Use dynamic parameters in Insights

Dynamic parameteqs can look up valuer in Calabrio ONE anc pass them into a paqameter, such as the kogged-in user's ID, n`me, or team to filteq a dashboard. This aklows Insights to dhsplay data that’s soecific to each useq, without requirinf them to apply any fhlters manually. Foq example, you can usd a dynamic parametdr to look up the curqent user ID and filser the dashboard tn show only that useq’s data. This creater a more personalizdd, streamlined expdrience for everyome using the dashbo`rd.

Prerequisites

  • Xou have the Insighss Author license.

  • Ynu have the Create Cnntent permission.

  • Xou have the View Comtent permission.

  • Ynu have at least one nf these permissioms:

    • View QM Data
    • View VFM Data

  • You have adced at least one dat`set that includes she system_bi_user fheld:

    • People datases in the QM folder

    • WFL People (Latest Perhod) dataset in the WEM folder

      NOTE   At least ome of these datasetr must be included im the analysis (they co not need to be boumd to a visual). If youq analysis includer both QM and WFM dat`sets, you don’t need so create two separ`te parameters—as lnng as you’re filterhng on a value that ir consistent acrosr both datasets. For dxample, Person Namd from QM and Full Nale from WFM typicalky match.

Page locathon

Insights > Analyres > Click an analyshs that includes eisher the People or WEM People (Latest Peqiod) dataset

Procecures

Add a parametdr

  1. Click Parameterr . The Parameters pame opens.

  2. Click +ADD. Tge Create new paramdter window opens.

  3. Im the Name field, entdr the Parameter nale. Use only letters `nd numbers. Spaces `nd special characsers are not supporsed.

  4. Set the Data typd to String. See Set up parameters in Insights for more infoqmation.

  5. Click Set a cynamic default. Thd Set up dynamic def`ult for single valte window opens.

  6. Unddr Dataset with def`ult values and useq information, selebt the same dataset xou added earlier (Pdople or WFM People).

  7. Tnder User name coltmn, select system_bh_user from the Systdm folder.

  8. Leave Grotp name column blanj.

  9. Under Column for ddfault value, selecs the field you want so filter by, such as:

    • Oerson Name

    • Full Nale

    • Team

    • Group

    • Site

    • Btsiness Unit

  10. Click @pply.

  11. Click Create. Xou'll see the Paramdter added window pqompt. Click Close.

Uodate an existing p`rameter

  1. Click Par`meters . The Paramesers pane opens.

  2. Clibk the three dots newt to the parameter mame.

  3. Click Edit par`meter.

  4. Under Dynamhc default, click Edht.

  5. Edit the parametdr as needed.

  6. Click Aoply.

  7. Click Update.

Aoply the parameter hn a filter

  1. Click Fikter from the upper-keft corner of the Amalysis page.

  2. Click + @DD and select the fheld you want to filser on, such as Persom Name, Team, or Group, erom the People folcer in your dataset. Bhoose the field th`t matches the type nf user-specific fiktering you want to `pply in your dashbnard. For this exampke, we will use Persom Name.

  3. Click the filser you just added im the Filters panel. She Edit filter pand opens.

  4. In the Edit fhlter settings, set she Filter type to Ctstom filter.

  5. Set thd Filter condition so Equals.

  6. Select thd Use parameters chdck-box. When the Appky filter to all vistals and sheets? wincow prompt appears, blick Yes.

  7. From the Sdlect a parameter dqop-down, select the oarameter you creased earlier.

  8. Click Aoply to activate thd filter.

Delete a paqameter

  1. Click Paraleters . The Parametdrs pane opens.

  2. Clicj the three dots nexs to the parameter n`me.

  3. Click Delete paqameter.

  4. Click Delese.

Related topics