Using the home screen

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1. Overview

The Dundas BI home screen normally appears when you log in. This is the launching point for all of the things you can do in Dundas BI, which consists of a main menu on the left, followed by an assortment of items that you can click or tap to get started.

Tip
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 screen, you will find the main menu of Dundas BI, which lets you switch projects, create new items, open existing work, edit your user profile, and other main application functions. This menu is always available, even after you leave the home screen.

Main menu
Main menu

One project is used at a time when creating and opening items in the main menu and when editing.

To switch the current project at any time in Dundas BI, use the Projects option in the main menu.

Changing the current project
Changing the current project

The search box at the top allows you to search through all the file types you can open from the main menu wherever they are in the application, including all projects. Hover over a search result to see its location.

Searching through all projects
Searching through all projects

3. Default home screen

The available items in your home screen will be different depending on your seat type and the existing views you can access. For example, when accessing an empty instance (where nothing has been created yet), you will see an assortment of action tiles.

As soon as there are views you can access, such as dashboards or reports (including the Getting Started with Dundas BI project), they will be listed as tiles with thumbnail preview images. The action options will still be available on the left.

Default home screen
Default home screen

To create your own analysis, choose Explore Data to open either a new full-screen Metric Set (for power users) or a new Dashboard (for standard users).

The tiles for existing views on the home screen are organized by folder. As you scroll through, the breadcrumbs displayed above reflect the path for the folder being viewed. Click a folder in the path to scroll back to the top of that section.

3.1. Thumbnails

If you created a view that has never been checked in, it may appear as solid blue with an icon. Once the view is checked in so that other users can see it, a thumbnail of the view is generated and shown on the corresponding tile.

3.2. List mode

You can switch between listing the views as tiles or as a detailed list using the icons at the top right.

Switch to list mode
Switch to list mode

When shown as a list, each row will include the Created by, Created date, and Modified date information for that view.

3.3. Search and filter

The home screen initially shows all of the views you can access. To filter the home screen to a specific project, click Projects at the top right of the home screen and select a project.

Specify a project
Specify a project

Note
This option only filters the home screen. Use the main menu to switch the project where new items are saved.

You can further limit the views shown using the search field on the left side of the toolbar.

Search the available views
Search the available views

4. Customize the home screen

If you want to pin some views to the top (in a Favorites group), you can hover over the view and click the heart icon in the top left corner.

Favorite a view
Favorite a view

You can further customize the home screen by clicking Customize Home on the left.

Customize Home
Customize Home

Click the X next to an item to remove it from the home screen. Removed views are added to a Hidden group listed only when customizing the home screen, where you can click its Restore icon to un-hide it.

Hide views
Hide views

Click a heart icon to add or remove a view to or from your favorites.

Click Finish Customizing on the left when you are done with your changes.

Tip
You can remove a view from the home screen of all users by adding the tag HideFromHome to the file's properties.

4.1. Show no content on the home screen

If you want to navigate to the version of the home screen that does not list any views, you can use a specific URL, appending /HomeNoContent to your Home URL. For example:

  • http://myserver/Home/HomeNoContent/

Default home screen with no content
Default home screen with no content

4.2. Set default view

As an alternative to customizing the tiles/items shown on the home page, you can choose not to show the home page and indicate a certain view such as a dashboard as your landing page.

Click Set Default View on the toolbar and follow the instructions in the article Edit your profile and change your password.

5. 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