Search

On Arcadia connections, a search visual enables you to place a data search button directly on the dashboard; this is particularly useful in embedded cases.

The purpose of the search visual is to include search functionality in embedded dashboards.

The following steps demonstrate how to specify search visuals.

  1. Start a new visual; see Creating a visual.
  2. In the visuals menu, find and click Search.
    Selecting the search chart type
    Selecting the search chart type
  3. Note that this visual type does not use shelves.
  4. In the main panel of the Dashboard Designer for visuals, note that you have two selection menus:
    Displaying the components of the Search visual type: 'Select datasets for search' and 'Search through your data here'.
    1. Dataset Selector

      This menu lets you restrict the search to the datasets in the following manner:

      Displaying the Dataset selection options for search
      • Search through this dataset

        This option limits the search to the current dataset.

        Note that the dataset appears in the Data menu on the left of the Dashboard Designer; you can also switch the native dataset of the visual in this menu by clicking the (switch) icon.

      • Search through all datasets on this system

        This option enables search on all datasets on the system to which the user has access, provided search functionality is enabled.

      • Search through selected datasets

        This option lets you specify which of all the possible datasets should be searched. The system only shows the dataset where search functionality is enabled.

    2. Search Box

      This is the area where you enter the search phrase about your data.

  5. Change the title to Search.
  6. At the top left corner of the Visual Designer, click Save.
  7. Click Close on the menu across the top to return to the dashboard in Edit mode.