QUESTIONS AND ANSWERS GRADED A++
✔✔Additional Information: Dashboard Editor - ✔✔Dashboards should be tailored to
their audience and tested to ensure they work.
Guidelines for creating and editing Radar content:
-Any dashboard available to a user must work
-All parts of a dashboard must work
-Dashboards must have a defined target audience
-Each user in that audience must have security/access for all components and reports
on dashboard
✔✔Define: Component Editor - ✔✔Accessed via Chart Search for Component Editor
- Six types of component records in Radar
1. Graph
2. Link
3. Message Board
4. Native HTML
5. Report Listing
6. Table
✔✔Additional Information: Component Editor - ✔✔Components have Five Forms
1. Basic Information
2. Display
3. Data Source
4. Output Format
5. Access
Similar to the Dashboard Editor, each form controls your component's content and its
metadata.
✔✔Define Activity Descriptor - ✔✔The Active activity descriptor field displays for your
currently active Hyperspace activity.
There are two Hyperspace workflows that can find the activity descriptor for a given
activity.
✔✔Hyperspace workflow 1: Find Activity Descriptor - ✔✔Activity: Create a component
which has a header that is able to take you to the Component Editor directly from your
Radar dashboard.
1. Access the about Hyperspace information window
2. Double-check that you are currently in the Component Editor activity
,3. Access the About Hyperspace window by navigating to the Epic button > Help >
About Hyperspace.
4. The Active activity descriptor field displays for your currently active Hyperspace
activity.
✔✔Hyperspace workflow 2: Find Activity Descriptor - ✔✔Activity Descriptor in the Menu
Summary:
End-users often request links to activities that you lack the security to access. Thus you
can not determine the activity descriptor from the About Hyperspace workflow. For
these instances, use the following workflow.
1. Use Chart Search to launch the Menu Summary activity.
2. Refer to pg. 2-22 for scenario.
3. Because Admin is under the Epic button, start by expanding EDMAINAPPMENU
4. Any menu that is displayed visually to the end-user will be listed under the caption.
5. Expand the Admin sub-menu
6. Expand the Access Management sub-menu
7. Select User Security
Activity Descriptor is located in the Activity Information section. User Security is
E_EMP_EMPGUI
✔✔Perform Task: Create and edit dashboards - ✔✔Run through the following
Exercises/Examples
1. pg. 2-11 Radar Exploration
✔✔Perform Task: Navigate the Dashboard Editor - ✔✔Run through the following
Exercises/Examples
1. pg. 2-13 Dashboard Editor
✔✔Perform Task: Determine the order that components will appear on a dashboard -
✔✔1. Use Chart Search to open Dashboard Editor
2. Click on Content from left menu, from here you can quickly access the Component
Editor to edit a given component on the dashboard.
3. Note: all components on the dashboard must be marked as Ready for use before the
dashboard can be marked as Ready for Use
4. To manage the component list, press F4 to insert a blank line in the table of
components.
5. To remove a line, select the line and press SHIFT+F4
6. To move a selected component higher or lower in the component list, use the up and
down arrows to the right of the component.
✔✔Perform Task: Configure a component header to launch an activity - ✔✔1. Via the
Component Editor go to the Display section
,2. Enter the activity descriptor for the Hyperspace activity that launches if a user clicks
the clicks the component header.
3. To find the activity descriptor (refer to previous cards, 14, 15, and 16)
✔✔Perform Task: Configure a link component pt 1. - ✔✔Two Methods:
1. Linking from the component header
2. Listing multiple activities in a Link component
Jumping to a Hyperspace activity isn't like linking to a website, it requires a unique link
to identify a single Hyperspace activity.
Two work flows to find the activity descriptor for a given activity. (refer to previous cards,
14, 15, & 16)
✔✔Perform Task: Configure a link component pt 2. - ✔✔1. Use the Component Editor
to create a new component called "your initials" link Component
2. Fill out the appropriate Display Format for a link component
-2 options for Data Source
- Component Record: specify links in the component you are currently building
-Code Template: specify a code template and/or routine to populate your links, not used
by analysts
3. Choose a Data source of "Component Record"
4. Give your component help test, a meaningful Display title and a default Color
5. On the Output Format form, Insert a new URL of your choice to your Link component.
(give the new URL a label.
- Web site URLs should include http:// or https//
- Enter a Tooltip for your URL
6. Add "Administration" to the Allowed report groups so you will be able to add this
component through personalization
7. Make sure you component is marked as READY FOR USE
8. Close out the Component Editor
9. Open your Dashboard via the Dashboard Editor
10. Add the component to the Content form of your dashboard
11. Launch the dashboard to view the component ( Refresh with ALT+=
✔✔Explain Concept: Dashboard-level personalization - ✔✔Several dashboard
attributes can be customized by any end user with personalization security. Including
the following:
- Changing the display title
- Changing the dashboard description
- Rearranging the components
- Add new components from the Analytics Catalog
-Change the names and colors of components on a dashboard
, The aforementioned features are stored on the personalization record, and will not
impact the source dashboard.
✔✔Explain Concept: Component-level personalization - ✔✔Component personalization
records are only created if a user changes the component content (e.g., adding a badge
to a table component). The degree and manner of component-level personalization
depends on the type of component.
1. A link component is a list of links to Hyperspace activities, reports or external URLs.
Through personalization, a user could re-order their links, or even add a new URL-
based link
2. A table component displays summary data in a table. Through personalization, a user
could add thresholds that highlight results in the table above or below a certain value.
✔✔Explain Concept: The Ready for use and Enabled for user selection check boxes -
✔✔All components on a dashboard must be marked as READY FOR USE before the
dashboard can be marked as Ready for Use.
For access and distribution, the Ready for Use and Enabled for User Selection must be
checked in order to view.
✔✔Explain Concept: General settings for all components - ✔✔In Component Editor:
Five Forms
1. Basic Information
2. Display
3. Data Source
4. Output Format
5. Access
✔✔General Settings for Components: Basic Information - ✔✔Basic Information:
1. Source Record- Read only if copied component
2. Display Format- Component Type
-Graph
-Link
-Message Board
-Native HTML
-Report Listing
-Table
3. Data Source-Choose source, options vary per component type
4. Owning Application-Application team responsible for maintenance of this component
✔✔General Settings for Components: Display - ✔✔Display: contains two sections,
General Settings and Custom Messages.
1. General settings controls the display title, color of the component header and the
Hyperspace activity to launch when clicking the header of the component.