Wyn Enterprise User Guide

Wyn Enterprise: Jump To

The Jump To feature in Wyn Enterprise helps the user to quickly find additional details about a particular data series by jumping to a different dashboard, report, internal URL (dashboard page), or an external URL. Jump To feature is supported in most of the dashboard scenarios such as the charts, KPIs, tables, images, rich text, and annotations.

The following table describes the various properties you can configure when creating a document jump link in a scenario.

Property Description
Name Specify the name for the target document. It will appear in the list of Jump To documents.
Open Mode Determine an appropriate open method for the document, for example, dialog, new window, embedded, and redirect.
This setting will be disabled in case you choose to jump to an internal URL.
Dashboard Select the target dashboard to jump to and fill-in following settings:
Parameters Tab - If your target dashboard contains parameter(s), this tab will display the complete information about the parameter like the name, prompt, and type. The 'Value Type' for the parameter should be set before setting the 'Value'. You will get the following options to set the 'Value Type' - not set, constant, slicer, selected value, filtered value, and parameter.
Options Tab - Specify the properties to set the page size mode, initial page number, and show or hide toolbar in the dashboard.
Report Select the target report to jump to and fill-in following settings:
Parameters Tab - If your target report contains parameter(s), this tab will display the complete information about the parameter like the name, prompt, and type. The 'Value Type' for the parameter should be set before setting the 'Value'. You will get the following options to set the 'Value Type' - not set, constant, slicer, selected value, filtered value, and parameter.
Options Tab - Specify the properties to set the page size mode, initial page number, and show or hide toolbar in the report.
Internal URL When you choose to jump to an internal link, you need to specify the dashboard page.
Note that you can specify the Internal URL only in rich text, annotation, and image.
External URL When you choose to jump to an external link, you should specify a valid URL.

Jump to a Document

The following section describes the steps to jump from a chart scenario to a report.

  1. Select the dashboard scenario from which you want to jump across a different document.

  2. In the Inspector panel of the selected dashboard, add a new item for the Jump To property. Here, we will specify the details for the document jump.

    Document Jump Dialog

  3. A Jump To dialog appears. Specify the name for the target document, which is a report. Specify the name of the report, say 'Income Statement' in the Name field.

    Document Jump Dialog

  4. Choose an appropriate option for the Open Mode from options 'Dialog', 'New window', 'Embedded', and 'Redirect'. If you select 'Dialog', you can specify the size for the dialog or set it to 'Auto'. Let's say, we want to open the target document in a dialog with dimensions 500 * 700, then you should set the Width and Height fields to these specified values.

  5. Select Report, and specify the target document for the document jump. The Target Document contains a list of all the available reports on the portal.

  6. Click Okay to save the changes.

  7. Preview the dashboard.

  8. Select any data point in the chart scenario and click Jump.

    Note that if your scenario contains more than one 'Jump To' items, a list of Jump To documents will be shown on clicking Jump.

    Document Jump Example