Documentation

Design & View

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

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.

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 describes the purpose of the slicers, columns, rows, and measures fields of the Data Analysis Panel.

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

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

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.

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.

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

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

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

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

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

Learn how to use the script editor when editing dashboards and other views to provide custom functionality.

How to enable and use responsive dashboard mode.

How to use a custom total calculation in measure subtotal or total

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.

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