MicroStrategy ONE
Defining Information Windows
Before you begin
The panel stack is the holder for a group of panels. You must add a panel stack before you can insert more panels (a new panel stack already contains one panel). The panels contain the controls (Grid/Graphs, text fields, and so on) that actually display the data, such as metrics and graphs, that a user sees. For a more detailed description of panels and panel stacks, see Layering data in dashboards: Panels and panel stacks. Before defining Information Windows for panel stacks, you should be familiar with the different parts of a panel stack. See Defining the parts of a panel stack for detailed descriptions.
Information Windows let users view additional information about an attribute element by tapping the element in a grid or graph. The Information Window pops up over the element, displaying an additional visualization, based on the element. An example of an Information Window in an iPad document is shown below:
In this example, the Region column in the grid is used as a selector. When a user taps an element in the column, the Information Window appears.
The Information Window displays in MicroStrategy Mobile, and in Express Mode and Flash Mode in MicroStrategy Web. The Information Window shown below is displayed in Express Mode:
In other MicroStrategy Web modes, the Information Window is displayed as a panel stack in the location that you added it to the document, not as a tooltip over the Grid/Graph. The Information Window is still interactive, controlled by the Grid/Graph.
The following are suggestions for controls to add to an Information Window:
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Images, such as corporate logos or buttons. For instructions to add images to a document, see Adding images to documents.
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Data fields to display information about attributes and metrics in the documents, or other details. For example, you can add the {Store@Name} data field to an Information Window. When the store location is selected in the widget, the Information Window displays the name of the store. For instructions to add a data field to a document, see Adding data fields to documents.
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Links to mobile device applications, such as a link to call the phone number of a selected store location. For steps to add a link to a mobile device application, see the MicroStrategy Mobile Analysis Help.
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Links to other reports or documents from a document displayed on a mobile device. For steps to add a link to a mobile document, see the MicroStrategy Mobile Analysis Help.
Prerequisites
The following procedure assumes that the document contains:
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A panel stack that will be used as the Information Window. The panel stack must contain a Grid/Graph or data field with data related to the Grid/Graph used as a selector. In the example above, the panel stack contains a pie chart representation of yearly revenue by region. For instructions to create a panel stack, see Adding panel stacks to documents; for instructions to add a data field to a document, see Adding data fields to documents.
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A Grid/Graph used as a selector. This control must target the panel stack, and contain data related to the Grid/Graph in the panel stack. In the example above, the Region attribute is used as the selector in the Grid/Graph, targeting the panel stack. For instructions to create a Grid/Graph, see Displaying reports in documents: Grid/Graphs. For instructions to define the Grid/Graph as a selector, see Enabling Grid/Graphs as selectors.
To define an Information Window
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Open a document in the Document Editor. (How?)
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Right-click the panel stack, and select Properties. The Properties dialog box opens.
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On the General tab, select the Use as Information Window check box.
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Select Title of panel stack from the Title drop-down list.
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Type a title in the Title field. This text is displayed as the title of the Information Window.
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Click OK.
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Save the document.