[Direct Connection] Transferring Parameters Through the Jump Function

  • Last update:  2024-03-01
  • Overview

    This function is only supported in direct-connected data.

    Version

    FineBI Version
    Functional Change

    6.0

    /

    Application Scenario

    You may want to transfer parameters through the jumping function between the current dashboard and another dashboard to achieve data filtering.

    Jumping for Parameter Transferring Through the Public Link

    You can set jumping to transfer parameters through public links when you want the dashboard to be non-exportable after jumping.

    For example, go to dashboard A and click one of the channel IDs to jump to dashboard B (popping up in the dialog box). Data in dashboard B shows the average number of accesses per day for the corresponding channel ID, as shown in the following figure.

     1.gif

    Jumping for Parameter Transferring Through the Preview Link

    The following figure shows the effect.

     2.gif

    Implementation Method

    This document introduces how to transfer parameters through public links and preview links with the example of setting the jumping function (Web Link type) for a FineBI built-in dashboard for parameter transferring.

    1. You can create a group table in dashboard A to display the content of the Internet Channel Statistics table.

    2. You can display the average daily number of accesses for each channel ID in the Access Data Statistics table through dashboard B.

    3. You can redirect dashboard A to dashboard B, set Channel ID to the to-be-transferred parameter, and set the opening position to a dialog box.

    Procedure

    This document takes the built-in table Internet Channel Statistics as an example.

    SQL Dataset Adding

    First, you need to create a Channel ID parameter in the SQL dataset.

    1. If you have the Extracted Data and Direct-Connected Data functions at the same time, you need to select Direct-Connected Data from the data list. Then click Add Dataset and select SQL Dataset from the drop-down list, as shown in the following figure.

    iconNote:
    Only designers can create SQL datasets.

     3.png

    3.1.png

    2. Set Table Name to Access Data Statistics, enter the SQL statement with parameters select * from ENTable Connect_Access Stats Facts where 1=1 <parameter> and ChannelID in ('${Access Channel}') </parameter>. That is, set ChannelID to a parameter and name ChannelID Access Channel. Click Refresh, set Default Value to empty (namely selecting all values), and click OK, as shown in the following figure.

     4.png

    iconNote:

    1. where 1=1 in the SQL statement represents that the condition is always true, preventing errors if no subsequent parameter conditions exist. <parameter> and Field name in ('${Field name}') </parameter> represents the added Field name parameter, which is used to retrieve all values of Field name if the intermediate parameter is empty.

    2. Different databases vary in syntax. This document only serves as a reference. For the writing of other SQL parameters, see SQL Dataset Parameter Writing Example.

    3. Based on the above method, add Internet Promotion Channel Table, as shown in the following figure.

     5.png

    Dashboard A Creation

    Create a detail table through data from Internet Promotion Channel Table, create a dashboard named Dashboard A, and drag the detail table into the dashboard, as shown in the following figure.

    iconNote:
    If parameters do not exist in the dataset used in the dashboard before jumping, you can perform the above operations through extracted data, which is not advised.

     6.png

    Dashboard B (To-Be-Redirected) Creation

    Create a group table through Access Data Statistics, set Summary Mode of Number of Access to Average, create a dashboard named Dashboard B, and drag the group table into the dashboard, as shown in the following figure.

    7.png

    7.1.png

    Jumping Function Setting for Parameter Transferring

    Through the Public Link

    1. Create a public link for Dashboard B and copy the link, as shown in the following figure.

     8.png

    2. Set the jumping function for Dashboard A, as shown in the following figure.

     9.png

    3. Click the + icon, select Web Link from the drop-down list, paste the public link of Dashboard B to Jump to, add the parameter ?Access ID=ChannelID, set Opening Position to Dialog Box (900 x 500 Pixels by Default), and click OK, as shown in the following figure.

     10.png

    If you need to transfer multiple values to the parameter, you can use ?Parameter name=Parameter value1','Parameter value2.

    For example, if you set ?Access Channel=QD1001','QD1002, data corresponding to QD1001 and QD1002 will be displayed through filtering after you click dashboard A to jump to dashboard B, as shown in the following figure.

    11.png

    iconNote:
    Dynamic parameters cannot be transferred if multiple values exist.

    Through the Preview Link

    1. Copy the link of Dashboard B in preview mode, as shown in the following figure.

     12.png

    2. Use the same method with section "Through the Public Link" to set the jumping function, as shown in the following figure.

     13.png

    If you need to transfer multiple values to the parameter, you can use ?Parameter name=Parameter value1','Parameter value2.

    For example, you can add the parameter ?Access Channel=QD1001','QD1002.

    Effect Display

    For details, see section "Application Scenario."

    Notes

    After jumping, data is displayed based on the setting of URL parameter transferring, rather than the setting of the filtering component. If you have set the filtering condition for the filtering component, data after jumping is displayed based on the setting of the filtering component, rather than the setting of URL parameter transferring.

    For example, if you add a text filtering component (with the bound parameter also as Access Channel) for dashboard B, data after jumping is displayed first based on the setting of URL parameter transferring. Then you can use the filtering component to transfer parameters in the dashboard after jumping, as shown in the following figure.

    14.png

    附件列表


    主题: Creating a Dashboard
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