the City Names search input.
  5. Click
    Apply
    .
  6. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
        and follow the instructions that appear on the screen.
You updated the Chart component and linked the chart to the
Search
tab. You can add the Chart component to a
Home
page layout or additional page layout.

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