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update dashboard parameters #218

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Original file line number Diff line number Diff line change
@@ -1,12 +1,13 @@
---
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).

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)
Original file line number Diff line number Diff line change
@@ -0,0 +1,63 @@
---
title: Cascading Parameters
author: Polina Tuyreva
---
# Cascading Parameters

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:

![Dashboard for WinForms - Cascading Parameters](../../../../images/cascading-parameters-winforms.gif)

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.

## Create Cascading Parameters

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.

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.

The steps below create cascading parameters in the WinForms Dashboard Designer:

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.

The parameter settings may look as follows:

![Dashboard for WinForms - Create Dashboard Parameter](../../../../images/category-parameter-cascading.png)

2. Use the created **pCategory** parameter to [filter](../../work-with-data/filter-queries.md) the *Products* 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:

![Dashboard for WinForms - Filter Query](../../../../images/category-parameter-filter-cascading.png)

The resulting query looks as follows:

```
[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:

![Dashboard for WinForms - Create Dashboard Parameter](../../../../images/products-parameter-cascading.png)


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:

![Dashboard for WinForms - Filter Queries](../../../../images/products-parameter-filter-cascading.png)

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.
Original file line number Diff line number Diff line change
@@ -1,64 +1,139 @@
---
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)

## <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

This topic shows how to add a new dashboard parameter and specify its settings in the Dashboard Designer.

## Create a Parameter in the UI

To create dashboard parameters in the Dashboard Designer, follow the steps below.

1. Click the **Parameters** button from the **Dashboard** page group on the Ribbon's **Home** page.

![Parameters_AddParameterButton_Ribbon](../../../../images/img21711.png)
2. In the invoked dialog, click the **Add** button to add a new parameter.
![Ribbon - Parameters Button](../../../../images/parameters_addparameterbutton_ribbon21711.png)

2. In the invoked dialog, click the **Add** button to create a dashboard parameter.

![Parameters_ParametersDialog](../../../../images/img21716.png)
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.
![Dashboard Parameters Dialog - Add Parameters](../../../../images/parameters_parametersdialog21716.png)

3. Specify the parameter's settings and click **OK** to save the created parameter.

## Parameter Settings

### Name

Specifies the parameter name.

When you create and modify 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 description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog.

![Dashboard Parameters Dialog - Parameter Description](../../../../images/dashboard-parameter-description-win.png)

Then, click **OK** to add the created parameters to the dashboard.
### Visible

Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog.

## <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

![Parameters_ParametersDialog_LookUpSettings](../../../../images/img21718.png)
* **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.

![Parameters_LookUpSettings_NoLookUp](../../../../images/img21722.png)
* **Static List** - click the ellipsis button to add static values for the current dashboard parameter.
### Allow Multiselect

Specifies whether multi-selection is enabled for the current parameter.

The following limitations apply 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 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.

### Select All Values

Specifies whether all parameter values should be selected in the initial state of the dashboard.

![Parameters_LookUpSettings_Static](../../../../images/img21723.png)
Note that this option is in effect when **Allow Multiselect** is enabled.

### Type

Specifies the parameter type.

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)

### Value

Specifies the default parameter value.

Note that when the **Allow Multiselect** option is enabled, the **Value** option allows you to select multiple parameter values.

### Look-Up Settings

Specifies the parameter's look-up settings.


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.

![Parameters Dialog - Look-Up Settings](../../../../images/parameters_parametersdialog_lookupsettings21718.png)

The following **Look-Up Settings** are available in the WinForms Dashboard:

#### No Look-Up

An end user can specify the parameter value in the [Dashboard Parameters](requesting-parameter-values.md) dialog.

You can set the default value for the parameter in the parameter setting:

![Dashboard Parameter Look-Up Settings - No Look-Up](../../../../images/parameters_lookupsettings_nolookup21722.png)

#### Static List

An end user selects a parameter value from a static list.

To add predefined parameter values, click the ellipsis button in the parameter settings:

![Parameters_LookUpSettings_Dynamic](../../../../images/img21842.png)
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.
![Dashboard Parameters Look-Up Settings - Static List](../../../../images/parameters_lookupsettings_static21723.png)


#### Dynamic List

An end user selects a parameter value defined in a data source.

> [!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.
![Dashboard Parameters Look-Up Settings - Dynamic List](../../../../images/parameters_lookupsettings_dynamic21842.png)

>[!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:

|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.|

> [!NOTE]
> You cannot use an OLAP data source as the data source for a dashboard parameter.

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