Keep in my I am using Dashboard Designer, SharePoint 2010 and PerformancePoint Server 2010.
I have a dashboard homepage showing a KPI for sales, by brand. I added a custom property "View detailed report" on my KPI. When I click on that, I want to be able to go to a second dashboard page featuring 5 scorecards and 2 reports for my sales, by brand. The brand needs to be a filter.
Obviously, what I wanted to do is to tell my second page on which brand to filter by using a querystring parameter, something like ?BrandFilter=[Brand].[X].[Y] ...
But, in Dashboard Designer, you cannot (?) have querystring based parameters. I know I can do it directly in SharePoint (with the corresponding web part), but then when I deploy my dashboard again, I lose custom changes I do to my pages.
I tried to create a custom transform for scorecards that would read the querystring and add PageFilters, but I faced two problems:
1. I cannot access the HttpContext from there (of couse!)
2. That would not do it for reports.
What should I do? Drop Dashboard Designer and work directly in SharePoint? I wish there is a solution with Dashboard Designer!
Thanks!
I found a way to do that. I customized my scorecard generation (using C#) and added a javascript method to my master page to handle all the links that are clicked. When I click on a link in a scorecard, I get the parameter from the current URL and update a filter inside the page with that. I can share more details on request...
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I am running Dynamics 365 Customer Self-Service Portal (v8.3.3.153) for CRM Online, and I'm having trouble getting a chart to display the correct data based on the currently logged-in user. I set up a pie chart for cases and added that to the Support Home page which also has an entity list control to display cases based on different view selections. So for example, if I am viewing open cases in the entity list, that is filtered by my currently logged in user so I have 5 cases, but the chart shows all open cases for all contacts (300+) when using the same view for the chart as for the entity list. In my support home page I added Liquid code like this:
{% chart id:"F1F23F44-4C37-E811-811F-E0071B6AA291" viewid:"9F9AA5DC-A537-E511-947E-00155D038C01" %}
I tried the suggested view filter configuration based on the article here, but that just resulted in my seeing no data in the chart, it seems that the portal page didn't automatically switch out the contact guid.
Is there any way to configure a chart to reflect the same filtering based on contact and/or parent account as can be done with the entity lists?
I am also integrating charts on the Portal and noticed this behavior, but as I want to display this only to the Admin was not an issue.
It also happened to me to have filters not applied same way on the CRM and Portal. for example using a Lookup field value, seems more like a bug to me.
Give it a try to use the View on a Entitylist and see what kind of results you get there, otherwise I'll suggest you to raise a Ticket to Microsoft.
I have created a visual web part that has one entry form, it contains 10 textboxes and a submit button to insert the data.
Now on click of submit button it redirects to another page(page is application page deployed under layout folder of same site. this page is added in same web part solution by adding new item).
I'm able to redirect to application page using SPUtility.Redirect(). but not sure about best approach to pass the data from web part page to application.
I think that query string is not a good solution. Also enabling session is manual work on each environment(as i experienced that in one server when i created session variable i got an error to enable it, but in other dev server i was able to do that).
I have done this using a public class in user control .cs page and defined all fields as static variables in side the class. now I'm able to access them in application page added inside layout folder of same project solution. Not sure if it is right approach , but it works
I had a look at http://www.westernaustralia.com/au/Pages/Welcome_to_Western_Australia.aspx and I know it's a SharePoint site and I am wondering how it could have been made.
I am mostly interrested in the center column (What's On). Is it an announcement list with thumbnails and Find out more links are pointing to wiki pages? Could it be a custom web part or is it possible to do this sort of thing with SharePoint 2010 out of the box?
Thanks in advance.
You can do this easily with a "What's New" web part. Customize your library view setting and set your webpart to use that view. Add a simple content editor at the bottom of this web part and add those other links like View All etc...
Remember that you can create your own list and make sure to index it so that it can rollback into the What's New webpart.
Looking at the emitted HTML it looks like a custom user control in the page layout to me (hell I could be wrong)
That said though it is possible to do this OOTB and I could build that functionality using the Content Query Web Part and some custom XSL
Is it possible to move the SharePoint 2010 BCS profile page, normally located under:
https://***.orbitone.com:443/__bdc/https___***_orbitone_com/Projects_1.aspx?JOB_ID={0}
To:
https://***.orbitone.com:443/Projects_1.aspx?JOB_ID={0}
Thanks!
It is a work around I guess but works well. I have tried it out.
1.) Create the profile page in the desired location (Web Part page)
2.) Export the web parts(2 web parts) from original profile page and add it to you custom page.
3.) Connect the web parts and test the page whether it is working properly like the OOTB profile page.
4.) Create a new action in the External Content Type and give the above new URL in the below format
https://???.orbitone.com:443/Projects_1.aspx?JOB_ID={0}
5.) Select the other parameters appropriately. Don't forget to give parameter as the identifier(JOB ID). Make sure you select this action as default action.
That's it :)
It should work in the way you expect. Let me know if you face any issues.
I would need to have a personalized summary links web part in a given page.
So when a user logs into the site, he should see his own links as opposed to system wide links inside the links web part.
Is it possible to have a personalized summary links web part?
How would that work?
Thanks in advance.
W
Here's what you can do:
Add a User column to a standard links list.
Create a new view that shows only links of current user (use [Me] marker as column value in filter).
Modify the Web Part to use the new view.