[Webinar Show Notes] Add Advanced Interactivity Using the New Parameter Feature

Parameter feature webinar show notes.

This blog contains the show notes for the June 11, 2020, webinar “Add Advanced Dashboard Interactivity Using the New Parameter Feature,” presented by Syncfusion developer Pravin Joshua D. It will be updated with the recorded version of the webinar and the text for the Q&A segment after the webinar has aired. Watch the recording on our YouTube channel or here:

Video:

Recommended resources (related links):

Syncfusion Bold BI Page: https://www.boldbi.com/

Bold BI Videos: https://www.boldbi.com/cloud/videos/overview

Introduction

A parameter is a placeholder value such as a string, number, or date that can be dynamically changed on the fly when visualizing metrics in your Bold BI dashboard.
Parameters can be inserted anywhere in your Bold BI dashboard, such as custom queries, calculated fields, and even conditional formatting to build a more interactive and dynamic report.

For example, you may build an expression that returns a sales commission amount, which is 2% of the total revenue. Instead of having the 2% as a constant value, you can insert a parameter whose value can be dynamically changed to calculate the commission amount.

Difference between filters and parameters

Filters are basically configured using a column in a data source. Filters are used to visualize a subset of the data by restricting it to one or more values. The filter value cannot be dynamically applied when visualizing the dashboard.

Parameters, on the other hand, are used to replace static or hard-coded values in your dashboard or data source. The user can apply any dynamic value when visualizing the dashboard.

Where can you use dashboard parameters?

Parameters can now be used in the following modules:

• SQL data connections (stored procedures, custom queries, etc.).
• Web API connections.
• Expressions for what-if analysis.
• Conditional formatting.
• User-based data access.

How to create parameters and dynamically change the values

The parameters are an integral entity of the data source, rather than the dashboard itself. This will help you retain the parameters when you share the data source across multiple dashboards. Parameters can be created using the menu in the data source toolbar.

Figure 1: Dashboard Parameters Option in Data Source Designer
Dashboard Parameters Option in Data Source Designer

The parameters can be either literal or a list of values. The list of values can also be manually entered, or imported from a data table or an external data source.

Creating Dashboard Parameters
Creating Dashboard Parameters

When you create a parameter and use it in any one of the these use cases, the value can be dynamically changed when visualizing the dashboard, as shown in the following.

Modifying the Dashboard Parameters in the Viewer
Modifying the Dashboard Parameters in the Viewer

Parameters in SQL connections

Parameters can be used to dynamically change values in your custom queries and parameterized stored procedures. A dashboard can be designed based on a default value of the parameter and then can be switched dynamically on the dashboard viewer.

The following images show how to add a parameter to a stored procedure and custom SQL queries.

 Adding a Parameter to a Custom SQL Query
Adding a Parameter to a Custom SQL Query
Adding a Parameter to a Stored Procedure
Adding a Parameter to a Stored Procedure

Parameters in a Web API connection

Parameters can be used in combination with the live web connector to fetch data from parameterized REST APIs.

The live web connector can fetch data from the REST API every time an interaction occurs in the dashboard. An extract connector source only acts on the extracted data that has been recently pulled.

The following image shows how a parameterized REST API is configured to dynamically fetch COVID-19 data based on region.

Parameter in a Web API Connection
Parameter in a Web API Connection

The ISO code of the region can now be switched dynamically when visualizing the dashboard.

What-if analysis using expressions

Parameters can be used in expressions wherever you would have a constant numeric value. This helps you modify the value without editing the dashboard and thus perform a what-if analysis.

For example, a sales commission, which is now 2% of the total revenue of a company, can later be changed to a higher or lower value. The following image shows an expression field used to calculate the sales commission.

Expression Field for Calculating Sales Commission
Expression Field for Calculating Sales Commission

Now, instead of hard-coding the 2%, we can insert a parameter whose default value is 2%.

Static Value Replace with a Parameter
Static Value Replace with a Parameter

This parameter can be modified in the dashboard viewer to analyze what happens to the commission amount when the rate is increased or decreased.

Commission Rate Modified in Viewer
Commission Rate Modified in Viewer

Conditional formatting

Parameters can be used in combination with expressions to apply conditional formatting in widgets.

For example, I have a widget that shows a website bounce rate by month.

Column Chart Showing Website Bounce Rate by Month
Column Chart Showing Website Bounce Rate by Month

If I consider the bounce rate to be a safe zone between 40%– 65%, I can color-code the visualization:

<40% ~ Green

40% – 65 % ~ Yellow

>65% ~ Red

Conditionally Formatted Chart
Conditionally Formatted Chart

However, this threshold may change over time and you may want to change this from 40–65% to 30–40%. Now, instead of re-editing and changing the values everywhere in the dashboard, parameters can be used to change the threshold value on the fly and modify the colors accordingly. The following image shows the creation a dashboard parameter with a numeric range for the bounce rate.

Creating a Numeric Range Parameter
Creating a Numeric Range Parameter

This parameter can be used in the expression to build a color. The numbers 0,1, and 2 represents green, yellow, and red, respectively.

Creating an Expression Using Parameter for Color Codes
Creating an Expression Using Parameter for Color Codes

Figure 13: Creating an Expression Using Parameter for Color Codes

The expression field is then used in the conditional formatting.

Configuring Conditional Formatting
Configuring Conditional Formatting

The following images show how the parameter is dynamically changed in the viewer and the color changes in the widget accordingly.

Modifying the Threshold Range
Modifying the Threshold Range
Color Changes According to the Modified Threshold
Color Changes According to the Modified Threshold

User-based data access

Parameter values can be restricted or assigned based on the logged-in user. This can be achieved when you import a list of parameter values from an external data source.

The following image shows how the column values of an external data source are mapped, which in turn will be applied as parameter values.

Restricting Parameter Values Based on User
Restricting Parameter Values Based on User

Conclusion

I hope this helped you in understanding how a dashboard can be made interactive and dynamic using parameters. We are looking forward to including parameters in more use cases, such as filtering and top N calculations, in the future.

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