Define columns for self-service portlet data sources

Self-service portlet data sources created from dashboard data sources inherit columns from the relevant dashboard data source. You can modify the column properties and configure their visibility for use in self-service portlets.

Modify column properties

Modify column properties, such as label, hyperlink, and sorting order.

To modify column properties for self-service portlet data sources:

The Columns Information area on the Edit Self-Service Portlet Data Source page lists all the columns that are defined in the relevant dashboard data source. You can configure the following properties for each column:

Property Description
Custom Column Label Specify the name of the column to be displayed in the self-service portlet.
Hyperlink Column

Select a column whose hyperlink defined in the SQL data source becomes the hyperlink of the current column.

For example, for the Request ID column, if you select Request URL in Hyperlink Column, the Request ID column becomes clickable which opens the corresponding request.
Sort By

When a column is displayed in the self-service portlet, it is sorted alphabetically by default. To use a different sorting order, select a column with the desired sorting order defined in the SQL data source. When you select to sort a column by another column, the first column will use the sorting order defined for the second column, and the second column will become unavailable as a source column in the self-service portlet.

For example, for the Forecast Costs column, if you select Date in Sort By column, values in Forecast Costs column are sorted chronologically.

Color Column

Select a column that defines colors based on the values of the current column. The specified colors will be applied when the current column's values are displayed in self-service portlets.

When a column defines colors for another column, the first column will become unavailable as a source column in the self-service portlet.

For details, see Define portlet colors at data source level.

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Specify column visibility

Specify which columns are shown or hidden and to whom they are shown or hidden.

To specify column visibility:

  1. In the Column Mode field, select a display mode:

    • Show All. Shows all the columns to all the users.

    • Show All Except. Shows all columns except the specified columns.

    • Hide All Except. Hide all columns except the specified columns.

  2. If the display mode is Show All Except, specify which columns are hidden and to whom they are hidden.

    For each column you want to hidden, do the following:

    1. Click Add Column to select a column you want to hide.
    2. In the Users, Security Groups, or Org. Units field, specify one or more users or user groups to which the column is hidden.

  3. If the display mode is Hide All Except, specify which columns are shown and from whom they are shown.

    For each column you want to show, do the following:

    1. Click Add Column to select a column you want to show.
    2. In the Users, Security Groups, or Org. Units field, specify one or more users or user groups from which the column is shown.

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See also: