Primary Content

The Primary Content page is default category. You need to configure one or more elements in this page to get started using this web part.

Primary Content contains the following:

 

Table 1. Display

Element	Description
Title	Allows you to add a title for the web part.
Catalog	See Catalog for more information.
Chart Type	Allows you to select the type of chart used to display the data. For examples of each chart type, see Sample Charts. When you select one of the Multi Series, Scroll or Stacked chart type, you must define multiple data series in the Configuration property. Otherwise you will get a blank chart.
Configuration	See Configuration for more information.

Catalog

This property defines the entity and the operations related to the entity.

 

NOTE: If you are using a Salesforce system, the parameters that are available depend on the method selected. See the System Integration Developer Guide for the methods and parameters.

The Catalog section contains one or more entities. An entity identifies which system and service you have defined in the Configuration Editor. An entity contains one or more operations that can be executed on the entity, and consists of the following attributes:

 

Table 2. Catalog

Element	Description
Advanced Mode	Turn on if you want to edit the Catalog in XML format: <Catalog>    <Entity Name="entityName" System="systemName" Service="serviceName" Default="true/false" SetSessionName="sessionName" ResetSessionNames="sessionName">       <Properties>          <Property Name="propertyName" Type="typeName" Value="propertyValue" />          <Property Name="propertyName" Type="typeName" Value="propertyValue" />       </Properties>       <Operation Name="operationName" Method="methodName" Default="True/False" >          <Parameter Source="sourceType" SessionName="sessionName" SourceName="sourceName" Type="parameterType" Name="parameterName" Usage="usageType" Value="value" />          <Parameter Source="sourceType" SessionName="sessionName" SourceName="sourceName" Type="parameterType" Name="parameterName" Usage="usageType" Value="value" />       </Operation>    </Entity>    <Entity>...</Entity> </Catalog>
System	Allows you to specify the system name that is defined in the System Integration configuration file. If the system name does not exist in the System Integration configuration file, you will get an error.
Service	Allows you to specify the service name that is defined in the System Integration configuration file. The service name that you specify here must belong to system that you specify in the System attribute. If the service name does not exist in the System Integration configuration file, you will get an error.
Name	Allows you to specify the name of the entity which must be unique within this Catalog. The name does not have to match with any name in your external system. However, it is recommended that you use a descriptive name for your entity. This field is mandatory.
Set Session Name	Allows you to enter name of the session variable where the edited or newly created item is stored when it is saved, or the item that is being displayed or edited is stored when it is loaded.
Reset Session Names	Allows you to reset (set to NULL) the value of the session variable whose name is specified in this attribute. Specify multiple names by separating them with commas.

Operations

An operation contains the following properties.

 

Table 3. Operations

Element	Description
Name	Allows you to define the name of the operation. This name does not have to match with any name in your external system. This field is mandatory.
Method Type	There are three supported types: • TableDirect — select this type to return all the data in a table. Specify the schema and table name in the Method field below. • Stored Procedure — select this type to use a stored procedure to update or return data. Specify the schema and stored procedure in the Method field below. Once a stored procedure is selected, the Editor updates with the parameters that are defined for the stored procedure. It is recommended that you do not add or remove these parameters or change the “Name”, “Source”, or “Usage” fields. • Text — select this type to use free form PL/SQL string to query or update the database. If your SQL string requires parameters, you will need to add them manually by clicking the Add Parameter button. NOTE: This attribute is only applicable for Oracle systems.
Method	Allows you to set the real name of the operation in your external system. For example, it may refer to the name of a web service method. Or it may refer to the name of a stored procedure in your SQL Server database.
Default	Allows you to select this operation as the default for the entity. The default operation is the first operation that is called to retrieve the entity to be displayed. If this attribute is not specified, the first operation listed in the entity becomes the default operation.

Operation Parameters

You can click Edit to add parameters to your operation. You can define the following:

 

Table 4. Operation Parameters

Parameter	Description
Name	Allows you to set the parameter name that is used when calling the operation in your external system.
Source	Allows you to define the source of this parameter, which can be one of the following: • Default Value — the default value of the parameter type or default instance of the parameter type. You must specify a type and usage (the direction for the parameter). For example, if the parameter type is Boolean, the Default Value for the parameter is false; if the parameter type is String, the default value is null. If a simple class or structure is involved, an instance of the object is created and used as the parameter value. • NullValue — the value of the parameter is null. You must specify a type and usage. • FixedValue — the value of the parameter. You must specify a value, type, and usage. • HttpRequest — the value of the parameter is retrieved from the HTTP parameters in the page URL. You must specify a Source Name (the source name where the value is retrieved) and usage. As an example, say the current page URL is http://mysite.com/default.aspx?ProductType=Hardware. If the SourceName attribute is ProductType, the value of the ProductType HTTP parameter, which is Hardware, is used as the value of the parameter. • Input — you can link a field on the form to an operation parameter. You must specify a Source Name, type, and usage. You can also use this source type to retrieve the current user information as the value of the parameter. You can retrieve the following information: CurrentUserName - display name of the current user CurrentLoginName - login name of the current user CurrentUserID - ID of the current user CurreUserEmail - email address of the current user • RowFromAnotherWebPart — the value of the parameter that is retrieved from the row that is consumed from another web part. You must specify a Source Name and type. • Session — the value of the parameter that is retrieved from the row that is stored in the session. You specify Session Name (define the name of the session where the row of information is retrieved), Source Name, type, and usage. • ComplexType — the value of the parameter is an object based on the Type attribute and Member definition inside the Parameter. Array and nested complex types are supported. You must specify type and usage. • Array — the value of the parameter is an array of values. You must specify type and usage. • XML — the value of the parameter that is dynamically built when the condition is execute at runtime. You must specify type and usage. NOTE: For sources related to Salesforce, see the System Integration Developer Guide.

You can define one or more Property elements.

Table 5. Properties

Element	Description
Name	Allows you to specify the name of the property. Refer to the documentation for the DAO Provider to your external system will tell you the name of the property that you must define.
Type	Allows you to specify type of value that is specified in the Value attribute. Example: System.String.
Value	Allows you to specify the value of the property.

Configuration

This property defines how the data should be grouped in the X Axis and the data series for the chart.

The Configuration element should contain only one X Axis and one Series element. Each Series element may contain one or more Items element.

Configuration Properties

The Configuration section contains the following properties:

 

Table 6. Configuration Properties

Element	Description
Advanced Mode	Turn on if you want to edit Configuration in XML format. <Configuration> <XAxis FieldName="FieldName" [optional attributes]/> <Series> <Items FieldName="FieldName" AggregateFunction="Count|Avg|Sum|Min|Max|StdDev|Var" [optional attributes]/ <Items FieldName="FieldName" AggregateFunction="Count|Avg|Sum|Min|Max|StdDev|Var" [optional attributes]/ </Series> /Configruration>
Data Index/Data Member	Allows you to define the data table name that contains the options in case the operation returns multiple tables. If the external system returns multiple data tables without names, you can use the Data Index attribute to refer to the table. The index is a number and it starts with 0 (not 1). NOTE: These are optional.
Field Name	Specifies the name of the field that corresponds to the x axis data. This attribute is mandatory. The field name is case sensitive.
Display Format	Allows you to specify how the X axis values are formatted when displayed. For more detail about the syntax of the Display Format attribute, see Display Format.
Sort By	Allows you to select how you want to group the data on the chart, either by field name or data series number. The value of this property does not have to be the same as the value in the Field Name attribute.
Sort Order	Specifies how the values in the column specified by the Sort By should be ordered, either ascending or descending.

Data Series

You can define a data series for the chart by configuring the following properties:

 

Table 7. Data Series

property	description
Field Name	Allows you to specify the field whose values are aggregated and plotted against the values in the Y Axis. NOTE: Only Number or Currency field can be used in the Field Name. The field name is case sensitive.
Aggregate Function	Allows you to specify the aggregation function to be performed on the field specified in the Field Name attribute. The following aggregation functions are supported: Count, Avg, Sum, StdDev, Var, Min, or Max.
Series Name	Allows you to display a series name in the legend as title of the series. NOTE: This applies to multiple data series charts.
Chart Series Type	Allows you to define the chart type for this series when you use one of the combination chart in the Chart Type property. The choices are: COLUMN, AREA or LINE. This attribute is ignored for any non-combination chart type
Filter Expression	Allows you to define the filter that is applied for the data in this series. The filter is defined using the Complex Filter expression. For more information, see Complex Filters
Filter Field Name	Allows you to determine the field name whose data is used to generate a dynamic data series. The chart view will analyze the data in this field and generate the filter expression for each data series automatically, one per unique value in the field. This attribute is useful if the data that you should use as the filter expression for the data series is dynamic.
Drill Down Chart URL	Allows you to determine the URL of the page that contains the drill down chart for this data series. A drill down is the capability to click a chart item to display more detailed information about the chart item.
Show Values	Allows you to show the values for this dataset. NOTE: This attribute is only applicable for a multi series chart.
Include in Legend	Allows you to determine if you want to include the series name of this dataset in the legend. This can be particularly useful when you're using combination charts and you've used the area/line chart to plot a trend, and you do not want the series name of that trend to appear in legend. NOTE: This attribute is only applicable for a multi series chart.
Parent Y Axis	Allows you to set the parent axis of the dataset - P (primary) or S (secondary). Primary datasets are drawn as on the left y-axis and secondary on the right y-axis. In 3D Column (or stacked Column) + Line Combination Charts, the columns draw against primary y-axis and the linesagainst secondary y-axis. In 2D dual Y combination charts, you can choose which dataset to render against which y-axis. NOTE: This attribute is only applicable for a chart with a dual y axis.
Hide	Allows you to sort a data series that will not be displayed on the chart. NOTE: This option is only valid for multi-series charts only.

Examples of Configuration Property

The following is an example of the Configuration property if you want to display data from your Sales list. Your Sales list contains the sales amount for every month in the year. There are 3 fields in the list: Year, Month and Amount. For example, say you want to display the month in the X axis. You also wants to create the data series dynamically based on the year field.

If you are using Advanced Mode, here is the XML:

<Configuration>

    <Series>

     <Items FieldName="Amount" AggregateFunction="Sum" ChartSeriesType="COLUMN" FilterFieldName="Year" />

    </Series>

    <XAxis FieldName="Month" SortFieldName="Month" />

</Configuration>

The following shows the resulting chart:

Figure 1. Configuration property chart