Documentation

Design & View

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

The Dundas BI status bar appears at the bottom of the designer screens for dashboards and other items including data cubes and metric sets.

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

This article describes the purpose of slicers, columns, rows, and measures in the data analysis panel.

This article shows you how to exclude select data points from the visualization without introducing filters and parameters.

A note (or annotation) is a comment that is attached to a data point and displayed on a data visualization.

A data annotation (measure correction) is a change to a measure value in a metric set, which is then also marked with a comment in visualizations like a regular note or annotation.

Notifications offer a way to send email reminders or alerts to users on a periodic schedule or under certain data conditions.

In View mode, you can share your dashboard as a URL link or export it to other formats such as CSV, Excel, Image, PDF, and PowerPoint.

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.

This walkthrough shows you how to create a basic help overlay for a dashboard. A help overlay is information about a dashboard that is displayed when the user hovers over or clicks on a help button.

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

How to enable and use responsive dashboard mode.

This walkthrough shows you how to add a period over period (or date offset) comparison to your dashboard.

How to use a custom total calculation in measure subtotals or totals.

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.

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

This walkthrough shows you how to connect to OLAP data (SQL Server Analysis Services), view the data on a dashboard, and apply formulas to data.

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

The dashboard designer canvas supports a number of keyboard shortcuts for basic design tasks such as cut/copy/paste, undo/redo, and more.

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