Password-Protecting Your Crystal Xcelsius Dashboard - dummies

Password-Protecting Your Crystal Xcelsius Dashboard

By Michael Alexander

Crystal Xcelsius offers a dynamic visibility feature, which enables you to control the visibility of a component, making the component appear or disappear based on certain predefined triggers. How does this help? Suppose you have three charts on your dashboard. With dynamic visibility, you can dynamically make two of the charts disappear, leaving one chart on which to focus and analyze. This functionality empowers you to control what your audience sees — and when they see it.

It stands to reason that if you can control what a user sees, you can lock users out of a dashboard with a password requirement. Password protection can come in handy when your dashboard contains sensitive data that should be limited to an authorized set of users.

The idea behind this trick is simple: You first group a set of components, and then you set the Display Status and Display Status Key for that group. The Display Status Key can be anything you want it to be. This will eventually become the password that your clients have to know to make this group visible.

Your chosen password doesn’t necessarily have to have letters in it — but if you do use letters, bear in mind that the Display Status Key is case-sensitive. In that light, you want to consciously decide whether you use an uppercase, lowercase, or a mixed-case password.

After you have dynamic visibility set, you need to give your users a way to enter the password. You do this by using the Input Text component. Simply add the Input Text component and set the Insert In property to the same cell that’s used as the trigger cell for the dynamic visibility.

If you want to get really fancy, you can set some Behavior Options properties to give the Input Text component the look and feel of a standard password input.

You can enable the Password Input property to ensure that as the user enters the password, only asterisks are displayed. This is a standard security feature that prevents onlookers from seeing the password as it is being typed. You can also set the Maximum Characters property to match the length of the password you’re using. This property allows you to limit the number of characters a user can type.

After you configure your Input Text component, you can add some basic formatting around it to give it a professional dialog box feel. With this setup, your clients enter a password and then press Enter to make the dashboard visible.

If you can still see your password dialog box even after your dashboard becomes visible, right-click the password dialog box and choose Send To Back.