How can I create Combo Box Visual in an IntelliFront BI Dashboard?
This article will help you to create a Combo Box Visual dashboard item to data. A Combo Box is ideal to filter data in a dashboard.
Dashboard - Combo Box
When creating a dashboard item it is important to know what you want to display. We recommend having some questions in mind of what you want the dashboard to show before you start creating it.
The Dataset used in this dashboard is a sample of a Human Resources data. The Dataset contains information about Age, Gender, Marital Status, Name of the employee, Department, City, etc.
I would like to find out the following from the Dashboard:
What are the name of the employees?
In what department do they work?
What is their pay rate?
To create this visual, begin by selecting Combo Box.
The combo box is a dashboard visual to be used with other dashboards items to filter their data.
Binding Menu
Use the Click here to bring up the Binding Menu. The Binding Menu allows you to create and modify the data selected for the dashboard.
Dimension
The Dimension section contains data to create combo box.
Binding
Select the value for the information you are going to show.
For the example above I am going to show the Department.
You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
Options
Caption: This is the heading for the Dimension selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Data Shaping
In this section, you can change the sort order of the value.
Sort Order: You can select Ascending or Descending sort order.
Sort By: Select the value you want to sort this data.
Group Interval: You can set group intervals by alphabetical or none.
Top N
In this section, you can customize the display number of values that correspond to the highest or lowest values of a particular measure.
Enable this option by clicking ON.
Mode: Specifies whether top or bottom values should be displayed.
Count: The number of Values you want to display.
Measure: The measure selected which the top or bottom values will be determined.
Show "Others" Value: If enabled, all values that are not shown in the top/bottom ones will be displayed in the "Others" value.
Hidden Dimensions/Hidden Measures
This section is used to utilize a field without displaying in the dashboard item. Adding the Hidden dimension or measure, you can sort any values in the data by that specific dimension/measure.
This section is to sort or filter the visual dashboard in order to get more detailed analysis.
You can use Hidden Dimensions/ Hidden Measures with the following sections:
Data/Filtering
Data Shaping
Common
Top N
If the value is already added in the binding menu, you don't need to add it in the Hidden Dimensions/Measures.
In this example, we want to filter the department with the highest pay rate.
In this case, I want to look the department with the highest pay rate. Select Dimensions and go to Department. In Departments, select Top N. In Top N, enable this option and change the mode to Bottom. In count write down the number and in measure select Pay Rate.
Interactivity Menu
Ignore Master Filters: You have the option to enable or disable Master Filters.
Cross-Data-Source Filtering: In this mode, when different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources.
Options Menu
Show Caption: You can enable or disable the visual caption.
Caption: This is the heading for the visual selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Type: Select the type of combo box.
Show "All" Value: You can enable or disable the "All" option.
Enable Search: You can enable or disable the search option.
Convert To Menu
In this section, you have the option to convert or duplicate the current dashboard item.
Remove Button
Click on the remove button to delete the current dashboard item.