The editor menu

This menu contains various kinds of elements you can drag on to the dashbord, as well as loading and saving your dashboard.

 

Data elements

All the data elements defined in the system (DataCentral) can be found here. To use an element on the dashboard, press and hold down the mouse button on the name, and then drag and drop the element on to the work surface. When the element is placed on the dashboard you are creating, you have access to many tools to change what the element should display. Refer to the specific chapter that explains the use of these tools.

You can also drag to an empty data element and build it up yourself, with everything from choice of data source to the visuals. Refer to the specific chapter that elaborates on editing data elements.

 

Navigators

These navigators is used to control a single element or the whole dashboard.

Navigator buttons

With this navigator you can create buttons or checkboxes that controls what columns the visualization shall be grouped on or which parameter/filters that the dashboard or visualization should use.

  1. Add the navigator to the dashboard by dragging it onto.
  2. Right-click the navigator (which is empty) and choose “Edit navigator”.

On the left side of the dialog you can configure the design of the navigator.

Theme Style
The theme style of the navigator.

Theme color
The theme color of the navigator.

Button outline
The width of the individual buttons. Normally the width of the button is determined by the text inside the button. Setting this to “Full width” the buttons will be as wide as the container (or fill out each column if you set more than one column).

Horizontal alignment
Aligning the text inside the button.

Text size
Set the size of the text in percent.

Number of columns
How many columns the navigator will use.

Visual type
Display the navigator as buttons or checkboxes.

Minimized
Check this minimize the navigator. It will be displayed as a drop down menu.

 

On the right side of the dialog you choose what the navigator will controll – grouping of columns or a parameter:

Parameter


Choose which element you want to control. This can be either the whole dashboard or one single visualization. Then you choose which parameter you want to control. When you have selected a parameter, you can add specific options or let the navigator automatically create a button/checkbox for all options available for that parameter.

To add specific options, you can click and search using the search field. Select one or multiple options and click the OK icon. To select multiple you can either press and hold CTRL or use the mouse to drag a box around the options you want.

Remove selected options by clicking the X.

You can change the order of the options simply by dragging them in the list.

 

Grouping


Select which element you want to controll.

Decide if it should be possible to group the data on more than one column at a time.

Select columns in the list and add them to the selected options list. If you add a date type column, you can also choose what date period to group on.

If you want the visualization to always be grouped on a specific column in addition to the ones selected by the user, check of the checkbox in front of the column name. This option will then be hidden in the navigator, but will always be grouped on.

Change the order of the options, and thus the order the columns is grouped, by dragging them in the list. If a locked column is in position 2, it will always be grouped on as the secondary column.

Click “Save” to save and update the navigator.

 

 

Static elements

Text

The text element is used to display a static text on the dashboard. Drag and drop the element on to the dashboard. Refer to the specific chapter that describes the different properties that can be set.

 

Images

The image element is used to display images on the dashboard. Drag and drop the element on to the dashboard. Refer to the specific chapter that describes the different properties that can be set.

 

File

New dashbord
Opens a new dashboard.

Open dashbord
Select to open a dashboard that is saved in the system.

Save dashbord
Saves the dashboard that you are working on. If the dashboard has not been saved earlier, a “save” dialog box is displayed.

Save as
Opens a dialog box where you can save the dashboard with the name of your choice. You will also be able to overwrite an existing dashboard.

Cancel editing mode
Closes the dashboard and cancels editing mode. Dashboards thatarenot closed will be locked to your user name and cannot be opened or edited by any other person. We recommend that you cancel editing mode when you have finished working with the dashboard, if there are others in the organisation thatmay need to make changes to the dashboard.

Dashboard properties
You can add some properties to the dashboard here, such as auto-refresh of the dashboard in seconds, amongst other things. You can also include CSS and javascript code on the dashboard.

 

Dashbord history

An ongoing history log is saved when you make changes to and create a dashboard. If you have made unwanted changes to the dashboard , you can easily roll back to an earlier version.