Configuring charts for a Data Director dashboard

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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.

Click

Configuration

Component Editor

The

Component Editor

appears.

From the component type list, select

Chart

, and then select the Chart component you want to configure.

A chart node appears in the tree view panel.

In the tree view panel, click the

Add

icon, and then select

Query

The Query node appears in the tree view panel.

In the properties panel, click the

Add

icon.

The

New Query

dialog box appears.

Configure the search criteria for the query.

From the

Business Entity

list, select the business entity within which you want to perform the search.

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.

If you selected the extended query type, from the

Match Rule Set

list, select a match rule set.

Select the fields that you want to include as the search criteria for the query.

In the

Selected Fields

section, drag to rearrange the sequence of the fields.

To make the query case sensitive, enable the

Case sensitive

option.

To sort search results, from the

Sort By

list, select a field name by which you want the search results sorted.

Select the sort order of the query to be ascending or descending.

From the

Business Entity

list, select the business entity within which you want to perform the search.

Click

Click Apply.

Publish the changes to the MDM Hub.

Click

Publish

A confirmation dialog box appears that prompts you to publish or review the changes.

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.

Creating the Chart Component in the Provisioning Tool

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Table of Contents

Configuring charts for a Data Director dashboard

Configuring charts for a Data Director dashboard

Linking a Chart to the Query Tab

Linking a Chart to the Query Tab