Configuring BI Reporting Widgets

Report widgets require additional configuration when creating a BI Dashboard. Any part of a report can be added to a widget, including Charts.

From a BI report:

  1. When configuring a BI report inside a BI Widget, to filter on #currentworkspace,
    1. In Filter Field, add the fkprojectID from the client master.
    2. In Operator, select Equals .
  2. Leave Value blank.
  3. Leave the Parameter selected.

To configure a BI report widget:

  1. From the Widget Layout Details form, click Settings.
    The Widget Settings form opens.

  1. Complete the fields:
Report

Select the report to be used in your widget.

 

These widgets adhere to report security as well as report filters, such as fkprojectid or pkorganizationid equals blank. The widget fills in this filter when the report runs using its own Current Workspace filter logic. There is no need to add a value into the report filter in BI. NOTE: if you try to add a value, such as #currentworkspace into the BI report filter, it will not work in the widget.

 

BI System Administrators and Global Admins can see the report filters.
Filter

Select Current Workspace.
Type Select the report part you would like to include such as Chart, Summary, or Detail.
Suppress Report Header When enabled (selected), the report header does not display. Default setting is disabled (cleared).
  1. When you have completed your configuration, click Save Settings.

If you have any questions, please submit an Extranet service ticket to ClientSpace.