Documentation

Create & View Content

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

The Dundas BI status bar that appears at the bottom of dashboard and other views contains several features helpful for editing.

Personalization is a feature in which view settings such as the state of filters are automatically saved and recalled when users other than administrators view dashboards, reports, or scorecards.

Layers and groups give you a way to organize elements on your dashboard, report or other view as a collective unit. You can then show or hide them either when editing or when viewing.

Styles and themes give you an easy way to save the appearance settings for components and data visualizations, and then apply the saved settings to other content.

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

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.

This article shows you how to design dashboards that can resize and better adapt to different viewer display choices and resolutions.

This article shows you how to add an image to a dashboard using simple drag-and-drop operations.

This article shows you how to use a view container component to embed another dashboard, report, or scorecard within your current view.

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

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

How to enable and use responsive dashboard mode.

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

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

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 use the Dundas BI Report Designer to create a basic inventory 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.

A collection of design tips and brief how-tos for designing reports and scorecards in Dundas BI.

This article shows you how to display alternating row colors in a scorecard or report.

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