Setting Up the Analytics Portlet

After you have added an Analytics portlet to your dashboard, you must click the Set Up option in the upper right corner to select the visualization you want to view. You can select a unique chart, pivot table, or table view per portlet.

To set up the Analytics Portlet:

  1. Click Set Up in your Analytics Portlet.

  2. In the Analytics popup window, select the visualization by clicking one of the options available from the list on the left panel. Charts are represented by the Chart icon Chart icon, pivot tables are represented by the Pivot Table icon Pivot icon, and table views are represented by the Table View icon Table View icon. Optionally, you can use one of the following options to identify the chart or pivot table:

    • From the Portlet type drop-down list, filter by charts, pivot tables, or table views by selecting one of the portlet types.

    • In the Search field, enter part of the name of the workbook visualization that you want to view.

      Analytics Portlet Type dropdown
    Note:

    You will see your workbook visualizations, and those shared with you.

  3. After selecting the workbook visualization, the Settings options are displayed on the right.

  4. In the Settings panel, you can do the following:

    • For charts, pivot tables, and table views, in the Custom name field, enter a title for the portlet. If you leave this field empty, the portlet displays the name of the workbook and the visualization.

      Note:

      If your workbook visualization includes a name in the translatable Default Portlet Title field, do not enter a name in the Custom name field. The Custom name field replaces the translatable field name and translations will not be available. For more information, see Adding Translatable Analytics Portlet Names.

    • For charts, select the size of the portlet. Available sizes are Short, Medium, and Tall.

    • For pivot tables, enter the number of visible rows in the portlet. The portlet height is automatically resized to fit the number of rows entered.

      Note:

      The number of rows displayed corresponds to header rows and result rows. For example, if your pivot table includes two header rows and you want to display five result rows, you need to enter 7 in the Number of visible rows field. By default, the portlet displays 10 rows.

    • For table views, enter the number of visible rows in the portlet. The portlet height is automatically resized to fit the number of rows entered.

      Note:

      The number of rows displayed corresponds to result rows only. For example, if you enter 5 in the Number of visible rows field, your table view displays the header, five result rows, and the footer row. By default, the portlet displays 10 result rows.

  5. Click Save.

    The workbook visualization appears in the portlet.

Related Topics

Workbooks
Adding an Analytics Portlet
Adding Translatable Analytics Portlet Names
Viewing Workbook Data in the Analytics Portlet
Opening Workbooks from the Analytics Portlet

General Notices