Overview
The Analytic Dashboard Designer toolbar offers powerful options for working with designs and is where primary tools are made available.
The toolbar contains both standard options (always visible) and item-specific options, visible when working with the item. While item specific options will be discussed in context, below is a list of standard toolbar options.
Field Descriptions
Below is a list of standard applet fields/buttons/elements used in the Analytic Dashboard Designer.
Menu Options
| • | File/Help - Lists standard InFocus File and Help options |
Toolbar Options
Pinned Options
| • | Save - Saves the loaded dashboard |
| • | Undo - Reverses edits made |
| • | Redo - Add back Undone changes |
| • | Update - Updates the dashboard with the latest modifications. This could be used if two users were working on the same dashboard design. |
Home Tab
| • | New - Click to create a new dashboard |
| • | Open - Opens an existing dashboard |
| • | Save - Saves the loaded dashboard |
| • | Undo - Reverses edits made |
| • | Redo - Adds back Undone changes |
| • | Inserts Section - Dashboard Items used in designing an Analytic Dashboard. Supported items are as follows: |
| o | Filter Elements (e.g. Combo Box, List Box, Tree View) |
| • | Item Section - Hidden until an Item (listed above) is inserted. Available options include |
| o | Duplicate - Duplicates the highlighted item on the dashboard |
| o | Delete - Deletes the highlighted item |
| o | Convert To - Used for converting one item to another (e.g. convert a Grid to a Chart). |
| o | Remove Data Items - Removes Data Items from the dashboard |
| o | Edit Rules - Launches dialogue to work with conditional format rules added to the dashboard item |
| • | Dashboard Section - Settings global to the loaded dashboard |
| o | Title - Click to configure dashboard title options |
| o | Currency - Configure currency options |
| o | Edit Colors - Edit global dashboard colors |
| o | Parameters - Used to managed dashboard parameters |
| o | Automatic Updates - Click to enable automatic updates for the dashboard |
| o | Update - Use to manual update the dashboard. Disabled when using Automatic Updates. |
| o | Add Variable Parameters - Add additional dashboard parameters |
Data Source Tab
| • | Add InFocus Data Source - Click to add an InFocus data source |
| • | Add External Data Source - Click to add an external data source- configured in Global Settings (AD>Global Settings>External Data Sources) |
| • | Add Custom Data Source - Click to add a custom data source (e.g. Excel, CSV, etc.) |
| • | Edit Connection - Use to edit the currently loaded data source connection information |
| • | Rename - Renames the loaded data source |
| • | Delete - Removes the loaded data source |
| • | Server Mode - Enables server mode. In short, when enabled, data related operations (e.g. grouping, filtering, etc.) are performed on the server. Alternatively, when not enabled, processing is done client side in-memory. Generally, Server Mode only supports SQL Data Sources and may or may not impact performance. |
| • | Add Calculated Field - Launches the Expression editor for creating calculated fields. |
| • | Add Analytic Model - Click to add Analytic Models to the Query dropdown. Multiple data sources are supported. |
| • | Add Query - Launches the Query Editor for developing queries from the designer |
| • | Edit - Edits the currently loaded query (Analytic Model) |
| • | Rename - Renames the currently loaded query |
| • | Filter - Edits the currently loaded query filter |
| • | Delete - Deletes the currently loaded query from the data source |
| • | Model Info - Displays Field/List Descriptions for the loaded Analytic Model. Note, descriptions for the model are entered for each model via UT>Dashboard Queries Manager. |
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