Analytic Tabs are used if you wish to create relationships between multiple reports on a single tab. In a standard tab each report portlet is independent, however in an analytical tab you can link reports so that if you drill down on one report the associated filters are applied to all reports on the same tab.
The Analytical tab assists with providing multiple views of the same data set and allowing very flexible slicing and dicing of the data.
The benefits of this style of tab include:
- Data is easy to slice and dice - users can quickly drill down on multiple dimensions and views of their data
- Multiple related reports can be displayed on a single tab for quick access
See also: Analytic Tab Tutorial
Creating an Analytic Tab
- The creation of an Analytic tab is similar to a standard dashboard tab. Simply click the Add Tab link.
- From the menu select 'Analytic'.
- This will return you to the tab where you can add reports by clicking the Add Report link - as with a standard tab.
- Once you have added all your reports you will need to link them via shared filters.
The most critical aspect of creating analytical tabs is linking your reports together so that they support complex drilling and filtering.
- From the edit tab menu click the analytical set up link.
This will open a new page with all the reports listed as well as a panel with the reports and their linked status - as shown below.
- By clicking on the linked reports you will be able to see how each report is linked to the current subject report identified in the left hand reports panel. Reports that are not linked are highlighted in red.
- Choose the type of linking. For example if the reports share a common drill hierarchy choose Drill Down Field, otherwise choose filter. This will allow you to select which fields correspond to the filters that will be applied from the report.
- Click Save to continue and go through each report to set up is linkages which all the reports on your tab.
- Once you have set up the links between reports you will need to set up the filter user prompts, these will be displayed on the right hand side of your analytic tab. In the example below the filter values have been cached (set at the report level).
See User Prompt Filters for more information.
Formatting Analytic Filters
Once you have linked all your reports together, you can format the way the filters are displayed on the dashboard.
- Click on the Filters link on the Analytic Tab menu bar.
Here you should find all the filters listed in order of appearance on the tab.
- To change the order of the filters, highlight a field and use the Move Up and Move Down links.
- To change the positioning of the Apply link, click on the Top, Bottom, or Both link.
- Set the style of the filters by selecting one from the list next to each field, here you can select List or Checkboxes, and set the size of the list (if selected).
- Click on the Apply link to save your changes.