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仪表板和报表之间可以通过跳转功能进行连接,以实现细节数据的进一步展示。并且支持在跳转时传递数据,以实现对目标报表进行数据过滤的效果。
文中以由图表跳转至一个带有参数的报表为例进行讲解,最终效果如下图所示。
在仪表板中选择需要进行细节展示的大区,然后选择跳转,即可将对应大区的报表数据过滤并显示出来。
本例中使用之前创建的“销售明细表”作为跳转目标文档(详见数据集过滤)。
选中组件,打开属性设置面板,单击跳转设置后的“ + ”。
设置跳转文档的名称、打开方式;选择目标文档类型(这里我们选择报表);然后根据选择的目标文档类型设置文档、参数、链接等具体信息。最后单击确定。
名称: 为目标文档的命名。该名称将显示在跳转文档列表中。
跳转到: 设置目标文档的相关项目。
报表:选择跳转至报表,然后在下方选择具体的目标文档。(有关跳转到仪表板、外部链接等的介绍请见其他小节内容)
参数设置:如果目标报表带参数,参数设置中则会将参数显示出来。此时的关键在于为参数传递选择合适的数值类型,以确定将仪表板中的哪个数据作为参数值向外传递。我们支持的类型非常丰富,您可以根据具体需要进行配置选择。有关参数的数值类型,请您查看本页下方的介绍。本例中我们选择数据列,并将数值设定为客户地区,即根据所选销售大区向目标报表传递参数值。
跳转选项:设置跳转后,新打开的文档中是否显示工具栏,页面缩放模式以及报表页的显示视图。工具栏可设置为显示或隐藏。页面缩放可设置为默认值(按目标文档原来的设置显示)、宽度自适应和适应页面。打开的报表页可以以默认视图、单页视图、不分页以及连续模式等视图打开。
打开方式:
为跳转后的文档选择一个合适的打开方式。支持对话框、内嵌、新页面、重定向以及非模态对话框等方式。
有关打开方式设置的详细介绍,请您参考 跳转至仪表板 中的对应内容。这部分内容是相似的,这里就不做赘述。
设置完成后即可在属性设置面板中看到刚刚设置的跳转项目。
在进行跳转时,如果选择的目标文档带有参数,那么我们就可以在跳转时设定一定的数据传递,以过滤目标文档中的显示数据。
此时的关键在于为参数传递选择合适的数值类型,以确定将仪表板中的哪个数据作为参数值向外传递到目标文档中。
未设置: 即不进行指定,待跳转时手动输入查询参数的值。
常量值: 给参数指定一个确定的常量值,待跳转时则会将您设置的常量值传递出去。
数据列: 选择一个数据字段作为传递的值,实际使用时会根据当前所选的数据列的值向外传递。也就是本例中使用的类型。
筛选器 :如果仪表板中添加了筛选器,则可以将当前筛选器选择的值向外传递。选择数据类型为“筛选器”后,弹出筛选器选择对话框,选择需要使用的筛选器。
设置后,组件跳转时则会将该筛选器中选择的数据传递出去进行跳转。
过滤后的数据: 将数据探索后,过滤器中过滤后的数据向外传递,并且需要确定传递的字段,仅能选择一个字段。
这里是指通过各种方法添加到过滤器中的筛选数据,比如直接添加的数据过滤,或通过“保留”或“排除”的方法进行的数据筛选过滤,因为通过保留或排除方法,最终也会显示到这里。
比如,我们为组件加了过滤器,如上图。那么在跳转时,就会直接根据过滤器中设置的过滤字段进行跳转传递。
仪表板参数: 跳转时将仪表板参数的值传递出去,这也是仪表板参数的另一个用途。