Business Intelligence Portal > Domain Content > Creating Shortcuts

Creating Shortcuts

How to:

Authorized users can create shortcuts to repository resources and Master Files. Once a shortcut to a Master File is created, you can use it to build visualizations and reports. Once a shortcut to a repository resource is created, you can copy, delete, edit, and run this item. You can also publish and share your shortcuts to make them available to other users and groups.

Procedure: How to Create a Shortcut to a Repository Resource

  1. In the Resources tree, right-click a domain or folder, point to New, point to Shortcut, and then click To Repository Resource.

    The Create Shortcut dialog box opens.

  2. Click Browse.

    The Shortcut Target dialog box opens.

  3. Navigate to the resource of your choice, such as folder, report, chart, or visualization, and then click OK.

    The Title field is automatically populated with the name of the original item and the word Shortcut.

  4. Optionally, edit the Title and populate the Summary field.
  5. Click OK.

    A confirmation message indicates that your shortcut is created successfully.

  6. Proceed in one of two ways:
    • Click Browse again to create another shortcut.
    • Click Cancel to close the Create Shortcut dialog box and begin using your new shortcut.

Procedure: How to Create a Shortcut To a Master File

  1. In the Resources tree, right-click a domain or folder, point to New, point to Shortcut, and then click To Master File.

    The Open dialog box opens.

  2. Navigate to a Master File, previously generated through the Upload wizard or Metadata wizard, and then click Open.

    The shortcut to the Master File appears in your selected directory in the Resources tree. You can use this shortcut to create reports and visualizations. You can also publish or share the shortcut to make it available to other users.

WebFOCUS

Feedback