Dashboards

Dashboards are contained in Dashboard Groups made up of Components, Data Adapters, potentially Parameters, and Files.  All these objects are managed and shared across Maintenance Units which are then assigned to Dashboard Profiles.

Dashboard Toolbar

Create Group

Use this to create Dashboard Groups which is where all Dashboards are organized. 

Create Profile

Use this to create a Dashboard Profile which is where all Dashboard Groups are organized.

Manage Profile Members

Use this to assign Dashboard Groups to Dashboard Profiles.

Create Workspace
Use this to create a workspace. Workspaces store maintenance units and facilitate community development by providing an isolated environment for developers to segregate and organize dashboard objects. See Workspaces

Create Maintenance Unit

All Dashboards and their corresponding Components, Data Adapters, Parameters, and Files are kept in a Maintenance Unit. 

Create Dashboard

Use this to create a Dashboard. 

NOTE: A Maintenance Unit and a Dashboard Group need to be created first for this icon to be available.

Create Cube View

Use this to create a cube view.

Create Dashboard Component

Use this to create a Component to assign to a Dashboard.

Create Data Adapter

Use this to create a Data Adapter to assign to a Component.

Create Parameter

Use this to create a Parameter to use in a Dashboard or cube view.

Create File

Use this to store files to be used in a Dashboard.

Create String

Used with XFString functionality and displayed as a caption in a cube view.

 

Create Assembly

Use this to create an assembly.

Delete Selected Item

This allows the deletion of a single child item (e.g., Data Adapter or Component) within a Maintenance Unit, or the deletion of an entire Maintenance Unit including all child items.

Rename Select Item

Use this to rename the selected item.

Cancel All Changes Since Last Save

Use this to cancel any changes made to items since the last save.

Save

Use this to save all changes.

Copy Selected Dashboards, Components, Adapters, Parameters, Files, and Strings

Use this to create copy of the selected Dashboards, Components, Adapters, Parameters, Files, and Strings within or across Maintenance Units.

Multiple items can be selected all at once using Shift+click or Ctrl+click. Items can be copied and pasted multiple times and each time the item is pasted a suffix of _Copy will be added. For every additional instance of the Dashboard item that is pasted a suffix of _Copy (instance#) will be added.

NOTE: Users can Copy using right-click on the Dashboard Item or toolbar menu Copy button.

Paste Selected Dashboards, Components, Adapters, Parameters, Files, and Strings

Use this to paste copies of selected Dashboards, Components, Adapters, Parameters, Files, and Strings within or across Maintenance Units.

Items can be pasted multiple times and each time the item is pasted a suffix of _Copy will be added. For every additional instance of the Dashboard item that is pasted a suffix of _Copy (instance#) will be added.

NOTE: Users can Paste using right-click on the Dashboard Item or toolbar menu Paste button.

Search

Use this to open the Search Workspace Object dialog box and search for an object.

Add Dashboard Component

Use this to add a new dashboard component.

Move Up/Down

Use these to move components up or down in a list.

Remove Selected Dashboard Component

Use this to remove a dashboard component.

Open Data Explorer

Use this to open the Data Explorer dialog box

View Dashboard

Use this to run a Dashboard from the Application Tab.

View Dashboard in Design Mode

Select a Dashboard and click the black arrow in order to Set Selected Dashboard as Default. Click the icon to launch the default Dashboard in design mode. The Dashboard must be set as the default prior to viewing it in design mode. Select Clear Default Dashboard in order to remove the current saved Dashboard from the default state.  See Dashboard Design Mode in Presenting Data With Extensible Documents for more details on this feature.

Show Objects that Reference the Selected Item

Use this to see other areas where the selected item is being used. For example, you can see where a parameter is being used in an application and therefore know the impact when you want to make a change.

Object Lookup

See Object Lookup.

Navigate to Security

This icon appears in the Maintenance Group, Dashboard Group, and Profile Security properties and when clicked it navigates to the Security screen. This is an easy way to make changes to Security Users or Groups before assigning them to specific Maintenance Units, Groups, and Profiles.