You can create a new schema to change the look of all table viewlets on a dashboard. The schema controls which data is displayed in a viewlet and in what order. Each dashboard can have a different schema in effect. Perform the below steps to create a new schema:
- In version 11.1 and earlier, click on the main menu button located at the top right of your screen and select User Settings > Configure Schemas.
In version 11.2, select User settings > Configure Schemas from the left toolbar.
Configure Schemas in version 11.1 and earlier Configure Schemas in version 11.2 - The Schemas window opens listing all existing schemas for the repository you currently have loaded (each repository has different schemas). Click the Create button.
Schemas list in version 11.1 and earlier
Schemas list in version 11.2
- On the next screen, enter a name for the new schema within the Schema Name field. Select the item type from the Item Type drop-down menu. Please note, multiple item type configurations can be added for one schema, but will need to be created one at a time. After selecting the item type, click the Add fields button.
Create Schema in version 11.1 and earlier
Create Schema in version 11.2
- The below screen opens. This is where you will select which fields you want displayed in the viewlets and their order. Select all desired fields from the Available Fields box on the left side of the screen. You can select them one at a time or use your keyboard's Ctrl button while clicking to select multiple fields. Click the right arrow to move the field(s) to the Selected Fields box on the right side of the screen. You can also use the button to quickly select all fields. If you selected incorrect field(s), remove them by selecting them in the Selected Fields box and use the button, or click to remove all.
Add fields in old version
Add fields in new version
- The order of the fields within the Selected Fields box is the order in which they will appear in viewlets. To change this, simply select the field and use the buttons immediately to the right of the Selected Fields box. The first and last buttons will move the field to the first or last position, respectively. The middle two buttons only move the field one space up or down.
- Click the Functions button at the bottom of the screen to add functions for the selected fields. When the Functions button is clicked, a new window will open where you can select functions and assign fields to each function. After making your selections, click Apply to save the changes.
- Click the blue Alias button located on the bottom right of the screen if you want to use custom names for the selected fields. These names will display in viewlets instead of the default names of the fields. When the Alias button is clicked, a new window will open where you can specify the new field names. Each alias must be unique.
- In the Current item type fields sorted by drop-down menu, select a field to be used as the main field for sorting viewlets.
- When finished, click Apply changes. At this point you can add an additional item type. To do that, select the item type from the Item Type drop-down and click the blue Add Fields button. Repeat steps 4-6 above.
- Once all desired item type schemas have been entered, click the Save button.
- Now that the schema is created, it is time to put it in effect. See Applying a different schema to dashboards for instructions on how to do this.