Configuring Other Controls

  To configure check box controls:

1. Select a sample query limit check box, right-click, and select Properties.

   Properties is displayed.

2. In Name, replace User_Limit with the name of the query limit to be set.

   For example, to associate the limit called Quarter, replace User_Limit^Hysl_qql^cbx^1 with Quarter^Hysl_qql^cbx^1.

3. In Title, enter the associated query limit value.

   For example, enter Q1.

4. Click OK.

5. Copy and paste as many instances as required, and configure each instance.

  To configure option button controls:

1. A choice of two option buttons can be configured. Perform an action:

   • Select All

   1. Right-click All and select Properties.

      Properties is displayed.

   2. In Name, replace User_Limit with the name of the query limit to be set.

      For example, to associate the limit called Order Date, replace User_Limit^Hysl_qql^rbt^all with Order_Date^Hysl_qql^rbt^all.

   3. Enter a Title.

   4. Click OK.

   • Select a sample option

   1. Right-click the sample, and select Properties.

      Properties is displayed.

   2. In Name, replace User_Limit with the name of the query limit to be set.

   3. Replace csql_1 with text that identifies the option on the configuration frame.

      For example, Order_Date^Hysl_qql^rbt^even_months.

   4. Enter a Title.

   5. Click OK.

2. Copy and paste as many instances as required, and configure each instance.

   Option buttons operate in groups. Only one option in a group is selected at a time. If multiple groups of option buttons exist, assign a unique name for each group.

3. Click , and move to Quick Query Limit Properties.

4. From Unconfigured Option Buttons, select an option.

5. In Custom SQL, perform an action.

   An example of custom SQL statement is “periods_days.month_number >=1 AND periods_days.month_number <=4”.

   1. Enter the Custom SQL to be associated with the selected option.

   2. Retrieve the table.column definition:

      1. Navigate to the query.

      2. Double-click the limit column in the table.

         Filters is displayed.

      3. Click Custom SQL.

      4. Copy the table.column definition.

      5. Return to the Quick Query Limit Properties frame, and paste the SQL into Custom SQL.

6. Move selected options between Unconfigured Options Buttons and Option Buttons with Custom SQL by clicking and .

7. If All was not selected, configure the Custom SQL for the other option buttons.

   It is not necessary to specify the Custom SQL for All.

8. Click Apply.

9. Move to Query Panel and click .

  To configure list box controls:

1. Select a sample query limit list box, right-click, and select Properties.

2. In Name, replace User_Limit with the name of the query limit to be set.

   For example, to associate the limit called Quarter, replace User_Limit^Hysl_qql^lbx^1 with Quarter^Hysl_qql^lbx^1.

3. Optional. Change the order in which Dashboard Studio loads query limits. (The default is to load query limits in ascending order.)

   To configure a list to load values in descending order, add ^d as the fourth part of the object name (for example,. Region^Hysl_qql^lbx^d^2).

   To configure a list to load values without sorting, add ^n as the fourth part of the object name (for example, Region^Hysl_qql^lbx^n^2).

   Note that ^n is only recommended when the source for limit values is set to be a cached results or table section. This option is not recommended where lists are populated from more than one value source.

4. Click OK.

   Each list box can have associated buttons and a text box.

   The available buttons determine the level of control exercised by the end user. These are guidelines:

   • If users select values from the list and nothing else, all sample buttons and text boxes can be deleted

   • If users select or clear all values, All and Clear must be configured, and the remaining buttons must be deleted

   • If users add custom values to the list, the text box and Add and Remove, must be configured

   • If users refresh the list of available values, Ref must be configured

   • If a list box contains a large number of values, it can cause the Query Panel to be slow (Therefore, restrict the number of values to be displayed in the list box, and configure a text box and Ref to enable users to scroll through the values)

   • If limit values are not cascading, exclude Ref

5. Configure buttons or text boxes to be associated with the list box, by replacing User_Limit in the button or text box name with the query limit to which the list box points.

6. Copy and paste as many list boxes, and associated buttons and text boxes as required, and configure each instance.

  To configure drop-down list controls:

1. Select the sample query limit drop-down list, right-click, and select Properties.

   Properties is displayed.

2. In Name, replace User_Limit with the name of the query limit to be set.

3. Optional. Change the order in which Dashboard Studio loads query limits. (The default is to load query limits in ascending order.)

   To configure a list to load values in descending order, add ^d as the fourth part of the object name (for example,. Region^Hysl_qql^lbx^d^2).

   To configure a list to load values without sorting, add ^n as the fourth part of the object name (for example, Region^Hysl_qql^lbx^n^2).

   Note that ^n is only recommended when the source for limit values is set to be a cached results or table section. This option is not recommended where lists are populated from more than one value source.

4. Click OK.

   Ref is available with drop-down lists. Configure Ref by replacing User_Limit with the query limit that was configured for the drop-down list.

5. Copy and paste as many drop-down lists and instances of Ref as required, and configure each instance.

  To configure calendar controls:

1. Select Clear, right-click, and select Properties.

   Properties is displayed.

2. In Name, replace User_Limit with the name of the query limit to be set.

   A query limit can be a date or timestamp data type.

   Only one calendar button (Clear) can be renamed.

3. Click OK.

4. Copy and paste as many calendar controls as required, and configure each instance.

5. Optional: To duplicate a calendar control, drag the mouse over the calendar to select all shapes, hold the Ctrl key, and drag the shapes to another part of the frame.

   See “Adding and Configuring Calendars,” in the Hyperion Interactive Reporting – Object Model and Dashboard Development Services Developer's Guide, Volume 5: Dashboard Studio.

  To create a date range:

1. Perform these actions to create a from and to date limit in a query:

   1. In the query, drag a date column onto the Filters line.

   2. In Filter, enter a Name.

      For example, enter From.

   3. Set the operator to >=.

   4. Click Show Values, select a date, and click OK.

   5. From the query, drag the date column onto the Filters line again.

   6. In Filter, enter To as the Name.

   7. Set the operator to <=.

   8. Click Show Values, select a date, and click OK.

2. On the dashboard, create two calendar controls.

   See “Adding and Configuring Calendars,” in the Hyperion Interactive Reporting – Object Model and Dashboard Development Services Developer's Guide, Volume 5: Dashboard Studio.

3. Name the calendars, From and To.

   These calendars set values in the query limits defined in step 1.

  To configure query limit tree controls:

1. Copy and paste as many tree controls as required.

2. Move to QIQ Tree Limit Properties.

3. From Tree Limit Objects, select a tree control to configure.

4. Select Query Limits.

5. From Hierarchy Source, select an item.

6. Select the query limits to be displayed in the tree limit control.

7. Configure the other query limit tree controls.

8. Click Apply, and return to Query Panel.

   Available values are displayed in Currently Selected Query Limits.