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Overview
The following sections outline sample dashboard content developed with DashXML and Yellowfin content. It will explore each of the avilalbe widget types, how they were set up in the XML, and how they were styled through custom CSS.
Note: this is merely a guide in order to walk you through using the DashXML framework for your own dashboard requirements.
The main XML widget types consist of the following:
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<application-definition> <sourcefilter></sourcefilter> <dashboard> <text></text> <exportlist> <export><export> </exportlist> <filter> <options> <summary><summary> </options> </filter> <report> <modal> <subcontent></subcontent> </modal> <filterMap></filterMap> </report> <modal> <subcontent></subcontent> </modal> <customhtml> <replacements></replacements> </customhtml> <subtab> <options> <subcontent></subcontent> <summary></summary> </options> <subtab> </dashboard> </application-definition> |
The full XML structure is outlined on the Widget XML page.
Dashboard Widget
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Sub Tab Widget
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Dashboard Widgets are used to define the contents of each page in order to produce a dashboard. The dashboard will hold all other widgets to be displayed, called, or used on a page. It can contain as many reports as required, each styled be its own CSS class, as well as allowing for styles to be applied to the dashboard as a whole.
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Text Widget
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<text>
XML Widget. This will simply need to contain the text to be displayed as the title, and a css class name to be used for styling that text.Example Output
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Example XML
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Example CSS
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Export Button Widget
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Example XML
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Sub Tab Widget
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<subtab>
<options>For within a sub tab. |
Filter Widget - Dates
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<filter>
XML widget. Each filter widget requires at least one option to be defined, allowing the user to select a value to apply. This particular filter has four options; Custom, Year, Month, and All Time. The Year, Month, and All Time filters have been set up using pre-defined date ranges, while the Custom option was specified as user prompt in order to allow users to specify a custom range.Example Output
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Example XML
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Example CSS
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Text Widget
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<text>
XML Widget. This will simply need to contain the text to be displayed as the title, and a css class name to be used for styling that text.Example Output
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Example XML
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Example CSS
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Export Button Widget
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<exportlist>
XML Widget. This will need to define which export formats you wish to allow, and which report to export (if you are using XLS).Example Output
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Example XML
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Filter Widget
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Dates
These can be implemented using the <filter>
XML widget. Each filter widget requires at least one option to be defined, allowing the user to select a value to apply. This particular filter has four options; Custom, Year, Month, and All Time. The Year, Month, and All Time filters have been set up using pre-defined date ranges, while the Custom option was specified as user prompt in order to allow users to specify a custom range.
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Filter Widget - Buttons
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Report Widget
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Modal Window Widget
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Buttons
The filter widget displays possible filter value options that the user can select from. Each option has the capacity to display a title, description, icon, and summary value – all except the title are optional.
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Example XML
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Custom HTML Widget - Text & Report Data
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<customHTML>
XML Widget along with other elements to produce a combined output. In this scenario, we wanted to display the first date we have records for within the user selected filter date range. To do this we wanted to combine some static text with a date record from a report. The widget needed to contain HTML to display the static text, such as "Your camp started on: ", and the dynamic date element that comes from the result of a Yellowfin report. In order to do this, you will also need to include the report that returns the date as a hidden report.Example Output
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Report Widget
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Chart
Reports and visualisations can be displayed using the <report>
XML widget. This will need to call the required report, specify the format and styling, and pass through any filters.
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Table
Tables can be displayed using the <report>
XML widget. This will need to call the required report, specify the format and styling, and pass through any filter values required.
Example Output
Note: the See All Camps link pictured above is called through this widget, but the contents and display of the modal is actually defined through a modal widget. See the Modal Widget section for details.
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Modal Window Widget
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<subcontent>
element. The modal itself is called outside of the <modal>
definition, for example as part of a report. For the purpose of this scenario, we have defined the modal link as part of a report (see Table outline above).Example Output
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Custom HTML Widget
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Text & Report Data
The data from a report can be used within a <customHTML>
XML Widget along with other elements to produce a combined output. In this scenario, we wanted to display the first date we have records for within the user selected filter date range. To do this we wanted to combine some static text with a date record from a report. The widget needed to contain HTML to display the static text, such as "Your camp started on: ", and the dynamic date element that comes from the result of a Yellowfin report. In order to do this, you will also need to include the report that returns the date as a hidden report.
Example Output
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Example XML
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<report>
<display>HIDDEN</display>
<uuid>b0ebacf2
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<filterMap>
<filterUUID>ea41ba19
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<mapToFilter>dateFilter</mapToFilter>
</filterMap>
</report>
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<customhtml>
<styleClass>dashboardDates</styleClass>
<html><
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<replacements>
<replaceName>campStart</replaceName>
<reportName>b0ebacf2
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<valueColumn>0</valueColumn>
</replacements>
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Custom HTML Widget
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