From Q-Pulse Version 7, Dashboards can be configured on the web client to give you or your users a more advanced way of analysing your Q-Pulse data.
If you have created a dashboard with a grid, and you wish to customise it further to allow you to link your grid to individual records in Q-Pulse, this article will take you through the steps required to do this.
Using the example pictured above, we will be adding a hyperlink to the CA/PA number column found in the grid view.
1. Click on your grid view and then click 'Binding'. This is the cog icon highlighted below.
2. In the Columns menu, select 'Number', and then the hyperlink button.
3. In the URI section, select ID from the list of fields.
4. In the URI Pattern field, paste the following:
#ViewID=Capa_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.CAPA.Capa&mode=View
5. Once saved, your dashboard will now contain a hyperlink which allows you to click through to the records referenced.
Additional Information
The link used in step 4 will only work for CA/PA records. Please find the correct links below for referencing Document, Audit, Incident and Occurrence Records.
Document
#ViewID=Revision_DetailView_Active&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Documents.Revision&mode=View
Audit
#ViewID=Audit_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Audits.Audit&mode=View
Incidents
#ViewID=Incident_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Incidents.Incident&mode=View
Occurrence
#ViewID=Occurrence_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Occurrences.Occurrence&mode=View
Comments
2 comments
Dear Scott,
With reference to dashboard, please guide us step by step to create or modify dashboards related to Documents, CAPA, Audit, Occurrence and Incident modules. Q-Pulse administrator is not IT expert to develop new dashboard easily. Please guide us.
Best Regards.
Hi,
I have the same request like Muti up, please give us some guidance how to set step by step the dashboards. Thank you.
Please sign in to leave a comment.