Example of Adding a Report Parameter

Adding a report parameter is easy with InetSoft's reporting software and its robust tool set. This let's you prompt the user for simple input, like a date range or a category selection. This is a safe way to provide guided self-service to front-line workers. View the example below to learn more about the Style Intelligence solution.

 

You will now add a dashboard parameter sheet to the report designed in the previous section, Walkthrough: Designing a Parameter Report. Follow the steps below:

1. Open the new “Parameter Sheet Report,” and click the Ad Hoc button to enter Ad Hoc mode.

2. Click the ‘Parameter’ button, located on the Ad Hoc toolbar. This opens the ‘Parameter’ dialog box.

3. Add the parameter choice menu, a label, and a Submit button. Follow the steps below:

a. Drag the ‘Parameter’ element from the left panel to the parameter layout region. This will be parameter choice menu.

b. Drag the ‘Text’ element from the left panel to the parameter layout region. This will be the menu label.

c. Drag the ‘Button’ element from the left panel to the parameter layout region. This will be the Submit button.

4. Position the elements as shown. Make the ‘Parameter’ element taller by selecting it and then dragging its bottom border downward.

5. Select the text element, right-click, and select ‘Properties’ from the context menu.

6. Modify the text contents to read “Products.” Click ‘OK’.

7. Now configure the Parameter element to control the “product” parameter, and to display the appropriate list of products in the parameter sheet menu. Follow these steps:

a. Select the Parameter element, right-click, and choose ‘Properties’ from the context menu.

b. In the ‘Name’ filed, enter the same name as the parameter you defined in the filter condition. In this case, it is “product”. This will allow the ‘Parameter’ interface element (menu) to set the filter parameter

c. For the ‘Parameter’ element label, enter “Product”. d. In the ‘Selection List’ panel, select ‘Query’ and click the ‘Select’ button. This opens the ‘Query List’ dialog.

e. Select ‘Order Model’ from the ‘Orders’ data source. Select ‘Product.Name’ for both the ‘Label’ and the ‘Value’ field, and click ‘OK’.

f. Select ‘List’ as the display type. Click ‘OK’ exit the ‘Parameter Properties’ dialog box.

7. Click ‘OK’ to exit the ‘Parameter’ dialog box, and return to the report.

8. Click the ‘Save’ button to save the new parameter sheet along with report.

9. Verify that the parameter sheet is now functional:

a. Click the report in the Repository tree. You should now be prompted for the ‘Product’ parameter using the parameter sheet you just created.

b. Select the first three products and click ‘Submit’.

Previous: Designing a Parameter Report