Jump To Dashboard (JTD)

Jump To Dashboard (JTD) is a Sisense certified add-on. This means that it comes installed together with Sisense and you do not need to perform any separate download or installation. However, it is disabled by default, and you must enable it (see below) in order to use it.

Overview

The JTD add-on creates shortcuts from a widget in one dashboard to another dashboard via a browser tab or a popup window.

The JTD add-on supports charts, pivots, and indicators. JTD is useful for presenting additional information about specific series on demand by jumping across dashboards without the need to present all of the data in a single dashboard.

To use JTD, you can click a widget, or right-click a value in the widget, and jump to the relevant dashboard.

Enabling JTD

Only administrators can enable JTD. To enable JTD:

  1. Select the Admin tab.

  2. Select Server & Hardware > Add-ons.

  3. In the jumpToDashboard row, toggle the switch on.

Using JTD

  1. Create a parent dashboard (the dashboard to jump from).

  2. Create a target dashboard you would like to jump to and name it with “_drill_” in the prefix. This prefix ensures that it is displayed in the list of target dashboards which can be jumped to, and also that it is hidden from the list of dashboards in the navigation panel for end users.

    Note:

    An administrator can set up a different prefix in the global JTD settings. See the Configuring Global JTD Settings section below for more details.

  3. In the widget of the parent dashboard that will trigger a jump to action, click to open Edit mode.

  4. Click > Jump to Dashboard Settings to configure how the target dashboard will be presented to the end users.

  5. Apply the changes and refresh the page.

  6. You can now see the  icon, indicating that a target dashboard that you can jump to exists for this widget. Depending on the widget type, click the widget or right-click a value and select Jump to <name of target dashboard> to jump to your target dashboard.

    The target dashboard opens, along with a newly created filter for the value that was right-clicked. Depending on your settings, it may also inherit any filters that were applied to the parent dashboard.

Configuring Global JTD Settings

There are two different layers of the JTD add-on customization: the global add-on configuration file and widget-level configuration. The global configuration settings define the default behavior for all target dashboards and can only be modified by administrators.

Some behaviors can be modified per specific target dashboards – see Configuring JTD Per Widget for more details.

Note:

Widget-level customization overrides any configurations defined in the global configuration file.

Jump To Dashboard Configuration File

To open the configuration file, click the Admin tab > System Management (under Server & Hardware) > File Management > plugins > jumpToDashboard > js > config.js.

Examples:

  • If you want to change the prefix "_drill" for your target dashboards, you can modify the value for the drilledDashboardPrefix parameter and save the file. This will work globally for all target dashboards.

  • If you want to jump from one dashboard based on ElastiCube A to another dashboard based on ElastiCube B, set the sameCubeRestriction parameter to false.

In the same way, you can modify the default display type for all 'jump to' dashboards at once by modifying this config file.

Note:

The changes in the global configuration settings will only be applied to the UI configuration default settings for new widgets, while the previously created ones will keep their existing settings.

Parameter

Description

Configured In

Value Types

Values

Widget-level configuration

drilledDashboardDisplayType

Defines how to display the drilled dashboard.

Configuration File/Widget

DisplayTypeId

Default Value: 2 Possible Values:

1 - New tab

2 - Popup window

3 - Current tab

✅

drilledDashboardPrefix

The prefix in the target dashboard name.

Configuration File

String

Default Value: “_drill_” Possible Values: Any prefix

⛔

drilledDashboardsFolderPrefix

The prefix of the folder, the dashboards inside which can be drilled to.

Configuration File

String

Default Value: null

⛔

displayFilterPane

Determines whether to display the filter panel in the target dashboard window.

Configuration File/Widget

Boolean

Default Value: true

✅

displayDashboardsPane

Determines whether to display dashboards panel in the target dashboard window.

Configuration File/Widget

Boolean

Default Value: true

✅

displayHeaderRow

Determines whether to display the application header in the target dashboard window.

Configuration File/Widget

Boolean

Default Value: true

✅

displayToolbarRow

Determines whether to display the toolbar in the target dashboard window.

Configuration File/Widget

Boolean

Default Value: true

✅

volatile

Does not preserve changes applied to the destination dashboard by a user, such as editing widgets by a Designer, changing sorting, making a selection on a widget, etc. (by a Designer or a Viewer).

Configuration File/Widget

Boolean

Default Value: false

✅

hideDrilledDashboards

Hides drilled dashboards from the dashboards navigator for non-dashboard owner users.

Configuration File

Boolean

Default Value: True

⛔

[DEPRECATED*]

drillToDashboardMenuCaption

* With the addition of UI Configuration settings, this menu is no longer relevant and has been replaced with the ‘Jump to Dashboard Settings’ menu. This parameter will be ignored.

The caption for the drill to dashboard menu.

Configuration File

String

Default Value: Jump to Dashboard

Possible Values: Any

 ⛔

drillToDashboardRightMenuCaption

The caption for the drill to dashboard right menu.

Configuration File

String

Default Value: Jump to Dashboard

Possible Values: Any

⛔

* The option to change this setting per widget that existed before is now removed. Existing widgets, previously configured via widget script, will keep their configurations. However, new widgets will follow the setting defined in the global configuration.

drillToDashboardNavigateType drillToDashboardNavigateTypePivot drillToDashboardNavigateTypeCharts drillToDashboardNavigateTypeOthers

Determines how to navigate to the configured drilled dashboard.

Widget

NavigateTypeId

Default Value: 1

Possible Values:

1 – Right-click a pivot cell or a data point in a chart

2 – Click a link in pivot measured cells

3 – Click an indicator widget, text widgets, or image widget

✅

* Configurable on widget level only for widgets that support multiple navigation options (Line charts, Pivot tables).

modalWindowWidth

Modal window width when the selected display type is modal window.

Configuration File/Widget

Number

Default Value: null

 ✅

modalWindowHeight

Modal window height when the selected display type is modal window.

Configuration File/Widget

Number

Default Value: null

 ✅

modalWindowResize

Enable resize for modal window, in case the selected display type is modal window.

 Configuration File/Widget

Boolean

Default Value: false

 ✅

excludeFilterDims

Dimensions to exclude from the drilled dashboard filter.

Configuration File/Widget

Array of DIM

Default Value: [] Possible Values: “[table.dimension]”

 ✅

includeFilterDims

Dimensions to include in the drilled dashboard filter.

Configuration File/Widget

Array of DIM

Default Value: [] Possible Values: “[table.dimension]”

 ✅

[DEPRECATED*]

showFolderNameOnMenuSelection

* With the addition of UI Configuration settings, this menu is no longer relevant and has been replaced with the ‘Jump to Dashboard Settings’ menu. This parameter will be ignored.

Determines if to show the folder name or not inside the dashboards menu on edit widget mode.

Configuration File

Boolean

Default Value: false

⛔

resetDashFilterAfterJTD

Resets the filters of a target dashboard. Combine this with mergeTargetDashboardFilters if you want your dashboard filters to be displayed in the target dashboard.

Configuration File

Boolean

Default Value: false

⛔

showJTDIcon

Determines if you show an icon for widgets that have JTD in the widget title.

Configuration File

Boolean

Default Value: true

⛔

* The option to change this setting per widget that existed before is now removed. Existing widgets, previously configured via widget script, will keep their configurations. However, new widgets will follow the setting defined in the global configuration.

mergeTargetDashboardFilters

Determines if you want your dashboard filters to be displayed in the target dashboard. Combine this with resetDashFilterAfterJTD.

Configuration File

Boolean

Default Value: false

 ⛔

[DEPRECATED*]

dashboardId

* With the addition of UI Configuration settings, this menu is no longer relevant and has been replaced with the ‘Jump to Dashboard Settings’ menu. This parameter will be ignored.

Drilled dashboard ID. When set to null, a drilled dashboard menu will be available in the widget editor.

Configuration File / Widget

String

Default Value: null Possible Values: Dashboard ID

 N/A

dashboardIds

Multiple target Dashboards.

 Widget

Array of objects

[]{id:””, caption:””}

✅

* For navigation type ‘right-click’, the dashboards can be selected from the list. For other navigation types, only the first dashboard will open.

dashboardCaption

Drilled dashboard caption. By default, it is the same as the dashboard title.

 Widget

String

Default value: null

 ✅

sameCubeRestriction

Use the same data model for the drilled dashboards.

 Configuration File

Boolean

Default value: true

 ⛔

sendPieChartMeasureFiltersOnClick

If a pie chart has no categories (just measures), when this parameter is set to ‘true’, the measure filter (if any) will be set as a target dashboard filter.

Configuration File

Boolean

Default value: true

⛔

forceZeroInsteadNull : false

Display “0” values instead of “null” in Pivot tables.

Configuration File

Boolean

Default value: false

⛔

sendBreakByValueFilter

If set to ‘true’, a ‘break by’ value will be passed as a filter to the target dashboard.

Configuration File

Boolean

Default value: true

⛔

drillToDashboardByName

Navigate to the target dashboard by its title instead of dashboard ID. That is, the widget-dashboard connection will be established by the dashboard name instead of ID.

Configuration File

Boolean

Default value: false

⛔

ignoreFiltersSource

Remove the datasource object/property from the filter jaql. When a filter does not have a datasource, it is applied to the target dashboard datasource. Make sure that the field used in the filter exists in the target datasource (otherwise, users will get an error).

Configuration File

Boolean

Default value: false

⛔

Configuring JTD Per Widget

When configuring JTD settings per widget, for each setting for which there is also a global setting, the specific widget settings will override the global settings.

To configure the JTD settings for a widget:

  1. In the relevant widget, click > Jump to Dashboard Settings.

    The Jump to dashboard Settings window opens.

  2. Configure the settings:

  • Enable Jump to dashboard - Toggle to enable/disable JTD. You can configure all of the JTD settings and save them, and they will only be applied when you toggle this setting to enable JTD.

  • Target Dashboards - By default, there is one target dashboard. You can also have multiple target dashboards, but that requires that your navigation type (see more about that configuration setting below) is "Right-click menu"; if your Navigation type is "Click", you can only have one target dashboard, which is the dashboard you will jump to when clicking on the parent widget. At least one target dashboard must be selected in order to enable the Save button.
    You can select the target dashboards by Name or ID:

    • Name - Select the target dashboards from the list of dashboards with the "_drill_" prefix.

      Note: This prefix can be different, as defined in the global configuration settings.

    • ID - Select the target dashboards by their IDs. They do not necessarily have to have the "_drill_" prefix.

    • Title to display in the navigation menu - Set the title to be displayed in the navigation menu. For example, for clarity to the end users you may want to display the existing dashboard name, but without the "_drill_" prefix.

    • Add another dashboard - Add another target dashboard. If you have multiple dashboards, you can select some by Name and some by ID.

    • *For Pivot widgets only: Column to link - Select a specific column to link to a dashboard to enable jumping from that column. You can set different columns to link to different dashboards. You can also select "All columns" to link to one dashboard, and then you can also select a specific column to link to a different dashboard; in this case, all columns except the specific column with its own link will link to one dashboard, and the specific column with its own link will link to a different dashboard.

      Note:

      Pivot tables support navigating to the target dashboard via both click and right-click. However, only one navigation type can be selected per widget. This means that the same navigation from all columns of a given Pivot will be applied.

  • Display Type - Select whether the target dashboards will open in a Popup window (this is the default; in this case, you should also set the popup window's size, and select/clear the checkbox to set whether or not end users are allowed to resize it), or in a New tab, or in the dashboard in the Same tab.

  • Dashboard panels/toolbars to display on the target dashboard - Select/Clear the relevant checkboxes to determine which of the available panels and toolbars to display on the target dashboard.

    Note:

    If the selected display type is ‘Same tab’, the target dashboard will be loaded in the current tab without a page refresh. Therefore, in this case, when the current dashboard is not embedded in an iFrame, the UI panels/toolbars will always be visible. When the current dashboard is embedded, the target dashboard will inherit its URL parameters.

  • Navigation - Select whether you want to jump to a target dashboard by clicking on a widget, or by right-clicking on a value in the widget.

    Note:

    For most widgets, only one navigation type is currently supported.

    Navigation

    Widgets

    Click

    Indicator, Text widget, Pie chart with no categories, Pivot, Line chart

    Right-click

    Pivot, Pie chart (with categories), Line chart, Bar chart, Column chart, Area chart, Scatter chart, Polar chart

    This setting is still displayed in the configuration popup to provide better visibility for users configuring Jump to Dashboard.

    • Click - Jump to a target dashboard by clicking on a widget. You can only have one target dashboard, which is the dashboard you will jump to when clicking on the parent widget.

    • Right-click menu - Jump to a target dashboard by right-clicking a value in a widget and selecting the target dashboard from the right-click menu. You can have one or multiple target dashboards if using the right-click menu to jump to dashboards.

  • Keep changes made by user on target dashboard - When users jump to a target dashboard, they can not only view it, but also interact with it, such as by setting certain filters, applying sorting, etc. By default, those changes to the target dashboard are saved (this corresponds to the configuration parameter “volatile: false”). However, if the "Keep changes made by user on target dashboard" checkbox is not selected, those changes will not persist (“volatile: true”).

  • Apply filters to target dashboard - Select which parent dashboard and widget filters to apply to the target dashboard. If "All parent dashboard filters" and "All parent widget filters" are selected, then filters added in the future will also be applied to the target dashboard. However, if they are not selected, or if any of the individual filters are not selected, then filters added to the parent dashboard in the future will not automatically be applied to the target dashboard (to apply them, the designer would have to manually select them from the JTD settings in the widget editor).

    Note:

    Filters set directly on measures in the widget editor are always passed, with the exception of when multiple filters on the same dimension exist in the formula – in such cases, the filters will not be passed.

  1. Click Save to save the JTD settings.

  2. Exit the widget Edit mode (the JTD settings are already saved, so it does not matter whether you click Apply or Cancel).

    Note:

    Different widget types may have slightly different settings options. Therefore, if you save the JTD settings, and then in the widget editor you change the widget type, all of the JTD settings will be reset.

Migration of Existing Scripts

In previous versions, JTD was configured via a widget script. In versions L2025.1 SP1 and newer, the configuration is done via the UI, as described above. Upon upgrade, the JTD configuration parameters from the script will be moved to the new UI. The actual migration will happen when a designer opens the JTD settings for a specific widget. Some settings will be kept if configured for existing widgets, but will not be configurable on the widget level configuration for new widgets and existing widgets with default values for such settings. For example, hiding the JTD icon or changing the ‘Jump to’ caption in the right-click menu will now only be possible to configure on the global level by an admin.

A fallback mechanism is provided that enables you to revert to configuring the widget using the script by adding the following parameter: widget.scriptConfig = true; The UI settings will be disabled in such a case. To return to using the UI configuration, change the property to false.

Limitations / Known Issues

  • The drillToDashboardByName parameter is not currently applied. This means that the link to the target dashboard is based on the dashboard ID.

  • When multiple filters are set on the same dimension in a formula, none of these filters are passed to the target dashboard.