Adding session variables on the dashboard

Hello,

I am using Helical Insight 5.0 and I want to show the dashboard header with a welcome note to the user who is logging in. something like “Hello Mark” depending on who is logging in the name should change.

Thank You,
Snow.

Hello,

You can access to all the variables in the application easily on any of the text fields. Hence you can show things like current loggedni user name, role name, profile name, profile value, filter name and filter values etc.

Here we have screenshot showing username and the help icon shows all the details that you may need on this.

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You can access the following variables in any text or code input field.

  • Filter variables
    Code: {{mode_of_payment}}
    Output: Cash
  • Logged-in User variables
    • Code (shows current loggedin user name): {{user.name}}
      Output: hiadmin
    • Code (shows current loggedin user email id): {{user.email}}
      Output: mailto:admin@helicalinsight.com
    • Code(shows current loggedin user’s organization name): {{user.organization}}
      Output: HelicalInsight
    • Code(shows current loggedin user roles, further code can be used to separate multiple values): {{user.roles}}
      Output: ROLE_USERROLE_ADMIN
    • For User Profiles also we can write the code. Please note as user Profile is not a single value, we need to treat it as a group and iterate through the content to display all values
      Code:
      {% for var1 in user.profile %}
      {{var1.profileName}} : {{var1.profileValue}}
      {% endfor %}
      Output:
      Location : India,Australia
      Product : Deodrant,Hairge

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  • Other objects on dashboard. Like Reports
    • Code: {{report.name}}
      Output: Supplier wise sales report
    • Code: {{report.id}}
    • Output: item-3IRtk
      (this is the component id of the report when you place it on dashboard. The same is shown on CSS panel, refer to screenshot below)

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Further you can use multiple operations on them and how to show them based on liquid template language parameters

Like we have a multi-select filter and output of simple filter name will be

{{Payment}}

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To make it more readable we can place something as a value separator

{{Payment | join:“; ”}}

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Similarly when we select all values in that filter we have keyword “all” we can replace it with more meaningful thing like ALL for users to read

{{Platform|join:"; "|replace: “all”, “ALL”}}

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There is a lot which can be done with implementation of liquid template language. Hope you will enjoy this feature and make dashboard more interactive.

Good Luck.

Thank You,
Helical Insight