Using the home screen

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1. Overview

The Dundas BI home screen appears by default whenever you log in. This is the launching point for all of the things you can do in Dundas BI.

If this is your first time using Dundas BI, you will see the default home screen which consists of a main menu on the left, and a center assortment of items which you can click or tap to get started.

Default home screen
Default home screen

The available items in your home screen will be different depending on your licensed Seat type. For example, if you are logged in as a Dundas BI Standard user, you won't see certain items such as Connect to data.

Note
You can change your home screen by editing your profile, or change the home screen for all users by modifying the relative path in the configuration settings.

2. Main menu

On the left side of the home screen, you'll find the main menu of Dundas BI which lets you switch projects, create new items, open existing work, edit your user profile, or access administrative functions.

Main menu
Main menu

3. Default home screen

From the default home screen, one of the first things you'll probably want to do is connect to some data. If you have a data source in mind and know the credentials needed to connect to it, click the Connect to data item. This will open a New Data Connector dialog which lets you enter the details needed to connect to a specific data source.

Connect to data item
Connect to data item

Perhaps your instance of Dundas BI already has data that you can use. For example, your administrator may have set up data connectors for some data sources already. In this case, click or tap Explore data to begin viewing the existing data on a dashboard.

4. Customize the home screen

Once you've started to create content such as data connectors and dashboards with Dundas BI, you have the option of customizing the home screen with items corresponding to your content. You can think of these items as tiles or shortcuts to your content which you can arrange as desired on the home screen.

To start, click Customize Home from the default home screen.

Customize Home item
Customize Home item

A different version of the home screen appears with a toolbar at the top and a set of items (tiles) corresponding to content you've already created.

Click Customize from the toolbar to begin customizing this home screen.

Customizing the home screen
Customizing the home screen

While you're in customization mode, the Customize button appears shaded in color. Once you're done with all of the customizations, click this button again to exit customization mode.

Home screen is in customization mode
Home screen is in customization mode

4.1. Reorder items

To change the order of an item, drag the item and drop it over a second item while in customization mode. Your item will be positioned in front of the second item.

Reordering items
Reordering items

4.2. Add an item

To add an item to your home screen, click Add Item while in customization mode.

Adding an item
Adding an item

In the Open File dialog, select an item to add to your home screen, and then click Submit.

Open File dialog
Open File dialog

4.3. Remove a single item

While in customization mode, you can remove an item by clicking the (X) in the top-right corner. This doesn't delete the item, it just removes it from the home screen. You can add it back using Add Item.

Removing an item
Removing an item

4.4. Remove all items

If you find that your home screen has too many items (tiles) to start with, you can clear out all of the items first by clicking Remove All Items from the toolbar.

4.5. Navigate to the default home screen

If you want to navigate to the default home screen, there is a specific URL you can go to. For example:

  • http://myserver/Home/HomeNoContent/

4.6. Reset the home screen

If you want to discard the customizations you've made to your home screen, click Reset All Customization from the toolbar. This will reset all the customizations and return you to the default home screen.

Reset home screen customizations
Reset home screen customizations

5. Recently viewed items

At the bottom of the home screen, the Recently Viewed panel lets you quickly access dashboards and other items which you've recently edited or viewed. You can expand or collapse this panel using the button in the top right corner.

Recently viewed items
Recently viewed items

6. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri