Drill to URL From Dashboards
Note:IT Visibility is being upgraded with the introduction of Technology Intelligence Platform beginning in September 2024. Flexera will contact you directly regarding the timeframe of your upgrade. With Technology Intelligence Platform, out-of-the-box IT Visibility dashboards are being replaced with new, enhanced IT Visibility Technology Intelligence Platform reports. For more information, see IT Visibility With Technology Intelligence Platform Reports.
On dashboards, you can enable drilling from facts, metrics, and attributes to URL addresses. You can drill to an attribute hyperlink label or a custom URL with placeholders. The URL can be made dynamic through the use of Insight and Identifier parameters that change depending on what part of the insight you click.
Note:You can configure drilling for any insight you add to your dashboard. Drilling for KPIs is not supported.
By clicking a fact, metric, or attribute in the View mode (not while editing), the target URL then opens in a new window or the dashboard sends a post message with the target URL.
Note:Consider the following:
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The option to send a post message is available only for embedded dashboards. |
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Avoid using web pages with pop-ups. If your drill points to a URL with a pop-up window that gets blocked by your browser, the linked web page may not open. |
To create a drill into URL:
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Open the dashboard you want to edit or add an insight to a dashboard. For information about adding insights, see Adding Insights. |
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Click the insight that you want to set up a drill path for or click the three dots icon. |
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Click Interactions, and then click Add interaction. |
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Select the metric, fact, and attribute that you want to set the drilling for. |
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From the I want to dropdown list, select Drill into URL. |
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From the Choose URL dropdown list, select one of the following: |
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To drill to a URL defined in the attribute label, select the label in the Hyperlink in Attribute Label section. |
Note:This option is available only if the insight contains attributes with the hyperlink label defined.
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To drill to a custom URL, click Add custom URL. The Add custom URL dialog box opens. For details, see Custom URL. |
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To open the URL in the same window: |
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Click a value in the source insight if you drill from facts or metrics (all insights) or attributes (all except tables). |
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Click an attribute value, if you drill from attributes in a table. |
Note:If multiple drills are configured, you can select where to drill when you click a fact, metric, or attribute.
Custom URL
You can define any URL in the Add custom URL dialog box. You can add attribute label values or identifiers, such as Workspace ID, Insight ID, Widget ID, and Dashboard ID as parameters in the URL definition. These parameters are then replaced by appropriate values during drilling.
Note:Consider the following:
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If you add a URL without any parameters, all values drill to this single URL. |
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If the URL is missing the protocol prefix, https:// is added to the URL automatically. |
The following are some examples of the URLs you can define:
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Add a dynamic URL with query parameters using attribute labels as parameters https://www.yourcompany.com/app/?product={attribute_title(label.product.id)}&category={attribute_title(label.category.id) |
Note:To add multiple query parameters, use & (ampersand) to connect them.
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Add a dynamic URL as combined attribute hyperlink label and workspace identifier {attribute_title(label.product.url)}?workspace={workspace_id} |
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Add a dynamic link using attribute label as a parameter https://www.yourcompany.com/products/{attribute_title(label.product.id.name)} |
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Add search on a specific site using an attribute label as a parameter https://www.mysearchengine.com/search?q=site:my.company.com-ATTRIBUTE_TITLE(label.product.name) |
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Add a direct link to a page https://www.flexera.com/products/technopedia |