Using the home screen
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.
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.
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.
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.
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.
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.
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.
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.
4.2. Add an item
To add an item to your home screen, click Add Item while in customization mode.
In the Open File dialog, select an item to add to your home screen, and then click Submit.
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.
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:
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.
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.