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Creating Prompts for Interactive Dashboards

A dashboard prompt filters the results of the embedded requests to show only the results that match the prompt criteria. A dashboard prompt can filter all the requests embedded in a dashboard or requests on certain dashboard pages only.

You select the columns and operators for the dashboard prompt, and specify how the prompt appears on the dashboard and how users select the values. Your selections determine the content of the reports embedded in the dashboard or dashboard page. In each request that you want the prompt to filter, every column in the dashboard prompt must be present in either the projection list or in the filter, or both. The columns in the request must have the filters set, or the filter condition has to be set to Is Prompted. Columns contained in the prompt that are not included in the request will not filter the request.

If you include multiple columns in a dashboard prompt, you can constrain users' choices for the subsequent selections. For example, suppose one column filters on Region, and the next column filters on District. By selecting the Constrain check box for District, you can constrain the District column to show only districts consistent with the user's selection for Region. If the user chooses the east region from the Region prompt, the District prompt shows the districts in the east region only.

NOTE: The constrained columns are constrained by all the other columns in the prompt. For example, if the prompt contains columns for Year, Region, and District, and Constrain is checked for District, the values shown in District are limited by the values entered in Region and Year.

If you declare a presentation variable in a dashboard prompt, the variable can also be referenced in various areas of a report. The value entered at the dashboard prompt can then be displayed (using the presentation variable) in request results displayed in the dashboard.

After you create a dashboard prompt, save it in a shared folder. After you save a dashboard prompt, you can add it to a dashboard.

Before you begin. To create and edit prompts for interactive dashboards, your role must include the Manage Dashboards privilege.

To create a prompt for an interactive dashboard

  1. Click the Reports tab.
  2. Click the Design Analyses link.

    Oracle CRM On Demand Answers is displayed in a separate window.

  3. In the Oracle CRM On Demand Answers window, click any subject area, then click the New Dashboard Prompt icon at the top of the section.

    A list of subject areas is displayed.

  4. From the list of subject areas, select the subject area that contains the column that you want to use as the filter.

    The Dashboard Prompt page appears.

    NOTE: If the column is also included in a column filter prompt in an embedded request, its value must be set to a filter in the Create/Edit Filter dialog box in order for the dashboard prompt to filter the embedded request. Setting the value to Is Prompted will not prefilter the current column. All columns in a dashboard prompt must come from the same subject area, and all columns in the dashboard prompt must be included in the embedded requests that you want the dashboard prompt to filter.

  5. In the Scope drop-down list on the Dashboard Prompt page, specify whether the dashboard prompt applies to the entire dashboard or a dashboard page.
  6. To select a column to use as a filter in the dashboard prompt, click the column name in the selection pane.

    You can add multiple columns to a dashboard prompt. If you want to remove a column from the prompt, click Delete for that column.

    NOTE: The number of columns that you include in a dashboard prompt can affect performance. For example, columns that show values in a drop-down list require a request to the Oracle CRM On Demand server to populate the list. It is recommended that you limit the number of columns to nine or less.

  7. Make your selections for the following options:
    1. Click the Edit Formula button to display the Edit Column Formula dialog box where you can modify the formula for the column.
    2. Select the operator that you want to use from the Operator drop-down list.
    3. Select the Control type to indicate how users select the value for the filter.

      The choices are to select the value from a calendar, a drop-down list, or a multiple list of values, or type it into an edit box.

    4. If you choose a drop-down list:
      • In the Show list, indicate which values you want to appear in the drop-down list. (You can show all values or develop an SQL statement to limit the drop-down list to certain values.)
      • To constrain the choices for a column depending on the selection the user makes from the previous column, select the Constrain check box.
    5. In the Default to list, choose the value that you want users to see initially.

      You can show the report defaults, all choices, or a specific value. If you select a specific value, a field appears in which you can type the value.

    6. In the Set Variable list, you can choose whether to populate a variable for the dashboard prompt using a presentation variable.

      If you do not want to declare a variable name for this prompt, select None

      If you choose Presentation Variable to declare a variable for this prompt, an additional field appears where you declare the variable name.

      For example, if you choose Presentation from the drop-down list, you might type myFavoriteRegion to declare this as a presentation variable. A variable declared here can be referenced in requests when viewed in a dashboard.

    7. In the Label box, type a name to use for the filter label.

      If you leave the Label box empty, the column label is used as the filter label.

  8. To reorder columns in the prompt, click the up and down arrows.

    Reordering the columns controls the order in which the selections appear to users.

  9. If you want the selected prompt and all other prompts that follow it to appear on a new line in the filter, click the box in the Group list.
  10. To preview how the prompt will appear on the dashboard, click Preview (if available).

To save a prompt for an interactive dashboard

  1. When you have finished creating the dashboard prompt, click Save.
  2. At the Choose Folder dialog box, save the dashboard prompt to a shared folder, and give the dashboard prompt a descriptive name.

    You might also want to indicate in the name whether the dashboard prompt is for an entire dashboard or for a dashboard page.

    NOTE: If you save a dashboard prompt in a personal folder, you cannot add the prompt to a dashboard until you move it to a shared folder.

  3. (Optional) Type a description in the Description box.

To edit a prompt for an interactive dashboard

  1. Click the Reports tab.
  2. Click the Design Analyses link.

    Oracle CRM On Demand Answers is displayed in a separate window.

  3. In the Oracle CRM On Demand Answers window, click the Open Analysis link, and locate the prompt in the folder in which it was saved.
  4. Click the dashboard prompt to edit it.

To add a prompt to an interactive dashboard or dashboard page

  1. Navigate to the dashboard editor.

    For information on navigating to the dashboard editor, see Navigating to the Dashboard Editor.

  2. From the selection pane on the Dashboard Editor page, in the Saved Content area, navigate to the folder containing the dashboard prompt that you want to add.
  3. Drag and drop the dashboard prompt into a section in the dashboard page.

    If the dashboard prompt's scope is set to Dashboard, the dashboard prompt affects every page of the dashboard, but does not appear on every dashboard page. If the dashboard prompt's scope is set to Page, the dashboard prompt affects only the pages to which you add it. If a dashboard prompt's scope is set to Dashboard, the value selected for the dashboard level prompt overrides the values for the page level dashboard prompts.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.