Configure Custom Data Views for Navigation from Visualizations

When custom data sources created from data views are used to create visualizations, data view authors need to be able to access the underlying data source and trace it to the relevant Unifier module such as a cash flow, cost sheet, or business process (BP) upon selecting a content item such as a chart or a pivot grid in a visualization.

Prerequisites

• You have access to create or edit the data view.
• The data view supplies data to a visualization or dashboard.

Procedure

To support navigation to the relevant Unifier module, administrators must define additional navigation context in the custom data source definition as follows:

1. Create or access a custom data view that is used for visualizations.

   For more information, see Creating Data Views.

2. Add a module_* navigation context column to the data view outlined in the table below:

   Source Type (Data View)	Navigation Context Column	Additional Identity Columns
   Activity Sheet	module_activityprefix	activity sheet name
   Business Process record	module_bpprefix	record no
   Cash Flow	module_cashflowprefix	cashflow name
   CMx Sheet	module_cmxprefix	CM sheet name
   Cost Sheet	module_costprefix	CBS Code (optional)
   Fund Sheet	module_fundprefix	Fund code (optional)
   WBS Sheet	module_wbsprefix	WBS Code (optional)

3. Populate the navigation context column for every applicable row.

   For cross-project data, the Project_id column must be available.

4. Optional: If the navigation target requires additional identification, add the corresponding Identity Column (non-null), such as record_no.
5. For data views that combine multiple source modules:
   1. Include the complete navigation column set in every UNION branch.
   2. For each branch, populate only the applicable navigation and Identity columns. Use NULL for columns that do not apply.
6. Save the data view and make it available as a source for visualizations.

Result:

The system uses this context with the selected field value, such as a record number or title, to determine the correct navigation target.