Auto Linking makes it easy to connect reports and charts in your development environment, expanding the reporting capabilities of your organization. Using Auto Linking, you can dynamically link HTML reports, active reports, and HTML5 charts with a single report or chart of any format, based on their common sort (BY) fields and parameters referenced in any filters. It is this commonality that dynamically links content in your WebFOCUS repository, allowing you to discover new possibilities in your data, and explore new relationships within your reporting enterprise. In addition, Auto Linking saves development time and effort, because drilldowns do not need to be manually created and maintained.
To use Auto Linking, you must use the Enable Auto Linking option in InfoAssist to set the reports or charts that can be auto-linked. In addition, you must also set reports or charts to be Auto Link targets. The options to enable and disable Auto Linking and Auto Link Target functionality are available on the Format tab, in the Auto Linking group, in InfoAssist.
When Auto Link functionality is activated, your reports or charts display a link for each sort (BY) field with qualifying target reports or charts at run time. In Auto Link enabled reports, you must add sort (BY) fields in the BY field container. In Auto Link enabled charts, you can add sort (BY) fields to the Horizontal Axis, Vertical Axis, or Color field containers.
To qualify a report or chart as an Auto Link target, you must include filters that contain the parameters that you selected as the sort field or fields in the enabled report or chart. The parameter names defined in these filters must be the same as the sort (BY) field names in the Auto Link enabled report. When you select a report or chart as the Auto Link Target, it specifies that the parameter information should be catalogued, and will be evaluated when an Auto Link enabled report or chart is run.
For an Auto Link enabled report at run time, the qualifying target reports and charts are those that have filters with parameters for the selected sort field and the sort fields that precede it, which appear to the left. For an Auto Link enabled chart at run time, the target reports and charts are those that have filters with parameters for all sort fields. For run time for both reports and charts, the linked sort field values in the Auto Link enabled report or chart are passed to the Auto Link target report so that it can be filtered by the sort (BY) field values.
For example, you may have an Auto Link enabled report that contains sort (BY) fields Product Category and Model, with a measure (Sum) field, Revenue. To qualify as an Auto Link target, other reports or charts in your repository can contain a single filter with a parameter for Product Category, or two filters with parameters for both Product Category and Model. When you run the Auto Link enabled report, the Product Category field will link to target reports or charts that have a filter with a parameter for Product Category and the Model field will link to target reports or charts that have filters for both Product Category and Model.
If you use the same example for an Auto Link enabled chart instead of a report, you can access the target reports or charts from a tooltip option that displays when you point your mouse over an area of the chart, such as a bar that represents Revenue by Product Category and by Model.
In addition to the basic Auto Linking functionality that is available in InfoAssist, you can also add optional parameters to your Auto Link reports and charts, extending the capability of this feature. An Auto Link Enabled report can link to any target content that you are authorized to access that satisfies the sort (BY) field to the Auto Link Target report filter parameter requirement. Auto Link Target reports that satisfy this requirement and also have optional filter parameters for other fields are included in the Auto Link target report evaluation, so that all possible combinations of run-time parameters are evaluated and available as links as you run the request. This may produce additional reports or charts in your list of available Auto Link targets, offering you access to an expanded network of related content.
Setting a parameter to optional is not required because the Auto Link Enabled report will pass the value for the fields being filtered to the Auto Link Target report. When a sort (BY) field value in an Auto Link Enabled report is selected, that value and the value of its parent sort fields are passed to the Auto Link Target. When a measure value in a chart is selected, all sort (BY) field values for that measure are passed to the Auto Link Target. If you select the Optional option, the Auto Link Target report can run on its own (from the Resources Tree or within InfoAssist) without being prompted by Autoprompt for a value for the parameter. This is because optional parameters are assigned a default value.
With Auto Linking, you can link as many reports and charts as you want, and Auto Link Enabled reports can also be an Auto Link Target which contributes to the development of a cascading linkage of reports. For more information, see Using Filters to Customize the Display of Data.
InfoAssist opens in the relevant mode.
Your existing report or chart is now Auto Link enabled.
InfoAssist opens in the relevant mode.
Note: Selecting Auto Link Target specifies that the parameter information for this report or chart will be stored, adding it to the repository of reports and charts that will be evaluated when an Auto Link enabled report is run.
Your existing report or chart is now set as an Auto Link target.
Your report or chart is now set as Auto Link Enabled.
Note: Selecting Auto Link Target specifies that the parameter information for this report or chart will be stored, adding it to the repository of reports that will be evaluated when an Auto Link enabled report is run.
Note: When creating a parameter for a field, the parameter name defaults to the fieldname that you select. In the previous image, the creation of a filter with parameter Product Category is shown. To ensure that the name of the parameter is the same as the sort (BY) field in the Auto Link enabled report or chart, do not change the name of the parameter that is generated by your field selection.
Your report or chart is stored as an Auto Link target.
You can run an Auto Link enabled report or chart from within InfoAssist or from the Home page.