Enhance Data Visualization with Dynamic Aggregation Switching in Bold BI with Tab Widget and Inter Widget Linking

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The Bold BI application offers a feature that allows users to dynamically change the aggregation type while in view mode. This is achieved through inter-widget linking and dashboard parameters. By following these steps, you can create a flexible and interactive dashboard that allows users to switch between different aggregation based on their preferences or the data they are analyzing.

Steps to Change Aggregation Type Dynamically

Creating a Dashboard Parameter with Aggregation Names.
Configuring the Dashboard with Widgets.
Enabling Inter-Widget Linking in the Master Widget.

Creating a Dashboard Parameter with Aggregation Names

Follow the steps outlined below to set up a dashboard parameter with aggregation names:

Refer to the Bold BI help documentation for guidance on configuring the dashboard parameter.
Access the dashboard parameter dialog and choose the List mode.
Set the Value to Manual and input the column values in the text box. Then, click on the Add button.
Add the dashboard parameter as displayed in the image below, and then adjust the name of the dashboard parameter.
Save the dashboard parameter and data source.

Configuring the Dashboard with Widgets

Follow the steps below to configure a dashboard with a Tab widget, Master widget, and chart widget.

Drag and drop the combine widget into the design canvas and add the following configuration into the combine widget.
Add Combo box widget and bind the dashboard parameter field to the Value section in the Assign Data.
Add Tab widget into the design canvas and add more tabs that you want.
Customize the aggregation types for each tab to ensure that each tab showcases a different aggregation type field according to the value specified in the dashboard parameter. For instance, if the first item in the dropdown list is a Sum, be sure to include a sum aggregation applied widget in Tab1. Depending on the dropdown index, you can incorporate the appropriate aggregation type field into the corresponding tab.
Disable the options for Hide Tab Header and Show Shadow in the tab widget. Likewise, disable the Show Shadow option for all the widgets.
The dashboard will now be displayed as shown below.

The supported master widget for linking with a tab widget are Combo Box, List Box, KPI Card, Number Card and Radial Gauge.

The linking support allows for switching tabs in the tab widget based on the selected index value of the master widget. For instance, selecting the second value from a combo box will switch to the second tab. If the selected index value is higher than the tab count, the last tab will be switched.

Enabling Inter-Widget Linking in the Master Widget

When a user chooses a different aggregation type from the dropdown menu, the configured widget will automatically update to show the selected aggregation type, creating a smooth and interactive experience. To enable this feature, you need to select the option labeled Inter Widget Linking in the Combo box widget. To do this, follow the steps below:

Go to the properties panel for the Combo box widget.
Check the box next to Inter Widget Linking.
Choose the Tab widget from the list of items.

Visualize the Results

Upon completing the configuration of the dashboard using the aforementioned steps, you can publish or preview the dashboard. The dashboard grants users the flexibility to dynamically switch the aggregation type by selecting a value from the Combo box widget.

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Written by Thoulathul Fahmeetha

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