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Implementing InterSystems Business Intelligence
Configuring Settings
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This chapter describes how to configure options that affect the appearance and behavior of InterSystems IRIS Business Intelligence. It discusses the following topics:
Also see Accessing the Samples Shown in This Book,” in the first chapter.
Accessing the Business Intelligence Settings
To access the Business Intelligence settings:
  1. Click the InterSystems Launcher and then click Management Portal.
    Depending on your security, you may be prompted to log in with an InterSystems IRIS™ username and password.
  2. Switch to the appropriate namespace as follows:
    1. Click Switch.
    2. Click the namespace.
    3. Click OK.
  3. Click Analytics > Admin > Settings.
The system displays the following page:
Specifying Basic Settings
On the General tab, you can specify the following settings:
Click Save after making any changes on this tab.
Configuring Business Intelligence to Support Email
On the General tab, you can configure Business Intelligence so that users can send email from within dashboards. To do so, use the Dashboard email setting. Select one of the following:
Customizing Worklists
On the Worklists tab, you can customize how the system displays worklists. To do so, click Customized worklists and then select options in the following groups:
In each section of this page, select the worklists to be available in the corresponding area. The available worklists are as follows:
Creating Runtime Variables for Use as Default Values for Filters
On the Run-time Variables tab, you can define variables that have a logical name and a value that is an ObjectScript expression that is evaluated at runtime. You use these within dashboards for the default values of filters.
To add a setting:
  1. Click New.
    The page then displays the following:
  2. Specify the following details:
  3. Click Apply.
    The variable is added to the table, which also shows its current value:
Editing Runtime Variables
To edit a runtime variable:
  1. Click the variable in the table.
  2. Edit the details in the area below the table.
  3. Click Apply.
Removing Runtime Variables
To remove a runtime variable, click the X in the row for that variable.
The system immediately removes the variable.
Allowed Default Values for Filters
The following table lists the possible default values for filters, when used with an MDX-based data source. Use this information when you define runtime variables to use as filter defaults, or when you specify filters in other ways described in this book.
Scenario Expression That Returns This Value
A single member "&[keyval]" where keyval is the key for the member. See Key Values in the InterSystems MDX Reference.
A range of members "&[keyval1]:&[keyval2]"
A set of members "{&[keyval1],&[keyval2],&[keyval3]}"
All members of the level except for a specified single member "%NOT &[keyval]"
All members of the level except for a specified subset "%NOT{&[keyval1],&[keyval2],&[keyval3]}"
Note that for an MDX-based data source, the filter name and filter value are not case-sensitive (except for the optional %NOT string).
Creating Icons
On the User-defined Icons tab, you can define reusable icons with logical names. You can use these icons within pivot tables that have conditional formatting and within widget controls on dashboards.
To add an icon:
  1. Click New.
    The bottom area of the page then displays the following:
  2. For Name, specify the name you will use to refer to this icon.
  3. For Path, specify the location of the icon file. Do one of the following:
  4. Click Apply.
    The icon is added to the table, which also shows a preview:
You can edit or remove icons in the same way that you do with runtime variables. See the previous section for details.
For information on using icons in pivot tables with conditional formatting, see Applying Conditional Formatting in Using the Analyzer. For information on configuring widget controls, see Adding a Control in Creating Dashboards.
Creating Custom Color Palettes
You can also create custom color palettes, for use in the dashboard editor, which provides a color picker. The following shows this color picker with one of the default color palettes:
To add a custom color palette, add nodes to the ^DeepSee.UserPortalColorSets global, as follows:
Node Value
^DeepSee.UserPortalColorSets(n) where n is an integer, incremented from the previous node in the global. A $LISTBUILD list that consists of the following items, in order:
  1. Logical name of the color palette
  2. Display name of the color palette. Optionally use $$$Text() to make this name localizable.
  3. A list of CSS color names, separated by semicolons.
For example:
 set colorlist = "darkturquoise;greenyellow;hotpink;floralwhite;palevioletred;plum;"
 set colorlist = colorlist _"powderblue;palegreen;plum;mediumaquamarine;linen;"
 set colorlist = colorlist _"lightsteelblue;lightpink;oldlace;lightsalmon;gold;"
 set mycolors=$LB("My Custom Colors","My Custom Colors",colorlist)
 set ^DeepSee.UserPortalColorSets($I(^DeepSee.UserPortalColorSets)) = mycolors
When a user selects a color palette, the system displays a sample of each color in the grid. You can specify up to 64 colors.