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Concepts → Dynamic Field

About a dynamic field

Starting the 2023.7.0 release, Incorta introduced the dynamic field option.

A dynamic field is a group of dynamically interchangeable fields filtering option that affects all applicable insights on all tabs of the given dashboard.

A dynamic field enables the dashboard consumer to change the view between data that you need to display on a certain dashboard without having to create multiple dashboards.

A dashboard developer creates one or more dynamic fields.

A dashboard developer with Edit access rights to a dashboard can create and edit one or more dynamic fields. Here is how:

  • In the Action bar of a dashboard, select More Options (⋮ vertical ellipsis icon).
  • In the More Options menu, select Dashboard Filters Manager.
  • In Dashboard Filters Manager, in the Data panel, select + Add in the Dynamic Fields tray.
  • Configure the properties of the dynamic field by adding pills.
Important

To apply the dynamic field to insight within a dashboard, you must edit the insight and add the configured dynamic field to its measure tray.

Properties for a dynamic field pill

The following are the properties of a dynamic field

PropertyControlDescription
Fieldstray and pillDrag and drop zero or more columns from the Data panel to the tray.
Column Labeltext boxRequired. Enter the display name for the dynamic field. This name will appear as the name as a filterable column in the Filter dialog and as the filter bar pill name.
Variable nametext boxRequired. Enter the variable name.
Default Fielddrop downRequired. Select a default field for the dynamic field. A default value can be system variable, internal session variable, or external session variables.
Hide from filter bartoggleOptional. Disabled by default. Enable to hide the dynamic field from the filter bar.

Variables in dynamic field

As a dashboard developer, you can use variables in dynamic fields. You can only define these variables in a formula so you can use it. It is important to understand that a dynamic field must have a default value. So to define a variable, you must add it to a formula using the Add formula option.

Supported variables are:

  • Date system variable
  • External session variable
  • Global variable
  • Filter expression session variable
  • Internal session variable
  • Miscellaneous system variable
  • Presentation variable
Known Limitations
  • You can add the dynamic field only to the measure tray.
  • You cannot reference a dynamic field in a formula