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English
  • Multidomain MDM 10.5
  • 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. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Linking a Chart to the Query Tab

Linking a Chart to the Query Tab

Link a chart to the
Query
 tab, and configure the search criteria for the query. When
Data Director
 users select data in the chart, they navigate to the
Query
 tab. The
Query
 tab displays query 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
    Query
    .
    The Query node appears in the tree view panel.
  4. In the properties panel, click the
    Add
     icon.
    The
    New Query
     dialog box appears.
  5. Configure the search criteria for the query.
    1. From the
      Business Entity
       list, select the business entity within which you want to perform the search.
    2. Select a query type.
      Query Type
      Description
      Basic
      Uses simple text comparisons to find records that contain the query values.
      Extended
      Uses matching logic and match-enabled attributes to find records that contain the query values.
    3. If you selected the extended query type, from the
      Match Rule Set
       list, select a match rule set.
    4. Select the fields that you want to include as the search criteria for the query.
    5. In the
      Selected Fields
       section, drag to rearrange the sequence of the fields.
    6. To make the query case sensitive, enable the
      Case sensitive
       option.
    7. To sort search results, from the
      Sort By
       list, select a field name by which you want the search results sorted.
    8. Select the sort order of the query to be ascending or descending.
    9. From the
      Business Entity
       list, select the business entity within which you want to perform the search.
    10. Click
      OK
      .
  6. Click
    Apply
    .
  7. 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
Query
 tab. You can add the Chart component to a
Home
 page layout or additional page layout.
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