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Log in to the Eagle Portal.
From the Dashboards window, select Parts from the Manage menu.
You see all the available dashboard parts.
Complete the dashboards options for the dashboard parts.
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Log in to the Eagle Portal.
You see the Dashboards window as the default.Click the Manage drop down menu and select Parts.
Select New.
You see the Define window.Complete the options in the Define window.
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Option
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Description
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Part Name
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Enter the name of the part you are creating. Click the icon to add a translation if you are running multilingual Eagle Portal. Instead of entering an English value for the Part Name, you enter the value in the language you are using. Check the Do not display part title in the Dashboard check box if you do not want the part name to display in dashboard view.
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Category
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window
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Select Part Type
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Determines the type of part you are creating. Options include:
Data
Chart
Chart and Data. Select Chart or Data as the initial display after your users run a dashboard view containing this part. When a part is configured for Chart and Data, you can toggle between viewing chart and data for this part in the dashboard.
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Select a Query
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Specifies the query report on which the part is built upon.
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Select Fields
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Determines the fields that are included in the part. If the query is from a Data Mart model, you may select the fields from the model's header or main query.
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Arrows
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Use the horizontal arrows to move fields between Available and Selected Fields. Use the vertical arrows to move fields up and down in Selected Fields for ordering of fields.
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Add All/Remove All
Allows you to quickly move fields. Option include:
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Add All. Moves all fields from the Available Fields section to the Selected Fields section.
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Click Next to continue.
You see the Design window.
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Complete the
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options in the Design window.
The following table lists the options available in the Design window.
Option | Description |
Calculation Options | Calculation options for a numeric field include: Average Harmonic Mean Sum Weighted Average Calculation options for a text field include: Rollup of the text value |
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. |
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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. |
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