Editing a Tree Table widget

In edit mode, you can configure a Tree Table widget, you can specify the data it displays and the options that affect the appearance and behavior of items in the tree table.

Procedure

  1. To edit data provider and display settings for the Tree Table widget, ensure that the dashboard is in edit mode. When a dashboard is in edit mode, you can add, edit, and remove widgets. When you create a new dashboard, it is automatically in edit mode. For an existing dashboard, to enter edit mode, click Page actions icon and select Edit Page.
    1. Select the widget and in its title bar click Edit options icon and select Edit, or from the Widget menu in the dashboard menu bar, select Edit. A configuration page is displayed, where you can search for a data provider and configure display settings.
    2. Select the data source and data set for the widget, along with any appropriate parameters and filters. If a data set has already been selected, you can choose to change to another data set.
    3. Edit the widget data set and display settings as required, for example, you can decide which columns should be displayed, and whether table rows can be selected.

      Some column types support display customization. For example, you can apply custom formatting, changing font color and alignment from the default, or associate a particular icon with a data value range. Formatting changes can be applied for all data, or applied conditionally based on the value of a particular data item. If a data set column supports custom formatting, the drop-down list associated with the Configure Column Rendering label is enabled, when you select the column in the Selected Columns panel. You can remove custom formatting by selecting Default, apply custom formatting by selecting Custom, or associate icons with a data range by selecting Map to Icons. For more information, see Column data rendering options.

      Note: Additional fields may be available when the widget is in edit mode. These fields depend on the data set that is associated with the widget. Those fields that are common are described.
      Note: Some fields may provide parameter value filtering depending on the data type and data set. Parameters fields with a data type of array can include an Add button. You can manually enter parameter values in the associated field, or click Add. The Add button provides access the Enhanced Parameter Panel, where you can select and filter parameter values. For more details, see Enhanced Parameter Selector.
    4. Optional: In the Title field, provide a custom title for the widget.
    5. Optional: In the Custom Help URL field, provide a fully qualified URL (that is, include http:// or https://) to an HTML file to provide custom help. The specified help page is accessible from the General tab when a user clicks the help icon for the widget.
    6. In the Page to Launch section, if you want to display a dashboard when a user clicks the widget, select a page from the drop-down list.
    7. If the widget is connected to a data set that supports UI preview, an Enable UI Previews section displayed. Select the check box to enable UI preview.

      When this option is enabled, a preview panel is shown when a user hovers over a widget for 3 seconds. A user can click the chevron icon to expand the preview panel and view more information.

      Note: If the data set associated with the widget does not support UI preview, then the Enable UI Previews section is not displayed.
    8. Select the Save user settings for column sorting and column width check box to ensure that when a user resizes, or sorts data within, a column that the custom settings are automatically saved for that user.
    9. If the selected data set supports it, you can use the Preliminary Data Filter section to filter the data set values so that the widget displays the values that you require.
      Note: When you select a data set, the widget is rendered with all of the available data, or in the case of gauges, the first value that is listed is the one that is reflected in the widget.

      Use filtering to limit the rows to show only those values that are of interest to you. You can adjust the filter rules to see more or fewer rows. If no filters are defined, the Filter dialog box shows Rule 1 with options for entering a new rule. If other rules exist, they appear in collapsed bars. You can clear existing filters with the Clear filter link in the Filter bar or use the Clear button that is provided in the Filter dialog.

      Match
      This field is initially set to all rules, which means that a row is displayed only if the data in the row follows all the rules for the filter. A row is excluded when its values do not follow any one rule. If there are multiple rules and you want a row to be included when it follows any of the rules, change the setting to any rule.
      Column
      If you want to filter on a particular column, select the column to filter on.
      Condition
      Select the comparison operator from the list.
      Condition Row is included when...
      contains Value is found somewhere in the cell.
      equal Value matches the cell value exactly. For text cells, this condition includes the letter case.
      starts with the cell value begins with the same characters as Value.
      ends with the cell value has the same characters at the end as Value.
      does not equal the cell value is not an exact match of Value.
      does not contain the cell value does not include the same text as Value.
      Value
      Enter the string to apply the condition to. After you enter a value, the expression is displayed in the rule bar.
      Multiple rules
      Leave Match set to all rules if you want the criteria in all rules to be met before a row is displayed. Change the setting to any rules if the row is to be displayed when it meets the criteria in any of the rules.
      To edit a rule, click the rule bar and change any of the field values.
      To delete a rule, select it and click Delete icon.
      To define a new rule, click Add icon and complete the fields.

      When you complete your filter settings, click Filter.

  2. Click OK to save your changes.