EDDIE/Web Intelligence Rich Client - Shared Elements

Save elements (tables or charts) from one report and use them in other reports.

Shared elements give you the option to save elements (tables or charts) of a report and reuse them in another report. If a change is made to the shared element, any report using that shared element will have a notification within the Shared Elements section of the Main Panel that a new version is available to update the content in the report.

Shared elements are useful if you have a complicated table or chart that you want to reuse in multiple areas.

Below are the steps to create a shared element from within an existing report, and how to use it in another report.

Creating a Shared Element

  • In the example below, I've created a column chart showing the top 10 School of Information Sciences courses by enrollment for a given term.
  • To save it as a Shared Element, make sure you are in Design mode (ALT+2), click outside the chart completely, right-click inside the chart (the chart itself will be highlighted blue like in the image below), click Shared Element, and then click Save As.

Chart selected w/ right click, click Shared Element and Save As

  • In the Save Shared Element window, click My Folders (or any of its sub-folders), name the shared element in the File Name box, and click Save.

Save as window

  • You will receive a confirmation at the bottom of the screen that the save was successful.

Successful save notification

Using a Shared Element

  • Open (or create) a Web Intelligence document, make sure you are in Design mode (ALT+2), and click Insert Shared Element from the Insert section of the Toolbar.

Insert shared element

  • In the Insert Shared Element window, navigate to the shared element, select it on the right and click Insert.

Insert Shared Element window

  • Click where you want the shared element to go in the new report, and the chart will appear exactly as it does in the original document.
  • Also, the Main panel will switch to the Shared Elements icon, where you can see all of the shared elements being used in the current document.

Main panel - shared elements icon

Editing a Shared Element

  • Open any Web Intelligence document that uses the shared element you want to edit.
  • Edit the element. In this example, I changed the Rank from Top 10 to Top 5.

Edited element

  • Click either of the following Update buttons.
    • In the Shared Element icon in the Main panel

 Update button 1

    • By right-clicking inside the chart, clicking Shared Element, and clicking the Update button.

Update button 2

  • You will receive a confirmation at the bottom of the screen that the update was successful.

Successful update

To Update a Shared Element Manually

  • Click either of the following Update buttons.
    • In the Shared Element icon in the Main panel

Update button in the Main Panel

    • By right-clicking inside the chart, clicking Shared Element, and clicking the Update button.

Update button in the right-click menu of the shared element

  • You will receive a confirmation at the bottom of the screen that the update was successful.

Successfull Update message

To Update All Shared Elements Automatically

  • In the Document Properties icon on the Main Panel, under Document Options, switch the Update shared element(s) on open radio button to YES.

Update shared elements on open radio button



KeywordsEDDIE, Web Intelligence Rich Client, Webi, Shared Elements, DS, Decision Support   Doc ID90640
OwnerAlex H.GroupUniversity of Illinois System
Created2019-03-26 11:22:07Updated2024-01-22 10:53:36
SitesUniversity of Illinois System
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