Accessing linked records

Overview

The data asset characteristics (dimensions) measured by the add-on are tied to records in most cases. In a sense, a "link" exists between record data and the output on charts. When the option is enabled, users can access these "linked records" when viewing an indicator. This provides a handy way to access the underlying data represented by the output in an indicator's chart. Additionally, if you have sufficient permissions, you can edit linked records.

Enabling linked record access

To enable access to linked records:

1. Open an indicator in edit mode.

2. Select the indicator's 'gear' icon in the bottom-right corner.

3. Select the Linked records tab and toggle the Enable option. Optionally, select an available Custom view for the linked records.

Accessing and editing linked records

After enabling linked record access as described in the previous topic, two options are available to view linked records:

• View records linked with all indicator results: Select the icon on the indicator.

• View only a subset of linked records that are associated with a specific output value: Right-click the bar, line point, or slice and select Display a subset of linked records.

If you have sufficient permissions, you can edit the linked records. Double-click a record to open it in edit mode, or use the Actions menu to perform standard actions available in EBX®. You can make edits to multiple records, but once you close the screen displaying the linked records, the add-on automatically executes the indicator.