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Searching the Help

To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.

Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.

Words and Phrases

Search for Example Results

A single word cat Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

A phrase.

You can specify that the search results contain a specific phrase.

"cat food" (quotation marks)

Topics that contain the literal phrase "cat food" and all its grammatical variations.

Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Using Boolean Operators

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

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IT Business Analytics10.10

Prepare the Dashboard Display

Develop > Customize KPIs, Metrics, Pages, and More > Prepare the Dashboard Display > Page Gallery and Page Categories

Page Gallery and Page Categories

Dashboard provides out-of-the-box pages and components. You can customize a Dashboard display by customizing these pages and components. You can also create your own pages and components and combine them to create a customized Dashboard. To help you manage pages you can use page categories.

You can generate the URL of a Dashboard page to embed the page into another application. You can then click somewhere in that page to navigate away from the application towards the Dashboard page in IT Business Analytics.

To access:

In Dashboard, click Page Gallery.

Modify Page Categories

Dashboard contains default categories within the Page Gallery to help you organize pages.

This section describes how to work with categories within the Page Gallery y to help you organize pages.

You can add categories, edit or delete user-defined categories, and add or remove pages from categories.

Note

Categories are not mutually exclusive; you can assign a page to more than one category.

Create a New Page Category

Dashboard is provided with categories to which pages are assigned.

To add a new page category:

Click the Page Gallery button on the Page Management toolbar, then click the New Category button (on the left section of the dialog box).
In the New Category dialog box, enter the name of the new category.
Click OK.

You can then assign existing pages to the category, or add new external components to the category.

Rename a User-Defined Page Category

To rename a user-defined page category:

Select the category and click the Edit Category Name button.
In the Edit Category dialog box, change the name of the category.
Click OK.

Note that default categories (marked with a icon) cannot be renamed.

Delete a User-Defined Page Category

To delete a user-defined page category, select the category and click the Delete Category button.

Note that default categories (marked with a icon) cannot be deleted.

Assign a Page to a Category

To assign a page to a category, right-click the page and select the Categorize (page or component) option. In the Categorize Page dialog box that opens, select one or more categories to which you want to assign the page or component, and click OK.

Modify the Category Assignments of a Page

To change the category assignments of a page, right-click it and select the Categorize (page or component) option. In the Categorize Page dialog box that opens, modify the selection of categories, and click OK.

Embed an ITBA Dashboard page in another application

You can generate the URL of a Dashboard page to embed the page into another application. You can then click somewhere in that page to open the Dashboard page in Business Analytics.

In the Dashboard, click Page Gallery. Select a page and click Generate URL to generate the URL of the page. You can then use the URL to embed the page into another application.

The following dialog box opens.
You can then:
- Click Copy URL to clipboard. You can then use the copied URL to embed the selected ITBA Dashboard page into another application.
- Click the link in the dialog box to display the page and make sure it is the correct page.
If you want to display the embedded page in one iframe in the other application, edit the file:
$HPA_Home/admin/HPBA-10.10.00-SNAPSHOT-RC-001-master-ubuntu-x64/webserver/httpd/conf/httpd.conf, comment out the following line:
# Header always append X-Frame-Options SAMEORIGIN, and save.

Movie: To display the movie, open the ITBA application, click Help in the top right corner of the application main page and select the Movies option. Select the relevant movie. For details, see Access Movies in the Online Help.

Navigate from a ITBA Dashboard page embedded into another application back to ITBA

You have embedded a ITBA Dashboard page in a non-ITBA application.

You can navigate from the ITBA Dashboard page embedded in the non-ITBA application back to ITBA, by clicking anywhere in that page.

The Dashboard page opens in Business Analytics, in context, in the ITBA application.

You get a log on confirmation. To prevent that you need to configure Single Sign On. For details, see LW-SSO .

Page Gallery Dialog Box

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

View full table

UI Element	Description
Categories (left side)
	New Category. Click to create a new category; you can then assign pages to this category. For details see Component Gallery and Component Categories.
	Edit Category Name. Select a user-defined category and click to rename (default categories cannot be renamed).
	Delete Category. Select a user-defined category and click to delete (default categories cannot be deleted).
Categories	This contains a list of categories to which pages are assigned. A category can have the following indications after its name: A number following the category name shows how many pages are in the category. indicates that the category is a default category, and cannot be renamed or deleted. indicates that this category groups all the pages that are not assigned to a category. You can use the toolbar to manage a category, or select a category to display its pages on the right side of the dialog box. Categories are not mutually exclusive; you can assign a page to more than one category.
Pages (right side)
	Open Page. Select a page and click to open it in the Dashboard workspace. You can also double-click a page within the Page Gallery .
	Categorize Page. Select a page and click to assign it to a category.
	Clone Page. Select a page and click to create a copy of the page. You can then make changes to the page and save it with a new name. A dialog box enables you to name the new page, give the page a description, and select a category for the page. The description appears as a tooltip for the page within the Page Gallery.
	Delete Page. Select a page and click to delete it from the gallery.
	Generate URL. Select a page and click to generate the URL of the page. The URL can then be used to embed the page into another application. For details, see Embed an ITBA Dashboard page in another application. The following dialog box opens. You can then: Click Copy URL to clipboard. You can then use the copied URL to embed the selected ITBA Dashboard page into another application. Click the link in the dialog box to display the page and make sure it is the correct page. In the other application, click anywhere in the embedded Dashboard page to open the same Dashboard page, in context, in ITBA (with a logon confirmation if you had left the session).
Pages	This shows the default pages available for display in Dashboard, as well as custom pages that you have saved. You can select a page and use the toolbar to edit page definitions, or double-click a page to open it in the Dashboard workspace. ITBA provides out-of-the-box pages that you can display immediately in the Dashboard. For details about the out-of-the-box pages, see Out-of-the-box Dashboard Pages Reference.
Search box	Enter a text string to search for a specific page.

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