Positioning Report Objects in the Active Technologies Dashboard

How to:

When all active reports have been imported or referenced in Document Composer, you must position the active report objects into their respective pages (page layouts). Each page corresponds to a different scenario represented by multiple active report objects.

The end result is the visual, analytical active dashboard that universally binds multiple active reports into separate scenarios that can be paged through to view the content. Because all of the reports are a type of active report, each report retains its own menu functionality, pivoting, or charting capabilities. This enables each active report to be modified and saved individually, or as an entire active dashboard, which creates a small, portable file.

Top of page

Procedure: How to Position Report Objects in the Active Technologies Dashboard

Each page layout in the coordinated compound document creates a separate page in the active dashboard. These pages are accessible through the active dashboard panels at run time. You must build each page layout in Document Composer.

  1. In Document Composer, name the panels for the active dashboard by changing the name of the TOC description in the Page Layout.
    • Click anywhere in the Page Layout, or select Page layout(n), where n is the number, from the Properties window drop-down list.
    • In the Properties window, double-click the TOC description properties field.
    • Enter a name for the active dashboard.

    Each panel name in the active dashboard corresponds to the TOC description properties field.

  2. On the Insert menu, select Add New Page Layout to add additional page layouts and repeat the steps from How to Create an Active Technologies Dashboard in Document Composer.
  3. Optionally, you can insert images and text in the page layout that will appear in the active dashboard.
  4. Save and run the active dashboard.

Example: An Active Technologies Dashboard

The following image is an example of an active dashboard.

Every type of active report visualization is demonstrated in the image above. These types include pie, line, and bar charts, a tabular report, and a pivot table. You can quickly switch from one reporting scenario to another by clicking on each of the panels at the top of the page.

Each panel on the active dashboard corresponds to a page layout from the coordinated compound document, and displays as the name in the TOC description properties field.

The active dashboard is universally filtered by the region field, represented by the Region drop-down list, which is also located at the top of the page in the preceding image.

The drop-down list for the primary sort field lists all the values found for the primary sort field among the active reports, and will filter the entire active dashboard.

The tabs and drop-down list in an active dashboard are shown in the following image.

Each type of active report in an active dashboard provides you with powerful reporting menus that you can use to further refine the content. An example is the active report column heading menu that is shown in the following image.