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* update web dashboard * update to new doc fx (#216) * update to new doc fx * Update README.md * fix matomo updated partial for 'default', added layout for modern, fix parameters to pass metadata * Apply suggestions from code review Co-authored-by: pollyndos <[email protected]> * add gitignore * add license * fix word order * move note --------- Co-authored-by: Sergey Avramenko <[email protected]> Co-authored-by: pollyndos <[email protected]> * update winforms part * fix links * fix links --------- Co-authored-by: Polina Tyureva <[email protected]> Co-authored-by: Sergey Avramenko <[email protected]> Co-authored-by: pollyndos <[email protected]>
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...desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters.md
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| --- | ||
| title: Using Dashboard Parameters | ||
| title: Use Dashboard Parameters | ||
| author: Natalia Kazakova | ||
| legacyId: 16521 | ||
| --- | ||
| # Using Dashboard Parameters | ||
| # Use Dashboard Parameters | ||
| You can use **dashboard parameters** when it is necessary to pass data of a certain type to a dashboard (e.g., to pass a specific value to the data source filter string or a calculated field). | ||
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| The topics in this section describe how to use dashboard parameters. | ||
| * [Creating Parameters](using-dashboard-parameters/creating-parameters.md) | ||
| * [Passing Parameter Values](using-dashboard-parameters/passing-parameter-values.md) | ||
| * [Requesting Parameter Values](using-dashboard-parameters/requesting-parameter-values.md) | ||
| * [Create Dashboard Parameters](using-dashboard-parameters/creating-parameters.md) | ||
| * [Create Cascading Parameters](using-dashboard-parameters/create-cascading-parameters.md) | ||
| * [Reference Dashboard Parameters](using-dashboard-parameters/passing-parameter-values.md) | ||
| * [Specify Parameter Values](using-dashboard-parameters/requesting-parameter-values.md) |
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...esigner/data-analysis/using-dashboard-parameters/create-cascading-parameters.md
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| --- | ||
| title: Cascading Parameters | ||
| author: Polina Tuyreva | ||
| --- | ||
| # Cascading Parameters | ||
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| Create cascading parameters to filter a list of predefined parameter values based on another parameter's values. The following image illustrates cascading parameters where the **pProducts** parameter values are filtered by the selected category: | ||
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| In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#dynamic-list) settings. | ||
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| ## Create Cascading Parameters | ||
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| The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../work-with-data/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. | ||
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| In this tutorial, you will create two dashboard parameters: | ||
| * The **pCategory** parameter filters the *Products* query. The *Products* query is a data source for the **pProducts** parameter. | ||
| * The **pProducts** parameter filters the *OrderReports* query. | ||
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| The steps below create cascading parameters in the WinForms Dashboard Designer: | ||
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| 1. Create a dashboard parameter called **pCategory** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* as a value member. | ||
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| The parameter settings may look as follows: | ||
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| 2. Use the created **pCategory** parameter to [filter](../../work-with-data/filter-queries.md) the *Products* query. | ||
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| To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: | ||
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| The resulting query looks as follows: | ||
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| ``` | ||
| [Products.CategoryID]=?pCategory | ||
| ``` | ||
| 3. Create a dashboard parameter called **pProducts** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* as a value member. | ||
| The parameter settings may look as follows: | ||
|  | ||
| 4. Use the **pProducts** dashboard parameter to filter the *OrderReports* query. | ||
| To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: | ||
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| The resulting query looks as follows: | ||
| ``` | ||
| [OrderReports.ProductID] In ?pProducts | ||
| ``` | ||
| 5. Create a Grid item to visualize data from the filtered *OrderReports* query. | ||
| >[!TIP] | ||
| >When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. |
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...hboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md
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| --- | ||
| title: Creating Parameters | ||
| title: Create a Dashboard Parameter | ||
| author: Natalia Kazakova | ||
| legacyId: 16522 | ||
| --- | ||
| # Creating Parameters | ||
| This topic explains how to create a new dashboard parameter and specify its settings. | ||
| * [Creating Parameters in the Dashboard Designer](#creating-parameters-in-the-dashboard-designer) | ||
| * [Look-Up Editor Settings](#look-up-editor-settings) | ||
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| ## <a name="creating-parameters-in-the-dashboard-designer"/>Creating Parameters in the Dashboard Designer | ||
| To create dashboard parameters in the Dashboard Designer, do the following: | ||
| 1. Click the **Parameters** button on the Ribbon's **Data Source** tab. | ||
| # Create a Dashboard Parameter in the WinForms Designer | ||
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| This topic shows how to add a new dashboard parameter and specify its settings in the Dashboard Designer. | ||
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| ## Create a Parameter in the UI | ||
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| To create dashboard parameters in the Dashboard Designer, follow the steps below. | ||
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| 1. Click the **Parameters** button from the **Dashboard** page group on the Ribbon's **Home** page. | ||
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| 2. In the invoked dialog, click the **Add** button to add a new parameter. | ||
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| 2. In the invoked dialog, click the **Add** button to create a dashboard parameter. | ||
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| 3. Specify the following settings. | ||
| * **Visible** - Specifies whether or not the parameter editor is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. | ||
| * **Allow Null** - Specifies whether or a not null value can be passed as a parameter value. | ||
| * **Allow Multiselect** - Specifies whether or not multi-selection is enabled for the current parameter. The following limitations are applied to parameters with multi-selection enabled. | ||
| * Use the **is any of** or **is none of** operators to pass a multi-select parameter to a [filter](../../data-shaping/filtering.md) criteria or to the [Expression](../../appearance-customization/conditional-formatting/expression.md) format condition. | ||
| * Use the **In** or **Not In** operators to pass a multi-select parameter to a [calculated field](../../work-with-data/creating-calculated-fields.md) expression. | ||
| * Stored procedures used in the [SQL](../../work-with-data/stored-procedures.md) data source do not support multi-select parameters. | ||
| * **Name** - Specifies the parameter name. When creating and modifying parameter names, follow the rules below. | ||
| * A name can contain letters, numbers and underscores. | ||
| * A name cannot contain spaces. | ||
| * A name cannot be an empty string. | ||
| * The dashboard cannot contain parameters with the same name. | ||
| * Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_ . | ||
| * **Description** - Specifies the parameter's description. The parameter's description is the value displayed in the **Parameter Name** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog. | ||
| * **Look-Up Settings** - Specifies the parameter's [look-up editor settings](#look-up-editor-settings). | ||
| * **Select All Values** - Specifies whether or not all parameter values should be selected in the initial state of the Dashboard Viewer. | ||
| Note that this option is in effect when **Allow Multiselect** is set to **true**. | ||
| * **Type** - Specifies the parameter type. | ||
| * **Value** - Specifies the default parameter’s value. Note that when **Allow Multiselect** is set to **true**, the **Value** option allows you to select multiple parameter values. | ||
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| 3. Specify the parameter's settings and click **OK** to save the created parameter. | ||
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| ## Parameter Settings | ||
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| ### Name | ||
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| Specifies the parameter name. | ||
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| When you create and modify parameter names, follow the rules below: | ||
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| * A name can contain letters, numbers, and underscores. | ||
| * A name cannot contain spaces. | ||
| * A name cannot be an empty string. | ||
| * The dashboard cannot contain parameters with the same name. | ||
| * Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_ . | ||
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| ### Description | ||
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| Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog. | ||
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| Then, click **OK** to add the created parameters to the dashboard. | ||
| ### Visible | ||
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| Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. | ||
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| ## <a name="look-up-editor-settings"/>Look-Up Editor Settings | ||
| There are three types of look-up editor settings that can be specified for a parameter. Select the required type from the **LookUpSettings** drop-down list. | ||
| ### Allow Null | ||
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| * **No Look-Up** - set the **Value** to use a static value as a parameter. | ||
| Specifies whether a null value can be passed as a parameter value. | ||
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| * **Static List** - click the ellipsis button to add static values for the current dashboard parameter. | ||
| ### Allow Multiselect | ||
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| Specifies whether multi-selection is enabled for the current parameter. | ||
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| The following limitations apply to parameters with multi-selection enabled: | ||
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| * Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. | ||
| * Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. | ||
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| ### Select All Values | ||
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| Specifies whether all parameter values should be selected in the initial state of the dashboard. | ||
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| Note that this option is in effect when **Allow Multiselect** is enabled. | ||
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| ### Type | ||
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| Specifies the parameter type. | ||
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| The following types are available: | ||
| * String | ||
| * Date | ||
| * Number (16-bit integer) | ||
| * Number (32-bit integer) | ||
| * Number (64-bit integer) | ||
| * Number (floating point) | ||
| * Number (double-precision floating point) | ||
| * Number (decimal) | ||
| * Boolean | ||
| * GUID (Globally Unique Identifier) | ||
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| ### Value | ||
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| Specifies the default parameter value. | ||
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| Note that when the **Allow Multiselect** option is enabled, the **Value** option allows you to select multiple parameter values. | ||
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| ### Look-Up Settings | ||
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| Specifies the parameter's look-up settings. | ||
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| In this case, the **Value** specifies the default parameter's value. | ||
| * **Dynamic List** - allows you to use a list of values from the existing data source as a parameter. You need to select the required **Data Source** from the list of available data sources and data members for the dashboard parameter's display name and value, respectively. | ||
| Select the option from the **Look-Up Settings** drop-down list. | ||
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| The following **Look-Up Settings** are available in the WinForms Dashboard: | ||
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| #### No Look-Up | ||
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| An end user can specify the parameter value in the [Dashboard Parameters](requesting-parameter-values.md) dialog. | ||
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| You can set the default value for the parameter in the parameter setting: | ||
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| #### Static List | ||
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| An end user selects a parameter value from a static list. | ||
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| To add predefined parameter values, click the ellipsis button in the parameter settings: | ||
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| 1. First, select the required **Data Source** from the list of available data sources. For the [SQL](../../provide-data/connecting-to-sql-databases.md) data source, select the required **Data Member** that specifies the query from the selected **Data Source**. | ||
| 2. Then, specify data members for the dashboard parameter's value and display name using **Value Member** and **Display Member**, respectively. | ||
| 3. If necessary, specify the data member used to sort parameter values using the **Sort By** option. **Sort Order** specifies the required sort order. | ||
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| #### Dynamic List | ||
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| An end user selects a parameter value defined in a data source. | ||
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| > [!NOTE] | ||
| > To learn how to create a data source for a dashboard parameter, see [Provide Data](../../provide-data.md). | ||
| > | ||
| > Note that you cannot specify an [OLAP](../../provide-data/connecting-to-olap-cubes.md) data source as the data source for the dashboard parameter in the Dashboard Designer. | ||
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| >[!TIP] | ||
| >You can also create cascading parameters in the Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). | ||
| To provide access to data source values, specify the following options: | ||
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| |UI Settings|Description| | ||
| |--------|-----------|---| | ||
| |**Data Source**| Specifies the data source for the dashboard parameter.| | ||
| |**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| | ||
| |**Value Member**|Specifies the name of the data field for the parameter values.| | ||
| |**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| | ||
| |**Sort By** (optional)|Specifies the data member used to sort parameter values.| | ||
| |**Sort Order** (optional)|Specifies the sort order.| | ||
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| > [!NOTE] | ||
| > You cannot use an OLAP data source as the data source for a dashboard parameter. | ||
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