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Tracking Reporter Anonymity Using Dashboards

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Article Content

Overview
User Account Requirements
Related Information/Setup
Navigation
Tracking Reporter Anonymity Using Dashboards

Overview

A Is Submitter Anonymous property was added to Dashboards, allowing users to add this property through a Dashboard Dataset so that it can appear on new or existing Dashboards. The property will retrieve whether or not a Portal user is an anonymous submitter and is displayed as T (True) or F (False).

Note.png
 Note:
Users can use a formula in Dashboards to change the results labels from T (True) or F (False) to Yes or No by using the formula IF(<object type>.IsSubmitterAnonymous = "t", "Yes", "No"). The <object type> tag represents the object type in the selected dataset where the property was added and varies depending on the dataset you are using to create the chart. In this example, we are using Incident, so the formula would read as IF(incident.IsSubmitterAnonymous = "t", "Yes", "No").

User Account Requirements

The user account you use to log into Resolver must have Administrator permission or Data Management advanced permissions.

Related Information/Setup

For more information, please refer to the following articles:

Navigation 

  1. From the Home screen, click the Administration icon.

Administration Icon

  1. From the Administrator Settings menu, click the Admin Overview link.

Administrator Settings Menu

  1. From the Admin Overview screen, click on the Dashboard Builder tile under the Views section.

Dashboard Builder Tile

  1. From the Dashboard Builder screen, click the Search field and enter a Dashboard Name to narrow the search results. 
Search Field.png

Search Field

  1. Click on a Dashboard Name.
Dashboard Name.png

Dashboard Name

Tracking Reporter Anonymity Using Dashboards

Before you can add the Is Submitter Anonymous property to a dashboard you first need to add the property to a Dashboard Data Set. Please review the Adding Properties to the Dashboard Data Set article for more information on adding the Is Submitter Anonymous property to a Dashboard Data Set. 

  1. From the Canvas Layout screen, click the Create Chart button.
Create Chart Button.png

Create Chart Button

  1. From the Chart screen, click on a Dashboard Data Set that contains the Is Submitter Anonymous property.
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Note:
Only published Dashboard Data Sets will appear on the Data Panel.
Data Set.png

Dashboard Data Set

  1. Click in the Chart Header (Untitled Chart) field and enter a Chart Name. The first 36 characters will show in the Chart Header.
Chart Title Field.png

Chart Header

  1. Click in the Add Description field and enter a Chart Description. The Chart Description will appear on the Data Panel under the Chart section and popup when hovering your cursor over a Chart Name.
Description Field.png

Chart Description

  1. Dashboard Data Set Categories and Values will appear under the Dashboard Data Set Name on the Data Panel.
  2. Find the <object type> Is.SubmitterAnonymous property on the Category Data Panel.
  3. Drag-and-drop the <object type> Is.SubmitterAnonymous property in the Category field.
Drag and drop is submitter property.png

<object type> Is.SubmitterAnonoymous Property

  1. Drag-and-drop an element from the Values Data Panel to the Values field (e.g., Submission, Incident, etc.).
drag and drop value.png

Value

  1. Click the type of chart you want to use to display the values from the Charts Panel.
Charts Panel.png

Charts Panel

  1. Click the More Options icon in the Values field.
More Options.png

More Options Icon 

  1. Select Aggregation from the pop-up menu.
Aggreagation.png

Aggregation

  1. Click on the Distinct Count link to apply the Distinct Count Aggregation to the value in the Value field.
Distinct Count.png

Distinct Count

  1. Click on the Formulas icon.
Formulas Icon.png

Formulas Icon

  1. From the Formulas pop-up, click the New Formula link.
New Formula Link.png

New Formula Link

  1. From the Create Formula screen, enter a formula name in the Formula Name field. The formula name is used to identify the formula throughout the Dashboards system.
Formula Name Field.png

Formula Name Field

  1. In the Formula textbox, enter the following formula IF(<object type>.isSubmitterAnonymous = "t", "Yes", "No"). The <object type> tag represents the object type in the selected dataset where the property was added and varies depending on the dataset you are using to create the chart. In this example, we are using Incident, so the formula would read as IF(incident.IsSubmitterAnonymous = "t", "Yes", "No").
Formula.png

Formula Textbox

  1. As you enter the formula a Formula Elements pop-up will appear, allowing you to pick the formula elements from the pop-up or you can type them into the Formula textbox.
Fornula Elements Pop-up.png

Formula Elements Pop-up

Note.png
 When entering a formula, if you see any elements highlighted in red, this indicates that there is an error within the formula. The formula will not save until the error has been addressed.
  1. Once the formula is completely entered in the Formula textbox click the Save button to save the formula.
Valid Formula.png

Save Button

  1. Click the X icon to close the Formulas pop-up and return to the Charts screen.
Close Icon.png

X Icon

  1. From the Category Panel, drag-and-drop the Formula into the Categories field, replacing the existing category. 
Drag and Drop Formula.png

Drag-and-Drop Formula

  1. Click the Refresh button.
Refresh Button.png

Refresh Button

  1. The system will refresh the Chart screen and apply the formula to the chart.
Chart with Formula Applied.png

Chart with Formula Applied

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