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Recycle bin




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More about this product

Recycle Bin

View the files and folders that have been deleted and can either be permanently deleted, or restored.

Empty the recycle bin
Restore all the items

Create new...

Small Multiple
Data Cube
Cube Perspective
Data Connector
Metric Set
Time Dimension


Small Multiple
Data Cube
Cube Perspective
Data Connector
Metric Set
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.

Select a name...
Test connection

Data provider information

Enter the information for the selected data provider. This will help us connect to your data properly.

Select structures
Define structure

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.


Add table

Table Details

Re-discover table


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.

Select a name...
Add style


Select a folder and the name of the item to save.


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.


Review and set up the relationships for this structure.
Add relationship

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.


View and edit the properties associated with the file or folder selected.

Revision history

Revision History

View the revision history for the selected file or folder.


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


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.

You require "Full Control" in order to modify the privileges of this entry.

Groups and Accounts


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 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.



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
Excluded Members

Preview data

Refresh preview
Delete this date mapping

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

Create a new time dimension. A time dimension can contain one or more levels which will be used when showing data.
Select a name...

Set up Caption Formatting

Set up how the captions are formatted for one or more cultures in the system. This includes both the regular caption, and the short caption.
Add new culture

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.

Define schedule
Select export content
Delivery options

Data Conditions

Add condition

Data Driven Condition

Add Target Cell
Add Target Cell Manually
Add Custom State
Add Custom State
Metric Value

Target Cell Set up

Schedule Rule

Define a schedule rule.

Daylight Saving Time

Start Options


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.


Define an email recipient by selecting from the list or by entering an email address.

Select account
Customize parameters

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


Update or remove any notification that you have created. Use the tagging feature to enable/disable/run multiple notifications.

No notifications were found.



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.



View and manage tokens associated with this account

Script Token
Relative Time Token
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
You need to specify a template Id

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.

Add condition
Delete this state

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.

Add top override
Add bottom override

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.

Opposite axis members


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
No inherited parameters available for this metric set.
Advanced (Query Hints)
No query hints are available for this metric set.
Remove this metric set from the visualization

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
Set up totals calculation rule formula
Edit Calculation Formula
Remove Totals Calculation Rule
Configure format
Measure value
Define custom hierarchy sorting
Define custom measure sorting
Define custom hierarchy sorting
Define custom measure sorting
Delete this element



Provide more details on the parameter here.


Provide more information for the placeholder. You must provide information for all placeholders before a formula can be created.

Parameter placeholder properties...

Select a visualization

Choose a visualization for your formula.

Visualization category


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

A pop-up shows a view or URL in either an inline pop-up, or a browser pop-up.

Advanced Settings

Set up parameters...

Set up a change layer action

This action can hide or show layers when it is run.

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 parameters...

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.


Clicked Item
(All View Parameters)
Add view parameter...


Add view parameter...


Export your view to a variety of different options.

View the created export

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.