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List (record) components
You can use record-list components to show raw data from a data source without performing any summation. When adding a record-list component to a dashboard, the columns displayed are usually a subset of all available data. The viewable content is created one of two ways:
•The Xtraction administrator sets up the columns to be displayed.
•You define the viewable columns in your own personal profile settings (see section below).
You also have the option of editing the columns that display in the result. You can do this in the List Component dialog by selecting the columns to include.
Complete this procedure in either the Dashboard or Document Designer. This procedure assumes content from one of your data sources is already open in the details pane and displayed in a list-component format.
To edit components in a saved dashboard, you must first click the icon.
1.In the title bar of the list component you want to edit, click the icon and select Component.
2.The List Component dialog displays the following options:
• General tab
•Title: The title for the record list as it appears in the details pane.
•Data source: Data source used for the component.
•Distinct records only: Depending on the data model and the filter being applied to the component, Xtraction may display duplicate records. Select this option to remove the duplicate records, but use only when required as it increases load on the system.
•Show title summary: Xtraction creates a title summary of what the component does, along with your own title. If you clear this option, the default summary is removed. For example, the title "Incidents (Last Month)" becomes just "Incidents."
•A specific set of viewable columns for the component. To change the list of default columns, right-click and select Edit columns to select a new set, format the data, and change the sort order.
•Criteria used to filter the data from the data source. Right-click in the blank area and select to create filter or open a saved one. For details about filters, see Filtering data.
•Enter explanatory text directly into the blank area, which will display when your mouse hovers over the notes icon for the component. If Show notes is selected for an export, these notes are included in that component export.
About URLs encoded in list-component source data
If your data source includes any URLs (encoded hyperlinks), then the list component presents these as active links. The Xtraction administrator creates and manages these data-source links via the Data Model Editor application.
Their inclusion enables you to follow a link to any destination. Consider this example: You may be looking at data in a record list that's sourced from a service desk. An administrator can define a URL within the relevant data source to launch the service desk web application, which enables you to analyze all available details of that record.
Links become navigable by one of two methods:
•Double-clicking the specific record.
•Right-clicking the record and selecting from a menu.
Either action opens the URL in your browser.
Defining a set of default columns for list-component values
For the list components of each data source, your administrator may have created a default list of columns to tailor the viewable content. This list imposes a global, primary filter specifying the columns that you can work with for any one data source. Columns excluded from the list are no longer presented for viewing, which enables you to focus your design efforts on specific data.
As a user, you have the option of defining your own set of default columns for the list-component content of a data source. By doing so, you can control the columns that display when you add a list component to a dashboard, or when you open a record list from another component.
Your set of default columns takes precedence over any set that the administrator has created. Order of precedence is as follows:
1.Columns defined by users in their own personal profiles.
2.Columns defined by the administrator.
3.The first five columns defined by the data model, where neither of the above exists.
1.At bottom of the application window, click the Profile > Settings link.
2.Open the Default Columns tab. Right-click in the list and select Add.
3.Navigate to the data source for which you’re creating the default columns list, select it, and click OK.
4.In the Default Columns dialog, right-click in the Columns area and select Edit to create a list of default columns for this data source.
5.In the Select Columns dialog, drag columns that you want to view over to the Selected columns list. If you want to remove a column from this list, right-click it and select Remove field.
6.Click OK when you're finished creating a selected columns list.
7.In the Default Columns dialog, apply these optional changes:
•Format: Apply a format to the column value.
•Export width: Enter a numeric value that represents the number of pixels the column width should be when exporting a list to Word or Excel. If not defined, Xtraction will calculate an equal width for each column in the space provided.
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