Section list and buttons tab

Each section of a report can have multiple tabs. Use Section list and buttons to add tabs to a report section.

In this example, we will add a list like this:

where each selection in that City list opens a different DMI report.

  1. Open the report section for editing.
    (When editing your report in DMI, select Define Section for that section.)

  2. Select Section list and buttons.

  3. Type text describing all the tabs in this report section.
    For example, if this section is going to have a different tab for each city, you might change this to
    City: [Name]
    where [Name] with the square brackets is a placeholder that will be automatically replaced by the selected tab's Name value (see the example below).

  4. Select Add new to add a tab to your report section.

  5. An empty row is added to the table of tabs.

    For our example, we want to have three rows here, with each row calling a different target report.

  6. In Target, type or select the name of the report to be displayed on this tab in this section of the report.

    • This has to be the name of an existing DMI report.
    • When you type part of the report name, all matching reports are listed. Select the one you want.
  7. In Name, type the name of the tab as you want it to appear on the report tab.

    • This is free-form text. Make it suitable for a tab label.
    • This string will replace the [Name] placeholder you entered above.
      In our example, if you described the list as City: [Name] and you defined three tabs with Name set to Buffalo, Rochester, and Albany, you would get a list like this:

  8. Visible determines whether the tab will be displayed.

    • Yes displays this tab. This is the default, usual behavior for a tab.
    • No hides this tab. You may want to hide a tab temporarily without deleting it.
    • Conditional displays this tab only if certain conditions are met.
      Selecting Conditional on this screen automatically opens an editor in which you need to describe the conditions for displaying this tab. See Conditional visibility of report elements.
  9. Details is informational.
    Select the icon to show link behavior.

  10. Button determines whether this tab will be selected by a button instead of a drop-down list selection.

  11. Selected determines whether this tab is selected (highlighted) by default.

  12. New window determines whether this tab will open in a new window.

  13. Delete removes this tab from your report.

  14. Edit opens advanced editing options for this tab. Make your changes and select OK.

    • Passing filters
    • Time range
    • Custom rules
  15. Delete
    Select to remove that row's tab from your report section.

  16. Edit
    Select to display advanced configuration options for that tab. Make any needed changes and then select OK.

    • Passing filters determines how filter values will be passed to the target report for this breadcrumb.
      • Pass all dimension and filter values as filters to target report
      • Keep the current state (filter values) of this report
      • Do not pass anything to the target report by default
    • Time range defines the time range for the target report and decide whether it needs a finer time resolution.
      • Target time range (is not changed or is taken from report)
      • and time granularity (remains the same or is increased)
    • Custom rules is a list of rules that will be applied if you select this tab. Add rules to fine tune the context passed to the target report. Each rule has a status. Make them all green to finish a rule definition.
      • = You have not finished defining the rule.
      • = Conflicting actions are detected in your rule.
      • = Your rule definition is valid and ready to use.
    • Add new rule opens an editing line for adding a rule to the Custom rules list. Each rule can have the following elements.
      • Target is required. Select one of these actions.
        • Not selected
        • Set will set a value in the target.
        • Do not pass anything to will not set a value in the target.
        • Clear value of will clear a value in the target.
      • Filter is required as part of the rule expression. Select one from the list.
      • Section is selectable based on your Filter selection.
      • Value is a field from the selected report section.
  17. Drag rows up and down to change the order of your tabs.