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English
  • Multidomain MDM 10.4
  • All Products

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

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Creating the Chart Component

Creating the Chart Component

Create the Chart component in the Component Editor. You can configure the source data that you want to use in the chart and the appearance of the chart. After you create the Chart component, the component appears in the Layout Designer.
Before you begin, register the report that you want to use in the chart. For more information, see the
Multidomain MDM Business Entity Services Guide
.
  1. Click
    Configuration
    Component Editor
    .
    The
    Component Editor
     appears.
  2. From the component type list, select
    Chart
    , and then click
    Create
    .
    A chart node appears in the tree view panel.
  3. In the properties panel, enter a name for the chart in the
    Chart Name
     field.
  4. In the
    Display Name
     field, enter a display name for the chart.
  5. To configure the chart, in the
    Source Data
     field, select
    Select
    .
    The
    Chart Settings
     dialog box appears.
  6. Configure the source data that you want to use.
    1. From the
      Source Data
       list, select the report with data that you want to use in the chart.
      Your registered reports appear in the
      Source Data
       list. For more information about registering reports, see the
      Multidomain MDM Business Entity Services Guide
      .
      The
      X-Axis
       and
      Y-Axis
       lists display the axes defined for the report.
    2. To filter the report data that you want to use in the chart, click the
      Filter
       Icon, and then add filters.
      The table filters the report data based on the selected filters.
    3. To group the report data by a criteria in the underlying data, in the
      Group by
       list, select a criteria.
      The table groups the report data based on the selected group by criteria.
    The following image shows the
    Source Data
     tab with filtered report data:
    The Source Data tab shosw report data filtered based on the selected filters.
    The
    Source Data
     tab displays the report data you want to use in the chart.
  7. Configure the chart template and customize the chart.
    1. Click
      Chart Editor
      .
    2. Select the chart template that you want to use.
    3. Click the
      Customize Chart
       tab, and then customize the chart.
      For example, you might want to configure the chart titles and appearance.
    4. Preview the chart to ensure it appears as expected.
    The following image shows the
    Chart Editor
     tab with a chart preview:
    The Chart Editor tab displays a preview of the configured chart.
    The
    Chart Editor
     tab displays a preview of the chart.
  8. Click
    Done
    .
    In the properties panel, the fields display your selections.
  9. Click
    Apply
    .
  10. 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.
The Chart component that you created and published appears in the
Component Editor
 panel. You can add the Chart component to a
Home
 page layout or additional page layout.
You can link the chart to a drilldown chart or to another interface in
Data Director
.
For information about linking to the
Query
 tab, see Linking a Chart to the Query Tab.
For information about linking to the
Search
 tab, see Linking a Chart to the Search Tab.
For information about linking to the Task Manager, see Linking a Chart to the Task Manger.
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