Working with projects
All of the work that you do in Dundas BI occurs within the context of a current or active project, which allows users to collaborate on the same dashboard or BI effort.
2. Built-in projects
2.1. Global project
Dundas BI includes a built-in project named <GLOBAL>. You generally use this project to store items such as static images, maps, diagrams, styles, and themes. Putting these items in the global project centralizes them and makes it easy to share them with other users across projects.
2.2. My project
Every user in Dundas BI also gets a personal project named My Project. This is the current project when you first log in to Dundas BI. You are free to use My Project as your own workspace to create dashboards and other items for prototyping or quick analysis. But for actual production work, you'll probably want to use other projects that have been created specifically for that purpose.
By default, no one else has access to your personal project. However, you can use the Share option in the Dundas BI toolbar to give other users the ability to view a dashboard or report from your personal project. The permissions on the project can also be changed to grant other users or groups access.
3. Switch to another project
To change the current project in Dundas BI, go to the main menu, click Projects, and then click the project you want from the toolbar.
4. Shared folders
When you install Dundas BI, a set of built-in maps, styles, and themes are included as part of the global project. You can access these built-in items by switching to the global project or by navigating into Shared folders which can be thought of as shortcuts to the global project.
For example, every project other than <GLOBAL> has a Shared folder under Maps, which is a shortcut to the corresponding Maps folder in the global project. There are also shared folders for other types of project items including data connectors, data cubes, dashboards, images, styles, and themes. So you don't actually need to switch to the global project to access these shared items.
Dundas BI administrators have the ability to create new projects and configure permissions so that only certain users or groups have access to them. For example, you can have a project that is reserved for the Human Resources department only.
In general, you will want to set up new projects for collaboration or production efforts rather than use the global or personal projects.
You can add a new project or manage existing projects from the Admin screen.
Or, click Add New from the Projects toolbar to create a new project.
In the Create a New Project dialog, type a name for the new project.
Select the Active Project option if you want the new project to be set as the active/current project after it has been created.
6. Duplicate an existing project
Right-click (or long-tap) on the active project in the Explore window to access a number of different options. For non-personal projects, you'll see the Duplicate Project option which lets you make a copy or clone of the active project (and save it under a new name).
You'll be asked to enter a new name for the copy.
After the duplication, go to the Projects toolbar to switch to the copied project.
Publishing lets you copy the contents of a source project or files (such as dashboards or data cubes) to a target project, with the option to also copy referenced files so that dependencies are maintained.
For example, you can set up a source project for testing, staging, or development work. Once you are happy with the resulting dashboards, you can publish them to a production project. Publishing allows you to use a single Dundas BI instance for both testing/development and production purposes.
To publish a project or a file, go to the Explore window.
Right-click (or long-tap) on the project/file. From the menu, select Publish (files must be checked in to see this option).
If you have multiple files within a project that you want to publish without publishing the entire project, first click the button in the toolbar to enable checkboxes.
Select the files using the checkboxes, then choose the Publish button in the toolbar.
In the Publish dialog, click to select a project where the files should be published.
To access any of the following options, expand the Options section and enable them:
- Ignore/suppress warning messages.
- Copy any referenced/dependent items from the source project.
- Copy the data from Data Input transforms.
- Copy the data from contextual measures.
- Copy any data files, such as Excel or CSV, which have been uploaded as a data connector.
- Copy the data cube's storage type (you will be asked whether to build the cube after publishing).
Click the submit button at the bottom of the dialog to begin publishing.
7.1. Publish an item to a project that contains an item with the same name
When you are publishing an item to another project for the first time, the item is copied with the same name. If a file with the same name already exists, the published file will get a name with the suffix 1, or will increment by one if the name ends in a number.
Publishing creates a relationship between the source and published files. When you publish the same file to the same project more than once, the previously published file will be overwritten by the new version.