Analysis template jump

1. Overview

1.1 Version

1.2 Application scenario

The function of jump can realize jumping from one dashboard to another.

1.3 Function introduction

Jump can be categorized to analysis template and web link.

Analysis template: support setting filtering fields for the analysis template to jump, and this realizes the filtering jump between dashboards.

• If there exits only one linkage, jump or drill-down, one click can trigger the effect without additional selection.

• Support multiple jumps and passing filtering conditions, but performance issues may occur if there are more than 5 jumps.

• On dashboard, one click on component content can trigger jump; component editing panel does not support triggering jump.

Note: If the setup dashboard is completed, you need to create a public link to share. Sets the URL to add the public link when jumping to other dashboards. This setup avoids the need to log in when a dashboard opened with a public link jumps to another dashboard.

1.4 The case where jump is not triggered

• Components that do not support jump include: filter component, text component, picture component and web component.

Note: Jumps are not supported by the Tab component itself, but they are supported if the component that the Tab component drops into has a jump set.

• When making a map or other non-axis chart, the chart will not trigger a jump if the indicator field is not used.

2.1 Set the jump

1) Use the embedded dashboards of FineBI. Find Industru Application > Internet Industry [Internet Channel Analysis] under Dashboard tab. As shown in the picture below:

2) Set a jump for component [SalesVol]. Click the component and choose Dropdown > Jump Settings, as shown below:

3) Go to Jump Settings panel, click [+] and select Analysis Template. As shown below:

Multiple analysis template jumps are supported, and you can [rename], [copy] and [delete] the analysis template to jump.

4) Choose the dashboard to jump, i.e. [target template]. Here choose [demo2] under test. You can search and choose the dashboard to jump. Afterwards you can set [Open position]. For instance, set the open position as [new window], as shown below:

Note: target template can only be chosen from the dashboards under the [Dashboard] tab of current user.

Once set up, the dashboard can simply jump to the corresponding new dashboard, but sometimes the user needs to pass parameters along with the jump to see the dashboard data after the jump of the specified data. You can then set up one of the following three scenarios according to your needs:

• Fields are passed by default, and the system automatically matches the associated data.

• Without passing fields, the "target template" after the jump does not rely on the value of the field clicked before the jump for filtering.

• Customize the passed fields.

2.2 Pass parameters by default

If the field Passing a value to the jump destination is not checked, the jump effect is the same as the linkage, and the filter conditions of components, linkage drill conditions, filter conditions of dimensions and indicators, trigger condition values, and detailed filter conditions of transferring click indicators are all passed to the dashboard after the jump. An example is given below:

2.2.1 Operation steps

Uncheck Passing a value to the jump destination and click OK to pass the value according to the default conditions, as shown in the figure below:

The list of optional fields shows the tables that are currently used by the analysis template component and the fields of their primary and sub-tables (including indirect primary and sub-tables).

2.2.2 Preview effects

Click bar [Sun Yang] and choose jump to analysis template in the pop-up window. Let the page to jump to [demo2] and filter out data of [Sun Yang], as shown below:

Note: If there is only one linkage, jump and drill in the dashboard, there is no need to make additional choices. Click and the trigger effect will be automatically triggered.

2.3 Do not pass values

If the user does not need the dashboard after the jump to filter the fields clicked before the jump, the no-value operation can be carried out.

2.3.1 Operation steps

Check Passing a value to the jump destication, as shown in the figure below:

Note: The list of optional fields shows the tables currently used by the [Analysis Template] component and the fields of their primary and sub-tables (including indirect primary and sub-tables).

2.3.2 View effects

Click on the horizontal axis of [Sun Yang] and select the pop-up window to jump to the analysis template. The page jumps to [demo2] without filtering, as shown in the picture below:

2.4 Pass customized values

FineBI supports custom [source field] and [target field].

Custom values do not need to be associated with the [source field] and [target field], as long as the [source field] and [target field] in the value of the corresponding, can be normal jump to the value.

If there is a field value in the [source field] and there is not a field value in the [target field], click the field value in the [source field], the target template will filter out no data.

2.4.1 Operation steps

Check Passing a value to the jump destication and set [source field] and [target field]. Click Add in the upper right corner to set multiple pairs of [source field] and [target field], as shown in the figure below:

Note: [source field] can select the table used by the current component and all associated table fields, [target field] can select all used table and associated table fields of the [target template].

2.4.2 View effects

Click on the horizontal axis of [Sun Yang] and select the pop-up window to jump to the analysis template. The page jumps to [demo2] and filters out the data of Salesperson [Sun Yang], as shown in the figure below:

3.1 Analyze template jump permission inheritance

1) If the user has passed the template authentication to view the [source template], but does not have the data permission of the [target template] after the jump, it can only view the [target template] within a short period of time, and cannot view it after the timeout.

2) If the user has the view right of [source template] distributed by the administrator or shared by others, but does not have the data right of [target template], click jump and it will display [target template] without the view right.

Note: Login timeout time is available in the admin system. Adjust yourself under System Management > Login > Login Timeout Settings.

3.2 The pass-value relationship between the target and source fields

Component jump analysis template, set to pass value to jump target. If the value field is a time field, make sure that the time and seconds of the source and destination field dates are the same. 2019-09-12 12:15:30 and 2019-09-12 00:00:00 are different and cannot be automatically transmitted.