Edit your profile and change your password

1. Overview

The My Profile dialog lets you view your account details, choose what you see when you log on, change your password and more.

From the main menu on the left, click Profile to view and edit things associated with your Dundas BI account. Some of the things you can do from the My Profile dialog include:

• View information about your Dundas BI account.
• Set up a default view such as a favorite dashboard to appear each time you log in.
• Tell Dundas BI whether to use touch events.
• See a list of recently deleted files and recover them.
• View and manage any notifications you've created.
• Find your export history and download exported files.
• View a list of data cubes you have access to and their storage job status.
• Create and manage custom tokens to use when filtering data.

2. View account information

The My Profile dialog shows you the following read-only items of information related to your account in Dundas BI:

• Name – This is your username (i.e., the name you use to log in).
• Display Name – Usually your real name which shows up in different places in the user interface.
• Email – The email address associated with your account.
• Seat Kind – The type of license seat assigned to your account:
  • Standard user – You can create views such as dashboards, reports, scorecards, and slideshows.
    
  • Power user – You can create data connectors, hierarchies, time dimensions, metric sets, and views.
  • Developer – You can do everything a power user can do, plus create data cubes and cube perspectives.
• Culture – The name of the culture (e.g., en-US) associated with your account, if any.
• Time Zone – The time zone for the account.
• Group Membership – A list of groups that you belong to.

3. Set the default view

The Default View option lets you decide what to show whenever you log in. By default, this option is set to Home, which means show the home screen.

Alternatively, you can set the default view to Other, and then select a specific view (dashboard, report, or scorecard) to display instead.

4. Use touch events

The Use Touch Events checkbox allows you to force Dundas BI to use (or not use) touch events. For example, you can enable this option if you have a device that supports both touch and click events (such as a touchscreen laptop).

5. Recycle bin

If you deleted an item by accident, or changed your mind, click Recycle bin to find the list of recently-deleted files and folders. You can either restore or permanently delete each item.

Recycled items will be permanently deleted automatically after a set amount of time, which is configurable by your administrator.

6. Manage notifications

Notifications offer a way to send emails or other alerts on a periodic schedule or if data meets certain conditions, and deliver an image or data export from the dashboard, report, or other view it was created from.

Click Notifications to view a list of notifications you've created, with options to enable/disable, run, edit, and delete them.

7. Manage exports

Click Exports to view the list of export files you generated from the Share menu of a dashboard, report, or other view.

Click Download next to an export in the export history list to download the file, or expand the Queued Exports section to see the progress of longer-running exports currently in progress and for the ability to cancel them.

8. Data cube status

You can view details about data cubes you have access to, including their build status for data cubes using warehouse or in-memory storage options (as indicated by their icons).

Click Data cubes to open the Data Cubes dialog. You can view and filter by their project, storage type, and build status, listing each storage job's Schedule, Job Status, Last Run Date, and Last Run Result.

You can also right-click a data cube and choose References. This is a shortcut to the same References dialog available from the file properties, allowing you see data cubes and other files that refer to or are referenced by this data cube.

9. Manage tokens

Filters provide a menu of tokens you can choose for more options besides specific data source values, such as tokens that change over time like Year to date. You can also create your own to use when filtering data in addition to the built-in tokens.

Click Tokens in your profile to manage the custom tokens associated with your account and to create some types of custom tokens.

10. Clear personalization

Click Clear personalization to clear customizations you've made such as filtering applied to dashboards, reports, and other views, and the arrangement of dockable windows when editing.

See the article Using personalization for details on personalization when viewing.

11. Change your password

To change your password in Dundas BI, go to the My Profile dialog, scroll down if needed, and then click Change password.

Type your old password, type your new password twice, and then click Submit (checkmark).

12. Product version and other information

Scroll all the way down to find the More about this product link. Click to view information about the instance of Dundas BI that you are using in a new browser window or tab. Administrator users will also see detailed version and license information.

13. See also

• Using the home screen
• Understanding the Dundas BI data model
• Share or export your work
• Notifications (alerts)
• Using personalization
• Creating custom tokens
• Accounts