Filtered Standard Tabs

Overview

Standard Tabs can be used if you wish to create relationships between multiple reports on a single tab. In a Filtered Standard Tab you can link reports so that if you drill down on one report the associated filters are applied to all reports on the same tab.

The benefits of this style of tab include:

1. Data is easy to slice and dice - users can quickly drill down on multiple dimensions and views of their data
2. Multiple related reports can be displayed on a single tab for quick access

See also: [Filtered Standard Tab Tutorial]

Creating a Filtered Standard Tab

1. To create a standard tab simply click the Create option in the main navigation bar, select Dashboard Tab > Standard Tab.
2. This will return you to the tab where you can add reports by searching for them in the report list in the left hand side and dragging them onto portlets.
3. Once you have added all your reports you will need to link them via shared filters.

Linking Reports

1. From the edit tab menu click, the analytical set up link.
   
   This will open a new page with all the reports listed as well as a panel with the reports and their linked status - as shown below.
   
2. By clicking on the linked reports you will be able to see how each report is linked to the current subject report identified in the left hand reports panel. Reports that are not linked are highlighted in red.
3. Choose the type of linking. For example if the reports share a common drill hierarchy choose Drill Down Field, otherwise choose filter. This will allow you to select which fields correspond to the filters that will be applied from the report.
   
4. Click Save to continue and go through each report to set up is linkages which all the reports on your tab.
5. Once you have set up the links between reports you will need to set up the filter user prompts, these will be displayed on the right hand side of your analytic tab. In the example below the filter values have been cached (set at the report level).
   

See [User Prompt Filters] for more information.

Linking Drill Down Hierarchies

1. Choose the type of linking. In this case, you will need to enable the Drill Down Hierarchy to be displayed in the filter panel - as shown below.
   
2. You will now need to link the other reports back to this hierarchy. There are two linking options:
   1. Drill Down Field: this allows you to link the path of the master report's drill down hierarchy to the hiearchy used within the linked report.
      Note: this option can only be used if the linking report contains the hierarchy.
   2. Filters: this allows you to link each level of the hierachy in the master report to a corresponding filter field to be applied to the linked report.
      
3. Once linked, Save as outlined above.

See ドリルダウン階層 and [Drill Down Reports] for more information.

Linking Time Sliders

1. Choose the type of linking. In this case, you will need to enable a Time Slider to be displayed on the dashboard - as shown below.
   
   Note: when linking time sliders, you will only be able to display one per dashboard. Much link linking series selection.
2. You will need to link the other reports back to this hierarchy. In order to do this, specify a date field you wish to pass the slider range to.
3. Once linked, Save as outlined above.

See [Time Series] for more information.

Formatting Analytic Filters

Once you have linked all your reports together, you can format the way the filters are displayed on the dashboard.
Note: some of the formatting options, such as Filter Groups, do not apply when displaying filters in the Left Navigation Panel.

1. Click on the icon next to the filter you wish to format.
   
2. From here you will be presented with a menu that allows you to change the Title, Display Type, List Length (where applicable), and Default Value.
   
3. Set the desired options and click Save to apply changes

You are also able to reorder filters in the same way you would move reports on the dashboard. Click the icon next to the filter you wish to move, then drag it into position.

Grouped Filters

Filters are able to be arranged into collapsible groups when displayed on the dashboard.

1. First, the group will need to be created. Type a name into the Add a Filter Group area at the top of the filter panel. Click the icon to add the group.
   
2. Now you will need to add filters to the group. Drag desired filters to below the filter group name.
   
3. Lastly, you will need to configure the display options for the group. Click on the icon next to the filter group name.
   
4. From here you will be able to rename the group, choose an initial display state (open or closed when the tab is first loaded), and delete the group.