Web link jump

1. Overview

1.1 Version

1.2 Application scenario

The weblink jump function enables jumping from a dashboard to other systems.

For example, a web page or a public link from the dashboard and pass the reference.

1.3 Function introduction

Weblink jumping: It supports dynamic field values that can be spliced in the URL address of a web page and passed to the target address as parameters to achieve filtering jumping between pages.

• When only one linkage, jump, or drill-down exists, no additional selection is required and the effect can be triggered by clicking.

• Supports multiple jumps and filtered conditional passes, but more than 5 consecutive jumps may cause performance issues.

• Dashboard interface, you can click the component content to trigger the jump; the component editing interface does not support triggering the jump.

Note: If you want to create a public link to share after setting the dashboard. This setting can avoid the situation that you need to log in to when jumping to other dashboards from a dashboard opened with a public link.

1.4 Situations that do not trigger a jump

• The components that do not support setting jump are "filter component", "text component", "image component", and "web component".

• Except for the map component, triggered jumps are not supported for both axes and non-axes chart components if the indicator field is not used.

2.Jump to the dashboard and pass the reference

You can pass references by jumping to the dashboard corresponding to the public link or preview link under any system.

Implementation: filtering components to pass values, real-time data to pass references.

2.1 Filtering components passing values as parameters

The dashboard after the jump filters out the data corresponding to the parameter values set for the filter component, and the effect is equivalent to selecting the corresponding filter conditions in the filter component of the dashboard after the jump.

2.1.1 Create a dashboard

1）Create a new dashboard, click "Add Component", enter "test_for_web_link_jump" in the search box to find the data table that comes with FineBI, and click "OK", as shown in the figure below.

2）Make a group table as shown below and click "Go to Dashboard" as shown below.

3）Click on the component and select Dropdown > Jump Settings as shown below.

4）Enter the jump setting page and click "+" to add web links, as shown in the following figure.

Note: You can add multiple analysis template jumps and weblink jumps.

5）Name the added "Web Link" as "Store Status Analysis". The added jumps support "Rename" "Copy" and "Delete" as shown below.

6）The next step is to paste the address you want to jump to on the right side of the screen.

2.1.2 Set Jump

1）Select the dashboard to jump to: Here, find the Industry Analysis > Retail Industry "Store Sales Status Analysis" dashboard under the Dashboard node, as shown in the following figure.

There are two URLs for the dashboard.

• Public Link URL: See the documentation for details on how to get it: Creating Public Links.

• Preview URL: Click to go to "Store Sales Status Analysis", preview the dashboard, and copy the dashboard link.

Note: If you need to create a public link to share after the dashboard is created, set the URL to add a public link when jumping to other dashboards. This setting can avoid the situation that you need to log in to when jumping to other dashboards from a dashboard opened with a public link.

If there is a filter component in the jumped dashboard, you can use the URL to implement the jump to pass values. For example, the jumped "Store Sales Analysis" dashboard has a text drop-down filter component "Select Store Name".

After the original URL, add ? Select Store Name=name, click OK to enable the filter component to pass the value, and set the "Open Location", see section 2.1 of Analysis Template Jump for details, as shown in the figure below.

Note 1: Add content after the URL Note: " ? " must be in English format, "Select Store Name" is the title of the text filter component in the dashboard after the jump. The "name" is selected in the optional field.

Note 2: Enter "?" directly after the URL. Select Store Name = Shangqibao Store, Shangbaoshan Store", then the dashboard after the jump will also filter out the data with "Store Name" as "Shangqibao Store" and "Shangbaoshan Store". The effect is the same as selecting "Shangqibao Store" and "Shangbaoshan Store" in the text filter component "Select Store Name". ("Shangqibao Store" and "Shangbaoshan Store" are the two data in the "Store Name" field)

2.1.3 Format for passing values to filter components

Other filtering components URL jumps are described in the following table.

2.1.4 Filtering components passing multiple parameters

Multiple filter components parameter format: ? Filter component 1 = parameter value 1 to be filtered & Filter component 2 = parameter value 2 to be filtered

If you need more than one filter component to pass the parameters, add "? area=Shanghai&property=Management Store" after the original URL, as shown below.

The dashboard after the jump filters out the data corresponding to "area" as "Shanghai" and "property" as "management store", the effect is equivalent to selecting "Shanghai" in the text filter component "area" and selecting "management store" in the text filter component "property".

2.2 Real-time parameter passing

If you are using real-time data and have set parameters, you can jump to other dashboards and pass parameters without using the filter component, please refer to Real-Time Data Jump Parameters Passing Values for more details.

Note: URL passing parameters are not affected by the filtering component single-select multiple-select configuration items.

3. Set jump to normal web page

3.1 Operation steps

For example, enter www.finebi.com in the jump URL and set the "open location", see section 2.1 of Analyzing Template Jumps for details, as shown below.

3.2 Effect view

Click on the jump to www.finebi.com page, as shown below.

4. Set jump to report cpt template

The jump to cpt template is divided into normal cpt/form or cpt/form with parameters. The normal cpt/form does not contain parameters and does not achieve any jump filtering effect; the cpt/form with parameters achieves the filtering effect by passing parameters to the target cpt template when jumping.

4.1 Do not pass parameters cpt templates

4.1.1 Operation steps

When jumping to the cpt template to add a web link, you need to fill in the relative path and remove the ip+port number from the URL link: /webroot/decision/view/report?viewlet=FreeForm.cpt, as shown below.

Note: For BI projects deployed under Tomcat, the relative path needs to be changed to: /decision/view/report?viewlet=FreeForm.cpt, i.e. the path starts from the decision folder. For more details, please join the document: Direct Access to Data Decision System via IP under Tomcat.

Enter the corresponding URL and set the "Open Location", see section 2.1 of the Analysis Template Jump for details, as shown in the following figure.

4.2 Jump to report cpt template with parameters

Parameters can be set directly in the FineReport report, refer to the template parameter description; or set the parameters through FineBI's real-time data and pass them to use, refer to [Real-time Data] Jump to pass the parameter settings, and then follow the steps below to set the parameters to pass to the corresponding template.

4.2.1 Operation steps

The jump with parameters is a choice of splicing dynamic field values as parameters are passed to the normal cpt/form. The writing rule is to fill in the corresponding URL position in the left selected field, you can fill in the absolute path such as http://120.27.40.246:37799/webroot/decision/view/report?viewlet=supplier-information-query.cpt&para=company-name:/ webroot/decision/view/report?viewlet=supplier-information-query.cpt&para=company-name , and set the "open location", see: Analysis Template Jumping Section 2.1 for details, as shown in the figure below.

After clicking OK to save, select the product in the component for weblink jumping, then the jump URL is displayed as: http://120.27.40.246:37799/webroot/decision/view/report?viewlet=supplier-information-query.cpt&para=Yimei, as shown in the following figure.

5. Cautions

5.1 "Query" and "Reset" components

When the dashboard after the web link jump has "Query" and "Reset" components (for details, please see: Query button, Reset button)

• Turn on "Auto Query on Preview", the parameter passing value will take effect immediately after jumping without clicking "Query", and the filtering component passing value needs to click "Query".

• If you don't turn on "Auto Query on Preview", you need to click "Query" for both parameter passing and filtering component passing to take effect.

• Neither URL passing nor filtering component filtering takes effect after clicking "Reset".

Note: If the filter component filter conditions have been set in the dashboard after the jump, the "Reset" button will not automatically clear the filter component filter conditions after the jump, you need to manually click the "Reset" button in the dashboard after the jump to clear them.

5.2 URL after a successful jump

After a successful pass, the data obtained by the dashboard is the intersection of the data filtered by the URL pass and the data filtered by the default value of the non-pass filter component.

If the filtering operation is performed on the filtering component after the jump, the URL pass will fail.

5.3 Edit Dashboard URL

Web connection jumps can also use the dashboard to edit URLs, but it is not recommended because actions on the dashboard will be saved after the jump.