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Adding links to the vision

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Prerequisite

 

Presentation

SoftExpert Analytics allows you to configure which links are opened from the views.

These links can direct users to data screens, external applications, or other portals within the system.

Setting up the links is simple and allows you to connect portals in the SoftExpert Suite in an efficient and intuitive way.

The portal linking functionality of SoftExpert Suite is particularly useful when it comes to creating, for example, two portals: one with an overview and another with more detailed information.

With a simple click on a record in the overview portal, the system opens a second portal, which will be automatically filtered to display only the data related to the record selected in the overview portal.

This provides a fluid and productive experience for users who want to explore detailed information easily and efficiently.

See how to include links in views:

 

•  The hyperlink configuration is only available for the Table and PivotTable chart types .

•  The SE Suite Portal option will only be available if the view is edited from within a portal, as this option requires portal properties. If the view is edited from a system query screen or through the menu Registration > Analysis Panel (AN003), it will only be possible to configure an external URL or an SE Suite URL .

To view the links for configuring access to SoftExpert Suite objects, click here.

 

Conclusion

Done! Now you know how to include links in the analysis views generated by the system.


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