Cross-Product Features | Create an infolet

Hello my name is Mike. In this tutorial I’ll show you how to create an infolet.

An infolet is a small interactive widget that gives you key information and shows you what's going on in the areas you work on. You might also find something that you need to follow up on.

Start on the Home page. Scroll down to view the Analytics section.

Now let’s create an infolet. First, I must activate a sandbox that has the Page Composer tool with the Site context layer. I can test my new infolet in the sandbox before I make it available to users.

Click the Navigator icon and select Configuration > Sandboxes.

Highlight the Infolets Sandbox sandbox.

Click Enter Sandbox.

Let’s go to the infolet page that we’ll add an infolet to. I’ll start by selecting Edit Pages. Then, I’ll create a new infolet, and add information in it.

Click the Home icon and scroll down to the Analytics section.

Click the General Accounting Infolets tab.

Open the Settings and Actions menu and select Edit Pages.

First, I'll enter the title. Now I'll specify the front dimensions. I'll enable the back view and the expanded view. The back view automatically gets the same dimensions as the front view, and the expanded view should be larger.

In the Analytics section, click the Infolet Repository icon.

Click Create Infolet.

Enter the infolet title as Balance.

Specify the dimensions for the front view as 2X1.

Enable the back view and the expanded view. Specify the dimensions for the expanded view as 2X2.

Click Save and Close.

Here I see my new infolet.

Highlight the new infolet.

I'll add some content to it. I'll start by navigating to the Reports and Analytics folder, then I’ll click BI PresentationServer, shared folders, then continue navigating through the folders. I'll select and add a report to the infolet’s front view.

On the new infolet, click Add Content.

Open the Reports and Analytics folder, and browse to Balance Sheet folder.

Click the Add icon.

Click Close to close the Add Content window.

To provide detailed information, I can also add a link to the detailed report.

Click the Actions icon and select Link Detailed Report.

Now I'll add content to the detailed report page. I'll navigate to the Reports and Analytics folder again, select a report, and add it. I’ll click Done when finished, then navigate back to my infolet to add more.

On the Detailed Report page, click Add Content.

Open the Reports and Analytics folder and select the compoundView!1 value.

Click the Add icon to add it to the infolet.

Click Close to close the Add Content window.

Click Done.

Now, using the same steps as before I'll find another report and add it to the infolet's back view.

Click the Back View icon.

Click Add Content.

Open the Reports and Analytics folder and select the Income value.

Click the Add icon.

Click Close to close the Add Content window.

Now I'll add a report to the Expanded view. As before, I'll navigate to the Reports and Analytics folder, select, and add the appropriate report to the expanded view.

Click the Expanded View icon.

Click Add Content.

Open the Reports and Analytics folder and select the Cash value.

Click the Add icon in the first report.

Click Close to close the Add Content dialog box.

Click the Collapsed View icon.

Click the Front View icon.

This infolet has everything we need now. I’ll click Close, and review my changes.

Click Close.

Now I’ll preview the infolet before I publish the sandbox. Here’s the front view. I’ll drill down to the detailed report.

While the front view is displayed, click anywhere in the infolet area to drill down to the detailed report.

Click Done.

Now let’s look at the back and expanded views. This looks great now!

Click the Back View icon.

Click the Expanded View icon.

Let's publish the sandbox so that everyone can use my new infolet! Now I'll navigate back my infolet to verify that it is available for use.

In the Infolets Sandbox field select Publish.

Click OK.

Click Publish.

Here's my new infolet. And we are done.

Go to the Analytics section and click the General Accounting Infolets tab.

Show the front, back, and expanded view of the new infolet.

Thanks for watching.