Editing breadcrumbs on a report

Breadcrumbs are the links displayed in a colored bar at the top of a NAM configuration screen or report. You cannot edit the breadcrumbs on configuration screens, but you can edit them on NAM Server reports to suit your purposes.

This procedure describes how to edit breadcrumbs. See Breadcrumbs tab for a more general description of breadcrumbs and how they are used in NAM.

Overview

Standard report come with their own breadcrumbs, like this:

sample breadcrumbs
sample breadcrumbs

You can edit the color, change the text, edit the links, make links conditional, and specify which information to pass to the target reports.

Editing the basic options

You can change the color and customize the link text and links on a custom report.

  1. Open the report in the Data Mining Interface editor.

    • To create a new report, in NAM Server, select Tools ► DMI ► New report, and then select Report definition.
    • To edit an existing report, in NAM Server, display the existing report, and then select Edit report.
  2. Select the Breadcrumbs tab Breadcrumbs tab.

  3. In Breadcrumb type, select a type.
    Functionally, this determines only the color of the breadcrumbs bar across the top of your report, but you can use color as a broad indicator of the type of report you are viewing.
    In this example, we will select the red one (for "Problems") and create a link to an alerts report.

  4. Click Add breadcrumb to add an active breadcrumb (a link to another report) or Add inactive breadcrumb to add a simple label (with no link).

    1. (This step does not apply to inactive breadcrumbs, which have no target.) In Target, start typing the name of any report listed on NAM Server ► Tools ► DMI ► Manage reports (NAM Server_IP_address/LoadOrganize).
      When one or more matches are listed, select the report you want to link to.
      In this example, we select Alerts explorer, which was the first and only match for our search string.
    2. Set Name to the string you want to show in the breadcrumb.
      In this example, we decided to use simply Alerts.
    3. Set Visible to indicate whether you want to display this breadcrumb.
      • Yes (default) makes the breadcrumb visible to the report user all the time. This is the standard usage.
      • No hides the breadcrumb from the report user. You might have reasons for temporarily hiding a breadcrumb.
      • Conditional displays the breadcrumb only if the associated expression is true. When you select Conditional, the Expression editing window opens automatically for editing the expression that will be evaluated when the report is opened. If that expression evaluates to True, the breadcrumb is displayed. Click Help in the Expression editing window for help on writing an expression to use here.
    4. In Details, click to view a list of filters used to create the report.
    5. In New window, select the checkbox if you want the Target report to open in a new window when you click the breadcrumb.
    6. Click  if you decide to instead delete the entire breadcrumb.
  5. To add another breadcrumb, click Add breadcrumb or Add inactive breadcrumb and repeat the process.

  6. To change the order of the breadcrumbs (if you have more than one), drag your breadcrumb definitions to new positions in the list.

That's all there is to editing the basic options. Using the example settings above and saving the report as "Breadcrumbs sample report" produced this breadcrumbs row.

Note:

  • The color has been set to match the Breadcrumb type selection.
  • The Alerts portion is an active link to the Alerts explorer report, as we specified in the Add breadcrumb step.
  • The name of the report ("Breadcrumbs sample report") is simply displayed at the end of the breadcrumbs trail.

To edit advanced options for a breadcrumb, click in that row. See Editing the advanced options.

Using the "Extend definition from report" option

You can use this option to derive the breadcrumbs in this report from the breadcrumb definitions in another report. To do this, in Extend definition from report, enter the name of an existing DMI report from which you want to borrow the breadcrumbs.

For example:

  1. Suppose we have defined and saved a report called other breadcrumbs report   with the following arbitrary breadcrumbs definition:

    and a breadcrumbs row that looks like this:

    where crumbs 1 and 3 are just inactive strings and crumb 2 is a link to the Alerts explorer report.

  2. If you returned to our current report and entered the name of that other report ("other breadcrumbs report") in the Extend definition from report field

    DMI would import that breadcrumbs row into this report definition and insert them before any breadcrumbs you add to this report.

    and the saved report would show the following breadcrumbs row:

    which is

    • Home +
    • The three breadcrumbs (two static and one active) imported from the other report +
    • The "Software services" breadcrumb we added to the end in this report's breadcrumbs definition +
    • The name of this report ("Bread and Circuses")

Editing the advanced options

Click to display more configuration options for this breadcrumb. Make any needed changes and then click OK to close this section of the screen.

  1. Set Passing filters to determine what is passed to the target report.

    • 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
  2. Set Time range to determine the time range of the target report.

    • Target time range is not changed
    • Target time range is taken from report and time granularity remains the same
    • Target time range is taken from report and time granularity is increased.
  3. In the Custom rules section, click Add new rule to add a rule that fine-tunes the context passed to the target report.
    Each rule has a status:

    • incomplete rule definition
    • conflicting actions
    • rule definition is valid and ready to go
  4. For each new rule, set the configuration parameters.

    • Action
      Determines what will happen according to this rule:
      • Not selected -- no rule
      • Set -- to set a dimension
      • Set metric -- to set a metric
      • Do not pass anything to -- do not set anything
      • Clear value of dimension -- clear the specified dimension
      • Clear value of metric -- clear the specified metric
    • Filter determines the dimension or metric to which the action applies (the dimension or metric that will be set, cleared, or left as is).
    • Section determines whether this command applies to all sections of the report or to just a selected section.
    • Value (if this is a Set command) is the value that will be applied.
    • Delete removes this rule from the list.
  5. Click OK to close this section of the screen.