COG170: Cogito Fundamentals COG170: Cogito Fundamentals
1. Review Questions Chapter 2: 9. Define: Personalization: Dashboards and components which are created by
2. 1. Assuming a user has the appropriate user role to access a dashboard, an administrators are referred to as source records.
what other dashboard settings control whether the dashboard is available
for viewing?: The Ready for use and Enabled for user selection check boxes. When an end user selects a source dashboard from the Analytics Catalog, a
3. 2. Which of the following would you enter in the Parameters field of an personalized copy is created just for them.
activity link to open a Hyperspace activity? End user personalized copies of these source dashboards and components are
considered personalization records.
a. The activity descriptor and any required parameters for the activity. 10. Define: Dashboard Editor: Create and edit source dashboard records with
b. The menu descriptor of the activity. the dashboard editor.
c. The user-facing name of the activity.
d. the parent menu of the activity record.: a. The activity descriptor and any Access the editor with Chart Search, editing a dashboard from the Analytics
required parameters for the activity. Catalog, or editing a dashboard from the Proxy Dashboard prompt.
4. 3. You have built a component record. Which of the following could explain
6 forms controls the dashboard's content & metadata:
why the component does not appear on a specific dashboard?
1. Basic Information
a. The component is not set as ready for use. 2. Layout
b. The component is not listed on the Content form of the dashboard. 3. Content
c. The component and the dashboard do not share any report groups. 4. Resource Settings
d. The component has not been marked as enabled for user selection.: Both: 5. Parameters
a. The component is not set as ready for use. 6. Access
b. The component is not listed on the Content form of the dashboard. 11. Additional Information: Dashboard Editor: Dashboards should be tailored
5. True or False: to their audience and tested to ensure they work.
Components require a defined Display title on the Display form.: True: this is a
Guidelines for creating and editing Radar content:
required field.
-Any dashboard available to a user must work
6. Study Checklist: Chapter 2:
-All parts of a dashboard must work
7. Define: Dashboard: Dashboards centralize content from around Hyperspace,
-Dashboards must have a defined target audience
the graphical user interface which allows users to enter, access and interact
-Each user in that audience must have security/access for all components and
with Epic data.
reports on dashboard
8. Define: Component: Each of the sections of content on the dashboard is a
12. Define: Component Editor: Accessed via Chart Search for Component
component.
Editor - Six types of component records in Radar
Components built by administrators are source records 1. Graph
2. Link
Components built by end-users are personalization records. 3. Message Board
, COG170: Cogito Fundamentals COG170: Cogito Fundamentals
4. Native HTML 1. Use Chart Search to launch the Menu Summary activity.
5. Report Listing 2. Refer to pg. 2-22 for scenario.
6. Table 3. Because Admin is under the Epic button, start by expanding
13. Additional Information: Component Editor: Components have Five Forms EDMAINAPPMENU
4. Any menu that is displayed visually to the end-user will be listed under the
1. Basic Information caption.
2. Display 5. Expand the Admin sub-menu
3. Data Source 6. Expand the Access Management sub-menu
4. Output Format 7. Select User Security
5. Access
Activity Descriptor is located in the Activity Information section. User Security is
Similar to the Dashboard Editor, each form controls your component's content and E_EMP_EMPGUI
its metadata. 17. Perform Task: Create and edit dashboards: Run through the following
14. Define Activity Descriptor: The Active activity descriptor field displays for Exercises/Examples
your currently active Hyperspace activity. 1. pg. 2-11 Radar Exploration
18. Perform Task: Navigate the Dashboard Editor: Run through the following
There are two Hyperspace workflows that can find the activity descriptor for a
Exercises/Examples
given activity.
1. pg. 2-13 Dashboard Editor
15. Hyperspace workflow 1: Find Activity Descriptor: Activity: Create a
19. Perform Task: Determine the order that components will appear on a
component which has a header that is able to take you to the Component Editor
dashboard: 1. Use Chart Search to open Dashboard Editor
directly from your Radar dashboard.
2. Click on Content from left menu, from here you can quickly access the
1. Access the about Hyperspace information window Component Editor to edit a given component on the dashboard.
2. Double-check that you are currently in the Component Editor activity 3. Note: all components on the dashboard must be marked as Ready for use
3. Access the About Hyperspace window by navigating to the Epic button > Help > before the dashboard can be marked as Ready for Use
About Hyperspace. 4. To manage the component list, press F4 to insert a blank line in the table of
4. The Active activity descriptor field displays for your currently active Hyperspace components.
activity. 5. To remove a line, select the line and press SHIFT+F4
16. Hyperspace workflow 2: Find Activity Descriptor: Activity Descriptor in the 6. To move a selected component higher or lower in the component list, use the up
Menu Summary: and down arrows to the right of the component.
20. Perform Task: Configure a component header to launch an activity: 1. Via
End-users often request links to activities that you lack the security to access. Thus the Component Editor go to the Display section
you can not determine the activity descriptor from the About Hyperspace workflow. 2. Enter the activity descriptor for the Hyperspace activity that launches if a
For these instances, use the following workflow. user clicks the clicks the component header.
, COG170: Cogito Fundamentals COG170: Cogito Fundamentals
3. To find the activity descriptor (refer to previous cards, 14, 15, and 16) 21. - Changing the display title
Perform Task: Configure a link component pt 1.: Two Methods: - Changing the dashboard description
1. Linking from the component header - Rearranging the components
2. Listing multiple activities in a Link component - Add new components from the Analytics Catalog
-Change the names and colors of components on a dashboard
Jumping to a Hyperspace activity isn't like linking to a website, it requires a unique
link to identify a single Hyperspace activity. The aforementioned features are stored on the personalization record, and will not
impact the source dashboard.
Two work flows to find the activity descriptor for a given activity. (refer to previous 24. Explain Concept: Component-level personalization: Component
cards, 14, 15, & 16) personalization records are only created if a user changes the component content
22. Perform Task: Configure a link component pt 2.: 1. Use the Component (e.g., adding a badge to a table component). The degree and manner of component-
Editor to create a new component called "your initials" link Component level personalization depends on the type of component.
2. Fill out the appropriate Display Format for a link component
-2 options for Data Source 1. A link component is a list of links to Hyperspace activities, reports or external
- Component Record: specify links in the component you are currently building - URLs. Through personalization, a user could re-order their links, or even add a
Code Template: specify a code template and/or routine to populate your links, not new URL-based link
used by analysts
2. A table component displays summary data in a table. Through personalization,
3. Choose a Data source of "Component Record" a user could add thresholds that highlight results in the table above or below a
4. Give your component help test, a meaningful Display title and a default Color5. certain value.
On the Output Format form, Insert a new URL of your choice to your Link 25. Explain Concept: The Ready for use and Enabled for user selection
component. (give the new URL a label. check boxes: All components on a dashboard must be marked as READY FOR
- Web site URLs should include http:// or https// USE before the dashboard can be marked as Ready for Use.
- Enter a Tooltip for your URL
6. Add "Administration" to the Allowed report groups so you will be able to add For access and distribution, the Ready for Use and Enabled for User Selection
this component through personalization must be checked in order to view.
7. Make sure you component is marked as READY FOR USE 26. Explain Concept: General settings for all components: In Component
8. Close out the Component Editor Editor: Five Forms
9. Open your Dashboard via the Dashboard Editor 1. Basic Information
10. Add the component to the Content form of your dashboard 2. Display
11. Launch the dashboard to view the component ( Refresh with ALT+= 3. Data Source
23. Explain Concept: Dashboard-level personalization: Several dashboard 4. Output Format
attributes can be customized by any end user with personalization security. 5. Access
Including the following: 27. General Settings for Components: Basic Information: Basic Information:
1. Source Record- Read only if copied component
1. Review Questions Chapter 2: 9. Define: Personalization: Dashboards and components which are created by
2. 1. Assuming a user has the appropriate user role to access a dashboard, an administrators are referred to as source records.
what other dashboard settings control whether the dashboard is available
for viewing?: The Ready for use and Enabled for user selection check boxes. When an end user selects a source dashboard from the Analytics Catalog, a
3. 2. Which of the following would you enter in the Parameters field of an personalized copy is created just for them.
activity link to open a Hyperspace activity? End user personalized copies of these source dashboards and components are
considered personalization records.
a. The activity descriptor and any required parameters for the activity. 10. Define: Dashboard Editor: Create and edit source dashboard records with
b. The menu descriptor of the activity. the dashboard editor.
c. The user-facing name of the activity.
d. the parent menu of the activity record.: a. The activity descriptor and any Access the editor with Chart Search, editing a dashboard from the Analytics
required parameters for the activity. Catalog, or editing a dashboard from the Proxy Dashboard prompt.
4. 3. You have built a component record. Which of the following could explain
6 forms controls the dashboard's content & metadata:
why the component does not appear on a specific dashboard?
1. Basic Information
a. The component is not set as ready for use. 2. Layout
b. The component is not listed on the Content form of the dashboard. 3. Content
c. The component and the dashboard do not share any report groups. 4. Resource Settings
d. The component has not been marked as enabled for user selection.: Both: 5. Parameters
a. The component is not set as ready for use. 6. Access
b. The component is not listed on the Content form of the dashboard. 11. Additional Information: Dashboard Editor: Dashboards should be tailored
5. True or False: to their audience and tested to ensure they work.
Components require a defined Display title on the Display form.: True: this is a
Guidelines for creating and editing Radar content:
required field.
-Any dashboard available to a user must work
6. Study Checklist: Chapter 2:
-All parts of a dashboard must work
7. Define: Dashboard: Dashboards centralize content from around Hyperspace,
-Dashboards must have a defined target audience
the graphical user interface which allows users to enter, access and interact
-Each user in that audience must have security/access for all components and
with Epic data.
reports on dashboard
8. Define: Component: Each of the sections of content on the dashboard is a
12. Define: Component Editor: Accessed via Chart Search for Component
component.
Editor - Six types of component records in Radar
Components built by administrators are source records 1. Graph
2. Link
Components built by end-users are personalization records. 3. Message Board
, COG170: Cogito Fundamentals COG170: Cogito Fundamentals
4. Native HTML 1. Use Chart Search to launch the Menu Summary activity.
5. Report Listing 2. Refer to pg. 2-22 for scenario.
6. Table 3. Because Admin is under the Epic button, start by expanding
13. Additional Information: Component Editor: Components have Five Forms EDMAINAPPMENU
4. Any menu that is displayed visually to the end-user will be listed under the
1. Basic Information caption.
2. Display 5. Expand the Admin sub-menu
3. Data Source 6. Expand the Access Management sub-menu
4. Output Format 7. Select User Security
5. Access
Activity Descriptor is located in the Activity Information section. User Security is
Similar to the Dashboard Editor, each form controls your component's content and E_EMP_EMPGUI
its metadata. 17. Perform Task: Create and edit dashboards: Run through the following
14. Define Activity Descriptor: The Active activity descriptor field displays for Exercises/Examples
your currently active Hyperspace activity. 1. pg. 2-11 Radar Exploration
18. Perform Task: Navigate the Dashboard Editor: Run through the following
There are two Hyperspace workflows that can find the activity descriptor for a
Exercises/Examples
given activity.
1. pg. 2-13 Dashboard Editor
15. Hyperspace workflow 1: Find Activity Descriptor: Activity: Create a
19. Perform Task: Determine the order that components will appear on a
component which has a header that is able to take you to the Component Editor
dashboard: 1. Use Chart Search to open Dashboard Editor
directly from your Radar dashboard.
2. Click on Content from left menu, from here you can quickly access the
1. Access the about Hyperspace information window Component Editor to edit a given component on the dashboard.
2. Double-check that you are currently in the Component Editor activity 3. Note: all components on the dashboard must be marked as Ready for use
3. Access the About Hyperspace window by navigating to the Epic button > Help > before the dashboard can be marked as Ready for Use
About Hyperspace. 4. To manage the component list, press F4 to insert a blank line in the table of
4. The Active activity descriptor field displays for your currently active Hyperspace components.
activity. 5. To remove a line, select the line and press SHIFT+F4
16. Hyperspace workflow 2: Find Activity Descriptor: Activity Descriptor in the 6. To move a selected component higher or lower in the component list, use the up
Menu Summary: and down arrows to the right of the component.
20. Perform Task: Configure a component header to launch an activity: 1. Via
End-users often request links to activities that you lack the security to access. Thus the Component Editor go to the Display section
you can not determine the activity descriptor from the About Hyperspace workflow. 2. Enter the activity descriptor for the Hyperspace activity that launches if a
For these instances, use the following workflow. user clicks the clicks the component header.
, COG170: Cogito Fundamentals COG170: Cogito Fundamentals
3. To find the activity descriptor (refer to previous cards, 14, 15, and 16) 21. - Changing the display title
Perform Task: Configure a link component pt 1.: Two Methods: - Changing the dashboard description
1. Linking from the component header - Rearranging the components
2. Listing multiple activities in a Link component - Add new components from the Analytics Catalog
-Change the names and colors of components on a dashboard
Jumping to a Hyperspace activity isn't like linking to a website, it requires a unique
link to identify a single Hyperspace activity. The aforementioned features are stored on the personalization record, and will not
impact the source dashboard.
Two work flows to find the activity descriptor for a given activity. (refer to previous 24. Explain Concept: Component-level personalization: Component
cards, 14, 15, & 16) personalization records are only created if a user changes the component content
22. Perform Task: Configure a link component pt 2.: 1. Use the Component (e.g., adding a badge to a table component). The degree and manner of component-
Editor to create a new component called "your initials" link Component level personalization depends on the type of component.
2. Fill out the appropriate Display Format for a link component
-2 options for Data Source 1. A link component is a list of links to Hyperspace activities, reports or external
- Component Record: specify links in the component you are currently building - URLs. Through personalization, a user could re-order their links, or even add a
Code Template: specify a code template and/or routine to populate your links, not new URL-based link
used by analysts
2. A table component displays summary data in a table. Through personalization,
3. Choose a Data source of "Component Record" a user could add thresholds that highlight results in the table above or below a
4. Give your component help test, a meaningful Display title and a default Color5. certain value.
On the Output Format form, Insert a new URL of your choice to your Link 25. Explain Concept: The Ready for use and Enabled for user selection
component. (give the new URL a label. check boxes: All components on a dashboard must be marked as READY FOR
- Web site URLs should include http:// or https// USE before the dashboard can be marked as Ready for Use.
- Enter a Tooltip for your URL
6. Add "Administration" to the Allowed report groups so you will be able to add For access and distribution, the Ready for Use and Enabled for User Selection
this component through personalization must be checked in order to view.
7. Make sure you component is marked as READY FOR USE 26. Explain Concept: General settings for all components: In Component
8. Close out the Component Editor Editor: Five Forms
9. Open your Dashboard via the Dashboard Editor 1. Basic Information
10. Add the component to the Content form of your dashboard 2. Display
11. Launch the dashboard to view the component ( Refresh with ALT+= 3. Data Source
23. Explain Concept: Dashboard-level personalization: Several dashboard 4. Output Format
attributes can be customized by any end user with personalization security. 5. Access
Including the following: 27. General Settings for Components: Basic Information: Basic Information:
1. Source Record- Read only if copied component
