Documentation

Introduction to the main elements of the user interface (UI) for editing dashboards and other views.

Personalization is a feature in which view settings such as the state of filters and parameters are automatically saved and recalled for each non-administrator user viewing a dashboard, report, or another view.

Edit, View, and Sandbox View are the options you see in the toolbar of a dashboard, report, or other type of view in Dundas BI, depending on which mode you are currently in.

Styles and themes give you an easy way to apply predefined settings to your visualizations or elements to give them a consistent style or to reuse previous settings.

Layers and groups provide ways to manage and organize elements on your dashboard, report or other view, and to make changes to multiple elements at once.

This article shows you how dashboards can adapt to different screen sizes, and how to add a template grid that can help with its design.

This article shows you how to add your own images to Dundas BI using simple drag-and-drop operations.

This article shows you how you can drag other dashboards, reports, and other views onto your canvas.

You can embed dashboards and other views inside another view, and also filter them from the top level.

How to enable and use responsive dashboard mode.

A collection of design tips and miscellaneous how-tos for designing dashboards, reports, and other views in Dundas BI.

Use a dashboard template to define a common base or starting point from which to design dashboards.

Use the Menu component to easily add a menu of navigation options, submenus, and more to your dashboard or view.

Use the Tile Navigation component to give users a way to navigate to recently viewed, folder, or project items.

Some application functionality available for viewers, such as the ability to use the context menu, can be disabled on the view or visualization level.

A slideshow lets you display multiple dashboards and other views in sequence automatically.

This article introduces the concepts behind reports in Dundas BI, which are one type of view you can create.

This walkthrough shows you how to design a pixel-perfect multi-page report with two levels of grouping or repetition.

This walkthrough shows you how to use scorecards in Dundas BI to create a customized table, with complete control over layout and support for any visualization in its rows.

Small multiples (also called trellis charts) produce a series of visualizations displaying the same data but with one variable changed each time.