Standard Tabs with Series Selection

Overview

Standard Tabs can be used if you wish to create relationships between multiple reports on a single tab. In a Series Selection Standard Tab you can link reports so that you are viewing the same selectable metric across all linked reports.

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See also: Tutorial - Standard Tab with Series Selection

Creating a Series Selection Standard Tab

1. To create a standard tab, click on 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 on the left hand side and dragging them onto portlets.
3. Once you have added all your reports you will need to link them via series selection.

Linking Reports

1. From the edit tab menu, click on the Series Select link. This will open a new page with all the series select options available.
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2. Firstly, you will need to select a master report to join your other reports to. This will be the report you select series on, so choose the one that displayed series using the format you want. You will also need to select a default field - this is the series that is initially selected when the tab is loaded.
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3. Once you're selected the master report, you will notice the other reports on the dashboard listed directly underneath on the left.
   You'll need to select these one by one and link them to the master, much as you would during the analytic setup.
   You will know it's selected by the blue border around it.
4. Link up matching series to the ones listed from the master report, then click Save to complete the links.
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5. You will need to link all reports that have a red border, as this indicates they have not yet been completely linked.
6. Click on the Return to Dashboard button to finish the linking process.
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7. Your reports should now be linked and the series selection will be ready to use across the tab.