widget dataset

Dataset widget allows work with data including loop levels

Available properties

Name Description Default value Available options

cardAlign

This sets the widget card row alignment (top | center | bottom | none)

none

top | center | bottom | none

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dataset

Here you specify the ID of the project that is to be displayed.

dataSet

The name of dataset which will be used to resolve incomplete vpath

datasetTemplateId

Here you specify the ID of the template that is to be displayed.

all_available_variables

defaultTable

Input the name of the default table to be used by the dataset widget.

response

description

Description (widget header)

image

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directNodeSuffix

Direct to parent node suffix

(Direct only)

exportable

This activates the possibility for the user to download the widget content as a Microsoft Excel (.xslx) file.

true

true | false

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headerNumberOfLines

Here you define the number of lines of text that are to be used for the table header

1

hide

Hide item

true | false | pdf | web

hierarchy

Hierarchical field (vpath) - a field to define parent-child relations when building hierarchy (example - accounts:ParentAccountID)

hierarchyColumn

When the property "hierarchy" is enabled, the property "hierarchyColumn" sets the identifier of the hierarchical column. The expand/collapse arrows for the hierarchy will be displayed in this column.

hierarchyFilters

A list of filter names to ignore for the columns with the filterable property set to false.

hierarchyView

When the property "hierarchy" is enabled, the property "hierarchyView" specifies whether the table is to use hierarchical view instead of flat view.

true

true | false

ignoredTables

This defines a list of any tables that are to be hidden from the user (string list).

ignoreFilters

A list of filter names to ignore. Container name can be used to ignore group of filters (e.g name of layout area)

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ignoreFiscalCalendar

This allows you to use standard calendar instead of fiscal one

true | false

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ignoreWeights

Use this property to specify any weights that have been defined but are to be ignored at this time. If the list contains multiple items, separate the items with comma.

inHierarchy

This must be a vpath expression. This property influences how the primary key filter is applied based on url parameters. If this property is not specified then only entries with the exact primary key match will be displayed. If it is specified then entries with the exact primary key match, and entries which match the primary keys of all children of the related record, will be displayed in the list.

label

Label (widget header)

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navigateDirectNodeTo

Input the name of the page that is to be navigated to when the user clicks the direct node link.

navigateTo

Page to navigate to or a cross-document link entity

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paginationType

Specifies pagination type for table.

infiniteScroll

infiniteScroll | paging | none

record

The name of the filters for individual record selection

rowsPerPage

Specifies the number of rows per page options available for the pager select (the list of integers, e.g. 20, 30, 40). Applied with paginationType = paging.

20,50,100

showCodeLabelSelector

false

true | false

showCountInLabel

true

true | false

showDirectNodes

Show direct to parent nodes

false

true | false

showHeader

Specifies whether the column header is to be displayed.

true

true | false

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showInvalidAnswerCodes

Specifies whether invalid answers codes are to be displayed.

false

true | false

showTotals

Specifies whether or not the totals row for the table is to be displayed. To redefine the default formula for a specific column, you can specify the custom totalExpression property for that column.

false

true | false

showWidgetHeader [Beta]

Shows widget header. True by default.

true | false

size

This defines the size of the widget when it is displayed on the Dashboard.

small

small | medium | halfwidth | large

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skip

The number of items (starting from the first item) that are to be ignored when fetching data.

0

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sortColumn

Specifies which column the list is to be sorted by. Input the column ID.

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sortOrder

Specifies the sorting order for the list.

ascending

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stretchColumns

Here you can specify that any columns without a defined width are to be stretched such that the table fills the entire table width

false

true | false

table

The name of the table (alias) for the widget to work with

take

The number of items to be fetched for one request.

20

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useOnlySources

This defines the sources used by the widget to fetch data from.

useWeights

This property holds a list of the weights that are to be used by default.

via

Table(s) for join path conflict resolution

viaStrategy

Join path conflict resolution strategy

default | shortest

widgetVariant [Beta]

Widget variant

default | subtle | emphasised

Available objects

Name Description

Selector allows you to select option and exposes property 'selected' which can be referenced from any place

This is a set of rules used to limit access to particular resources (a page, a widget etc). The rules are joined by logical AND, meaning all the rules must be true for the resource to be shown.

This is widget documentation; information about the widget that is provided by the dashboard designer to the end report viewer. This allows the designer to add custom content for the widget "info" to provide the user with information necessary to understand the visualisation, type of analysis performed, data, etc. for example details about the risk model applied in the Risk assessment.

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The Toolbar widget is typically used to highlight key information in a simple text format and a selector.

Suppression criteria for a widget

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Options for optimization

Expression filter

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This allows variables for a date filter to be redefined

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This allows a level for a filter to be redefined

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Changes the reporting period from default / selected in the filter to different one

Changes the reporting hierarchy nodes to be used from default/selected in filter to different one

Changes applied filter to to different one

This action requests Data Engine to automatically apply a filter to a dependent (target) level when a source level is filtered

This object defines a standard way of displaying a value column. You can override the formatting to change the look and feel as required by adding properties. You can add as many columns as required; each must have a unique name.

This object provides a standard way of displaying a value icon column. You can override the formatting to change the look and feel as required.

This object defines a standard way of displaying an icon column. You can override the formatting to change the look and feel as required.

This object provides a standard way of displaying a link. You can override the formatting to change the look and feel as required.

This object provides a standard way of displaying a currency. The default is $ in short-form; you can override the formatting to set up the look and feel as required by adding properties. You can add as many columns as required; each must have a unique name.

This object adds a hierarchy column that is filtered by default to only show the parent Level of the hierarchy; the child levels are collapsed. It adds an expand button to allow the user to toggle between the hierarchy and the flat views. Note that the data must be in the form of a hierarchy, and the widget must have the hierarchy property set.

This object provides a standard way of rendering column with formatted date value. The default date formatter applied to this column displays dates in short-form e.g. "17 Jan '17". You can override the default formatting to change the look and feel as required by specifying a custom value for the format property. You can add as many columns as required; each must have a unique name.

This object defines a standard way of displaying a metrics column. You can override the formatting to change the look and feel as required by adding properties. You can add as many columns as required; each must have a unique name.

This defines the column in which the percentage of surveys that are completed is presented.

This object provides a standard way of displaying a 'value with details' column. You can override the formatting to change the look and feel as required.

This object adds a column containing a colored bar for each row in the table, which indicates the current expiry status for that row. E.g. gray for unexpired, orange for nearing expiry, and red for expired.

The response column is a mandatory column type for the recent responses widget. Note that it can also be used in other table-like widgets. A column cell has a configurable header and footer, and a content Block.

This object contains a set of actions which will be displayed differently depending on whether or not the report is being displayed on a mobile device.

A default view settings for displaying value with a toggle arrow to show or hide details

This is a preset view configuration for displaying multi-line text, which by default has 3 lines. This view is available as defaultCommentView when you specify the view for a column. You also may define your own view based on this one to redefine default settings. You can have multiple view_comment objects in a report; each object must have a unique name.

This block defines icon view settings. You can use this configuration block to redefine default icon view settings.

This block defines icon view settings. You can use this configuration block to redefine default icon view settings.

A preset view configuration for displaying a progress bar to track the current date related to the expiry date. Note that this property will normally be unnecessary unless you want to redefine some default settings.

This is a preset type of view that allows you to style an item or text in a tile with cascading style sheets (CSS) using camelCase. Camel case is the practice of writing compound words such that each word or abbreviation in the middle of the phrase begins with a capital letter, for example camelCase.

This item creates a colored tile with a centered, colored digit of predefined width inside it. The tile is used to present metric data, and includes an arrow (up or down) or a flat icon located to the right of the digit to indicate how the value has changed from the previous period.

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A view that renders link (does not apply any wrapping)

This item creates a colored tile with a centered, colored digit of predefined width inside it. The tile is used to present metric data, and includes an arrow (up or down) or a flat icon located to the right of the digit to indicate how the value has changed from the previous period.

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value item

This view renders HTML.

select

Selector allows you to select option and exposes property 'selected' which can be referenced from any place

Name Description Default value Available options

applyOnEvent [Beta]

This property buffers changes to the local state of the select. Changes are not applied directly to the model, but are stored and only applied when a specified event occurs.

background

Set the background of the select; currently this only supports transparent as an option

transparent

compareBy [Beta]

This property allows the selection check in the selector to be based on any option’s property, instead of the default value. By setting compareBy to this.label or this.id, you can customize the attribute used to determine which option is selected.

defaultOption

Use this property to set default option for select

delay [Beta]

Sets the number of milliseconds to wait before applying the selector, effective in 'multi' mode

label

Label of selector

mode

Use this property to switch select type from single-choice to multi-choice

multi | single

onDefaultChange

Use this property to change behavior of selector when defaultOption is changed dynamically

reset | resetAndApply

options

List of options, consist of entities with mainType 'item' and properties 'value' and 'label'

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preserveState [Beta]

This property determines whether the previous selection will remain when the select is shown again. If set to true, the previous selection will persist each time the select is made visible.

true | false

resetOnEvent [Beta]

This property resets the state of the select even if it’s buffered.

selected

Selected option value, it is set by system automatically, depends on user choice

selectedProperty

Entity with properties of entity within value, it is set by system automatically, depends on user choice

An action that allows setting a specific option in a selector.

An action that enables the sending of a command capable of triggering various logic in different parts of the dashboard

An action that closes modal

View resembling a table with customizable columns and selectable rows

Selector, that looks like list of checboxes or radiobuttons

Selector, that looks like tabs

action setSelector

An action that allows setting a specific option in a selector.

Name Description Default value Available options

compareBy [Beta]

This property allows the selection check in the selector to be based on any option’s property, instead of the default value. By setting compareBy to this.label or this.id, you can customize the attribute used to determine which option is selected.

select

A reference that specifies the select entity in which the option should be selected.

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value

Specifies the value of the option to be selected.

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action sendEvent [Beta]

An action that enables the sending of a command capable of triggering various logic in different parts of the dashboard

Name Description Default value Available options

name

Name of an event

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action closeModal [Beta]

An action that closes modal

toolbar

The Toolbar widget is typically used to highlight key information in a simple text format and a selector.

Name Description Default value Available options

A button located within the widget’s toolbar

button

A button located within the widget’s toolbar

Name Description Default value Available options

label

A menu option that opens upon clicking, which

An action that navigates to other page

An action that allows setting a specific option in a selector.

An action that can open infobox with defined text and header

An action that can be initiated by either clicking a button or selecting a menu option. It encompasses various types of actions, including navigation, exporting, and more

An action that enables the sending of a command capable of triggering various logic in different parts of the dashboard

An action that closes modal

option

A menu option that opens upon clicking, which

Name Description Default value Available options

label

image

An action that navigates to other page

An action that can open infobox with defined text and header

An action that can be initiated by either clicking a button or selecting a menu option. It encompasses various types of actions, including navigation, exporting, and more

 action navigate [Beta]
An action that navigates to other page
Name Description Default value Available options

navigateFilter

Formula or question ID / alias

navigateHistory

Keep previous navigation filters

false

true | false

navigateTo

Page to navigate to or a cross-document link entity

image

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 action showInfobox [Beta]
An action that can open infobox with defined text and header
Name Description Default value Available options

info

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label

 action export [Beta]
An action that can be initiated by either clicking a button or selecting a menu option. It encompasses various types of actions, including navigation, exporting, and more
Name Description Default value Available options

format

Specifies the desired format for the exported file

png

png | default

action navigate [Beta]

An action that navigates to other page

Name Description Default value Available options

navigateFilter

Formula or question ID / alias

navigateHistory

Keep previous navigation filters

false

true | false

navigateTo

Page to navigate to or a cross-document link entity

image

image

action showInfobox [Beta]

An action that can open infobox with defined text and header

Name Description Default value Available options

info

image

label

action export [Beta]

An action that can be initiated by either clicking a button or selecting a menu option. It encompasses various types of actions, including navigation, exporting, and more

Name Description Default value Available options

format

Specifies the desired format for the exported file

png

png | default

suppressRule

Suppression criteria for a widget

Name Description Default value Available options

criteria

Expression used to evaluate suppression

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label

Text showed in case of suppression

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overrideFilter date

This allows variables for a date filter to be redefined

Name Description Default value Available options

dateVariables

This property defines data fields for the date filter

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level

This property specifies a level which selection in filter should be applied to

name

This property specifies the name of the filter that is to be redefined

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via

This property specifies an intermediate level to be used to join not directly related levels: level at which filter is defined and level where filter should be applied to

overrideFilter level

This allows a level for a filter to be redefined

Name Description Default value Available options

level

This property specifies a level which selection in filter should be applied to

name

This property specifies the name of the filter that is to be redefined

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via

This property specifies an intermediate level to be used to join not directly related levels: level at which filter is defined and level where filter should be applied to

scope reportingPeriod

Changes the reporting period from default / selected in the filter to different one

Name Description Default value Available options

applyTo

References to attribute of date variable from dataSet, if omitted then date variables apply for are not changed

period

Defining a new reporting period

AllData | YoY | Previous | Current

scope reportingHierarchy

Changes the reporting hierarchy nodes to be used from default/selected in filter to different one

Name Description Default value Available options

mode

Changes the reporting hierarchy mode

direct | rollup

nodeIds

Changes the reporting hierarchy nodes from default / selected in the filter to particular nodes

nodes

Changes the reporting hierarchy nodes from default / selected in the filter to different one

AllData | ParentsFromTop | ParentsFromCurrent | Roots | Children | Base

reportingHierarchy

Reporting hierarchy name

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scope filter

Changes applied filter to to different one

Name Description Default value Available options

name

Defining a scope filter name

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value

Defining a scope filter value

propagateFilter

This action requests Data Engine to automatically apply a filter to a dependent (target) level when a source level is filtered

Name Description Default value Available options

dropOriginal

This flag allows to skip apply of the filter on 'source' level

false

true | false

from

A level reference specifying the source level

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to

A level reference specifying the target level

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