Versions Compared

Old Version 5

changes.mady.by.user Becky Weinberg

Saved on

compared with

New Version 6

changes.mady.by.user Becky Weinberg

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Log in to the Eagle Portal.
    You see the Dashboards window as the default.

  2. Click the Manage drop down menu and select Parts.

  3. Select New.
    You see the Define window.

  4. Complete the options in the Define window.

  5. Click Next to continue.
    You see the Design window.

  6. Complete the options in the Design window.

The following table lists the options available in the Design window.

...

Option

...

Description

...

Filter

...

Allows you to filter the data returned for a part.

...

Dates

...

Determines the date or date range for which to retrieve data for the part. For example, if a part defined a gain or loss summary for the period of one year, you would use a year for the date rule. If the part was holdings related, you would typically use a current date rule.

  1. Click Next to continue.
    You see the Display window.

...

...

  1. Complete the

...

  1. options on the Display window.

The following table lists the options available in the Display window.

Option

Description

Chart Options

Specifies the type of chart you want to create. Options include:

  • Pie

  • Line

  • Bar

  • Bubble

  • Column

  • Stacked

Series is available if you selected a charting option such as line. This allows you to specify the number of series for your charts

Results

  • Sort By. Specifies the default sort order for the part. For example, you may decide to sort market value in descending order.

  • All Results. Specifies all results to return for the part.

NOTE:

  • For SQL dashboards, you can add multiple column sorting criteria with the Add New Sort By option.

  • Show First n value where n is the maximum number of results to return for the part. This setting limits the amount of results returned at the security level. If you created a dashboard part of the Top 10 Holdings, you may limit the number of results to show the first 10.

Advanced Options

Specifies the name of the XSLT code to use to transform or parse, the XML file for the part. Eagle provides a generic XSLT code that parses dashboard part data. You can modify this code or replace it with other XSLT code to change the Hypertext Markup Language (HTML) rendering. This selected value in the Transform Name field defaults to the generic file, parttohtml.xsl. If you do not want to use the default, select the transform you want to use from the drop down menu.

...