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Necto Training
Module 14: Workboard
properties and
advanced features
Objectives
 By the end of this lesson you will be able to:
 Enhance your workboard by configuring properties
Agenda
 Properties
 Advanced features
 Actions
 Buttons
 …
Accessing Workboard Properties
Components are seen at normal
size. All Workboard components
are displayed
Edit mode enabled
Select Properties
Workboard Properties - Application
After modifying
properties you can
save skin
Can select one of the
saved skins
Set language
If you don’t like animations, can
disable them
Allow use of customized
properties
Workboard Properties - Workboard
Click to add a script will be
executed at WB level
Change workboard size.
Larger will include scroll bars
Slicer of previous workboard
can be applied to this one
when it opens
Graphical properties
Note: you can save
skin at any level
Workboard properties - Component
Name of
component
Component
definition dialog
Auto-refresh data
settings.
Never or number of
minutes
Create Actions on
WB like Drill to new
WB
Workboard Properties - Adding Buttons to
Components
Click
Buttons
Add button
Define button
properties
Select a
Component
Can add a
JavaScript
Modify tooltip
text
Workboard Properties - Adding Actions to
Components
Click Actions
Add Action Define Action
properties
Select the
Workboard
Modify caption
text
Set the context of
the Action
Exercise
 Modify Grid properties
 Change the background color of the y axis items
 Add a button to the grid
 The button should contain the javascript alert(‘Hello
World’);
 Add an Action to the Workboard to drill to another
Workboard
 NOTE: make sure you save the Workboard before you
drill to another Workboard!
Thank you
Any Questions?

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14 - Panorama Necto 14 workboard properties and advanced features - visualization & data discovery solution

  • 1. Necto Training Module 14: Workboard properties and advanced features
  • 2. Objectives  By the end of this lesson you will be able to:  Enhance your workboard by configuring properties
  • 3. Agenda  Properties  Advanced features  Actions  Buttons  …
  • 4. Accessing Workboard Properties Components are seen at normal size. All Workboard components are displayed Edit mode enabled Select Properties
  • 5. Workboard Properties - Application After modifying properties you can save skin Can select one of the saved skins Set language If you don’t like animations, can disable them Allow use of customized properties
  • 6. Workboard Properties - Workboard Click to add a script will be executed at WB level Change workboard size. Larger will include scroll bars Slicer of previous workboard can be applied to this one when it opens Graphical properties Note: you can save skin at any level
  • 7. Workboard properties - Component Name of component Component definition dialog Auto-refresh data settings. Never or number of minutes Create Actions on WB like Drill to new WB
  • 8. Workboard Properties - Adding Buttons to Components Click Buttons Add button Define button properties Select a Component Can add a JavaScript Modify tooltip text
  • 9. Workboard Properties - Adding Actions to Components Click Actions Add Action Define Action properties Select the Workboard Modify caption text Set the context of the Action
  • 10. Exercise  Modify Grid properties  Change the background color of the y axis items  Add a button to the grid  The button should contain the javascript alert(‘Hello World’);  Add an Action to the Workboard to drill to another Workboard  NOTE: make sure you save the Workboard before you drill to another Workboard!

Editor's Notes

  • #2: 1
  • #3: The goal of this training is to provide its participants with the right knowledge and tools to perform advanced analytics. On completing this training, we expect our participants to acquire the right skills to: Use formulas Define exceptions Configure properties
  • #5: As you can see the only difference between design mode and normal presentation mode is the ability to see the Components that can be added to the Workboard the Select properties button and the Hide view area. Properties only appears once you move in to Design mode as the 5th icon on the side panel
  • #6: In the Application you can change the language that you display Necto in to your own language You can change your applications settings (only if you are an Admin can you create new Skins and Save them), application setting will change the look and feel of the whole application for you. You may disable the animations if required (Please note that the Animations do not add any work to the Necto GUI so information will not be displayed faster without them). Some of the items in the screenshot are Greyed out, to activate them just set ‘Inherit properties from skin’ to be ‘No’ During class time the instructor will cover all items or if this is delivered remotely and you have questions please mail Support@panorama.com
  • #7: Workboard Properties Any items that you change in this Workboard section only apply to the current workboard You can increase (or decrease) the Workboard size to move beyond the boarders of the screen You may add javascript to the Workboard which can utilize our API’s (covered in an Advanced tutorial) By default slicing used on the previous Workboard will be incorporated to this one if as a user you move from one to another, though this may be disabled on a Workboard by Workboard basis Actions can be added to a Workboard (Covered later).
  • #8: Component Properties Each component has it’s own set of properties just affecting it within the Workboard. You can create actions like drill to another Workboard or open a URL, you can change the title text and even add placeholders to it. You can set a component to individually refresh, a use case for this is that it runs from a different data source that updates faster than the main data source of the Workboard
  • #9: You may add new buttons to components and give these buttons actions based on Javascript, URL’s basically anything.
  • #10: An Action can be added to a Workboard or View and a number of other places Actions can be: Move to another Workboard Open a Browser with a URL Execute a JavaScript The context can be Title (of Workboard or component) X Axis Y Axis Both Axis Cells A default caption is produced but you can modify this on your own Captions will appear in the Workboard as underlined items (if single) or as menu items (if there is already a menu or if there are multiple actions defined).
  • #11: See Workbook for detailed instructions.
  • #12: 11