iDashboards v9.0 and later supports Cascading Input parameters natively. For details on this feature, see Chapter 19.14 of the iDashboards Admin Manual "Using Cascading Input Parameters".
In versions of iDashboards prior to v9.0, one input parameter cannot affect the values in another parameter. For example, if the first parameter is ‘Continent’ and the value that is chosen is ‘Europe’, the values in the second parameter of ‘Country’ are not changed to show only countries in Europe. All countries in the second parameter will be visible.
This article will walk you through the process of creating the input parameters and the dashboard.
Create a ViFrame and add a pivot to every data point you will need filtered. The pivots will be used to filter your data in the following steps. Remember you are not able to pivot the X axes and you will need one additional Y axes so the chart will build (if you need 3 filters create 4 Y axes). In "Chart Designer" select "Chart Properties" in the right hand panel you will find the "ViFrame Settings" at the top click on "Edit". Add the word "UPDATE". Center the word and if you want bold and change the font size. Press OK when done.
Make the following changes:
- Frame Settings
- Check - Prevent Scroll bars
- Text Setting
- Check - Enable Drill down from Text Click
- Slideshow Settings
- Uncheck - Show Forward/Back Buttons
- Uncheck - Show Play/Pause Button
- Scroll Settings
- Check - Hide Button Row
- ViFrame Label Settings
- Uncheck - Label Visible
After you have edited all the setting, click on the ‘Drilldown’ tab. On the left side scroll down to ‘Dashboard Parameters’. This will allow you to convert your pivots into parameters and will give you the effect of cascading parameters on all the charts within your dashboard.
Next go to the “Gear” in the top left of your screen. From the drop down select ‘Define Dashboard Parameters’. The next screen select ‘Add’ and a new box will appear. IMPORTANT: you will use your "Y" axes from your ViFrame chart, case does matter. At this time do not fill in an Initial Value and leave all the Control Types set to Text Box. I like to leave the Initial Value empty until I get everything working the way I want.
After you have finished adding the Parameters now create your chart as normal.
When you have finished setting up your chart right click on the chart, go back into the 'Chart Designer'. Select 'Data Set' from the top. Use the Specify Parameters again add the input parameters that you added under Dashboard Parameters remember case matters. Again do not fill in an Initial Value and leave all the Control Types set to Text Box. At the top of the screen select the tab Filter, next click on Add Filter. Now select the first column that goes with the parameter you will be using to filter. Most of the time leave the operator "=" alone. At the bottom of the box click on List Macros on the right you should see the Input Parameters that you setup, select the one that applies to the column applicable. You should continue doing this until you have all your filters created.
After you have saved your dashboard and all your charts you should be able to test your dashboard. Once everything is working to your liking you can hide the input parameters on your charts by right clicking on your chart and selecting Chart Designer use the Basic Settings on the left hand side and scroll down until you see the option Parameter Input Visibility set to Hide Parameter Input.
If you run into issues be sure to check the case of your axes, parameters, and filtering on your dashboard and charts.
- iDashboards v8.5 and prior