Navigating from Charts

About Navigating from a Chart or Dashboard to the Corresponding Essentials Module

Advanced Visualization enables you to navigate from a chart or dashboard to the corresponding feature or module within Essentials. You can create a chart or dashboard using a data source and configure drill-downs for the fields using the filter parameters associated with the data source. When the drill-downs are configured with the filter parameters, you can drill down the chart or dashboard to navigate to the corresponding feature or module, and access the data filtered by the configured filter parameters. For more information on different types of drill-downs and how to configure drill-downs for the charts and reports, refer to the help integrated with Advanced Visualization.

Example: Access the Number of Alerts Filtered by a Severity Parameter in Alerts Module

This example provides the steps to configure drill-downs for a field associated with the Alerts custom business view and access the number of Alerts filtered by the Severity parameter in the Alerts grid view.

Create a chart using the Alerts custom business view.
In the Advanced Visualization Designer, add the ALERTID field as a Measure and the SEVERITY field as a Dimension.
Aggregate ALERTID with the count distinct function.
In the Settings section, right-click ALERTID , and then select Configure drill downs.
The Configure Drill Downs for Alert ID window appears.
In the Type section, select the URL option.
In the URL box, enter the URL in the following format:
/<tenant-name>/advanced-visualization/navigate-to/alerts, where <tenant-name> is the name of the tenant that you are using to access Essentials.
In the Load In section, select an option that determines how to load the chart.
In the Parameters section, select the Add all target filters button.
A table appears, displaying the following columns:
- Parameter Name
- Type
- Field/Value
In the table, enter the values as follows:
1. In the Parameter Name box, specify Severity.
2. In the Type box, select Field.
3. In the Field/Value box, select ALERTS.SEVERITY.
Note: The alerts in the Alerts grid view are filtered based on the filter parameters specified in the table. For more information on the supported filter parameters for configuring drill-downs, refer to the Supported Filter Parameters for Alerts topic.
Select Apply, and then save the chart.
Right-click the chart, select Run..., and then select Run in new window.
The new tab appears, displaying the chart.
Select the visual element (for example, bar) for the Severity parameter.
A new tab appears, displaying the number of alerts filtered by the Severity parameter in the Alerts grid view.

Example: Access the Number of Cases Filtered by a Severity Parameter in Cases Module

This example provides the steps to configure drill-downs for a field associated with the Cases custom business view and access the number of Cases filtered by the Severity parameter in the Cases grid view.

Create a chart using the Cases custom business view.
In the Advanced Visualization Designer, add the CASEID field as a Measure and the SEVERITY field as a Dimension.
Aggregate CASEID with the count distinct function.
In the Settings section, right-click CASEID, and then select Configure drill downs.
The Configure Drill Downs for Case ID window appears.
In the Type section, select the URL option.
In the URL box, enter the URL in the following format:
/<tenant-name>/advanced-visualization/navigate-to/cases, where <tenant-name> is the name of the tenant that you are using to access Essentials.
In the Load In section, select an option that determines how to load the chart.
In the Parameters section, select the Add all target filters button.
A table appears, displaying the following columns:
- Parameter Name
- Type
- Field/Value
In the table, enter the values as follows:
1. In the Parameter Name box, specify Severity.
2. In the Type box, select Field.
3. In the Field/Value box, select CASES.SEVERITY.
Note: The cases in the Cases grid view are filtered based on the filter parameters specified in the table. For more information on the supported filter parameters for configuring drill-downs, refer to the Supported Filter Parameters for Cases topic.
Select Apply, and then save the chart.
Right-click the chart, select Run..., and then select Run in new window.
The new tab appears, displaying the chart.
Select the visual element (for example, bar) for the Severity parameter.
A new tab appears, displaying the number of cases filtered by the Severity parameter in the Cases grid view.

About Configuring Drill-Downs using URLs

You can use Essentials URLs to configure drill-downs for a visual element (for example, bar) of a chart for accessing data associated with the visual element in the corresponding module.

When configuring drill-downs, you can create the following types of URLs that are used to navigate to the specific pages or features of the corresponding module:

URL with parameters: If the URL associated with the module contains a parameter, you must create a URL with the parameter to pass the parameter value from the chart to the corresponding module for accessing the associated data. If the URL uses dynamic parameters (for example, prompts), parameters with the same name are automatically created to pass the value when you select the visual element in the chart. Thus, you are navigated to the target page or feature of the module.
URL without parameters: If a URL associated with the module does not contain a parameter, you must create a URL without any parameter value.

Configure a Drill-Down for a Chart to Access Data in the Corresponding Module

Before You Begin

Create a chart.

About This Task

This task describes how to configure a drill-down for a chart using a URL and navigate to the corresponding module within Essentials to access the associated data. For more information on different types of drill-downs and how to configure drill-downs for the charts and reports, refer to the help integrated with Advanced Visualization.

Procedure

Access the Advanced Visualization page.
Access the chart for which you want to configure the drill-down.
Right-click the chart, and then select Edit.
The Advanced Visualization Designer page appears, displaying the chart in the designer canvas.
In the Settings section, in the Vertical box, right-click the field for which you want to configure a drill-down, and then select Configure drill downs.
The Configure Drill Downs for <Field Name> window appears.
In the Configure Drill Downs for <Field Name> window, perform the following steps to configure the drill-down:
1. In the Type section, select the URL option.
2. In the URL box, enter the URL for the page that you want to access when you select the visual element of the chart.
  Tip: For more information on the URLs associated with a specific Essentials module, access the help documentation for the module, and then refer to the <Module Name> URLs topic.
  - If the URL does not contain any parameter, select Apply.
  - If the URL contains parameters (for example, {entitykey} and {sectionname} in the URL health/asset/{entitykey}/{sectionname}), perform the following steps:
    1. In the Parameters section, select the Add all target filters button.
      A table appears, displaying the following columns:
      Parameter Name
      Type
      Field/Value
    2. In the table, enter the values as follows:
      In the Parameter Name box, enter the name of the parameter.
      In the Type box, select Field.
      In the Field/Value box, select a field value based on the parameter that you specified in the Parameter Name box.
    3. Select Apply.
Select the Save button to save the chart in your preferred workspace.
The drill-down for the chart is configured.