Section

Feature

Description

File

Open/Create

Opens the window that allows you to select an existing dashboard or create a new dashboard.

Save

Saves changes to the dashboard that is being edited.

Save as

Saves the dashboard to a new file. Through this option you can rename the dashboard and keep its title or not.

View

Displays the dashboard in the Data Analytics module, for viewing purposes. Option available for saved dashboards only.

History

Undo

Undoes the last operation.

Redo

Redoes the last operation.

Insert

This section allows you to insert the dashboard items. For an overview of these items, see Dashboard Designer – User Manual-> Dashboard Items.

Item (only appears after an item of the Insert section is included in the dashboard)

Duplicate

Creates an item identical to the one selected in the dashboard.

Delete

Deletes the selected item from the dashboard.

Remove Data Items

Removes all data included in the item.

Transpose (available only for charts)

Rotates a chart so that the X-axis becomes vertical and the Y-axis becomes horizontal.

Convert to

Converts an item to another, displaying its data in the format of the new item.

Editar Rules

Allows you to edit, delete, rearrange, filter, and create formatting rules used in the dashboard item. Available only for Grid items.

Dashboard

Title

Defines the dashboard title, with options to make it visible, set the alignment, and insert image.

Currency

Defines the currency and culture of the monetary values used in the dashboard.

Edit Colors

Allows you to create color schemes with specific colors for the data source fields.

Automatic Updates

Enables automatic updates of the data sources so the dashboard displays the latest information.

Update

Updates the data sources.

Section

Feature

Description

Data Source

Import Data

Opens the Data Source Management window, where you can select and download new data sources to the dashboard.

Add Calculated Field

Allows you to create complex expressions from other fields in the data source. You can use in the expressions operators, data source fields, constants, and many other functions to, for example: calculate a date, transform a text type field into numeric, or even create a field that calculates the discount offered in sales, for example.

Query

Add Query

Allows you to create new data sources from existing data sources through Query Builder.

Edit

Opens the Query Builder, where you can edit the data sources created through the wizard.

Rename

Opens a window where you can rename the query.

Filter

Opens the Filter Editor, where you can apply filters to your query data.

Delete

Removes the query used as the data source from the dashboard.

Section

Feature

Description

View

Allows you to change the layout of the program. Several layouts are available for selection.

Section

Feature

Description

Filtering

Edit Filter

Allows you to apply specific filters to a dashboard item. Note that this feature is different from the Filter feature of the Query tab. The filters applied here are specific to a dashboard item, while the query filter is applied to the data source, therefore displaying the filters on all items that use the query.

Clear

Clears the filters included in the item.

Interactivity

Single Master Filter

Enables the master filter. When you select a field from a dashboard item, other dashboard items will display only the data corresponding to the field selected in the filter.

Multiple Master Filter

Enables the multiple master filter. When you select multiple fields from a dashboard item, other items of the dashboard will display only the data corresponding to the fields selected in the filter.

Drill Down

Allows you to increase the level of detail of the fields displayed in an item on the dashboard.

Interactivity settings

Cross-Data-Source-Filtering

Applies the master filter between different data sources. When different items in a dashboard are linked to different data sources, you can specify that a particular master filter should be applied across all data sources. This means that it will apply filtering to fields with matching names in all data sources. For this feature to work correctly, data sources must contain fields with the same name among them so that the system can use them as a connection field between the data sources.

Ignore Master Filters

Specifies that a dashboard item will not be affected by the master filters of other items.

Target dimensions (available for charts)

Arguments

Indicates that the chart arguments will be used as criteria in the master and drill-down filters.

Series

Indicates that the chart series will be used as criteria in the master and drill-down filters.

Points

Indicates that the chart points will be used as criteria in the master and drill-down filters.

Section

Feature

Description

Common

Show Caption

Enables the caption of a dashboard.

Edit Names

Allows you to edit the titles of dashboard items.

Diagram (available for charts)

Rotate

Rotates a chart so that the X-axis becomes vertical and the Y-axis becomes horizontal.

X-Axis Settings

Opens a window where you can set x-axis customization options, such as displaying its title and enabling zooming.

Y-Axis Settings

Opens a window where you can set y-axis customization options, such as displaying its title and reversing the bar layout of the chart.

Legend (available for charts)

Show Legend

Allows you to display caption on dashboard items, as well as define its position.

Series Type (available for charts)

Allows you to choose the series type of the chart.

Coloring

Global Colors

Allows you to use a standardized color scheme for identical values ​​in the dashboard. Colors can only be used in the following items: charts, pie charts, scatter charts, interval filters, and pie charts.

Local Colors

Allows you to use an independent color scheme for a dashboard item.

Edit Colors

Allows you to create your own color scheme for a dashboard item.