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Reporting
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- Advanced Options
- Advanced Reports: Categories (pre-2021.1)
- Advanced Reports: Design Grid (pre-2021.1)
- Advanced Reports: Joins
- Advanced Reports: Report Designer (pre-2021.1)
- Advanced Reports: Report Options
- Advanced Reports: Sections (pre-v2021.1)
- Advanced Reports: Sorts
- Advanced Reports: Using the Toolbar (pre-v2021.1)
- Cell Formatting
- Report Wizard
- Report Wizard: Categories
- Report Wizard: Filters
- Report Wizard: Layout
- Report Wizard: Name
- Report Wizard: Options
- Report Wizard: Sorts
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- Advanced Reports: CrossTabs
- Advanced Reports: Templates
- Building Your First Report
- Chained Reports
- Conditional Row Suppression
- Dealing with Duplicate Values
- Display Page Numbers
- Filters
- Keyboard Shortcuts
- Linked Reports (Drilldowns)
- Navigating the Application
- No Data Qualified Options
- Report Types
- Report Viewer
- Sorting by Aggregates
- User Preferences and Context Sensitive Help
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- Chart Advanced Features: Area
- Chart Advanced Features: Bar 2D
- Chart Advanced Features: Bar 3D
- Chart Advanced Features: Bubble
- Chart Advanced Features: Column 2D
- Chart Advanced Features: Column 3D
- Chart Advanced Features: Combination 2D
- Chart Advanced Features: Combination 3D
- Chart Advanced Features: Doughnut 2D
- Chart Advanced Features: Doughnut 3D
- Chart Advanced Features: Funnel
- Chart Advanced Features: Heatmap
- Chart Advanced Features: Line
- Chart Advanced Features: Pareto 2D
- Chart Advanced Features: Pareto 3D
- Chart Advanced Features: Pie 2D
- Chart Advanced Features: Pie 3D
- Chart Advanced Features: Pyramid
- Chart Advanced Features: Radar
- Chart Advanced Features: Samples
- Chart Advanced Features: Scatter
- Chart Advanced Features: Spark Column
- Chart Advanced Features: Spark Line
- Chart Advanced Features: Spline
- Chart Advanced Features: Spline Area
- Chart Advanced Features: Stacked Area
- Chart Advanced Features: Stacked Bar 2D
- Chart Advanced Features: Stacked Bar 3D
- Chart Advanced Features: Stacked Column 2D
- Chart Advanced Features: Stacked Column 3D
- Chart Advanced Features: Zoom Line
- Chart Advanced Features: Zoom Scatter
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- Bar Charts
- Chart Data Layout Types
- Charts and the Chart Wizard
- Displaying Null Values in Charts
- Gauges
- GeoCharts
- Google Maps
- Heatmap Charts
- Key Performance Indicator (KPI)
- Line Charts
- Pareto Charts
- Pie, Doughnut, Pyramid, and Funnel Charts
- Scatter and Bubble Charts
- Spark Charts
- Tabular Visualizations
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- Dashboard Designer (v2019.2+)
- Dashboard Designer: Existing Report Tiles (v2019.2+)
- Dashboard Designer: Filters (v2019.2+)
- Dashboard Designer: Image Tiles (v2019.2+)
- Dashboard Designer: Parameters (v2019.2+)
- Dashboard Designer: Samples (v2019.2+)
- Dashboard Designer: Text Tiles (v2019.2+)
- Dashboard Designer: URL Tiles (v2019.2+)
- Dashboard Designer: Visualization Tiles (v2019.2+)
- Dashboard Viewer (v2019.2+)
- Exporting Dashboards (v2019.2+)
- Show all articles ( 1 ) Collapse Articles
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- ExpressView: Aggregating/Summarizing Data (v2021.1+)
- ExpressView: Exporting (v2021.1+)
- ExpressView: Filtering (v2021.1)
- ExpressView: Formula Columns (v2021.1+)
- ExpressView: Grouping (v2021.1+)
- ExpressView: Introduction (v2021.1+)
- ExpressView: Sorting (v2021.1+)
- ExpressView: Visualizations (v2021.1+)
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- Aggregate Functions
- Arithmetic and Geometric Functions
- Database and Data Type Functions
- Date Functions
- FilterValue and General Format Best Practices
- Financial Functions
- Formatting Functions
- Formula Editor
- Internal Parameters
- JSONExtract Function
- List of Functions
- Logical Functions
- Other Functions
- String Functions
- What are formulas?
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Administrators
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- Advanced Joins
- Amazon S3 File Storage
- Application Settings
- Automatic Database Discovery
- CData Drivers
- Config File XML & API Setting Reference (General Nodes)
- Config File XML Reference (All Nodes but General)
- Configuring Remote Report Execution Host for Azure App Service Deployments
- Considerations When Sizing an Exago System
- Database Aggregation
- Evaluating Exago - Linux
- Evaluating Exago - Windows
- Exago Installation Manifest
- Execution Caching
- Exploring Exago Technology
- Hidden Flags
- Inline Frame or JavaScript API?
- Installing and Configuring the REST Web Service API
- Installing Optional Features
- Managing the dbconfigs.json File
- Manual Application Installation
- Moving Files Between Storage Management Databases
- Multi-Tenant Environment Integration
- Multiple Data Models
- Report-Level SQL Objects
- Scheduling Reports
- Security Checklist
- Set Up Exago in a Web Farm
- Step 1: Install and Configure
- Step 2: Integrate
- Step 3: Install and Configure the Scheduler Service
- Step 4: Administration Console and API
- Step 5: Extensions
- Storage Management: Custom Implementation
- Storage Management: Database Schema
- Storage Management: Getting Started
- Storage Management: Introduction
- Storage Management: Transitioning from Legacy Storage Methods
- Storage Management: Utility (v2020.1)
- Storage Management: Utility (v2021.1+)
- Table-Valued Functions
- Technical Specifications
- User Identification
- Using SQLite Data Sources
- Vertical Table Support
- Windows Registry Changes
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- What's New in Version 2021.2
- Performance Enhancements in Version 2019.1
- Support and Maintenance Policy
- Time Zone Calculation Enhancements in v2019.1
- Updating Recommendations
- Updating to the Latest Version (Potentially Breaking Changes)
- What's New in Version 2019.1
- What's New in Version 2019.2
- What's New in Version 2020.1
- What's New in Version 2021.1
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- Constants and Enumerators
- Executing Reports with the API
- List of REST Endpoints
- REST - Batch
- REST - Config Settings
- REST - Data Joins
- REST - Data Objects
- REST - Data Sources
- REST - Folders
- REST - Functions
- REST - GetExecute
- REST - Getting Started
- REST - Introduction
- REST — Parameters
- REST - Role Security
- REST - SchedulesV2
- REST - Server Events
- REST - Sessions
- REST - Storage Management
- REST Updates
- Using JSON
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- .NET API Documentation
- .NET API General Reference
- .NET Sample Code
- Constants and Enumerators
- Introduction to the .NET API
- List of .NET API Resources
- Load Reports in the .NET API
- Supply SQL for New Reports in the API
- Using the Administration Console and Exago API
- WebReports.Api
- WebReports.Api.Common
- WebReports.Api.Composite.Chained
- WebReports.Api.Composite.Dashboards
- WebReports.Api.Data
- WebReports.Api.Reports
- WebReports.Api.Roles
- WebReports.Api.Scheduler
- WebReportsDebug.xml
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- Configuration File Options and Optimizations
- High Availability
- Incremental Loading
- Intro to Performance and Scaling
- Measuring Database Network Latency
- Monitoring Database Schema
- Monitoring Scheduler Load
- Monitoring: Setup
- Monitoring: System Overview
- Special Cartesian Processing
- Tracking Execution Frequency with Monitoring
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- Adding Custom Items to the Report Tree
- Adding Fonts to Exago
- An Overview of Exago Extensions
- Application Themes
- Assembly Data Sources
- Create a Custom ExpressView Theme
- Create a Custom ExpressView Theme (v2021.1+)
- Custom Context Sensitive Help
- Customizing Getting Started Content
- Displaying User Messages
- Exago Theme Maker
- Excel: Grouping on Separate Worksheets
- Getting Started with Application Themes
- HTML Tag Sanitization
- Multi-Language Support
- Remote Execution
- Report and Folder Storage/Management
- Scheduler Queue
- SessionInfo
- Styling Exago
- Styling the Home Page
- Themes
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- Global Event: OnAfterLoadReportsList
- Global Event: OnAfterReportExportSuccess
- Global Event: OnConfigLoadEnd
- Global Event: OnConfigLoadStart
- Global Event: OnDataCombined
- Global Event: OnDataFieldsRetrieved
- Global Event: OnExceptionThrown
- Global Event: OnExecuteSqlStatementConstructed
- Global Event: OnExportCsvCell
- Global Event: OnFilterSqlStatementConstructed
- Global Event: OnGetUserPreferences
- Global Event: OnLoadReportParameters
- Global Event: OnOkFiltersDialog
- Global Event: OnOkParametersDialog
- Global Event: OnParameterSqlStatementConstructed
- Global Event: OnRenameFolderEnd
- Global Event: OnRenameFolderStart
- Global Event: OnReportExecuteEnd
- Global Event: OnReportExecuteInit
- Global Event: OnReportExecuteStart
- Global Event: OnReportFailValidation
- Global Event: OnReportSaveStart
- Global Event: OnScheduledReportComplete
- Global Event: OnScheduledReportExecuteStart
- Global Event: OnScheduledReportExecuteSuccess
- Global Event: OnSetUserPreferences
- Global Event: OnWebServiceExecuteEnd
- Introduction to Server Events
- List of Server Events
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How To
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- .NET and REST APIs
- Batch REST API
- Custom Aggregate Functions
- Custom Columns and CrossTabs
- Custom Dialogs
- Custom Filter Functions
- Custom Functions
- Custom Interactivity via HTML & Action Events
- Customizing Color Picker
- Dashboard Updates in v2021.1
- Data Formatting
- Date Check Custom Functions
- Dynamic Rank Custom Function
- Filters
- Folder Management
- High Availability
- JavaScript API
- JavaScript API Filters
- Joins for Admins
- Linux Installation
- Multi-Tenanting
- Multiple Data Models, Cloned Data Objects & Vertical Tables
- Parameters
- REST Web Service API Setup & Security
- Roles
- Scheduler Configuration
- Security Settings
- Server Events
- Share by Link
- Storage Management Customization
- Storage Management Migration
- Storage Management Overview
- Storage Management Permissioning
- Stored Procedures
- Time Zone Handling
- Troubleshooting for Admins
- Upgrading
- v2018.2 User Preferences
- v2019.1 Configuration Changes
- v2019.1 Small Enhancements
- Visual Integration and Localization
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- User Support Lab - 3D Charts
- User Support Lab - Advanced Grouping
- User Support Lab - Chained Reports
- User Support Lab - Chart Data Layouts
- User Support Lab - Complete Report Design
- User Support Lab - Conditional Formatting
- User Support Lab - Crosstab Reports
- User Support Lab - Dashboards v2019.2
- User Support Lab - ExpressView
- User Support Lab - Filter by Formula
- User Support Lab - Filters
- User Support Lab - Formatting Tips and Tricks
- User Support Lab - Formulas
- User Support Lab - Formulas in ExpressView
- User Support Lab - Interactive Reports
- User Support Lab - Joins for Report Writers
- User Support Lab - Key Performance Indicators (KPIs)
- User Support Lab - Linked Reports a.k.a Drilldowns
- User Support Lab - Mapping
- User Support Lab - Multi-Series Charts
- User Support Lab - New Features v2018.2
- User Support Lab - No Data Qualified
- User Support Lab - Repeating Data
- User Support Lab - Report Scheduler
- User Support Lab - Report/SQL Relationship
- User Support Lab - Templates
- User Support Lab - Themes
- User Support Lab - Train the Trainer
- User Support Lab - Train the Trainer Advanced Reports
- User Support Lab - Train the Trainer ExpressView
- User Support Lab - Using ExpressView as a Data Discovery and Troubleshooting Tool
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- Adding a SQL Datasource
- Configuring a Stored Procedure Pt 1
- Configuring a Stored Procedure Pt 2
- Configuring a Table or View Pt 1
- Configuring a Table or View Pt 2
- Configuring IIS
- Configuring the REST Web Service [Linux]
- Configuring the REST Web Service [Windows]
- Configuring the Scheduler [Linux]
- Configuring the Scheduler [Windows]
- Installing Exago on Linux [Apache]
- Installing Exago on Linux [NGINX]
- Installing Exago on Windows
- Installing REST [Linux]
- Installing REST [Windows]
- Installing the Scheduler [Linux]
- Installing the Scheduler [Windows]
- Integration Example
- Introduction to Technical Training Series
- Programmable Object Settings
- Roles
- Storage Management Permissioning and Setup
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- Basic Training 01. Introduction
- Basic Training 02. ExpressView
- Basic Training 03. Advanced Reports
- Basic Training 04. Sections
- Basic Training 05. Formatting
- Basic Training 06. Formulas
- Basic Training 07. CrossTab Reports
- Basic Training 08. Charts
- Basic Training 09. Filters
- Basic Training 10. Conditional Formatting
- Basic Training 11. Dashboards
- Basic Training 11a. Dashboard Visualizations
- Basic Training 12. Practice Exercises
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Resources
Dashboard Designer: Parameters (v2019.2+)
When a report containing one or more parameters is added to a Dashboard existing report tile, those parameters are imported to the Parameters menu. Click on the toolbar Parameters icon to open the Parameters popover menu.
Each imported parameter is shown as an item in the menu. For example, the Parameters menu below contains two parameters, one named MyParameter with a value Teleportation, and one named EmployeeID with the value Johnson.
If more than one report references the same parameter, it is grouped together into a Consolidated Parameter. This consolidation happens automatically. Clicking on any of the parameter items in the menu will open the Parameter Item Detail menu.
The Parameter can be given a title by clicking on and entering it into the text field at the top of the menu. This title is used in the Parameters Pane of the Dashboard Viewer to more clearly identify it.
The name of the report or reports that imported this parameter are displayed under the title.
The parameter’s Name and Value are displayed, and the Value can be changed.
The corresponding tile names in the Affected Tiles section show which tiles are affected by the parameter. If two or more reports on the canvas have a parameter with the same name, those parameters are consolidated into a consolidated parameter. Click the Group All button to consolidate all of the reports with the common parameter
In the example below, the EmployeeID parameter appears on two reports, param-test1 and param-test2. In the Parameter Item Detail on the left, a Group All button allows consolidating all of the reports with the EmployeeID parameter. The resulting consolidated parameter is on the right.
Consolidated Parameters allow the Value to be changed for all of the reports simultaneously.
To break the consolidation, click the corresponding ungroup button.
becomes
The On Execute options work as follows:
- Prompt for value when checked will prompt the user to specify a value when the Dashboard is run. Otherwise the value in the menu is used when the Dashboard is run.
- Show on Output when checked will show the parameter in the Dashboard Viewer‘s Parameters Pane. If unchecked, the filter will be hidden from the Parameters Pane but will still affect the reports.
- Set Default Value when checked, will apply the Value specified in the Dashboard Designer to the parameter when the Dashboard is run. If unchecked, the parameter will use it’s own default value, if any, when the parameter is run.
Note
Changing the value of a parameter will require a Refresh of any tiles affected by that parameter.
Adding/Deleting Parameters
To add a parameter to a Dashboard, it must be included in one of the Dashboard’s component reports.
To remove a parameter from a Dashboard, remove it from the reports on the Dashboard.
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