2. Objectives
By the end of this lesson you will be able
to:
Create a new workboard
Add components to your workboard
Use placeholders in component definition
3. Agenda
Overview
Creating New Workboards
Modifying the Workboards
Adding Different Types of Components
Using Placeholders
5. Workboard Components
View
Navigation
Text box
Image
Chart
Web
HTML
Reporting Services
Note: KPI components are
described in a separate lesson
6. Component Data Sources
Only View component has direct access to
Data sources
Other components can access data through
View the view component using Placeholders
Navigation Components can display:
• Fixed text
Text box • Web content
• File from local server
Image
Chart
Web View Data Sources
HTML If I want data from the data
source displayed on
Reporting Services Workboard, I must have a View
component
7. Workboard Creation and Modification
Process
Create a New Modify
Workboard Workboard
Select a Select component
workboard layout type
Select a parent Place component
folder on workboard
Set permissions Define component
(optional) properties
11. Creating a New Workboard: Create a New
Workboard
Select a Workboard Layout Select a workboard layout
Select a parent folder
You will be able Set permissions
to modify the
layout anytime
12. Creating a New Workboard: Create a New
Workboard
Selecting a Parent Folder Select a workboard layout
Select a parent folder
Select a folder type:
Set permissions
Public
Private
Specific user
Search within the
selected folder
13. Set Workboard Permissions Create a New
Workboard
Select a workboard layout
Select a parent folder
Set permissions
14. Set Workboard Permissions / Sharing
1. Click to add
2. Select
users or roles 4 Set sharing /
permission
level
3. Select a
user or role
15. Exercise 1– Creating a New Workboard
Create a new private workboard
Share the workboard with your
classmates
17. Workboard Modification Process
Create a New Modify
Workboard Workboard
Select a Select component
workboard layout type
You can modify the
workboard at any
time.
Select a parent Place component
folder on workboard
Define component
Set permissions
properties
19. Editing and Adding Components
Drag to add
Click to edit
a component
component
20. Placing Components on the Workboard
Drag a
component type
Drop item here to
replace current
component
Drop item here to place
Can drag on the right of the
an existing current component
view from
Drop item here to place
scrap book
on the right of all
existing components
Can drag component
from the hide area
21. Using the Scrapbook
Scrapbook is per user
Drag and drop views from
workboard (creates a copy)
Modifications to copy will
not effect original
22. Using the Workboards Drag to Hide
Area
Available to all users editing
the Workboard
Hidden when not in edit mode
If you don’t want a view
component, but need connection to the
data source, you can create one and
hide it here.
24. Component Definition
Recommendation:
First define a view component.
View It defines the connection to the data
Navigation source
Text box
Image
Chart
Web View Data Sources
HTML
Reporting Services Reports Server
40. Navigation – Auto Calculated
Enables entering free MDX
Navigation component of
Exception type is explained in
Advanced Analytics lesson
41. Managing Parameters
Can add
parameters
Shows all
parameters
defined in
Workboard
Check to show
parameter in
navigation
Component
42. Modifying the Component Properties
2. Click to edit 1. Select Now that I have
properties component defined
components, can I
change their name
and how they look?
Inherit
properties
from
workboard
43. Exercise 2– Adding Components
Add a view component
Add text component
Add web component
Add navigation component
Don’t forget to save your work!
45. Placeholders
Parameters
View
Navigation
Text box
Navigation
Image
Chart
Web View Data Sources
HTML Dimensions
Reporting Services Other
46. Where can Placeholders be Used?
Any text field
Workboard Components
Text component
Image component
Browser component
HTML component
Component caption
Formulas and sets
53. Adding Dimension Placeholders Process
1. Select a 2. Select a
dimension type
Available placeholders
are displayed
3. Select a placeholder
4. View placeholder
description
5. Click Apply
55. Current Attributes
Member properties example:
Product
Caption
Color I’d need the product ID
Size to retrieve its image
Weight
ID
Usage:
%[Product] ![ID]%
%[Dimension].[Hierarchy]![Dimension].[Attribute]