Use Prompts on Dashboards
Prompts display a subset of data based on the dashboard user's point of view. For example, a European user may only want to see EMEA region sales data, whereas the dashboard's default region is the NA region. To ensure that a prompt links to the correct content in a dashboard, the content to which you are linking must contain at least one parameter.
Below are general instructions for adding prompts to your dashboard:
In the dashboard page, choose Edit (the pencil icon), which will make the Objects pane appear.
Under General Settings, choose Prompts. The Prompts pane appears on the right. No prompts are listed if this is the first time you are assigning prompts.
To display a prompt toolbar to users of the dashboard, enable Show Prompt Toolbar. The prompt toolbar appears at the top of the dashboard.
Click the Add button to start adding prompts. The Prompts dialog box appears.
In the Prompts dialog box, enter a display name for the control label. For example, "Region."
Enable Display Name as Control Label if you want users to see the display name in the prompts toolbar.
Select your control type. Control types define how your prompt values are selected; for example, in a drop down list, radio button, check box, and so on.
The table below contains a description of each control type.
Control Type | Description |
|---|---|
Drop Down | Users choose a prompt value from a drop-down list. |
List | Users choose a prompt value from a scrolling list. This prompt control supports multiple selections. |
Radio button | Users click a radio button to choose a prompt value. |
Check box | Users enable a check box to choose a prompt value. This prompt control supports multiple selections. |
Button | User click a button to choose a prompt value. This prompt control supports multiple selections. |
Text Field | Users enter a text string or number into a text field manually. |
Date Picker | Users examine prompt values based on calendar date. |
Your dashboard now has a prompt.
If you plan to provide hard-coded names and values for your dashboard users, or produce a dynamic prompt list, continue to the next few sections.