Spawning a dashboard that passes variables

This example uses a table component to create a list of cities with associated links. When a link is clicked, a new dashboard for that city is spawned. The new dashboard contains a value component that uses a variable to display the city name and country name. Although this example uses a table and value component, this concept can be used with other Klipfolio components.

Note: Use only one of the two scenarios.

  • Column: Link with Click here ... link
  • Column: City with clickable city link

To spawn a dashboard that passes variables, you have to perform the following actions:

  1. Create a new dashboard and know the dashboard id.
  2. Create and configure a table with links.
  3. Create and configure a value component.

This example uses the following data set.

A

B

Country City
Canada Vancouver
USA Boston
Germany Frankfurt

Step 1: Adding a new dashboard and locating the dashboard id

  1. Create a new dashboard. For more information, see Building dashboards.
  2. Optional: If you include curly brackets with the variable reference in the dashboard name, the dashboard will display a different city name. For example: Details {city}.
  3. Locate the dashboard id. For more information, see the DATASOURCE function.
  4. The dashboard ID is similar to this one: 1737f4efdd1bccab9282b6f1ea80f87d

Step 2: Creating and configuring a summary table with hyperlinks

  1. Build a Table component. For more information, see the How to build Table components.
  2. From the component tree, select Klip, and type a Klip Title. For example, Drill down summary.
  3. From the component tree, select Column: Unnamed 1.
  4. At the Properties panel, enter a name for the Column Header. For example, City.
  5. At Format as, select Hyperlink.
  6. At Open link select the check box for Open link in current browser tab.
  7. From the component tree, select Column: Unnamed 2.
  8. At the Properties panel, enter a name for the Column Header. For example, Link.
  9. At Format as, select Hyperlink and for Show Label type, Click here ....
  10. At Open link select the check box for Open link in current browser tab.
  11. From the component tree, select the Column: Unnamed 3.
  12. At the Properties panel, enter a name for the Column Header. For example, City with Link
  13. At Format as, select Hyperlink.
  14. At Open link select the check box for Open link in current browser tab.

Location

Action

For our example

Select the Column: City, Data panel, formula editing toolbar. Select the column that contains the city. B:B
If the column contains a row header, with B:B selected. Select Wrap current value in function, Data Manipulation, SLICE . SLICE( B:B , start , end )
Select the Column: Link, Data panel, formula editing toolbar. Select Insert Function, Text, CONCAT. CONCAT( data )
With data selected. Select Insert literal string or number and paste in the dashboard ID. Add to the beginning of the dashboard-id the following #tab-. At to the end of the dashboard-id the following: ?param:city= and click the Apply button. CONCAT( "#tab-1737f4efdd1bccab9282b6f1ea80f87d?param:city=", data )
With data selected. Select Insert reference to another component and select Column: City. CONCAT( "#tab-1737f4efdd1bccab9282b6f1ea80f87d?param:city=", City , data )
Select the Column: City with link, Data panel, formula editing toolbar. Select the column that contains the city. B:B
If the column contains a row header, with B:B selected. Select Wrap current value in function, Data Manipulation, SLICE . SLICE( B:B , start , end )
With SLICE selected. Select Wrap current value in function, Text, CONCAT. CONCAT( SLICE( B:B , start , end ) , data )
With data selected. Select Insert literal string or number and paste in the dashboard ID. Add to the beginning of the dashboard-id the following |#tab-. At to the end of the dashboard-id the following: ?param:city= and click the Apply button. CONCAT( "|#tab-1737f4efdd1bccab9282b6f1ea80f87d?param:city=", data )
With data selected. Select Insert reference to another component and select Column: City. CONCAT( "|#tab-1737f4efdd1bccab9282b6f1ea80f87d?param:city=", City , data )
With Properties selected. Select Format as and select Hyperlink.
  1. Click Save.
  2. Name the Klip.
  3. Click Finished.

Step 3: Creating and configuring a value component

  1. Select Build a New Klip.
  2. Select the Value Pair component.
  3. Select Use an existing data source from the library option and select your data source.
  4. From the component tree, select Klip, and type a Klip Title. For example, Details Klip One.
  5. From the component tree, select Primary Value.

Location

Action

For our example

Select the Primary Value, Data panel, formula editing toolbar. Select Insert variable and select city. If a variable does not exist, create one. city
Select the Secondary Value, Data panel, formula editing toolbar. Select the column that contains the Country. A:A
If the column contains a row header, with A:A selected. Select Wrap current value in function, Data Manipulation, SLICE. SLICE( A:A , start , end )
With SLICE selected. Select Wrap current value in function, Data Manipulation, SELECT. SELECT( SLICE( A:A , start , end ) , ( condition ) )
With condition selected. Select the column that contains the City. SELECT( SLICE( A:A ) , ( B:B ... )) ...
If the column contains a row header, with B:B selected. Select Wrap current value in function, Data Manipulation, SLICE. SELECT( SLICE( A:A ) , SLICE( B:B , start , end ) ... ))
With the first ... selected. Select the equals sign, and click Insert variable, city. SELECT( SLICE( A:A , start, end ) , ( SLICE ( B:B , start , end ) = city ))
With SELECT selected. Select Evaluate current selection. USA
  1. Click Save.
  2. Name the Klip.
  3. Click Finished.
  4. Note: You need to add the value component to the dashboard you created at the beginning of these instructions.

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