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English
  • Multidomain MDM H2L
  • All Products

Table of Contents

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  1. Abstract
  2. Supported Versions
  3. Configuring charts for a Data Director dashboard

Configuring charts for a Data Director dashboard

Configuring charts for a Data Director dashboard

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Creating the Chart Component in the Provisioning Tool

Creating the Chart Component in the Provisioning Tool

Create the Chart component in the Component Editor of the Provisioning tool. 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 about registering reports, 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:
    Filtered report data in Source Data tab
    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:
    Chart preview in Chart Editor tab
    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 a chart to a drilldown chart or to another interface in Data Director.
For information about linking a chart to the
Query
 tab, see "Linking a Chart to the Query Tab” .
For information about linking a chart to the
Search
 tab, see "Linking a Chart to the Search Tab” .
For information about linking a chart to the Task Manager, see “Linking a Chart to the Task Manger” .
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