Using the home screen

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1. Overview

The Dundas BI home screen appears by default whenever you log in. This is the launching point for all of the things you can do in Dundas BI, which consists of a main menu on the left, followed by an assortment of items that you can click or tap to get started.

Note
You can change your home screen by editing your profile, or change the home screen for all users by modifying the relative path in the configuration settings.

2. Main menu

On the left side of the screen, you will find the main menu of Dundas BI, which lets you switch projects, create new items, open existing work, edit your user profile, or access administrative functions. This menu will remain even after you leave the home screen.

Main menu
Main menu

3. Default home screen

The available items in your home screen will be different depending on your licensed Seat type and the existing views you can access. For example, when accessing an empty instance (where nothing has been created yet), you will see an assortment of action tiles.

Default home screen
Default home screen

From the default home screen, one of the first things you will probably want to do is explore data. Click the Explore Data tile or button, and it will open either the Metric Set Designer for power users or the Dashboard Designer for standard users.

As soon as there are views you can access, such as dashboards or reports (this includes the Getting Started with Dundas BI project), tiles will present the available views. The action options will still be available on the left.

Default home screen
Default home screen

The tiles on the home screen are organized by folder. As you scroll through, the toolbar breadcrumbs reflect the path for the folder being viewed. Click a folder in the path to scroll up to it or the closest folder containing views.

3.1. Thumbnails

Initially the view tiles will be blue and simply present the name of the view; however, when the view is checked in, a thumbnail of the view is generated and shown on the corresponding tile.

Note
Aside from the automatic behavior that generates a thumbnail when you check in the view, you can re-generate all the thumbnails using the dt command line tool or during an upgrade using the deployment application.

3.2. List mode

You can change from the default tile mode to a list mode for presenting the available view. When shown as a list, each row will include the Created by, Created date, and Modified date information for the particular view.

Press the list and tile icons at the top right to switch between the two modes.

Switch to list mode
Switch to list mode

3.3. Search and filter

By default, the home screen shows all of the views accessible for the user. To limit the views to a specific project, click the Projects element at the top right of the home screen and select the project.

Specify a project
Specify a project

Note
This Project filter only filters the views shown on the home screen. To change your active project, in which new views will be created, click the Projects icon on the main menu.

You can further limit the views shown using the search field on the left side of the toolbar.

Search the available views
Search the available views

4. Customize the home screen

If you want to pin some views to the top (in a Favorites group), you can simply hover over the view and click the heart icon in the top left corner.

Favorite a view
Favorite a view

You can further customize the home screen with your select items by clicking Customize Home.

Customize Home
Customize Home

Click the X in the top left corner of a view to remove it from the home screen. Removed views are added to a Hidden group, which can only be seen while customizing the home screen.

Hide views
Hide views

As before, you can click the heart icon to add a view to your favorites.

Click Finish customize when you are done with your changes.

Tip
You can remove a view from the home screen of all users by adding the tag HideFromHome to the view properties.

4.1. Show no content on the home screen

If you want to navigate to the home screen and show no views, you can use a specific URL. Simply append /HomeNoContent to your Home URL, for example:

  • http://myserver/Home/HomeNoContent/

4.2. Set default view

As an alternative to customizing the tiles/items shown on the home page, you can choose not to show the home page and indicate a view as your landing page.

Click Set Default View on the toolbar and follow the instructions in the article Edit your profile and change your password.

5. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri