Design Dashboards

Learn the basics of designing Dashboards.

Dashboard Data – from Underlying Query

The Dashboard data is derived from the underlying Query.

• Create a new Report Object or open an existing Report Object to build your Dashboard.

See also: Dashboard Add Additional Data Sources

• Click on the Dashboard tab to start building your Dashboard.

Creating Dashboard Items

Bind Dashboard Items to Data in the Designer

• To bind items to data in the Dashboard Designer, use the Data Items pane.

This pane displays data sections of the selected dashboard item and can be used to add, rearrange and remove data items.

Specific data sections display options buttons for each data item. Use these buttons to invoke a dialog that allows you to customize the settings of this data item.

• To bind a dashboard item to data, select it and choose the required data member from the Data Source Pane and drop it onto the appropriate section in the Data Items pane.
• To choose data from an additional added data-source, select it from the dropdown box and the Data source Pane will be populated with its fields.

Calculated Fields

Add a calculated field

• To add a calculated field to the dashboard, right click in the field pane and select Add Calculated Field.

• Add an e expression.

Rename a calculated field

• Select the calculated field, right click and select Rename.

• Assign a new name.

Define field type

• Select the calculated field, right click and select Field Type.
• Select the field type.

Delete a calculated field

• Select the calculated field, right click and select Delete.

Hidden Data Items

The Hidden Data Items area was designed to allow data shaping operations by measures or dimensions that do not directly take part in the visual data representation.

Note! The Hidden Data Items area is divided into two sections: Dimensions and Measures.

Hidden dimensions appear in the Filter Editor dialog, allowing to create filter criteria based on their values.

Hidden measures appear in the Sort by sub-menu (to sort dimension values by them), and in the Top N Values dialog (to use them in Top N conditions).