Edit versus view mode and sandbox view

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1. Overview

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.

View and Sandbox View options in the toolbar
View and Sandbox View options in the toolbar

Related video: Dashboard Modes

2. Editing versus viewing

In Dundas BI, there is not much difference between editing and viewing except how mouse operations are interpreted.

In Edit mode, you can use your mouse (or touchscreen) to select content on the canvas, move it around, and resize it.

In View mode, visualizations and other content respond to mouse and touch interactions directly. This allows for you to view tooltips, click data to trigger a filter interaction that was set up, access the context menu to perform drilling down, interact with filter controls, etc. Additionally, reports and scorecards only execute and show repeated content while in View mode.

Important
Any changes you make in View mode (such as drilling down, re-visualizing, or executing a script) will persist if you switch directly back to Edit mode and the item is checked out to you. To test changes made when viewing while ensuring they won't be saved with the item, try the Sandbox View option instead.

3. Sandbox view

The Sandbox View option displays your current dashboard (or report, etc.) in a new browser window or tab without any toolbars or docked panels, so that you won't mistakenly switch back to editing after making changes.

In most cases, changes that you make in the Sandbox View are not persisted/saved. The exception is when you are working with a checked-out metric set and make a change to it directly by changing how it selects data, for example by sorting using the context menu. A metric set encapsulates the data in a visualization and how it is selected. Changes to a checked-out metric set happen immediately, and are separate from changes to a dashboard and its view and edit modes.

If you want to make sure all changes are not saved during viewing, you can check in the metric sets you are using beforehand, and use the Sandbox View option.

4. See also

 

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