1. Necto Training
Module 3: Creating
New WorkBoards

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

4. Creating Workboards Overview

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

8. Creating a New Workboard

9. Accessing Workboards Click for
workboard page
Or click a
thumbnail to go to
a specific
workboard

10. Creating a New Workboard
Create New

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

16. Modifying the Workboard

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

18. WorkBoard Created
Click Modify to add
items to the workboard

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.

23. Adding Different Types of
Component

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

25. View Component
Includes both Chart and Grid

26. View Component - Data Sources
Open Existing
Create New:
Data source definition
is described in a
separate lesson

27. Text Component
Fixed text or based on Placeholders

28. Image Component
Local or
remote server When using
remote server, can
use Placeholders
Display options

29. Chart Component
Definition: Stacked
Select a view as a data provider
Display options can be modified by
end-user
Area
Pareto

30. HTML Component
Add Add YouTube
downloadable video
file
Visual Source
mode code

31. Web Component

32. Reporting Services Component

33. Navigation Component
Enables quick slicing and
update of other
components
Components can use value
selected in navigator using
placeholders

34. Navigation Component Definition
Horizontal or
vertical display
Select
parameter
type
Set type
related
parameters

35. Navigation – Dimension Members
Selecting a member in the
Navigation component will
slice view accordingly

36. Navigation – Dimension Members -
More

37. Navigation– Numeric Range
Visualization
options Value selected can be
accessed by placeholder

38. Navigation – Pick List
Placeholders can refer to
either name or value of
selection

39. Navigation – Free Text

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!

44. Using Placeholders

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

47. Placeholder Sources
Dimensions: Parameters: Other
Based on WB View Based on
Components Navigation
Components

48. Other Placeholders

49. Parameters Placeholders – Usage
Example
Caption
Value

50. Parameters Placeholders - Definition
Available
parameters in
Workboard

51. Dimension Placeholder
What can Dimension
Placeholder show me?
Dimension Placeholder
shows information
about current Slicer

52. Adding Dimension Placeholders – Interface
Overview
View Dimensions
All Dimensions Axes
Dimension Types Slicer
Dimension
Hierarchies

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

54. Current Properties Options
Use in formulas
Use in text fields
[Dimension].[Hierarchy]

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]

56. Static

57. Exercise 3 – Working with
Placeholders
Use the following types of placeholders:
Other
Parameters
Dimension
Properties
Attributes
Static

58. Additional Exercise
Add HTML Component with
YouTube link
Downloadable file

59. Summary
Creating New Workboards
Modifying the Workboards
Adding Different Types of Components
Using Placeholders

60. Thank you
Any Questions?