Viewing Dashboards

• Navigation panel. It contains dashboard name, the Back button to return to the previous folder and the Home button to open the root folder of the object navigator. The home page can be selected in application settings.

• Ribbon. It contains buttons to work with a dashboard.

• Dashboard. It contains interrelated visualizers, reports, interactive controls and other objects.

To search for data in a dashboard:

1. Click the button.

After the operation is executed, the search bar is displayed:

2. Enter the full word to search or its part.

After the operations are executed, the corresponding words are output.

To reset the search, tap the button in the search bar.

To add a dashboard to favorites, click the button.

After the operation is executed, the dashboard is added to favorites, and the corresponding message is displayed. Favorite objects can be viewed on the Favorites tab in the object navigator.

To open a dashboard as PDF (*.pdf), PPTX (*.pptx), XLSX (*.xlsx):

1. Tap the Open In button in the drop-down menu of the button.

After the operation is executed the format selection dialog box opens:

2. Select the format, in which the dashboard will open:

• PDF (*.pdf).

• PPTX (*.pptx).

• XLSX (*.xlsx).

After the operations are executed, the dashboard opens in the selected format.

To change general dashboard parameters or a specific parameter:

1. Click the button.

After the operation is executed, the parameters dialog box opens, for example:

2. Set the parameters, by which a dashboard or a specific visualizer will be displayed.

After the operations are executed, the dashboard or the specific visualizer will be displayed by specified parameters.

To display a tooltip, tap the visualizer element. A tooltip contains additional information about visualizer element.

Data drill down and drill up enables the user to analyze data at different levels: from general to particular and vice versa. Available drill down granularity is determined by data source dimension hierarchy.

To drill down data:

1. Hold down the visualizer element.

2. Select the Drill Down item in the context menu of the selected element.

After the operations are executed, the system goes to the selected element level with detailed contents.

To drill up data:

1. Hold down the visualizer element.

2. Select the Drill Up item in the context menu of the selected element.

After the operations are executed, the system goes to the general information level, which contains the selected element.

For details about data drill down and drill up, see the specific visualizer section: Table, Chart, Map, Bubble Chart, Bubble Tree, Tree Map.

To exclude visualizer data:

1. Hold down the visualizer element or table row or column header that must be excluded.

2. Select the Exclude item in the element's context menu.

After the operations are executed, the visualizer element or the table row or column are excluded.

To exclude all visualizer data except for the selected:

1. Hold down the visualizer element or cell, table row or column header, which data must be displayed in the visualizer.

2. Select the Exclude the Rest item in the element's context menu.

After the operations are executed, all visualizer data is excluded except for the selected element data.

For details about data exclusion see the corresponding visualizer section: Table, Chart, Map.

A data table displays summary statistics calculated for selected table ranges. A set of calculated statistics depends on values in the selected range.

NOTE. Summary statistics can be viewed only for the Table visualizer.

To view summary statistics:

1. Hold down the cell, row or column header.

2. Select the Summary Statistics item in the context menu of the selected cell.

After the operation is executed, the Summary Statistics dialog box opens:

For details about viewing summary statistics see the Summary Statistics section.