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Widget Binding

Binding dashboard widget’s data to a dashboard filter can be done in two ways: either as part of the Dashboard Filter configuration, or in the Dashboard Filter Connections section, which allows to centrally configure the binding between a dashboard filter and all widgets in a dashboard.

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Otherwise, a widget can be bound to a dashboard filter within the widget settings in the Dashboard Filter Connections section. To open the binding pane, click on the Filter icon in the top right of the widget editor.

In both cases, the binding is defined by adding rules that link a field in the dashboard filter data set with a corresponding field in the widget’s data set ("field binding") or one of the widget’s data source parameters ("parameter binding").

Field Binding

Field binding allows you to configure a join relationship between the dashboard filter dataset schema and the widget’s data schema. To do this, click on the Dashboard Filter you want to use in the Dashboard Filter Connections dialog.

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In this dialog, you must configure:

  • Widget field/parameter. This represents the column in the widget’s dataset that will be used as key to join with the dashboard filter dataset. For example: EmployeeId, ProductId, DepartmentId, etc.

  • Operators. The join operators to use, which can be one of the following:

    • EQUALS. Requires that both the field value and the dashboard filter selection be equal.

    • CONTAINS. Meant to be used with fields of type String; returns a match enables the join when the field value contains the dashboard filter selection. For instance: Field value='FRANCE' CONTAINS Page selection='FRA'.

    • BETWEEN. Only available when the configured field is of type Date, meant to be used wit the Date Range dashboard filter.

  • Dashboard filter field. The specific dashboard filter from the dashboard filters list that will be joined.

Parameter Binding

The data sets used in the creation of a dashboard may have parameters depending on the data source they were retrieved form. For instance, if an Excel spreadsheet is used as a widget’s data source, then it will have as parameters the Sheet Name used and the range of cells within than sheet. On the other hand, data sources such as Reporting Services reports have their own parameters which are defined as part of the report definition.

Dashboard Filters allow to modify these parameters dynamically depending on the value selection in the dashboard filter. This can be used for instance to target different sheets within one same Excel spreadsheet. On occasion Excel spreadsheets have different sheets with the same structure of data, but with different dimensions of analysis, such as different months, or different clients, etc. Parameter binding enables to switch the Excel sheet used, or the parameter sent to the server with a simple click in the dashboard filters list.

In order to configure Parameter binding, you must go to the Dashboard Filter Connections section in the Widget Editor:

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Select the Widget fields/parameters option in the segmented control. This will bind the selected dashboard filter to the parameter of the widget data set.

URL Binding

For some data sources, there’s another type of binding available called URL binding, which allows you to link dashboard filters to data sets or assets that can be retrieved with a URL, such as in SharePoint, OData and Web Resources.

If this is the case, then a different configuration option is made available in the Binding Pane. You will be able to turn on URL Binding, and define a URL Binding Path expression.

This feature enables the report to query different items dynamically from the data source, depending on the dashboard filter selection. This matching is based on a dynamic path and not on field rules between the datasets.

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For instance, the tasks list of a SharePoint Project site could be retrieved with an expression as follows:

/projects/[ProjectName]/Tasks

Where ProjectName is the name of a column in the Dashboard Filters dataset.

The URL Binding Path editor requires you to select a dashboard filter to do the binding, and provides the following assistance:

  • It provides the base static URL to act as starting point.

  • By selecting the dropdown, the user is able to select column names from a list coming from the dashboard filters dataset.

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