Consolidated Jump To Dashboard Plugin
*This plugin is officially supported by Sisense. You can find the latest version of this plugin on the Sisense Add-Ons page.
Introduction
The following article describes the steps needed to jump into a target dashboard (via new tab / popup window) from a selected widget with applied scope.
Clarifications:
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This plugin unites all previous plugins published (drillToDashbaord /drillToPopUpDashbaord):
https://support.sisense.com/entries/60285470-Drill-to-Pop-Up-Dashboard
https://support.sisense.com/entries/57530174-Jump-to-sheet-with-applied-scope
https://support.sisense.com/entries/61485854-Drill-to-Dashboard
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This plugin supports charts, pivots and indicators
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In order to jump to the related dashboard: Right click on the widget, and choose the option "Jump to ..."
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Supported filters that transferred to target dashboard
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Pivots: dashboard filters, widget filters, measured values
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Charts / Indicators : dashboard filters, widget filters
- Changing widget type looses the jump definition, needs to be reconfigured
- When importing a dashboard to another environment Jump needs to be reconfigured
- If you are using an older version of the Image Plugin it will cause the new image indicator smear - image plugin was updated, replace it with the old file
Business Case
An effective business intelligence dashboard should tell the user key things s/he needs to know about the business, in a flash, and still enable the user to drill down into data. This plugin enables the user to present additional information about specific series on demand (=by jumping into a target dashboard from a widget), without the need to present all the data in one dashboard.
Example
Jump to Pop-Up Dashboard:
Steps
Step 1 - Download and extract the enclosed folder into the plugins folder:
C:\Program Files\Sisense\PrismWeb\plugins\jumpToDashboard, if the "plugins" folder is not there, create it
***Please rename the folder name to "jumpToDashboard"
***If you have previous Jump/Drill plugins, remove them
Step 2 - Creating your target dashboards
Create the target dashboards, use the “_drill_” prefix to indicate this is a target dashboard (default setting define that target dashboards won't appear to the users in the dashboards list, and are accessible only when jumping to them)
Step 3 - Defining the target dashboard in a widget
Enter the editing mode of the desired widget, click on the settings icon, and choose the target dashboard from the possible target dashboards created. Click apply to save the changes.
Step 4 - Jumping to target dashboard
Once a target dashboard is defined, right click on a point/cell and choose "jump to dashboard"
Indication icon is added to the “Jumpable” widgets:
Additional configurations
The default settings of the JumpToDashbaord plugin, doesn't requires any JS configuration. However, you can change the settings per widget by editing the widget’s script. Inside a widget’s edit mode, click on edit script, paste the below code (after editing the required parameters), click save, refresh the widget and click apply.
JS code:
prism.jumpToDashboard(widget, { <parameter> :<Value>});
When changing few parameters, the below syntax should be used:
prism.jumpToDashboard(widget, { <parameter> :<Value>,<parameter>
:<Value>,<parameter> :<Value>});
To remove all setting defined (erasing the script will still keep the previous settings):
prism.jumpToDashboard(widget, { });
Default settings can be changed by editing the config file located in the plugin folder:
C:\Program Files\Sisense\PrismWeb\plugins\jumpToDashboard\js\config.js
Configurable parameters :
Examples:
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To change jump type into pop-up mode, and hide panels:
prism.jumpToDashboard(widget, {drilledDashboardDisplayType:2,
displayFilterPane:false, displayDashboardsPane:dispfal
se, layToolbarRow:false, displayHeaderRow:false });
- To exclude country and brand filters when jumping to target dashboards:
prism.jumpToDashboard(widget, { excludeFilterDims
: "[country.Country],[brand.Brand]"});
***Note - Ad blocking programs might disable the plugin functionality
***Plugin update history is now included in an attached .txt file
*** Might experience jumping issues with shared users in version 6.2.0, solved in version 6.2.1
Update on November 28th, 2016 - jump to dashboard link covered all widget including the header - fixed.
Added Pop-up Resizer(can be enabled from config or from Widget script)
Update on May 16, 2017 - fix for text widget mouse pointer indicating clickable state
Update on May 25, 2017 - fix for resize window icon for v.6.6.1
Update on August 24, 2017 - fix for the Richtexteditor edit issue with installed JTD plugin
Update on December 28, 2017 - We added a new parameter to the parameters which is:
- name: showJTDIcon
- description: Rather to show an icon for widgets that has JTD in the widget title
- type: boolean
- default: true
Update on January 24, 2018 - the plugin was fixed to work with version 7.0
Update on June 06, 2018 - bug fixes
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Official comment
Hi Michael Rheinhardt Thank you for commenting under our Jump to Dashboard Community article. The plugin is a support Marketplace Add-On. Please update the plugin to the latest version which can be found here.
If the issue persists, please submit a Sisense Support Ticket so that a Sisense Support Agent will be able to further troubleshoot.
Best,
Precious Martínez | Technical Solutions Engineer
Comment actions -
Hi Alon
Is there a plan to have it support scatter plots in the future? We were previously using the plugin provided at https://support.sisense.com/entries/60285470-Drill-to-Pop-Up-Dashboard and it worked with scatter plots.
Cassandra
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Hi Alon
I have realized that when you have a widget that has a filter the same as the dashboard filter the filter cancels itself out causing the pop up widget to filter incorrectly. For example if you have completed date of "2015" selected as a widget filter and completed date of "include all" as a dashboard filter when you select "Jump to dashboard" the widget will show data with any completed date rather than just data from 2015.
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Hi Alon,
here you go. I've just noticed it happens only in Design Mode(overlap), in Viewer Mode overlap does not happen, but icon is still stretched.
1.png -
Thanks Michal !
This issue was known and was mentioned in the introduction section.
Please update your image plugin , the old image plugin caused this smear.
If this still persists, let me know.
Thanks
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I'm having an issue where the right-click option shows sometimes, but not all. I have the same issue when editing the widget and attaching a _drill_ dashboard to it. Sometimes I have the option to assign it, others I don't. It seems that if I refresh the entire page it comes back, otherwise its hidden.
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Hi Ryan,
On which widget does this happen ? please note that on indicators you should click on the number itself, clicking on the white space / title wont bring the option to jump.
In addition, you can define for an indicator the option to "left click" it (as if it was a URL) in order to activate the jump, change the drillToDashboardNavigateType parameter in the indicator to 3.
Let me know if that works out for you
Alon
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It seems that disabling the drill-into (https://support.sisense.com/entries/60281100-Disable-Drill-into-) is negatively affecting this widget. When I include the disable-drill-into logic in a widget script it can (not always) hide the jump to dashboard option as well.
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I'm having a few issues when end-users use this plug-in.
- When they drill-through the widget is passing the filters as expected. What I didn't expect is that these filters are actually being saved to the drill-through dashboards base configuration. Is there any way to stop this?
- There are times when the end-user clicks the drill-through that it opens 2+ additional tab copies.
Typical Script being used
prism.jumpToDashboard(widget, {
drilledDashboardDisplayType:1,
displayFilterPane:true,
displayDashboardsPane:false,
displayToolbarRow:false,
displayHeaderRow:false,
drillToDashboardMenuCaption:"Customer List",
drillToDashboardRightMenuCaption:"Customer List",
drillToDashboardNavigateType:3,
dashboardId:"55f963d1b3ebf054040000d5"
}); -
Thanks for putting this together!
I was wondering if you had any ideas on how to implement multiple drill through's for one widget? On the same widget, one column would drill through to one dashboard while another column would drill through to a different dashboard. Any ideas on how to accomplish this? -
Hi All,
Please see my comments
Cassandra - The plugin now supports the Scatter chart
Ryan -
- Few plugins might collide, however in our new Sisense version you can disable drilling without using a script (out of the box ability).
- There is no way to avoid that, filters are being added to the target dashboard, you may use one dashboard as target dashboard, and the same one as regular dashboard to regularly access to.
- Can you further explain ? does it happen on a specific widget type ? is it something you can recreate ?
Sam - Not currently
Lucas - No, only for dashboard made from the same cube
Thomas - Currently this ability is not supported, hope we can add it in the future
Thanks
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I renamed a dashboard and after doing so, end users see the old dashboard name in their "Jump To" right click menu. As a designer, I see the new name (see attached Designer and Viewer screen captures).
JumpToDashboardDesigner.PNG
JumpToDashboardViewer.PNG -
I'd be happy to, but I want to make sure what it is "supposed" to be doing is what I want. If I use that parameter, what does "excluding the dimension filter from the target dashboard" actually mean once I get there? Are any filter values from my source dashboard/widget ignored? or does it prohibit the user from changing the filter value? or something else?
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I'm having an issue when trying to pass a date parameter to a drill-through dashboard. I pasted the script below. The plugin is passing every filter except for [Results.START_DT]. Any ideas?
Script
prism.jumpToDashboard(widget, {
drilledDashboardDisplayType:1,
displayFilterPane:true,
displayDashboardsPane:false,
displayToolbarRow:false,
displayHeaderRow:false,
drillToDashboardMenuCaption:"See Opty Detail",
drillToDashboardRightMenuCaption:"See Opty Detail",
drillToDashboardNavigateType:3,
includeFilterDims : "[Organization.REGION_NM],[Organization.AREA_NM],[Organization.FACILITY_NM],[Results.GOAL_TYPE_NM],[Results.START_DT],[Results.WON_FLG]",
dashboardId: '56a279f237c5e2601e000008'
});
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