Removing headers, filters, and actions for reports in dashboards

You can control the header, filters, and actions available to users viewing an Analyzer report displayed in a dashboard or a standalone report. Independent property settings allow you to disable selected interactive elements of the displayed report, while maintaining the drill-down and keep or exclude capabilities within its charts.

The following table identifies the elements available for controlling viewer access and information in a displayed Analyzer report.

Item
Name
Description

1

Header bar

Contains the report title, Filters panel and Actions menu.

2

Filters panel

Displays a filter count and contains a drop-down panel that lists the applied filters.

3

Actions button

Contains a drop-down menu of available user actions, such as exporting the report and changing the visualization type.

4

Undo/Redo button

Click to undo or redo a chart drill-down.

You can control Analyzer report elements at the global level using the analyzer.properties file, or at the individual dashboard or report level using Javascript APIs or URL parameters.

For global-level control of the header bar, filters, and actions, use the following settings in the analyzer.properties file in the server/pentaho-server/pentaho-solutions/system/analyzer directory.

Property
Description

report.viewer.edit.disable

Disables all filter and field editing operations, such as removing a filter or field. The default value is false.

cv.api.ui.removeHeaderBar.viewer

Removes the header bar. The refresh indicator continues to appear when the report is refreshed. The default value is false.

cv.api.ui.disableFilterPanel.viewer

Disables the Filters panel. The user will be unable to access the Filters drop-down panel and see the applied filters. For example, you may want to disable the Filters panel when the dashboard has used prompts to apply filters, so repeating the prompt filters in the Filters panel would be redundant. The default value is false.

cv.api.ui.removeReportActions

Removes the Actions button, and access to the Actions menu. The default value is false.

cv.api.ui.removeUndoButton.viewer=true

Removes the Undo button for the report.

cv.api.ui.removeRedoButton.viewer=true

Removes the Redo button for the report.

Note: When you turn off these elements at the global level, setting the URL parameters to true does not return them.

For embedded Analyzer, you can remove the header bar, filters, actions, and undo/redo buttons from individual reports using the following Javascript user interface APIs:

  • removeHeaderBar(removeFlag)

  • removeReportActions(removeFlag)

  • disableFilterPanel(removeFlag)

  • removeUndoButton(removeFlag)

  • removeRedoButton(removeFlag)

Note: If you are using 3.0 Viz API, you can remove specific chart types from the Actions menu by editing the pentaho-server/pentaho-solutions/system/karaf/config/web-client/config.js file. If you are using 2.0 Viz API and earlier, see the article, "How to hide/disable certain chart types in the Analyzer UI" in the Customer Support.

For Analyzer reports produced in a dashboard, you can apply the following URL parameters on the dashboard URL or an individual report URL to control the header bar, filters, and actions.

Note: The following URL parameters are only effective when the settings have not been removed or disabled using the analyzer.properties file.

  • http://localhost:8080/pentaho/api/repos/%3Apublic%3ASteel%20Wheels%3ASales%20Performance%20(dashboard).xdash/viewer?removeHeaderBar=true

    Removes the header bar, Filters panel, and Actions button.

  • http://localhost:8080/pentaho/api/repos/%3Apublic%3ASteel%20Wheels%3ASales%20Performance%20(dashboard).xdash/viewer?removeReportActions=true

    Removes the Actions button and menu.

  • http://localhost:8080/pentaho/api/repos/%3Apublic%3ASteel%20Wheels%3ASales%20Performance%20(dashboard).xdash/viewer?disableFilterPanel=true

    Disables the Filters panel and drop-down.

  • http://localhost:8080/pentaho/api/repos/%3Apublic%3ASteel%20Wheels%3AWidget%20Library%3AAnalysis%20Views%3AGeomap.xanalyzer/viewer?frameless=true

    Removes the report title when the report is opened directly in a browser.

    Report title example

    Note: When Analyzer reports are used in Pentaho dashboards, the report titles are automatically hidden because Pentaho dashboard content items include their own titles. However, if you use an Analyzer report in your custom dashboard or as a standalone report, then setting this URL parameter may be useful.

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