Search-Driven Analytics Widget Setup

The administrator must have the ACTIVE HOME PAGE ADMIN permission to create, edit, and delete Active Home Pages. See Assigning the Active Home Page Permission.

For an overview about this business intelligence reporting functionality, see Search Driven Analytics.

After you have conducted a search using Search-Driven Analytics (SDA), the SDA widget can be used to display SDA pinboards. The SDA widget is set up by an SDA Creator who enables an SDA Consumer to view pinboards that have been assigned to that Consumer's Role or User type. For general instructions about adding widgets to an Active Home Page, see Creating a New Active Home Page.

To view the SDA widget from the perspective of an end user, also known as a Search-Driven Analytics Consumer, see: Search-Driven Analytics Widget.

An SDA pinboard that has been assigned to an Active Home Page widget displays with other widgets assigned to the logged-in user like the one below. A user can click VIEW FULL PINBOARD in the bottom right corner to enlarge the pinboard to full-screen size.

SDA widget on Active Home Page

 

To Set Up an SDA Widget

  1. Go to SYSTEM > ACTIVE HOME PAGE ADMIN.
  2. Click the cog wheel of the Active Home Page to which you will add the SDA widget, then select EDIT.  Alternatively, you can also access an Active Home Page by clicking its name (in orange font) at the bottom of the thumbnail. The Active Home Page will open in EDIT mode.

    Click EDIT
  3. Click the ADD NEW WIDGET icon in the top right corner of the screen. The ADD NEW WIDGET dialog box will display.

    Click ADD NEW WIDGET
  4. Select SEARCH-DRIVEN ANALYTICS.

    Select SEARCH-DRIVEN ANALYTICS
  5. Navigate to the newly-added Search-Driven Analytics widget and select the EDIT WIDGET CONFIGURATION icon. The SDA widget's dialog box will display.

    Click the EDIT WIDGET CONFIGURATION button
  6. Click SEARCH to view the saved SDA pinboards available to be attached to the widget. Click on the pinboard you want to attach to the widget.

    Click SEARCH, then select the pinboard
  7. Click APPLY.

    Click APPLY
  8. View the pinboard in the widget.

    View the pinboard in the widget
  9. Click the SAVE CHANGES icon in the top right corner to save the widget to the Active Home Page.

    Click the SAVE CHANGES icon

Return to Search Driven Analytics.