Enter a name for the portlet. A portlet name can contain any character (including spaces).

A portlet name does not need to be unique within the Welcome page. However, to reduce ambiguity, you should avoid giving multiple portlets of the same type the same name. As a best practice, we recommend that you adopt appropriate naming conventions to ensure that portlets are distinctly named within the Welcome page.

Optional. Enter a comment or descriptive information about the new portlet.

Choose Graphical.

Choose the name of a saved search query available in the CentraSite.

Choose one of the following chart types as appropriate:

By default, the first option (i.e.,) Bar Chart is selected in the user interface.

For Bar/Line charts. Type in the label that you want to display for the X-axis. A label can contain any character (including spaces).

Select the attribute that you want to show in the X-axis, relative to the specified search query.

For Bar/Line charts. Type in the label that you want to display for the Y-axis. A label can contain any character (including spaces).

Select the attribute that you want to show in the Y-axis, relative to the specified search query.

For Bar/Line charts. Use this option to specify if you want to display data in either a horizontal bar or a vertical bar format.

The allowed values are Yes or No. Default Yes.

For Bar/Line charts. Use this option to specify whether you want to display the X-axis data in either a horizontal or a vertical direction.

The allowed values are Vertical or Horizontal with the default being Vertical.

For Pie charts. Select an attribute that you want to display in the pie chart, relative to the specified search query.

For Pie charts. Select a value for the attribute you want to dynamically render in the pie chart, relative to the specified attribute label.

Optional. Choose the actions that you want to add to the portlet.

By default, CentraSite supports the following actions:

If you want to specify multiple actions, use the plus button to add additional rows.

If you want to remove an action, use the minus button.

Optional. Specify the path to an icon that is to be used to represent this portlet in the Welcome page.Prerequisite:

The icon must be in PNG format. To ensure proper alignment when it is displayed in the user interface, the icon must be 16 x 16 pixels in size.

The icon must reside in the folder <CentraSiteInstallDir>\cast\cswebapps\BusinessUI\images\system.

The path for the icon should be specified as images/system/icon.png

Optional. The time interval (in seconds) after which a refresh of the portlet contents will happen.

If a value is not specified (or if the value 0 is specified), refresh will not happen.

Use this option to show or hide the data value of a bar, line or pie plot.

By default, this option is set to Yes.

Use this option to specify the position of the data value in a bar, line or pie plot.

Possible values are Start, End, Outside.

The default value for a bar or line chart is Outside, and for a pie chart is Start.

Use this option to show each bar, line or pie plot in a different color.

By default, this option is set to No.

When you set this option to Yes, specify the colors for each bar, line or pie plot in the centrasite.xml configuration file. You should specify the colors using the HEX color code format. The HEX format is a hash (#) followed by 6 numbers or letters. The position of the numbers/letters correlate to the RGB value. For example, "#0000ff" translates into "blue".

Use this option to show or hide legends in the chart.

The legend appears by default — unless you specify to hide it in the graphical chart.

Use this option to show or hide tooltips in the chart.

The tooltip appears by default — unless you specify to hide it in the graphical chart.