Conditions for Creating a Dashboard Setup Configuration Package

Note:

You must include the Data Cubes used in the Dashboard.

The first time that you export a Dashboard, you must include all design objects that form the Dashboard data source in the Configuration Package.

For subsequent exports, ensure that the design object that uses the Data Element that is specifically used in the setup is present in the Production Published Package. If this condition is met, the configuration package creation will be successful. If this condition is not met, the latest design will have to be included in the configuration package. When the data source is a business process, the setup must also be included in the configuration package. Otherwise, the creation process will not complete.

Dashboards Components in the Configuration Package

The system includes the following components of a dashboard in the Configuration Package (.zip file):

Dashboards Component Field / Option
Dashboard Log Name
Dashboard Log Description
Dashboard Log Permissions
Dashboard Tab Block Tab Name
Dashboard Tab Block Tab Layout
Dashboard Tab Block Show option
Dashboard Tab Block Filters
Dashboard Source Details / Analytics Block Block Order
Dashboard Source Details / Analytics Block Block Title
Dashboard Source Details / Analytics Block Source Name
Dashboard Source Details / Analytics Block Block Type
Dashboard Analytics Block

URL

The URL value will be blank in the Export package. Import process will plug in the default value based on the Unifier Configurator property.

Dashboard Custom Block Data Cube
Dashboard Custom Block Show Data From
Dashboard Custom Block Block Title
Dashboard Custom Block Display Type
Dashboard Custom Block Source Grouped By (If Group By option is a design object then that design should also be included in the Configuration Package)
Dashboard Custom Block Output Type
Dashboard Custom Block Report On
Dashboard Custom Block Summary Type
Dashboard Custom Block Show Result
Dashboard Custom Block Show Total
Dashboard Custom Block Decimal Places
Dashboard Custom Block Currency Format
Dashboard Drilldown Block Data Cube
Dashboard Drilldown Block Block Title
Dashboard Drilldown Block Block Filter Elements (If filter elements are design objects, they must be included in the Configuration Package as well.)
Dashboard Drilldown Block / Edit Drilldown Details Title
Dashboard Drilldown Block / Edit Drilldown Details Show Data From
Dashboard Drilldown Block / Edit Drilldown Details Display Type
Dashboard Drilldown Block / Edit Drilldown Details Source Grouped By (If Group By option is a design object then that design must also be included in the Configuration Package.)
Dashboard Drilldown Block / Edit Drilldown Details Output Type
Dashboard Drilldown Block / Edit Drilldown Details Report On
Dashboard Drilldown Block / Edit Drilldown Details Summary Type
Dashboard Drilldown Block / Edit Drilldown Details Show Result
Dashboard Drilldown Block / Edit Drilldown Details Show Total
Dashboard Drilldown Block / Edit Drilldown Details Decimal Places
Dashboard Drilldown Block / Edit Drilldown Details Currency Format
Dashboard Portlet Block Name
Dashboard Portlet Block

URL

  • Use Reset to reset the URL.
  • Use Get Parameters to get parameters from the URL as populated by the user in URL text box. When received, use the URL Parameter Mapping menu (accordion) to pass the values to the parameters in URLs, by mapping those to fields from Shell Attribute Form, and then format the values so that the URL can render in the dashboard during runtime, correctly.
Dashboard Standard Block Source Name
Dashboard Standard Block Data Type (If Data Type option is a design object then that design must also be included in the Configuration Package)
Dashboard Standard Block Report On
Dashboard Standard Block Block Title
Dashboard Standard Block Display Type
Dashboard Standard Block Show Result
Dashboard Standard Block Show Total
Dashboard Standard Block Decimal Places
Dashboard Standard Block Currency Format