This page covers:
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| viewingUsingDashboards |
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| viewingUsingDashboards |
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Viewing and using dashboards
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Things added to the dashboard in this way are known as dashboard elements. Dashboard elements are given short names which can then be used in expressions to refer to items selected in those Stream Views.
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| Field | Description |
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| Name | The name of the dashboard. |
| Open Maximised | If ticked, the dashboard opens fills the whole screen when it is opened. |
| Allow User to Resize | If ticked, the user can change the size of the dashboard while in app mode. All designers can still change |
| Show Toolbar | Show the toolbar on the dashboard. |
| Always On Top | Always keep the dashboard on top. |
| Keep Data | If ticked, the dashboard data is available and can be referenced even after the dashboard is closed. It can be used if the user wants to store global data available in the system. |
| Preload | If ticked, the system will preload the dashboard while loading, so when requested, the dashboard will open much faster. |
| Dashboard Elements |
| A list of the dashboard elements on this dashboard. |
Access Permissions |
| All Users Can View Data | If ticked, this specifies that all users can view this dashboard by default (provided they have the basic privilege to view dashboards). If this field is not checked, then access to the dashboard is controlled by dropping user groups in the the user group list. |
| User Groups |
| A list of the user groups which can view this dashboard. This tab is only shown if All Users Can View Data is not selected. |
| Description |
| Description | Description of the dashboard. |
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| Field | Description |
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| Name | Name of the dashboard element. |
| Name of target | Name of the view underlying this dashboard element. |
| Data Retrieval Options |
| Refresh If Not Active | If ticked, the dashboard will refresh even if not active (e.g. after the driving selection changes). Otherwise it will refresh as soon as it becomes active. |
| Use Custom Data Range | Ticking the field allows to choose the different data range than is selected on the original view. |
| Data Range | Range of Stream Sets which will be shown on the chart. The user can choose Latest Stream Set or All Stream Sets. |
| Use Custom Default Filter | If you tick the checkbox, you can choose a default filter. This will override the default filter set in the original view, if one has been set. |
| Default Filter | The default filter applies to this dashboard element. |
| Refresh When Dashboard Refreshes? | Select one of: - Always
- Never
- Always except on first load
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| Header Options |
| Display Export Button | Toggle the export button on the view in the dashboard |
| Display Filter Button | Toggle the filter button on the view in the dashboard |
| Display Paging Button | Toggle the paging button on the view in the dashboard |
| Display Refresh Button | Toggle the refresh button on the view in the dashboard |
| Display Sort Order Button | Toggle the sort order button on the view in the dashboard |
| Background Filter Rules |
| Evaluate These Filter Rules as an Or | Ticking this field means that the background filter rules will be combined as an "or" filter as opposed to an "and" filter |
| Background Filter Rules | A grid of background filter rules which are combined together (usually as an and conjunction) to create the background filter for the dashboard element |
| Background Filter Rules have the Following attributes: |
| Rule Expression | The Expression for this Filter rule, if it evaluates to true then the filter associated with this filter rule will be used |
| Filter | The Filter that will be used should the Rule Expression evaluate to true |
| Order | The order in which the filter rules for this dashboard element will be evaluated |
| Enabled | If not true, this filter will not be used |
| Stop If True | If true and the Rule Expression evaluates to true then any subsequent filter rules will not evaluated |
| Description | A Description of the filter rule |
Right-click on a dashboard to display the context menu for it.
| Menu option | Description |
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| Insert excerpt |
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| _layout_unlock |
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| _layout_unlock |
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| nopanel | true |
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| When a layout or dashboard is locked, unlock to make changes. |
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| _layout_lock |
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| _layout_lock |
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| nopanel | true |
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| Lock a layout or dashboard to display the data content. |
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| _context_parameters |
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| _context_parameters |
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| nopanel | true |
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| Open a window listing the context parameters |
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| _bar_vertical |
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| _bar_vertical |
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| nopanel | true |
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| Add a vertical bar to the current area. |
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| _bar_horizontal |
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| _bar_horizontal |
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| nopanel | true |
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| Add a horizontal bar to the current area. |
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| _form_add |
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| _form_add |
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| nopanel | true |
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| Create a new form in the current area. |
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| _palette |
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| _palette |
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| nopanel | true |
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| Open the palette to drag in components. |
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| _dashboard_show_details |
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| _dashboard_show_details |
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| nopanel | true |
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| Open the properties tab for the dashboard. |
Form Icons
The form provides the standard form icons.
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