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Notifications

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Tokens

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Dashboard
Template
Report
Scorecard
Slideshow
Data Cube
Cube Perspective
Data Connector
Metric Set
Hierarchy
Time Dimension

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Dashboard
Report
Scorecard
Slideshow
Data Cube
Cube Perspective
Data Connector
Metric Set
Hierarchy
Time Dimension

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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, the Everyone group will have Read access to the project. To change this, or any other permission for this project, select the option below.

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...

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 any structures (tables, stored procedures, etc.) that you want to only be included in the data connector. By default if nothing is selected, then all items are included.

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

Add Column

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

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

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.


Properties

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

Revision history
References
Security

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...

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 file 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 as a link with other people, possibly with some options, if available. If this is a view, this link will save any overrides you have done while viewing it. You can also bookmark the link in your own browser to save some settings.

Date Mappings

Select a hierarchy to add date mapping to. Checked items indicate a date mapping already exist.

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
Delete
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.
Formatting
Add new culture
Preview

Set up your notification

Define the notification.

Define Schedule
Select Export Content
Set Up Delivery Options


Data Conditions

Add Condition

Data Driven Condition

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

Target Cell Set up

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.

Add recipient
Message subject
Message body

Recipient

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


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

Notifications

Update or remove any notification that you have created.

No notifications were found.

Token Details

View general details about the token

New Named Set Token

A named set token value(s) is defined on a specific dimension hierarchy, using preset member selection.

(None)
(None)

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.

(None)
(None)

Edit Named Set Token

A named set token value(s) is defined on a specific dimension hierarchy, using preset member selection.

(None)
(None)

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.

(None)
(None)

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
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Page Break
Page Break
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Set up states

Configure states to display data differently where it falls within certain ranges, based on other measures, formulas or period over period.

Add a state group

Configure state group

Set this state group up by specifying a name, description and the measure that it is linked to. Once the measure is set, it cannot be changed.


Configure state

Set up the conditions for this state. The conditions can either target a measure, or a hierarchy member.

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

Delete

Metric set binding configuration

This is where you can configure how we retrieve data for this metric set binding.

Overrides

Metric Set Default Values

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

Configure metric set element

This is where you can configure this specific metric set element, and see which UI elements it is bound to.

Visualization
Overrides
Override default parameter value
Metric Set Default Values
Set up totals calculation rule formula
Edit Calculation Formula
Remove Totals Calculation Rule
Formula
Measure Value
Define custom hierarchy sorting
Define custom measure sorting
Define custom hierarchy sorting
Define custom measure sorting
Delete this element

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.

Parameter placeholder properties...

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 current measure's values from another time period to perform period over period analysis. The new measure will be added to your metric set and the visualization.


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.


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 setup.

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.

View the created export