COG170: Cogito Fundamentals
Review Questions Chapter 2 - ANS
1. Assuming a user has the appropriate user role to access a dashboard, what other dashboard
settings control whether the dashboard is available for viewing? - ANSThe Ready for use and
Enabled for user selection check boxes.
2. Which of the following would you enter in the Parameters field of an activity link to open a
Hyperspace activity?
a. The activity descriptor and any required parameters for the activity.
b. The menu descriptor of the activity.
c. The user-facing name of the activity.
d. the parent menu of the activity record. - ANSa. The activity descriptor and any required
parameters for the activity.
3. You have built a component record. Which of the following could explain why the component
does not appear on a specific dashboard?
a. The component is not set as ready for use.
b. The component is not listed on the Content form of the dashboard.
c. The component and the dashboard do not share any report groups.
d. The component has not been marked as enabled for user selection. - ANSBoth:
a. The component is not set as ready for use.
b. The component is not listed on the Content form of the dashboard.
True or False:
Components require a defined Display title on the Display form. - ANSTrue: this is a required
field.
Study Checklist: Chapter 2 - ANS
Define: Dashboard - ANSDashboards centralize content from around Hyperspace, the graphical
user interface which allows users to enter, access and interact with Epic data.
Define: Component - ANSEach of the sections of content on the dashboard is a component.
Components built by administrators are source records
Components built by end-users are personalization records.
,Define: Personalization - ANSDashboards and components which are created by an
administrators are referred to as source records.
When an end user selects a source dashboard from the Analytics Catalog, a personalized copy
is created just for them.
End user personalized copies of these source dashboards and components are considered
personalization records.
Define: Dashboard Editor - ANSCreate and edit source dashboard records with the dashboard
editor.
Access the editor with Chart Search, editing a dashboard from the Analytics Catalog, or editing
a dashboard from the Proxy Dashboard prompt.
6 forms controls the dashboard's content & metadata:
1. Basic Information
2. Layout
3. Content
4. Resource Settings
5. Parameters
6. Access
Additional Information: Dashboard Editor - ANSDashboards should be tailored to their audience
and tested to ensure they work.
Guidelines for creating and editing Radar content:
-Any dashboard available to a user must work
-All parts of a dashboard must work
-Dashboards must have a defined target audience
-Each user in that audience must have security/access for all components and reports on
dashboard
Define: Component Editor - ANSAccessed via Chart Search for Component Editor
- Six types of component records in Radar
1. Graph
2. Link
3. Message Board
4. Native HTML
5. Report Listing
6. Table
Additional Information: Component Editor - ANSComponents have Five Forms
,1. Basic Information
2. Display
3. Data Source
4. Output Format
5. Access
Similar to the Dashboard Editor, each form controls your component's content and its metadata.
Define Activity Descriptor - ANSThe Active activity descriptor field displays for your currently
active Hyperspace activity.
There are two Hyperspace workflows that can find the activity descriptor for a given activity.
Hyperspace workflow 1: Find Activity Descriptor - ANSActivity: Create a component which has a
header that is able to take you to the Component Editor directly from your Radar dashboard.
1. Access the about Hyperspace information window
2. Double-check that you are currently in the Component Editor activity
3. Access the About Hyperspace window by navigating to the Epic button > Help > About
Hyperspace.
4. The Active activity descriptor field displays for your currently active Hyperspace activity.
Hyperspace workflow 2: Find Activity Descriptor - ANSActivity Descriptor in the Menu Summary:
End-users often request links to activities that you lack the security to access. Thus you can not
determine the activity descriptor from the About Hyperspace workflow. For these instances, use
the following workflow.
1. Use Chart Search to launch the Menu Summary activity.
2. Refer to pg. 2-22 for scenario.
3. Because Admin is under the Epic button, start by expanding EDMAINAPPMENU
4. Any menu that is displayed visually to the end-user will be listed under the caption.
5. Expand the Admin sub-menu
6. Expand the Access Management sub-menu
7. Select User Security
Activity Descriptor is located in the Activity Information section. User Security is
E_EMP_EMPGUI
Perform Task: Create and edit dashboards - ANSRun through the following Exercises/Examples
1. pg. 2-11 Radar Exploration
Perform Task: Navigate the Dashboard Editor - ANSRun through the following
Exercises/Examples
, 1. pg. 2-13 Dashboard Editor
Perform Task: Determine the order that components will appear on a dashboard - ANS1. Use
Chart Search to open Dashboard Editor
2. Click on Content from left menu, from here you can quickly access the Component Editor to
edit a given component on the dashboard.
3. Note: all components on the dashboard must be marked as Ready for use before the
dashboard can be marked as Ready for Use
4. To manage the component list, press F4 to insert a blank line in the table of components.
5. To remove a line, select the line and press SHIFT+F4
6. To move a selected component higher or lower in the component list, use the up and down
arrows to the right of the component.
Perform Task: Configure a component header to launch an activity - ANS1. Via the Component
Editor go to the Display section
2. Enter the activity descriptor for the Hyperspace activity that launches if a user clicks the clicks
the component header.
3. To find the activity descriptor (refer to previous cards, 14, 15, and 16)
Perform Task: Configure a link component pt 1. - ANSTwo Methods:
1. Linking from the component header
2. Listing multiple activities in a Link component
Jumping to a Hyperspace activity isn't like linking to a website, it requires a unique link to
identify a single Hyperspace activity.
Two work flows to find the activity descriptor for a given activity. (refer to previous cards, 14, 15,
& 16)
Perform Task: Configure a link component pt 2. - ANS1. Use the Component Editor to create a
new component called "your initials" link Component
2. Fill out the appropriate Display Format for a link component
-2 options for Data Source
- Component Record: specify links in the component you are currently building
-Code Template: specify a code template and/or routine to populate your links, not used by
analysts
3. Choose a Data source of "Component Record"
4. Give your component help test, a meaningful Display title and a default Color
5. On the Output Format form, Insert a new URL of your choice to your Link component. (give
the new URL a label.
- Web site URLs should include http:// or https//
- Enter a Tooltip for your URL
6. Add "Administration" to the Allowed report groups so you will be able to add this component
through personalization
Review Questions Chapter 2 - ANS
1. Assuming a user has the appropriate user role to access a dashboard, what other dashboard
settings control whether the dashboard is available for viewing? - ANSThe Ready for use and
Enabled for user selection check boxes.
2. Which of the following would you enter in the Parameters field of an activity link to open a
Hyperspace activity?
a. The activity descriptor and any required parameters for the activity.
b. The menu descriptor of the activity.
c. The user-facing name of the activity.
d. the parent menu of the activity record. - ANSa. The activity descriptor and any required
parameters for the activity.
3. You have built a component record. Which of the following could explain why the component
does not appear on a specific dashboard?
a. The component is not set as ready for use.
b. The component is not listed on the Content form of the dashboard.
c. The component and the dashboard do not share any report groups.
d. The component has not been marked as enabled for user selection. - ANSBoth:
a. The component is not set as ready for use.
b. The component is not listed on the Content form of the dashboard.
True or False:
Components require a defined Display title on the Display form. - ANSTrue: this is a required
field.
Study Checklist: Chapter 2 - ANS
Define: Dashboard - ANSDashboards centralize content from around Hyperspace, the graphical
user interface which allows users to enter, access and interact with Epic data.
Define: Component - ANSEach of the sections of content on the dashboard is a component.
Components built by administrators are source records
Components built by end-users are personalization records.
,Define: Personalization - ANSDashboards and components which are created by an
administrators are referred to as source records.
When an end user selects a source dashboard from the Analytics Catalog, a personalized copy
is created just for them.
End user personalized copies of these source dashboards and components are considered
personalization records.
Define: Dashboard Editor - ANSCreate and edit source dashboard records with the dashboard
editor.
Access the editor with Chart Search, editing a dashboard from the Analytics Catalog, or editing
a dashboard from the Proxy Dashboard prompt.
6 forms controls the dashboard's content & metadata:
1. Basic Information
2. Layout
3. Content
4. Resource Settings
5. Parameters
6. Access
Additional Information: Dashboard Editor - ANSDashboards should be tailored to their audience
and tested to ensure they work.
Guidelines for creating and editing Radar content:
-Any dashboard available to a user must work
-All parts of a dashboard must work
-Dashboards must have a defined target audience
-Each user in that audience must have security/access for all components and reports on
dashboard
Define: Component Editor - ANSAccessed via Chart Search for Component Editor
- Six types of component records in Radar
1. Graph
2. Link
3. Message Board
4. Native HTML
5. Report Listing
6. Table
Additional Information: Component Editor - ANSComponents have Five Forms
,1. Basic Information
2. Display
3. Data Source
4. Output Format
5. Access
Similar to the Dashboard Editor, each form controls your component's content and its metadata.
Define Activity Descriptor - ANSThe Active activity descriptor field displays for your currently
active Hyperspace activity.
There are two Hyperspace workflows that can find the activity descriptor for a given activity.
Hyperspace workflow 1: Find Activity Descriptor - ANSActivity: Create a component which has a
header that is able to take you to the Component Editor directly from your Radar dashboard.
1. Access the about Hyperspace information window
2. Double-check that you are currently in the Component Editor activity
3. Access the About Hyperspace window by navigating to the Epic button > Help > About
Hyperspace.
4. The Active activity descriptor field displays for your currently active Hyperspace activity.
Hyperspace workflow 2: Find Activity Descriptor - ANSActivity Descriptor in the Menu Summary:
End-users often request links to activities that you lack the security to access. Thus you can not
determine the activity descriptor from the About Hyperspace workflow. For these instances, use
the following workflow.
1. Use Chart Search to launch the Menu Summary activity.
2. Refer to pg. 2-22 for scenario.
3. Because Admin is under the Epic button, start by expanding EDMAINAPPMENU
4. Any menu that is displayed visually to the end-user will be listed under the caption.
5. Expand the Admin sub-menu
6. Expand the Access Management sub-menu
7. Select User Security
Activity Descriptor is located in the Activity Information section. User Security is
E_EMP_EMPGUI
Perform Task: Create and edit dashboards - ANSRun through the following Exercises/Examples
1. pg. 2-11 Radar Exploration
Perform Task: Navigate the Dashboard Editor - ANSRun through the following
Exercises/Examples
, 1. pg. 2-13 Dashboard Editor
Perform Task: Determine the order that components will appear on a dashboard - ANS1. Use
Chart Search to open Dashboard Editor
2. Click on Content from left menu, from here you can quickly access the Component Editor to
edit a given component on the dashboard.
3. Note: all components on the dashboard must be marked as Ready for use before the
dashboard can be marked as Ready for Use
4. To manage the component list, press F4 to insert a blank line in the table of components.
5. To remove a line, select the line and press SHIFT+F4
6. To move a selected component higher or lower in the component list, use the up and down
arrows to the right of the component.
Perform Task: Configure a component header to launch an activity - ANS1. Via the Component
Editor go to the Display section
2. Enter the activity descriptor for the Hyperspace activity that launches if a user clicks the clicks
the component header.
3. To find the activity descriptor (refer to previous cards, 14, 15, and 16)
Perform Task: Configure a link component pt 1. - ANSTwo Methods:
1. Linking from the component header
2. Listing multiple activities in a Link component
Jumping to a Hyperspace activity isn't like linking to a website, it requires a unique link to
identify a single Hyperspace activity.
Two work flows to find the activity descriptor for a given activity. (refer to previous cards, 14, 15,
& 16)
Perform Task: Configure a link component pt 2. - ANS1. Use the Component Editor to create a
new component called "your initials" link Component
2. Fill out the appropriate Display Format for a link component
-2 options for Data Source
- Component Record: specify links in the component you are currently building
-Code Template: specify a code template and/or routine to populate your links, not used by
analysts
3. Choose a Data source of "Component Record"
4. Give your component help test, a meaningful Display title and a default Color
5. On the Output Format form, Insert a new URL of your choice to your Link component. (give
the new URL a label.
- Web site URLs should include http:// or https//
- Enter a Tooltip for your URL
6. Add "Administration" to the Allowed report groups so you will be able to add this component
through personalization
