Widget Editor provides a possibility to use custom data source templates besides the pre-installed ones.
In order to add a new template:
- Open PWA where EPM Pulse is installed.
- Open Site Actions → View All Site Content (for Project Server 2010) or Gear → Site Content (for Project Server 2013).
- Open EPMPulse Data Source Template Definitions list .
- Create a new item in the list with the following information:
Field |
Value |
Title | Name of the data source template. Template will be listed under this name in the Data Source list on the Fields tab. |
Dashboard Type | Dashboard type that the template will be available for. Possible values: Project, Portfolio, Projects, Resource, ResourcePool, Resources, All. |
Data Connection | Name of the data connection. Can be a built-in connection (like Reporting) or a custom connection. |
Template SQL | SQL query that returns a single data set. Query should use the {{select}} tag in the select statement that will be replaced by Widget Editor with field names and the {{conditions}}tag that will be replaced with filtering conditions. The minimal query may look likeselect {{select}} from MSP_EPMProject_UserView {{conditions}} |
Template Conditions | JSON array that describes default filter conditions for the template. For example,[{"FieldName":"ProjectSummaryTaskStartDate", "Comparison":"LessThanEqual", "Operand":"{EndDate}", "Logic":"And"}, {"FieldName":"ProjectSummaryTaskFinishDate", "Comparison":"GreaterThanEqual", "Operand":"{StartDate}", "Logic":"And"}] If the template does not require any default conditions, then set the field to: [] |