Using the token designer
Tokens are used in Dundas BI to provide options for setting filters besides choosing specific data source values.
On a dashboard, you can access a filter's token menu and select options such as All or Null. For time dimension filters, additional tokens let you select relative date values such as Today, Current week, or Year to date.
Dundas BI administrators and Tenant administrators, when they have the Create Token privilege, can modify the built-in tokens included with the application or create new tokens for other users to use.
2. Token types
|Attribute||Tokens based on the log-in credentials||Current Account Name, Current Session ID|
|Basic||Basic tokens||All, Default, Null|
|Named Set||A token defined on a specific dimension hierarchy||USA, Canada, Paris|
|Relative Time||Time based parameter token definition||Current Week, Last 30 days, Beginning of Today|
|Script||A token defined using DundasScript, allowing unlimited flexibility||return TimeZoneInfo.ConvertTimeFromUtc(DateTime.UtcNow, currentSession.TimeZone);|
You can create custom Named Set, Relative Time, or Script tokens, while Attribute and Basic tokens are defined by the system but have options that can be set.
To create and manage tokens as an administrator, click the Tokens button in the Administration's Setup area.
Creating tokens as an administrator is the same as for other users except that you can create script and relative time tokens from this screen. You can also create and manage tokens for other users of the system.
Administrators can access additional options for tokens:
- Symbol: Optionally set a symbol to use when including this token as part of a URL query string.
- Token Association: When creating a token as an administrator, this will be Global by default and available for all users. If you want to have a tenant-specific or account/group-specific token, select the desired token association from the dropdown list, and then choose the tenant or account.
See Creating custom tokens for details on creating each type of token.
4. Rename or localize a token
You can specify different captions for a token to be displayed depending on the language/culture of the user who is logged in. This applies to all types of tokens, including the system-defined attribute and basic tokens.
Locate the token from the list in the Tokens setup screen and click the Edit action button.
Click the caption link at the top of the edit dialog.
To rename the token for all users, change the text under Default; otherwise, click Add localized caption.
For a localized caption, enter the language code in the Culture field, and fill in the Caption field.
5. See also
- Administration overview
- Creating custom tokens
- Localization and multi-language support