Reporting Dashboards: Beyond the Basics
SECTION 1: Introduction
| 01 | Introduction | 1 m | ||
| 02 | Terminology Review | 3 m |
SECTION 2: Leveraging Data from WorkView | Case Manager
| 03 | Module Associations | 4 m | ||
| 04 | Create a WorkView Driven Data Provider | 3 m | ||
| 05 | Design a Dashboard with a WorkView Data Provider | 14 m | ||
| 06 | Create a Custom URL for iFrames | 6 m |
SECTION 3: Leveraging Data from Non-OnBase Databases
| 07 | Create an External Database Connection | 2 m | ||
| 08 | Create a Custom SQL Data Provider | 12 m | ||
| 09 | Utilize Multiple Data Providers within a Dashboard | 14 m | ||
| 10 | Cross-Data-Source Filtering | 4 m | ||
| 11 | Conclusion | 5 m |
SECTION 4: Final Assessment (Earn 80% or higher to earn credit)
| 12 | Final Assessment |
Reporting Dashboards is a powerful business analytics tool that displays information in a visual, interactive way. Move beyond the basics when you learn how to surface WorkView | Case Manager information, and data from non-OnBase data sources.
- Premium
- P1652
- Intermediate
- 1 hr 8 mins
- Available with Premium Subscription
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Prerequisite
Topics Covered
- Selecting Filters during Module Association
- Allowing Users Access to a Module Association
- Making a Dashboard Public
- Assigning an Icon to a Dashboard
- Setting a Dashboard Refresh Rate
- Using the Expression Editor to Concatenate
- Establishing a Rule on a Dashboard
- Enabling Drill Down and Multiple Master Filter
- Rearranging a Dashboard Item on the Dashboard
- Adding a Calculated Field
- Preventing Parameter Changes
- Configuring Input Parameters
- Editing SQL Parameters
- Restricting User Input to Select List Values
- Adding a Combo Box Filter Element
- Ignoring Master Filters
- Populating a Read-Only User in WAMCON