Text Boxes

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Overview

 

Text Boxes can be used to display static text and/or text bound to a data item.

 

Static text is simply written, or loaded using the Text Box Editor (toolbar). Bound Text is loaded from a data source.

 

 

Working with Text Box Data

 

Static Text can be written by clicking the Design Tab and selecting Edit. Use the Text Box Editor (rich-text editor located next to the Design Tab in the toolbar) to format as appropriate.

 

For Bound Text, data fields are bound to the Text Box by dragging them to the Data Items Pane. While each Dashboard Item has different requirements for the data you add to it, Text Boxes use Values only.

 

Formatting Text

 

Each Data Item can be formatted by hovering over the item and clicking the options icon (right aligned down arrow). That said, while the designer will default to aggregating the field, this may not be appropriate (e.g. for plain text fields). In this case, simply format the data item as a Min.

 

For instance, if adding a comments field to the text, you would hover over the field, click the options icon and select Min.

 

Inserting a Field

 

As mentioned above, data can be bound to text boxes. To display a bound field, complete the following:

 

1.Click the Design Tab (toolbar)
2.Click Edit
3.Select Insert Field. You’ll see a highlighted Select value placeholder in the text box
4.Click the Select value placeholder
5.Pick one of the bound data items from the drop-down
6.Click Save

 

TIP: If you’ve added data but don’t see it reflected, click the Refresh button above the Field List in the Data Browser (left-hand pane of the designer).

 

 

Text Box Tools

 

Text Boxes feature a specific set of design and data tools, available from the toolbar (some options are also available by right-clicking the chart).

 

All toolbar items feature tool tips which explain (in short) the core functionality of the toolbar option.

 

Data Tab

 

The Data Tab includes several options for data shaping.

 

•Edit Filter - Use to add/edit filters on the grid based on displayed or Hidden Data Items.
•Clear - Clears all filters
•Ignore Master Filter - Text Boxes can interact with other dashboard items marked as a Master Filter. Clicking Ignore Master Filter removes interactivity.

 

Design Tab

 

Text Boxes allow the following design options.

 

•Show Caption - Shows/Hides the caption (e.g. “Grid 1” displayed at the top left of the dashboard item).
•Edit Names - Used to configure display name for the Dashboard Item
•Edit - Edits the Text Box
•Insert Field - Inserts a data item to the Text Box