Diagram Tile Refresh on Selection Bus

Overview

Diagram Tiles are a way to capture data and present it in an attractive manner using infographics. Charts, Shapes, Steps, Labels, and more options are available to customize Diagram Tiles to display data in a relevant manner. Configuring Diagram Tiles to refresh on Selection Bus allows the Diagram Tile to change when selecting different items in a report. 

Example

This tutorial will create a Page that houses a Report and Diagram Tile. The Diagram Tile will show the Decisions objects owned by the Account selected on the Report.

1. To begin, navigate to a Designer Folder and select CREATE REPORT from the Global Action Bar. 
2. In the Create Report window, select and name the default Report [Account Report]. Click CREATE.
3. In the Report Designer, under Data Sources add Common > Account Data Source.
4. In the Data Fields column add First Name, Email Address, Created On Date, and Can Use Portal.
5. Select the Email Address Data Field. In the Properties panel > SETTINGS, navigate to the Send Data As Filter Change Source boolean to and change it to True.
   1. Notice the new text box labeled Filter Change Source Name, input "Email" in the text box.
6. Save and Close the Report Designer.
7. In the Designer Folder, navigate to All > Manage > Page/Dashboard > Add Page/Dashboard from the Global Action Bar.
8. In the resulting Add Page/Dashboard window, click PICK PAGE.
9. In the Create or Pick Page window, select CREATE to create a new Page.
10. In the next Create or Pick Page > Create New window, select and name the default Page [Diagram Tile Refresh]. Click CREATE to enter the Page Designer.
11. In the Page Designer, navigate to the Toolbox > FAVORITES section and drag and drop a Report Viewer component to the workspace.
12. In the Properties panel of the Report Viewer component, navigate to REPORT SETUP and select PICK DEFAULT REPORT.
13. In the resulting Create or Pick Report window, select PICK to pick an existing Report. Navigate to the Report [Accounts Report] made in this tutorial.
14. Next, navigate to the Toolbox > TILES section and drag and drop a Diagram Tile component to the workspace. 
15. In the Properties panel > DIAGRAM TILE, select PICK DIAGRAM TILE FLOW. 
16. In the resulting Create or Pick Flow window, select CREATE. 
17. Then, in the Create or Pick Flow > Create New window, select and name the Diagram Tile Flow [Selection Bus Refresh]. Click CREATE to open the Flow Designer.
18. In the Flow Designer, navigate to the Toolbox > ANNOTATION section and drag an Image, Label - Small, and Label - Medium component to the workspace.
19. Arrange the components so that the Label - Small is above the Image component and the Label - Medium component is within the Image.
20. In the Properties panel of the Label - Small component, navigate to CONFIGURATION DEFAULTS > Text and input "Number of Owned Entities" in the value field.
21. In the Properties panel of the Label - Medium component, navigate to CONFIGURATION RULES and check the Label From Data boolean. This will cause the PROPERTIES > INPUTS section to appear.
22. In the INPUTS > Text value field, change the input mapping to Select From Flow and click ADD INPUT. Input "Number of Owned Entities" and click ADD.
23. Save and Close the Flow Designer.
24. In the Page Designer, with the Diagram Tile component selected, navigate to the Properties panel > DIAGRAM TILE section and click EDIT INPUT FLOW NAME.
25. In the Flow Designer, navigate to the Toolbox > DASHBOARDS section and drag and drop a Get Page Variable step to the workspace. 
26. With the Get Page Variable step selected, navigate to the Properties panel > PAGE CONTEXT > Data Type, select PageVariablefrom the drop down list.
    1. In the PAGE CONTEXT > Variable Name value field, input Email.
    2. From the PAGE CONTEXT > Expected Type drop down list, select String [Text].
27. From the Toolbox > FAVORITE STEPS section, drag a Fetch Entities step to the workspace and connect it to the Done outcome of the Get Page Variable step.
28. In the Properties panel of the Fetch Entities step, navigate to ENTITY FETCH DEFINITION > Type Name and search for and select Element Registration from the drop down list.
29. Next, navigate to ENTITY FETCH DEFINITION > Fetch Criteria and click ADD.
30. In the Add Fetch Criteria window, select ownerEmail from the Field Name drop down list and leave the Query Match Type as Equals. Click OK to close.
31. From the Toolbox > FAVORITE STEPS section, drag and connect a Create Data step to the Results outcome of the Fetch Entities step.
32. With the Create Data step selected, navigate to the Properties panel > DATA > Data to Create selector and click SHOW EDITOR.
33. In the Data Definitions window, Name the Data to Create "Count" with a String [Text] Type. 
34. For the Input, select EntityResults, then drill down to Count. CLOSE the window.
35. From the Toolbox > FAVORITE STEPS section, add another Create Data step to the workspace and connect it to the No Results outcome of the Fetch Entities step.
36. With the second Create Data step selected, navigate to the Properties panel > DATA > Data to Create selector and click SHOW EDITOR.
37. In the Data Definitions window, input Count as the Name and the Type is String [Text], with an Input of 0. CLOSE the window.
38. Connect both Create Data steps to the End step.
39. With the End step selected, navigate to the Properties panel > INPUTS > Number of Owned Entities value field and change the input mapping to Select From Flow and select Count. 
40. Save and Close the Flow and Page Designers.
41. In the Add Page/Dashboard window, click SAVE.
42. In the Designer Folder, notice the appearance of the new Page [Diagram Tile Refresh] above the Global Action Bar. 
43. After selecting the Page [Diagram Tile Refresh], notice the number within the Diagram Tile changes when different accounts are selected within the Report.