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My Profile
Here is your profile, which is everything about you.
Recycle bin
Notifications
Exports
Tokens
Clear personalization
Change password
Recycle Bin
View the files and folders that have been deleted and can either be permanently deleted, or restored.
Create new...
Dashboard
Template
Report
Scorecard
Small Multiple
Slideshow
Data Cube
Cube Perspective
Data Connector
Metric Set
Hierarchy
Time Dimension
Open
Dashboard
Report
Scorecard
Small Multiple
Slideshow
Data Cube
Cube Perspective
Data Connector
Metric Set
Hierarchy
Time Dimension
Select a template...
Select an option...
Select an option...
Create a new project
Add a new project to the system, either by creating a new empty one or duplicating an existing project.
Select tenant
After the project is created, only the creator will have access to the project.
New data connector
A data connector lets you connect to your data through a provider. Once the data connector's provider is set, it cannot be changed.
Edit the existing data connector. You can't change the name or the provider. If you want to do that, create a new one.
Data provider information
Enter the information for the selected data provider. This will help us connect to your data properly.
Select data structures
Check off structures (tables, stored procedures, etc.) if you want only those selected to be available through this data connector. If nothing is selected, all items will be available.
Define data structure
A data structure lets you define exactly how the expected structure for a data connector will be. This applies to many tabular providers, such as web services, where the structure can't be automatically detected.
Tables
Add table
Table Details
Re-discover table
Columns
Column Details
New Theme
Create a new theme. A theme is a collection of styles that can all be applied at once to a View.
Save
Select a folder and the name of the item to save.
Open
Select an item to open.
Upload file
File resources, such as images, maps and diagrams can be uploaded here as an alternative to dragging and dropping them into the 'explore' area, or a view canvas.
Relationships
Set up a relationship
A relationship specifies how two structures are related to each other. Select another data structure related to this one, then drag items from one list of elements and drop on the matching element in the other list.
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Properties
View and edit the properties associated with the file or folder selected.
Revision History
View the revision history for the selected file or folder.
References
View the references to and from this file. By default, only direct references to and from this file are shown. However, if all references are desired, the recursive option can be enabled to show all references, including references to references.
No references to or from this file were found.
References by this file
References to this file from other files
Security
Review and set the security for this file or folder. To start, select a group or user name from the top data grid to edit the privileges.
Groups and Accounts
Add...
Manage Privileges
Manage the various privileges
Select tenant
Check In
If you want to start editing this item again, you'll have to check it out again.
There are some dependencies on this item. Typically you want to check them all in as well
Publish
Publish the selected project or files to another project with some available options. If you are publishing a file, its folder structure will be retained in the destination project when published.
Options
Share
Share your work with other people using the link below. If this is a view, this link will include overrides such as filtering done while viewing, and you can choose from some view options. You can also add a bookmark with this link to save your changes.
Date Mappings
Select a hierarchy to add date mapping to. A checked item indicates a date mapping already exists.
Define Date Mapping
Set up Date Mapping rules and advanced properties.
Automatically matched date mapping
The date mapping has already been matched automatically for you. For those hierarchy levels that we cannot match a level type, we have left it out for you to choose.
Configure Caption Formatting
Conversion
Excluded Members
Preview data
Set Security Hierarchies
Select a hierarchy to configure the security hierarchy settings for. The available options will be displayed at the bottom.
New Time Dimension
Set up Caption Formatting
Formatting
Preview
Grouping Hierarchy Linking
Choose the hierarchy on related visualizations and child groups that the grouping hierarchy member is passed to for filtering.
Normally this is automatically selected but may not be detected for some mixed data sources. You may wish to deselect this for data which should not change based on the grouping hierarchy member, such as global targets.
Set up your notification
Define the notification.
Add condition
Schedule Rule
Define a schedule rule.
Daylight Saving Time
Start Options
Pattern
Monthly Pattern
Add Occurrence
End Options
Notification Content
Choose what to export and in what format.
Define Delivery Options
Define how the notification should be delivered.
Recipient
Define an email recipient by selecting from the list or by entering an email address.
Recipient Parameter Overrides
Define custom parameter values for the recipient. These parameters will override any default parameter values set on the view currently or on initial load.
View Parameters
Notifications
Update or remove any notification that you have created. Use the tagging feature to enable/disable/run multiple notifications.
No notifications were found.
Exports
View exports that you have generated.
Export History
Queued Exports
Token Details
View general details about the token
Set up Token Offset
Setting an offset allows specification of some predefined token, such as "today", with an offset specified in the unit of the token. For example, if you specify "-3" for "today", then you will end up with 3 days ago.
New Named Set Token
A named set token value(s) is defined on a specific dimension hierarchy, using preset member selection.
Tokens
View and manage tokens associated with this account
Script Token
Relative Time Token
Refresh
Named Set Token
Relative Time Token
Script Token
The token value(s) are defined using DundasScript expressions, which offer unlimited flexibility.
Edit Named Set Token
A named set token value(s) is defined on a specific dimension hierarchy, using preset member selection.
The hierarchy could not be found. If the hierarchy doesn't exist, you will have to create a new Named Set token.
The token value(s) are defined using time dimensions.
Localize Token Caption
Specify additional captions for the token based on culture. The default caption will be shown if there is no localized caption for an account's culture.
Add localized caption
Configure Formats
Here you can quickly configure the formats to be applied to the value.
Configure format
Additional Format Settings
Range Format Overrides
Add range format override
Configure Range Override Format
Here you can quickly configure the formats to be applied to the values matching the specified range.
Configure format
Additional Format Settings
Configure Format
Here you can quickly configure the format to be applied to the value.
Additional Options
Sample Preview
Page Break
Page Break
Set up states
Configure states to display data differently where it meets some conditions.
Add a state group
Configure state group
Set this state group up by specifying a name, description and the measure that will determine the states. This measure can't be changed later for this group.
Configure state
Set up the conditions for this state. Compare against another measure or value, or compare the values of a hierarchy against a value you specify.
Set up hierarchy sorting
Configure the sorting for this hierarchy which determine how the hierarchy levels are sorted.
Configure hierarchy level sorting
Set up how to sort for this hierarchy level.
Configure measure sorting
Set up how to sort for this measure. In order to sort a measure, the axis hierarchy must be selected and a level. In addition, if there are any hierarchies on the opposite axis, then members must be selected from all of them.
Metric set configuration
This is where you can change how we retrieve data for this metric set.
Metric Set Overrides
Metric Set Settings
Request Options
Inherited Parameters
Advanced (Query Hints)
Here you can quickly access the visual settings associated with this element, or configure specific settings within the metric set.
Metric Set Overrides
Override default parameter value
Formula
Parameter
Provide more details on the parameter here.
Placeholder
Provide more information for the placeholder. You must provide information for all placeholders before a formula can be created.
Select a visualization
Choose a visualization for your formula.
Visualization category
Visualization
Period over period comparison
Add a new measure to your data showing a measure's values from another time period for comparison. The new measure will be added to your metric set and the visualization.
Define a new template grid
This is just the starting point for a template grid. After creating this, you can split/merge the cells to create the template you want.
Set up a pop-up
Advanced Settings
Set up parameters...
Set up a toggle (expand / collapse) template cell action
This action will expand or collapse the template cell which this control is within.
Set up a drill down
A drill down goes down one level on the selected hierarchy, and filters to the point. A drill down can occur on the current visualization, go to another view, or a URL.
Set up a filter
A filter action, when run, will apply the selected parameter mappings to filter other controls based on the data that is involved in the action. If a non-data control is used, this action allows you to apply a predefined value, such as "Canada", to a selected view parameter in addition to any parameter mappings set up.
Set up parameters...
Set up data input
Use a variety of input controls to send values to an existing data cube which has a data input transform set up.
Set up parameter mappings
This allows you to set up how source information is passed to the target when the action is run.
Current Parameter Mappings
Add new mapping
Select one source from the left to map to one target view parameter on the right. If a URL is being used as the target, a string placeholder target must be specified which will be filled in with the mapped source data.
SOURCE
Clicked Item
(All View Parameters)
Add view parameter...
TARGET
Add view parameter...
Placeholder
Export
Export your view to a variety of different options.
Set up an expand / collapse action
This action will expand or collapse the clicked hierarchy member. Expanding includes the data that makes up that member without changing the rest of the data.