Set up self-service portlets

This topic provides details on how to set up a self-service portlet.

Set up display options

You can define a display type and configure the display options for a self-service portlet.

To set up display options for a self-service portlet:

  1. Click the Edit button on a self-service portlet to open the Edit Preferences page.

  2. On the right side of the Edit Preferences page, select a data source for the self-service portlet.

  3. From the Visualization pane, select a display type for the self-service portlet and configure the display options.

    Use the options described in the table below to set up the display options for the following charts:

    • Clustered bar chart
    • Clustered column chart
    • Stacked bar chart
    • Stacked column chart
    • Line chart
    • Area chart
    • Stacked area chart
    • Pie chart
    • Donut chart
    Option Description
    Axis Select the source column for the information to be displayed on the axis. Choices are limited to the columns defined in the self-service portlet data source.
    Legend

    (Optional) Select the source column for the bar legend. This option is only available for the following chart types:

    • Clustered bar chart
    • Clustered column chart
    • Stacked bar chart
    • Stacked column chart
    • Line chart Area chart
    Values

    Select an aggregable source column (marked with ) for the information to be displayed on the value axis.

    You can select more than one value if no legends are specified. The value is calculated using the "Sum" aggregation function.

    1. Follow the options described in the table below to set up display options for grid view display type:

      Option Description
      Column Select one or more source columns to add as a new data column for the grid view.
      Display Side Bar Select this option to display the side bar on the right of the table. With this option selected, you can enable the pivot mode.
      Display Pivot Row Total Select this option to display the total for all columns in pivot mode.
      Display Grand Total Select this option to display the total for all rows.
      Conditional Formatting

      Create conditional formatting to highlight data displayed in the grid:

      1. Click Conditional Formatting.
      2. In the Conditional Formatting window, click New Rule to add a new conditional formatting rule.
      3. Select the cells you want to apply the format rule to.
      4. Define the condition when the rule is applied.
      5. Define the background and font color for the cell when the condition is met.
    2. In the grid view preview section, set how the data is arranged in grid view.

    You use a sankey diagram to show a flow (a set of values) from one category to another.

    Use the options described in the table below to set up the display settings for the sankey diagram:

    Option Description
    From The category where the flow comes.
    To The category where the flow goes.
    Size The width of the flow.
    Sort Alphabetically Select this option if you want to sort the categories in the alphabetical order.

    A gauge diagram can show how a value is read against the colored value range or the target value in the gauge.

    Use the options described in the table below to set up the display settings for the gauge diagram:

    Option Description
    Value The value to read. You must drag a value from the data source.
    Minimum Value The minimum value in the value range.
    Maximum Value The maximum value in the value range.
    Target Value The target value in the gauge. You can drag a value from the data source, manually enter a target value.
    Color Scales

    Configure the coloring of the value range (the gauge axis):

    • Select how to divide the value range into different colored sections.
    • Define what color a certain set of values are displayed in.

    Note: The configuration of color scales is not supported in IE.

    You can use a bubble chart to display three dimensions of data.

    Use the options described in the table below to set up the display settings for the bubble chart:

    Option Description
    Label What each of the bubbles presents.
    Horizontal Axis What the horizontal axis presents.
    Vertical Axis What the vertical axis presents.
    Color of the bubble indicates

    What the various colors of the bubbles present.

    Size of the bubble indicates

    What the various sizes of the bubbles present.

    Select a numeric source column from the data source.

    A card can display a single aggregated value from a data field. You can use cards to highlight grand totals or values to represent the overall state of your data.

    To set up the display settings for the card, from the data source field, select an aggregable source column (columns that are marked with ).

    The Board view provides a dynamic way to present and interact with data. You can configure the board columns and swim lanes, and configure data to be visually represented as cards on the board.

    Follow the options described in the table below to set up display options for the board:

    Option Description
    Column

    Required.

    Select the field to be used as the board's column.

    Swim Lane

    Optional.

    Select the field to be used as the board's swim lane.

    Card

    Required.

    Select the information to be displayed on a card. You can select multiple fields, and the first field serves as the title with the complete information displayed on the card.

  4. In the Filters pane, set filters for the self-service portlet.

    1. In the Data source preference section, set data source preferences for the self-service portlet.

      The fields in the Data source preference section change dynamically, depending on the data source you selected.

    2. In the Field filters section, drag and drop a filter field.

    3. Select a filter condition, and then provide a value in the Filter field.

    4. Repeat these steps to apply another filter.

  5. To change the self-service portlet name, in the top left side of the Edit Preferences page, enter a new name for the portlet.

  6. Preview the portlet on the left side of the Edit Preference page. Make extra changes if needed.

  7. Click Done.

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Manage favorite views for a self-service portlet

Favorite views enable you to use a single portlet to analyze the same data from various perspectives, and present them in different forms. After you set up display options for a self-service portlet, a favorite view with the name of the chart type is automatically added for this portlet. You can add a new favorite view, update, or delete an existing view.

To add a favorite view:

You add a new favorite view by copying an existing favorite view.

  1. In the top left side of a self-service portlet Edit Preferences page, click Manage Views.

  2. Click Copy View of an existing view.

  3. In the Copy View dialog box, enter a name for the new view and click OK.

    The new view has the same display settings as the view it is copied from and is automatically selected for edit.

  4. Edit the display options for the new view.

  5. Click Done to save the new view.

The favorite view saves these settings: data source, display type, display options, and filters.

To update favorite views:

  1. In the top left side of a self-service portlet's Edit Preferences page, click Manage Views to expand the favorite view list.

  2. Select the view you want to update. The view currently selected for edit has a check mark before it.

  3. Make necessary changes in the Edit Preferences page.

  4. Click Done to save the changes.

Which view is displayed when viewing a self-service portlet

When you view a self-service portlet, it is displayed in the view that was last saved.

You can switch to a different view. In the top-right corner of the self-service portlet, click Switch views, and select the view you like.

Restore grid view display type to default settings

If a self-service portlet favorite view uses the grid view display type, when viewing the portlet, you can rearrange the data in the way you prefer.

If you then want the portlet to use the display settings saved in the favorite view, click Restore to default in the top-right corner of the portlet.

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Define a drill-to view for a favorite view

You can define a drill-to view for a favorite view. A drill-to view provides more details.

Consider the following before you define a drill-to view for a favorite view:

  • The favorite view from which the drill-to view is accessed is referred as the drill-from view.

  • The drill-to view must use the same data source as the drill-from view.

To define a drill-to view for a favorite view:

  1. Open the Edit Preferences page of a self-service portlet.

  2. In the top left side of the page, click Manage Views.

  3. From the favorite view list, select the favorite view for which you want to define a drill-to view.

    Note: You cannot define a drill-to view for favorite views that use the Grid View or Gauge Diagram display type. However, these favorite views can be selected as drill-to views.

  4. In the Drill to View section of the Visualizations pane, select the drill-to view for this favorite view.

  5. Click Done to save the changes.

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