The Dundas BI dashboard editor is displayed when you create a new dashboard from the main menu or from the home screen. The editors for reports and scorecards include the same features plus some additional elements specific to those views.
Elements of the editor include the toolbar at the top, a status bar along the bottom, and the actual design surface with horizontal and vertical rulers. The white, rectangular portion of the design surface represents your dashboard and is generally referred to as the canvas.
You design dashboards and other views simply by dragging items from the Explore window on the right, and placing them on the canvas. For example, drag a metric set to the canvas and it will automatically appear as a chart or other type of visualization showing actual data values. Or, add a label component to the canvas and use the Properties window to change its font size and color.
Related video: Creating and Viewing Dashboards
Here's a quick tour of the main elements of the user interface (UI) for editing views.
The toolbar at the top of the screen lets you perform a wide range of design functions. You can copy and paste items from the clipboard, add different types of content to the canvas, or apply a style or theme. Essential operations such as switching to View mode are always visible in the toolbar while the remaining buttons may be scrolled left or right depending on the available space.
Certain operations appear or disappear from the toolbar according to the current selection. For example, if you select a data visualization on the canvas, you'll see a set of toolbar buttons on the right with a blue edge on top. These buttons correspond to operations that apply to the selected data visualization, such as Re-Visualize.
The status bar (also known as a taskbar) displays the name of the current dashboard or view, and lets you rename it as well. Next to the name is a message area that informs you whenever your editing has been auto-saved. Further to the right, you'll find a set of controls for adjusting the zoom level and snap-to-grid options for the canvas.
See Using the status bar to learn more.
The horizontal and vertical rulers which are attached to the design surface help you to size and position elements on the canvas. The default units are pixels (px), with the top-left corner of the canvas corresponding to the position (x=0, y=0). The rulers also track the location of your mouse pointer as you move it across the design surface.
To switch the rulers to percent units, click px. In this mode, the bottom-right corner of the canvas corresponds to the position (x=100%, y=100%).
The canvas is the rectangular portion of the design surface that corresponds to the dashboard (or other view) that you are editing. When you click outside of any content, the toolbar presents options that are applicable to the view itself and the Properties window displays its properties such as Re-Size Mode and Height.
As you drag content around the canvas, a snap grid appears along with dotted lines that make it easy to align it with other elements on the dashboard.
Right-click (or long-tap) over an element on the canvas to open a context menu which gives you convenient access to many of the same functions available from the toolbar.
A set of tabbed windows are docked along the bottom and right sides of the editor. By default, the windows docked on the bottom are collapsed (e.g., the Parameters window), while the ones docked on the right are expanded (e.g., the Explore window). To learn how to work with and arrange these windows, see Using dockable windows in the dashboard designer.
All of the work that you do in Dundas BI occurs within the context of a current project, which allows users to collaborate on the same dashboard or BI effort. The Explore window lets you navigate this current project, which appears as a collection of folders containing files such as data connectors, metric sets, and dashboards. Almost anything can be dragged directly onto the canvas to add it to your view, including all types of data, metric sets, maps, themes, and even other dashboards or views.
Using the Explore window, you can easily switch between different kinds of tasks, from editing dashboards to creating data cubes and more. For example, right-click (or long-tap) on the Metric Sets folder and select New Metric Set to edit a metric set full-screen. Or, click New Folder to create a sub-folder to better organize your project items.
Enter search terms in the Explore search box to quickly find the files you want.
The toolbar at the top of the Explore window lets you enable checkboxes on project items and apply operations such as check in and check out on multiple files at once. The Explore toolbar is also responsive to the current selection in the treeview and presents similar options to that of the context menu.
Layers give you a way to organize elements on your dashboard as a collective unit, which you can then show or hide either when editing or set up to be shown or hidden while viewing. One reason for separating elements into different layers is when you have a complex dashboard with overlapping elements. As you're designing, you can hide layers that are completed and show just the layers you are actively working on. Layers can also be locked to prevent accidental modification (e.g., moving a chart out of position by mistake).
The Layers window lets you choose the active layer, add new layers, and show or hide each layer independently. See Layers and groups to learn more.
The Properties window lets you view and change the properties of a selected element on the design surface. Elements can include components such as labels and images, filters, and data visualizations. If no element is selected (e.g., you clicked on the canvas outside of any content), the Properties window shows the properties of the dashboard (or other view) that you are editing. Any changes that you make in the Properties window are reflected right away on the canvas.
With respect to data visualizations, you use the Properties window primarily for data presentation. For example, you can change the appearance of text displayed by a chart, or add color rules to assign colors based on data point values.
The Properties window also gives you access to the actions supported by that element, allowing you to add actions to customize behavior when an event occurs while viewing. See Using interactions for more.
Parameters connect filters to the metric sets and data visualizations being filtered. Click the Parameters tab to view and manage the parameters that are defined for your dashboard.
Visualizations can also act as filters, so that you can click on data to filter, drill down, navigate to details and more. See Using interactions for the types of interactions that are available.
The Brush View Parameter that appears by default in the Parameters panel is used for data brushing, which is a built-in feature that allows you to select data in one visualization and have it automatically selected in another. The brush view parameter facilitates communication between different data visualizations on the dashboard, indicating the data item based on its measure and hierarchy values, and highlighting all the matching data items.
You can open the Properties panel for the dashboard to change the view parameter used for data brushing or disable automatic brushing.
With automatic brushing disabled, you can set up your own custom brushing or selection behavior by setting up a filter interaction with the Brush View Parameter as the target parameter.
Select a data visualization on the canvas, and then click the Data Preview tab to see the underlying data values displayed in a table. Note that the displayed preview may differ from the resulting data visualization and will not reflect changes that will be introduced using scripts.
Hover over a table cell in the Data Preview window to see the corresponding data point in the chart highlighted. This is an example of the automatic data brushing in Dundas BI.
The Data Preview window also lets you view performance measurements and warning messages related to data retrieval for the selected data visualization on the canvas.
3. Data Analysis Panel
For every data visualization, there is a corresponding metric set that encapsulates the data that is being visualized, and settings that determine what each part of the data is used for by the current visualization.
Modifying all data-related settings is done using the Data Analysis Panel. Contrast this with the Properties window, which you use for customizing the specific visualization such as its appearance, animation, and interactivity.
If the metric set is checked out to you, you can directly add or remove measures and hierarchies from the Data Analysis Panel. Use the buttons at the top of the Data Analysis Panel to make other changes to the metric set (including overrides) or the visualization.
See Setting up the Visualization for more details on using the Data Analysis Panel.
4. See also
- Video: Creating and Viewing Dashboards
- Using the home screen
- Working with projects
- Using the status bar
- Edit versus View mode and Sandbox View
- Using dockable windows in the dashboard designer
- Using a template grid for resizing
- Using interactions
- Script Library
- List of keyboard shortcuts